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It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 20.33; value investors should take notice.
10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.17 to $4.68 per share. BJ also boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, BJ should be on investors' short list.
BJ's Wholesale Club Holdings Inc (BJ) Stock Up 4.2% and Still Undervalued -- GF Score: 87/100
On September 14, 2026, BJ's Wholesale Club Holdings Inc BJ shares rose 4.2% to a current price of $95.31, trading within a 52-week range of $83.21 to $105.78. The upward movement today reflects positive market sentiment, although the stock has faced challenges over the past year.
GF Value™ verdict: $103.53 indicates the stock is 7.9% undervalued.GF Score™ of 87/100 signifies a strong overall rating based on various financial metrics.Notable signal: Insiders sold $20.1M worth of shares over the past 12 months without any buying activity.Is BJ Overvalued or Undervalued?BJ's current price of $95.31 is below the GF Value™ estimate of $103.53, indicating that the stock may be undervalued by approximately 7.9%. This suggests a potential margin of safety for investors, as the market price is significantly below the intrinsic value derived from GuruFocus' analysis. The GF Valuation label indicates that BJ is fairly valued, which means the market may not be fully recognizing its growth potential based on historical performance and future estimates.
GuruFocus' GF Value™ is an intrinsic value estimate that combines historical trading multiples, past business growth, and projections of future performance to provide a comprehensive view of a stock's valuation. Given BJ's current undervaluation, there appears to be an opportunity for upside, although investors should consider the market sentiment and other external factors that could affect stock performance.
How Does BJ's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)20.8x20.7xForward P/E20.2xN/ABJ's current P/E ratio of 20.8x is slightly above its 5-year median of 20.7x, indicating that the stock is trading at a premium relative to its historical valuation. The forward P/E of 20.2x suggests that the company is expected to maintain a similar valuation in the future. This P/E analysis aligns with the GF Value™ verdict, as it reflects both the company's historical performance and its current market expectations.
What Does BJ's GF Score™ Tell Us?The GF Score™ is a composite score that evaluates various aspects of a company’s financial health, including profitability, financial strength, growth potential, valuation, and momentum. BJ's GF Score™ of 87/100 is indicative of strong performance across these categories, particularly excelling in valuation and momentum.
MetricRatingGF Score™87Financial Strength6/10Profitability7/10Growth8/10Valuation10/10Momentum10/10The strong GF Score™ reflects BJ's solid fundamentals, particularly in valuation (10/10) and momentum (10/10). However, its financial strength score of 6/10 suggests there may be areas for improvement. The profitability rank of 7/10 and growth rank of 8/10 indicate that while the company is performing well, there is still room to enhance its overall financial health.
What Are Gurus and Insiders Doing with BJ?Currently, six gurus hold BJ stock, with five increasing their positions and one reducing their stake in recent quarters. This activity indicates a generally favorable sentiment among professional investors. The fact that more gurus are adding to their positions than trimming suggests confidence in BJ's future performance.
However, insider activity has been a point of concern, as insiders sold $20.1 million worth of shares over the past year with no purchases. This selling could signal a lack of confidence from those closest to the company, adding a layer of caution for potential investors. Such patterns can often reflect broader corporate governance issues or internal challenges that might not yet be visible in the company’s public financials.
What This Means for InvestorsBased on the GF Value™ assessment, BJ appears to be undervalued at its current price of $95.31, presenting an opportunity for potential investors. However, the mixed signals from insider selling and the need for stronger financial strength metrics should prompt caution. As with any investment, it is essential to consider a variety of factors before making decisions. For further details, you can explore the BJ's Wholesale Club Holdings Inc BJ stock page and the GF Value™ page.
Frequently Asked QuestionsWhat is BJ's GF Score™?
BJ's GF Score™ is 87/100, indicating strong performance across various financial metrics, suggesting a solid overall investment profile.
Is BJ overvalued or undervalued?
BJ is currently undervalued, with a GF Value™ of $103.53 compared to its market price of $95.31, indicating a potential upside.
What is BJ's P/E ratio?
BJ's P/E ratio is 20.8x, which is slightly above its 5-year median of 20.7x, suggesting that it is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. BJ has a Growth Style Score of A, forecasting year-over-year earnings growth of 6.4% for the current fiscal year.
For fiscal 2027, 10 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.17 to $4.68 per share. BJ boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, BJ should be on investors' short list.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) (the “Company”) today announced its commitment to an investment-grade financial policy, including a target of maintaining leverage (net debt to LTM adjusted EBITDA, excluding leases) below 1.0x, and its intention to transition to an unsecured capital structure. “BJ's has built a durable, highly cash-generative business, and an investment-grade financial policy reflects the continued strength and discipline of tha.
TD Waterhouse Canada Inc. cut its stake in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) by 77.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,592 shares of the company’s stock after selling 5,488 shares during the period. TD Waterhouse Canada Inc.’s holdings in BJ’s Wholesale Club were worth $132,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in the company. Ossiam acquired a new position in BJ’s Wholesale Club in the second quarter valued at $100,000. Daiwa Securities Group Inc. increased its stake in BJ’s Wholesale Club by 81.0% during the second quarter. Daiwa Securities Group Inc. now owns 6,824 shares of the company’s stock worth $736,000 after acquiring an additional 3,054 shares during the last quarter. AXA S.A. purchased a new position in shares of BJ’s Wholesale Club in the 2nd quarter worth about $1,094,000. Sei Investments Co. raised its holdings in shares of BJ’s Wholesale Club by 31.5% in the 2nd quarter. Sei Investments Co. now owns 276,115 shares of the company’s stock worth $29,773,000 after purchasing an additional 66,204 shares during the period. Finally, BNP Paribas acquired a new position in shares of BJ’s Wholesale Club in the 2nd quarter valued at about $105,000. 98.60% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth BJ has been the subject of a number of research reports. Bank of America began coverage on BJ’s Wholesale Club in a report on Wednesday, May 20th. They set a “neutral” rating and a $110.00 target price for the company. The Goldman Sachs Group restated a “buy” rating on shares of BJ’s Wholesale Club in a report on Monday, August 24th. Gordon Haskett raised shares of BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research report on Wednesday, July 29th. JPMorgan Chase & Co. lifted their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the company a “neutral” rating in a research report on Tuesday, May 26th. Finally, Weiss Ratings upgraded shares of BJ’s Wholesale Club from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, August 26th. Ten investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, BJ’s Wholesale Club presently has an average rating of “Hold” and an average target price of $106.06.
Get Our Latest Stock Analysis on BJ’s Wholesale Club Insider Activity at BJ’s Wholesale Club In related news, SVP Joseph Mcgrail sold 1,500 shares of the business’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $96.65, for a total transaction of $144,975.00. Following the transaction, the senior vice president directly owned 13,269 shares of the company’s stock, valued at approximately $1,282,448.85. The trade was a 10.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CEO Robert W. Eddy sold 73,016 shares of the company’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total value of $7,303,060.32. Following the completion of the transaction, the chief executive officer owned 282,330 shares of the company’s stock, valued at approximately $28,238,646.60. This represents a 20.55% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 79,416 shares of company stock worth $7,938,084 over the last three months. 1.10% of the stock is currently owned by corporate insiders.
BJ’s Wholesale Club Trading Up 2.4% NYSE:BJ opened at $91.80 on Friday. The business’s 50-day moving average is $92.92 and its two-hundred day moving average is $93.06. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.73 and a quick ratio of 0.19. BJ’s Wholesale Club Holdings, Inc. has a 12 month low of $83.21 and a 12 month high of $105.78. The firm has a market capitalization of $11.60 billion, a PE ratio of 20.09, a price-to-earnings-growth ratio of 2.69 and a beta of 0.18.
BJ’s Wholesale Club (NYSE:BJ – Get Free Report) last issued its earnings results on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.19. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The company had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. During the same quarter in the prior year, the business earned $1.14 earnings per share. The company’s revenue was up 15.7% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Research analysts predict that BJ’s Wholesale Club Holdings, Inc. will post 4.69 earnings per share for the current fiscal year.
BJ’s Wholesale Club Profile (Free Report)
BJ’s Wholesale Club Holdings, Inc operates a membership-based warehouse club chain in the United States. The company sells a broad selection of products at discounted prices, including groceries, fresh foods, household essentials, electronics, appliances, furniture, apparel, health and beauty products, and seasonal merchandise.
BJ’s also operates gasoline stations at many of its locations and offers services such as optical, tire, and hearing-aid centers at select clubs. Its business combines physical warehouse clubs with digital shopping options, including online ordering, delivery, and curbside pickup where available.
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A shopper walks into a warehouse club, scans her membership card at the door, and begins the familiar hunt for bulk savings on everything from rotisserie chickens to motor oil. She isn't just buying paper towels; she is buying into a subscription-based ecosystem that turns her weekly errands into recurring, predictable revenue for the business. This is the model that powers BJ's Wholesale Club Holdings (BJ +0.80%), a regional warehouse operator based in Westborough, Massachusetts, that has spent decades embedding itself in the routines of East Coast households.
As of market close on Sept. 9, the stock traded at $88.51, down 8.3% over a challenging 12 months, as investors weigh high operational costs against the company's steady membership growth.
Our proprietary Hidden Gems scoring system assigns BJ's Wholesale Club Holdings an overall Superscore of 78 out of 100, placing it in the Strong category. The Superscore is an AI-powered score that evaluates a company's overall strength by combining financial performance, product market position, technological capabilities, leadership quality, and relative valuation. It represents the unification of all our scores into a single score for public companies, with five rating bands: Exceptional (90-100), Strong (75-89), Above Average (60-74), Average (40-59), and Cautious (0-39). A 78 Superscore places the company in the Top ~13% of every company we score, meaning it sits ahead of roughly 87 out of every 100 firms in our database.
This score is a data-driven starting point for your own due diligence, pairing the company's operational strengths with the risks that currently cap its potential.
Image source: Getty Images.
Why BJ Has a 78 SuperscoreDurable membership model: Over 25 consecutive years of membership fee growth and a consistent 90% tenured renewal rate provide a reliable financial foundation that persists even when the broader economy softens.Digital scaling payoff: Investments in omnichannel capabilities, such as curbside pickup and the mobile app, have matured into tangible returns, with digitally enabled comparable sales growing 30% in Q2 fiscal 2026.Disciplined capital deployment: The company maintains a consistent focus on physical expansion, with plans to open 12 new clubs in fiscal 2026 to capture market share in new markets, including Kentucky and Indiana.Operational cash generation: Operating cash flow grew to $1.03 billion in fiscal 2025 (that ended on Jan 31, 2026), providing the necessary liquidity to fund aggressive capital expenditures while simultaneously deleveraging the balance sheet.Vertical supply integration: Bringing the perishable supply chain in-house gives the company granular control over costs and quality, allowing it to keep private-label goods competitively priced against national-brand rivals.Why Is BJ's Superscore Not Higher?Stretched valuation: The stock trades at a trailing P/E of 19.7x, which leaves little margin for error should top-line growth stall or promotional intensity in the warehouse sector increase.Aggressive footprint expansion: Entering new, untested markets like Texas and Kentucky requires significant upfront capital, which could pressure short-term earnings if store-level productivity doesn't meet expectations.Commodity price sensitivity: Heavy reliance on gas station profitability creates inherent volatility in total results, as fluctuations in pump prices often distract from the health of the core merchandise business.Intense competitive landscape: Dominant national rivals have greater brand ubiquity, limiting the company's ability to command premium pricing or achieve massive scale in markets where it lacks density.The company earns a high return on net tangible assets, which ranks in the Top ~18% of all companies we score. This high efficiency means the business generates substantial profit from a relatively small base of hard assets, turning each incremental point of revenue growth into outsized returns. While the valuation currently trades at an elevated multiple, this efficiency allows the company to reinvest capital at high rates of return, partially offsetting the risks inherent in its retail pricing.
Hidden Gems Database Scores at a GlanceScoreScore (out of 100)RankSupporting Data PointProduct (1Y)79Top ~21%Strong innovation execution in digital channels and operational scaling helped drive 9.5% growth in membership fee income.Product (5Y)73Top ~26%The company successfully transitioned from a regional player to a digitally enabled warehouse retailer with 263 clubs.Financial (1Y)75Top ~21%Operating cash flow reached $1.03 billion in fiscal 2025, supported by disciplined inventory turnover of 11.22x.Financial (5Y)72Top ~21%Consistent deleveraging reduced the debt-to-equity ratio from 4.57 to 1.19 over the 2021-2025 period.Leaders84Top ~10%Management demonstrates transparency in guidance and maintains a clear, data-backed roadmap for geographic expansion.AI14Bottom ~10%The company relies on conventional retail operations and lacks an actionable strategy for AI-led growth.Valuation Risk57Top ~45%The stock trades at a trailing P/E of 19.97x, which sits within industry ranges for stable retail staples.Is BJ Right For Your Portfolio?This stock warrants a closer look if...
You are looking for consumer staples stocks that prioritize long-term member retention over short-term promotional cycles.You value a business model supported by over 25 years of consistent membership fee income and steady reinvestment of capital.You may want to keep researching before buying if...
You are concerned about the current valuation and the potential for a multiple contraction if revenue growth slows to a low-single-digit pace.You are uncomfortable with the risks and logistical hurdles associated with a rapid, capital-intensive physical club expansion strategy.The Superscore is one data-driven signal worth investigating, and this report is designed to help you balance the company's operational strengths against the risks that might limit its future performance. Please weigh these factors against your personal financial goals and risk tolerance before making any investment decisions.
Premium Feature
Moneyball Superscore
71/100
Today's Change
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0.80
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0.71
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89.22
My 5-year prediction for BJ stockThe market has been expecting more from BJ's Wholesale Club. Investors weren't impressed with management's FY2026 outlook in March, which called for only 2%-3% comparable sales growth and 0%-5% growth in adjusted earnings per share (EPS).
As a result, the stock has been in the doldrums, staying flat so far this year. But that's where the good news starts. The fiscal second quarter growth was above expectations. Membership-fee income rose 9.9% while adjusted EPS of $1.36 was well above expectations, a positive surprise of 16.5%.
As a result, management revised fiscal 2026 EPS growth to 5%-9% versus the previous year. Chairman and CEO Robert Eddy made it clear during the earnings call that "new clubs are a key engine of long-term growth for our business." He reiterated that BJ's remain committed to opening 25 to 30 clubs every two years.
Still, from a shareholder perspective, what's of greater interest to me is that 22 of 23 clubs opened since 2022 have posted higher comparable numbers than the chain's average, with the newest ones clocking double-digit comps. In other words, management isn't just opening a store simply for the sake of growth. Rather, it is making profitability the cornerstone of new growth.
BJ Operating Margin (TTM) data by YCharts.
This improvement is reflected in the wholesaler's operating margin, which began to trend higher in the second quarter.
This approach bolsters investor confidence, as management isn't blindly pursuing growth. It's only a matter of time before the market bids the stock higher.
The Hidden Gems Superscore reflects The Motley Fool's proprietary AI-driven evaluation of a company across product, financial, leadership, and valuation pillars as of the article date and may change over time. Performance figures are point-in-time. Past performance does not guarantee future results.
Amundi lifted its position in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) by 31.7% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,122,060 shares of the company’s stock after purchasing an additional 270,253 shares during the quarter. Amundi owned 0.88% of BJ’s Wholesale Club worth $97,866,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. BOK Financial Private Wealth Inc. bought a new stake in shares of BJ’s Wholesale Club during the fourth quarter worth about $25,000. Strive Financial Group LLC bought a new position in BJ’s Wholesale Club in the 4th quarter valued at about $25,000. Parkside Financial Bank & Trust lifted its position in BJ’s Wholesale Club by 147.9% in the 4th quarter. Parkside Financial Bank & Trust now owns 290 shares of the company’s stock valued at $26,000 after acquiring an additional 173 shares in the last quarter. Quantbot Technologies LP acquired a new position in BJ’s Wholesale Club during the 2nd quarter valued at about $28,000. Finally, Essential Partners LLC boosted its stake in BJ’s Wholesale Club by 81.2% during the 1st quarter. Essential Partners LLC now owns 290 shares of the company’s stock valued at $29,000 after purchasing an additional 130 shares during the last quarter. 98.60% of the stock is currently owned by institutional investors.
Insider Buying and Selling at BJ’s Wholesale Club In related news, CEO Robert Eddy sold 73,016 shares of the business’s stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total value of $7,303,060.32. Following the sale, the chief executive officer directly owned 282,330 shares in the company, valued at approximately $28,238,646.60. The trade was a 20.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Joseph Mcgrail sold 1,500 shares of the company’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $96.65, for a total transaction of $144,975.00. Following the sale, the senior vice president directly owned 13,269 shares in the company, valued at approximately $1,282,448.85. This trade represents a 10.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 79,416 shares of company stock valued at $7,938,084 in the last quarter. 1.10% of the stock is owned by corporate insiders.
BJ’s Wholesale Club Trading Down 1.4% Shares of BJ stock opened at $88.57 on Thursday. The company has a quick ratio of 0.19, a current ratio of 0.73 and a debt-to-equity ratio of 0.18. The firm has a market cap of $11.19 billion, a P/E ratio of 19.38, a PEG ratio of 2.64 and a beta of 0.18. The company has a 50 day moving average of $92.86 and a 200-day moving average of $93.12. BJ’s Wholesale Club Holdings, Inc. has a 12-month low of $83.21 and a 12-month high of $105.78. BJ’s Wholesale Club (NYSE:BJ – Get Free Report) last posted its quarterly earnings data on Friday, August 21st. The company reported $1.36 EPS for the quarter, beating the consensus estimate of $1.17 by $0.19. BJ’s Wholesale Club had a return on equity of 27.40% and a net margin of 2.64%.The business had revenue of $6.23 billion for the quarter, compared to the consensus estimate of $5.97 billion. During the same quarter in the prior year, the business earned $1.14 earnings per share. BJ’s Wholesale Club’s revenue for the quarter was up 15.7% on a year-over-year basis. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Sell-side analysts anticipate that BJ’s Wholesale Club Holdings, Inc. will post 4.69 earnings per share for the current year.
Wall Street Analysts Forecast Growth Several equities research analysts recently issued reports on the company. Bank of America began coverage on BJ’s Wholesale Club in a report on Wednesday, May 20th. They set a “neutral” rating and a $110.00 price target for the company. William Blair downgraded BJ’s Wholesale Club from a “mixed” rating to a “hold” rating in a research note on Monday, August 17th. DA Davidson upped their target price on BJ’s Wholesale Club from $105.00 to $108.00 and gave the company a “buy” rating in a report on Monday, August 24th. JPMorgan Chase & Co. increased their price target on BJ’s Wholesale Club from $90.00 to $98.00 and gave the company a “neutral” rating in a research report on Tuesday, May 26th. Finally, Wall Street Zen upgraded BJ’s Wholesale Club from a “hold” rating to a “buy” rating in a report on Saturday, August 29th. Ten equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, BJ’s Wholesale Club presently has an average rating of “Hold” and a consensus target price of $106.06.
View Our Latest Analysis on BJ
BJ’s Wholesale Club Profile (Free Report)
BJ’s Wholesale Club, headquartered in Westborough, Massachusetts, is a membership-based warehouse retailer offering a wide range of products and services primarily to small businesses and individual consumers. The company operates large-format clubs that provide value-priced groceries, health and beauty products, electronics, home goods, furniture, seasonal items and automotive supplies. In addition to its in-club offerings, BJ’s features fuel stations at many locations and operates an e-commerce platform for online ordering and home delivery.
Founded in 1984 as a division of Zayre Corp., BJ’s Wholesale Club quickly expanded throughout the Northeastern United States.
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Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. BJ has a Growth Style Score of A, forecasting year-over-year earnings growth of 5.5% for the current fiscal year.
For fiscal 2027, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.13 to $4.64 per share. BJ boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, BJ should be on investors' short list.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
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Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
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The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
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Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 20.03; value investors should take notice.
For fiscal 2027, nine analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.15 to $4.66 per share. BJ boasts an average earnings surprise of +7.9%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, BJ should be on investors' short list.
Key Takeaways BJ's delivered Q2 results above estimates, fueled by traffic growth, membership gains and fuel strength.BJ's reached 8.5 million members as fee income rose on acquisition, retention and higher-tier penetration.BJ's digital comparable sales rose 30% with strong engagement across delivery and pickup offerings. BJ’s Wholesale Club Holdings, Inc. (BJ - Free Report) delivered second-quarter fiscal 2026 results, wherein both the top and bottom lines surpassed the Zacks Consensus Estimate. Results reflected accelerating comparable sales, record membership growth and strong fuel performance. Management highlighted continued momentum across strategic priorities, including digital engagement, merchandise improvements and footprint growth. The company also raised its full-year adjusted earnings outlook while maintaining its comparable club sales guidance.
BJ’s Second-Quarter InsightsBJ’s Wholesale reported adjusted earnings of $1.36 per share, which beat the Zacks Consensus Estimate of $1.16 by 17.2%. The bottom line increased 19.3% year over year, supported by strong operating performance and fuel profitability. This operator of membership warehouse clubs generated total revenues of $6,226.6 million, up 15.7% year over year ahead of the Zacks Consensus Estimate of $5,883 million by 3.5%.
Net sales increased 15.9% to $6,091 million, while membership fee income climbed 9.9% to $135.6 million, supported by strong member acquisition, retention and higher-tier membership penetration across both new and existing clubs. The company reached a record 8.5 million members, highlighting continued engagement with its value-focused warehouse club model. We had expected membership fee income growth of 7%.
Total comparable club sales increased 11.9% year over year during the quarter, while comparable club sales excluding gasoline improved 3.1%, which came ahead of our estimate of 2.5%. The company benefited from balanced traffic and ticket growth, with management noting that traffic accelerated during the reported quarter. BJ’s also marked its 18th consecutive quarter of traffic growth and 15th consecutive quarter of market share gains.
Digitally enabled comparable sales continued to be a key growth driver, rising 30% year over year and reflecting a two-year stacked growth of 64%. The company continued to see strong engagement across digital offerings, including buy online, pick up in club, same-day delivery and ExpressPay. BJ’s also highlighted progress with its AI-powered shopping assistant, Bev, which has helped members find products, check club hours and improve their shopping experience.
Fuel performance also supported quarterly results. Management noted that comparable gasoline gallons increased 10.5%, with BJ’s continuing to gain share as industry fuel volumes declined during the period. Strong volume growth and favorable market conditions helped fuel profit exceed expectations.
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A Look at BJ’s MarginsBJ’s Wholesale reported gross profit of $1.11 billion in the second quarter compared with $1.01 billion in the prior-year period. However, the merchandise gross margin rate, excluding gasoline sales and membership fee income, declined approximately 20 basis points year over year. The decline primarily reflected continued investments in pricing, partly offset by tariff refund benefits recognized during thequarter.
Selling, general and administrative expenses increased to $851.2 million from $786.4 million in the prior-year quarter, mainly due to higher labor, occupancy and operational costs related to new club and gas station openings. Increased depreciation expenses from a larger owned club base also contributed to the rise. These pressures were partly offset by a gain from a sale-leaseback transaction during the quarter.
Operating income increased 16.5% year over year to $252.4 million, while adjusted EBITDA rose 14.3% to $347.2 million.
BJ’s Expansion Strategy Gains MomentumBJ’s Wholesale Club continued expanding its footprint during the quarter, opening three new clubs in Texas and one new gas station in Edison, NJ. The company ended the reported quarter with 267 clubs and 206 gas stations across 22 states.
Texas remains an important growth market for the company. Management said membership in Texas locations is tracking more than 30% ahead of plan, while customer engagement across categories and gas performance have been strong.
BJ’s expects to open seven additional clubs and complete one relocation during the remainder of fiscal 2026, while remaining committed to its long-term goal of opening 25-30 clubs in two years.
BJ’s Wholesale Financial SnapshotBJ’s Wholesale Club ended the quarter with cash and cash equivalents of $30 million, while total debt stood at $629.2 million. Stockholders’ equity totaled $2,197.4 million as of Aug. 1, 2026.
Net cash provided by operating activities was $401.5 million in the reported quarter. Adjusted free cash flow was $265.5 million. Capital expenditures, net of disposals, totaled $177.3 million during the quarter.
During the second quarter, BJ’s repurchased 1,384,278 shares for $124.1 million, inclusive of associated costs. About $422.1 million remained available under the company’s existing share repurchase authorization at quarter-end.
Here’s What BJ GuidedBJ’s Wholesale maintained its fiscal 2026 comparable club sales outlook, excluding gasoline sales, at 2-3% growth. However, the company raised its adjusted earnings per share guidance range to $4.60-$4.80 from the previous outlook of $4.40-$4.60, reflecting strong second-quarter performance, particularly from its fuel business. Capital expenditures are still expected to be approximately $800 million as BJ’s continues investing in new clubs and distribution capabilities.
Shares of this Zacks Rank #3 (Hold) company have advanced 15.2% over the past three months compared with the industry’s 4% growth.
Don’t Miss These Solid BetsThe Chefs' Warehouse, Inc. (CHEF - Free Report) , a premier distributor of specialty food products, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for CHEF’s current fiscal-year sales and earnings calls for growth of 10.6% and 33.7%, respectively, from the year-ago figures. CHEF delivered a trailing four-quarter earnings surprise of 30.4%, on average
Target Corporation (TGT - Free Report) operates as a general merchandise retailer in the United States. TGT carries a Zacks Rank #2 (Buy).
The consensus estimate for Target’s current fiscal-year sales and earnings implies growth of 4.6% and 35%, respectively, from the year-ago reported figures. TGT delivered a trailing four-quarter earnings surprise of 10.5%, on average.
Dollar General Corporation (DG - Free Report) , one of the leading discount retailers, currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Dollar General’s current fiscal-year sales and earnings implies growth of 3.9% and 7.6%, respectively, from the year-ago reported figures. DG delivered a trailing four-quarter earnings surprise of 21%, on average.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
BJ’s Wholesale Club’s NYSE: BJ stock price has struggled for the last year or so because of softer-than-expected margins and profitability concerns. The caveat is that BJ’s has also been building its membership base, and the strategy is paying off. Q2 results reflect the strength of its position, with results topping industry peers by a wide margin. This includes a healthy profit margin, despite cash-flow concerns, enabling a robust capital return, which is the other reason to buy this stock.
BJ's builds leverage on a quarterly basis by growing its footprint, expanding its customer base, and aggressively reducing its share count. Trading around $90, the stock offers a deep discount to its highs and true value for investors. The approximately 19x current-year earnings guidance is not only a discount relative to peers, which trade in the 32x range for PriceSmart NASDAQ: PSMT, about 35x earnings for Walmart NASDAQ: WMT, and 47x for Costco NASDAQ: COST, but it also fails to price in the growth outlook. This stock trades at pennies on the dollar relative to its longer-term forecasts, setting the stage for its stock price to rise by several hundred basis points over time.
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Analysts Say Hold—Institutions Say Buy, Buy, BuyBJ's Wholesale Club Stock Forecast Today12-Month Stock Price Forecast:
$105.33
9.03% Upside
Hold
Based on 19 Analyst Ratings
Current Price$96.61High Forecast$123.00Average Forecast$105.33Low Forecast$90.00BJ's Wholesale Club Stock Forecast Details
BJ’s Wholesale Club has solid market support, despite mixed signals in the data. The weak link is the analysts, who rate the stock as a consensus Hold, though the breakdown leans bullish. MarketBeat tracks 19 analysts, including 10 Buy ratings, eight Holds and one Sell. The consensus price target sits at $105.33, implying modest upside from recent levels.
The consensus price target is also favorable in the context of BJ’s recent trading action. Despite the stock’s decline over the past year, the roughly $105 target sits above recent levels and near the upper end of its existing trading range. That makes $105 an important level to watch: a move back toward the consensus target would represent a meaningful recovery, while a sustained break above it could signal improving market sentiment and a potential shift in the stock’s longer-term trend.
Institutional support is unambiguous. The group owns about 98% of the stock, reflecting strong confidence, and it has been accumulating aggressively. The trailing 12-month balance is running above $2 to $1, with most of the bullish behavior in Q3 2026, just ahead of the Q2 report. Activity spiked to record levels, indicating a solid support base and a high probability that the bottom is in for this market.
BJ’s Wholesale Club Advances After Beat-and-Raise QuarterBJ’s Wholesale Club had an outstanding quarter with revenue growing at an industry-leading 15.8% pace, outperforming the consensus by nearly 500 basis points on strengths in comps, store count, and fuel sales. Comps grew by 11.9% across the network, 3.1% adjusted for fuel, with membership fees up nearly 10%, pointing to sustained strength in upcoming quarters. Digital is central to the comp, up 30% and more than 60% in the two-year stack, reflecting acceleration.
Margin news is also good. The company faced margin pressure across the stack but managed it well, sustaining high margins and outperforming expectations. Key details include 14.3% EBITDA growth, slightly slower than the top line; 16.5% operating income growth; 14.8% adjusted net income growth; and 19.3% adjusted earnings per share (EPS) growth. Adjusted EPS grew by 19.3%, aided by share count reduction, and is expected to remain strong through year’s end.
Catalysts include the substantially increased guidance. Management now expects adjusted EPS with a low end of $4.60, aligning with the prior high end and above consensus forecasts. The opportunity is that guidance may be cautious, given the Q2 momentum, and outperformance will be seen in the subsequent release. In this scenario, analyst sentiment firms as the year progresses and into 2027, underpinning a stock price recovery.
Stock price action is favorable following the report. The market sold off ahead of the release, triggering a Buy signal that was confirmed in its wake. Post-release action propelled the market about 5% higher, signaling strong support at the long-term 150-week exponential moving average. Support is also indicated by the stochastic and MACD indicators, which are bullish and in alignment with a rising market. BJ’s biggest risks this year are margin threats, but they appear to be minimal at this time. Near-term headwinds remain, but the company’s strategy is working, gaining ground where it counts most: traffic.
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Should You Invest $1,000 in BJ's Wholesale Club Right Now?Before you consider BJ's Wholesale Club, you'll want to hear this.
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BJ’s Wholesale Club (NYSE:BJ – Get Free Report) and Weis Markets (NYSE:WMK – Get Free Report) are both consumer staples companies, but which is the superior stock? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, risk, valuation, earnings and dividends.
Insider & Institutional Ownership 98.6% of BJ’s Wholesale Club shares are held by institutional investors. 1.1% of BJ’s Wholesale Club shares are held by company insiders. Comparatively, 21.6% of Weis Markets shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Valuation and Earnings This table compares BJ’s Wholesale Club and Weis Markets”s top-line revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio BJ’s Wholesale Club $21.46 billion 0.57 $578.38 million $4.35 22.21 Weis Markets $4.96 billion 0.35 $93.69 million $4.03 17.61 BJ’s Wholesale Club has higher revenue and earnings than Weis Markets. Weis Markets is trading at a lower price-to-earnings ratio than BJ’s Wholesale Club, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations This is a summary of current ratings and price targets for BJ’s Wholesale Club and Weis Markets, as reported by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score BJ’s Wholesale Club 1 8 10 0 2.47 Weis Markets 0 0 1 0 3.00 BJ’s Wholesale Club currently has a consensus price target of $105.33, indicating a potential upside of 9.03%. Given BJ’s Wholesale Club’s higher possible upside, analysts clearly believe BJ’s Wholesale Club is more favorable than Weis Markets.
Profitability This table compares BJ’s Wholesale Club and Weis Markets’ net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets BJ’s Wholesale Club 2.62% 26.67% 7.59% Weis Markets 1.99% 7.40% 4.97% Volatility & Risk BJ’s Wholesale Club has a beta of 0.21, meaning that its stock price is 79% less volatile than the S&P 500. Comparatively, Weis Markets has a beta of 0.45, meaning that its stock price is 55% less volatile than the S&P 500.
Summary BJ’s Wholesale Club beats Weis Markets on 11 of the 14 factors compared between the two stocks.
(Get Free Report)
BJ’s Wholesale Club Holdings, Inc. engages in the operation of membership warehouse clubs. Its product categories include grocery, household and pet, television and electronics, furniture, computer and tablets, patio and outdoor living, lawn and garden, baby and kids, toys, home, health and beauty, appliances, and jewelry. The company was founded in 1984 and is headquartered in Marlborough, MA.
About Weis Markets (Get Free Report)
Weis Markets, Inc. engages in the retail sale of food through a chain of supermarkets in Pennsylvania and surrounding states. The company’s retail food stores sell groceries, dairy products, frozen foods, meats, seafood, fresh produce, floral, pharmacy services, deli products, prepared foods, bakery products, beer and wine, and fuel; and general merchandise items, such as health and beauty care, and household products. It operates stores in Delaware, Maryland, New Jersey, New York, Pennsylvania, Virginia, and West Virginia primarily under the Weis Markets name, as well as Weis, Weis 2 Go, Weis Great Meals Start Here, Weis Gas-n-Go, and Weis Nutri-Facts. Weis Markets, Inc. was founded in 1912 and is based in Sunbury, Pennsylvania.
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BJ's Wholesale Club (NYSE:BJ) shares moved over 4% higher on Friday after the warehouse retailer reported second-quarter fiscal 2026 earnings and revenue above analyst expectations, while raising its full-year adjusted earnings guidance.
The company reported earnings per diluted share of $1.36 for the 13 weeks ended Aug. 1, up from $1.14 a year earlier and ahead of the $1.17 analyst consensus.
Total revenues increased 15.7% to $6.23 billion, including $6.09 billion in net sales, compared with analyst expectations of roughly $5.94 billion to $5.97 billion.
Comparable club sales increased 11.9% year over year during the quarter, or 3.1% excluding gasoline sales. Digitally enabled comparable sales rose 30%, with two-year stacked growth reaching 64%.
Membership fee income increased 9.9% to $135.6 million, while total membership reached a record 8.5 million members. The company attributed the growth in membership income to strength in member acquisition and retention, along with higher-tier membership penetration across new and existing clubs.
Net income rose 15.4% to $173.9 million, while adjusted EBITDA increased 14.3% to $347.2 million. Gross profit rose to $1.11 billion from $1.01 billion a year earlier. The merchandise gross margin rate declined by about 20 basis points, primarily due to continued investments in pricing, partially offset by tariff refund benefits.
BJ’s opened three new clubs and one new gas station during the quarter. Selling, general and administrative expenses increased to $851.2 million from $786.4 million, primarily reflecting higher labor, occupancy and operating costs associated with new club and gas station openings.
“We delivered a strong second quarter, coming in ahead of our expectations across sales and profitability, with strong membership momentum,” BJ’s Wholesale CEO Bob Eddy said in a statement.
“Our value proposition continued to resonate with members in our clubs and at our gas stations, and the momentum we’re seeing across our strategic priorities gives us real confidence in the road ahead.”
For fiscal 2026, BJ’s maintained its comparable club sales outlook, excluding gasoline, for growth of 2% to 3%, while raising its adjusted EPS guidance to $4.60 to $4.80 from its previous outlook.
The company expects capital expenditures of approximately $800 million, reflecting continued investment in new club openings and its distribution network.
BlackRock Inc. bought a new stake in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 12,468,509 shares of the company’s stock, valued at approximately $1,087,503,000. BlackRock Inc. owned approximately 9.76% of BJ’s Wholesale Club as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Ossiam purchased a new stake in BJ’s Wholesale Club in the second quarter valued at approximately $100,000. Daiwa Securities Group Inc. grew its stake in BJ’s Wholesale Club by 81.0% in the 2nd quarter. Daiwa Securities Group Inc. now owns 6,824 shares of the company’s stock worth $736,000 after buying an additional 3,054 shares in the last quarter. AXA S.A. bought a new position in shares of BJ’s Wholesale Club in the 2nd quarter worth $1,094,000. Sei Investments Co. raised its position in shares of BJ’s Wholesale Club by 31.5% during the 2nd quarter. Sei Investments Co. now owns 276,115 shares of the company’s stock valued at $29,773,000 after buying an additional 66,204 shares in the last quarter. Finally, BNP Paribas purchased a new stake in shares of BJ’s Wholesale Club during the 2nd quarter valued at $105,000. 98.60% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In BJ has been the subject of several research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of BJ’s Wholesale Club in a research report on Wednesday, July 8th. Citigroup dropped their price target on BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating for the company in a research note on Tuesday, May 26th. JPMorgan Chase & Co. upped their price objective on BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a report on Tuesday, May 26th. Gordon Haskett upgraded BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research report on Wednesday, July 29th. Finally, DA Davidson set a $105.00 price target on shares of BJ’s Wholesale Club in a research report on Tuesday. Ten investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, BJ’s Wholesale Club currently has an average rating of “Hold” and an average price target of $105.33.
Check Out Our Latest Stock Analysis on BJ’s Wholesale Club BJ’s Wholesale Club Stock Performance Shares of BJ’s Wholesale Club stock opened at $96.61 on Friday. The stock has a market cap of $12.34 billion, a price-to-earnings ratio of 22.21, a PEG ratio of 3.24 and a beta of 0.21. The firm’s 50-day moving average is $91.50 and its 200 day moving average is $93.77. BJ’s Wholesale Club Holdings, Inc. has a 1 year low of $83.21 and a 1 year high of $105.78. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.73 and a quick ratio of 0.18.
BJ’s Wholesale Club (NYSE:BJ – Get Free Report) last released its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.19. The business had revenue of $6.23 billion during the quarter, compared to analyst estimates of $5.97 billion. BJ’s Wholesale Club had a net margin of 2.62% and a return on equity of 26.67%. BJ’s Wholesale Club’s revenue was up 15.7% compared to the same quarter last year. During the same period last year, the business earned $1.14 EPS. BJ’s Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Sell-side analysts anticipate that BJ’s Wholesale Club Holdings, Inc. will post 4.53 EPS for the current fiscal year.
Trending Headlines about BJ’s Wholesale Club Here are the key news stories impacting BJ’s Wholesale Club this week:
Positive Sentiment: Quarterly results beat estimates. BJ reported adjusted earnings of $1.36 per share versus the $1.17 consensus estimate, while revenue reached $6.23 billion compared with expectations of $5.97 billion. Earnings rose from $1.14 per share a year earlier, and revenue increased approximately 15.7% year over year. BJ’s Wholesale Club Announces Second Quarter Fiscal 2026 Results Positive Sentiment: Management raised fiscal 2026 earnings guidance. BJ now expects earnings per share of $4.60 to $4.80, above the prior consensus estimate of approximately $4.59. The improved outlook reinforces investor confidence in the company’s earnings momentum. BJ’s Wholesale Club tops Q2 expectations, raises earnings outlook Positive Sentiment: Value positioning is attracting shoppers. CEO Bob Eddy cited BJ’s value proposition at its gas stations and clubs as a major driver of results. Strong comparable sales, membership-fee income and membership momentum indicate that BJ is benefiting from demand among budget-conscious consumers. BJ’s CEO discusses value at the pump Neutral Sentiment: BJ continues expanding its store footprint, including a proposed Tyler, Texas location expected to create up to 150 jobs and plans advancing in New Hartford, New York. These projects could support longer-term growth but are unlikely to materially affect near-term earnings. BJ’s Wholesale Club Tyler location Negative Sentiment: Chief Commercial Officer Paul Cichocki’s retirement introduces a management-transition consideration, although the announcement did not indicate an immediate operational disruption. BJ’s Wholesale Club financial results and CCO retirement Insider Activity In related news, EVP Scott Schmadeke sold 16,500 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $92.17, for a total value of $1,520,805.00. Following the transaction, the executive vice president owned 20,471 shares of the company’s stock, valued at approximately $1,886,812.07. This trade represents a 44.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Robert W. Eddy sold 73,016 shares of the stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $100.02, for a total transaction of $7,303,060.32. Following the completion of the transaction, the chief executive officer owned 282,330 shares in the company, valued at $28,238,646.60. The trade was a 20.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.10% of the stock is currently owned by company insiders.
(Free Report)
BJ’s Wholesale Club, headquartered in Westborough, Massachusetts, is a membership-based warehouse retailer offering a wide range of products and services primarily to small businesses and individual consumers. The company operates large-format clubs that provide value-priced groceries, health and beauty products, electronics, home goods, furniture, seasonal items and automotive supplies. In addition to its in-club offerings, BJ’s features fuel stations at many locations and operates an e-commerce platform for online ordering and home delivery.
Founded in 1984 as a division of Zayre Corp., BJ’s Wholesale Club quickly expanded throughout the Northeastern United States.
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BJ's Wholesale Club (BJ) is seeing a notable increase in its stock price, up 4%, following the release of its Q2 earnings report. This quarter marked its larges
BJ's Wholesale Club Holdings, Inc. (BJ) Q2 2026 Earnings Call August 21, 2026 8:00 AM EDT
Company Participants
Diana Rashkow
Robert Eddy - President, CEO & Chairman
Laura Felice - Executive VP & CFO
William Werner - Executive Vice President of Strategy & Development
Conference Call Participants
Edward Kelly - Wells Fargo Securities, LLC, Research Division
Peter Benedict - Robert W. Baird & Co. Incorporated, Research Division
Katharine McShane - Goldman Sachs Group, Inc., Research Division
Michael Baker - D.A. Davidson & Co., Research Division
Charles Grom - Gordon Haskett Research Advisors
Pedro Gil Garcia Alejo - Morgan Stanley, Research Division
Steven Zaccone - Citigroup Inc., Research Division
Gabriella Garr - TD Cowen, Research Division
Gregory Melich - Evercore ISI Institutional Equities, Research Division
Presentation
Operator
Hello, everyone. Thank you for joining us, and welcome to BJ's Wholesale Club's Quarter 2 2026 Earnings Conference Call. [Operator Instructions] I will now hand the conference over to Diana Rashkow, VP of Investor Relations. Diana, please go ahead.
Diana Rashkow
Good morning, and welcome to BJ's Second Quarter Fiscal 2026 Earnings Call. Joining me today are Bob Eddy, Chairman and Chief Executive Officer; Laura Felice, Chief Financial Officer; and Bill Werner, Executive Vice President, Strategy and Development.
Please remember that we may make forward-looking statements on this call that are based on our current expectations. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from what we say on this call.
Please see the Risk Factors section of our most recent SEC filings for a description of these risks and uncertainties. Please also refer to today's press release and latest investor presentation posted on our Investor Relations website for our cautionary statement regarding forward-looking statements and non-GAAP reconciliations. And now I'll turn the call over to Bob.
BJ’s Wholesale Club (NYSE: BJ) today announced plans for a new club location in Tyler, Texas. The club builds on the company’s successful debut in the Dallas-Fort Worth area earlier this year.
The new location is part of BJ’s accelerated growth strategy, with the company on track to open 25 to 30 new clubs every two years.
“Value is the foundation of our company. BJ’s has been delivering unbeatable savings and convenience to families for more than 40 years,” said Bill Werner, Executive Vice President, Strategy and Development, BJ’s Wholesale Club. “We’re thrilled by the enthusiasm we’ve seen from members in Texas and look forward to taking care of families in Tyler and the surrounding communities.”
The new Texas club joins the following previously announced planned locations:
Foley, AlabamaFrankfort, KentuckyMesquite, TexasOcala, FloridaLecanto, FloridaPort St. Lucie, FloridaPortage, IndianaBJ’s Wholesale Club provides members with a true one-stop shop experience offering unbeatable value on fresh food and produce, a full-service deli and bakery, household essentials, pet supplies, toys, consumer electronics, apparel, seasonal décor and more.
BJ’s offers members several ways to maximize savings and convenience, whether they’re shopping online or in-club, including:
Curbside and in-club pickup: Easy online ordering with fast, convenient fulfillmentSame-day delivery*: Fresh groceries and everyday essentials delivered to members’ doorsteps in as little as two hoursExpressPay**: A mobile-first checkout feature in the BJ’s app that allows members to scan items as they shop and skip the checkout lineBJ’s Gas: On-site gas stations offering everyday low fuel prices and extra savings opportunities through the BJ’s Fuel Saver Program.The Tyler location is expected to create between 100 and 150 jobs. Team member development and training are a central focus at BJ’s Wholesale Club. Those interested in becoming BJ’s team members can visit BJs.com/Careers for more information on available opportunities.
To learn more about becoming a BJ’s Wholesale Club member, visit BJs.com/Membership.
About BJ's Wholesale Club Holdings, Inc.
BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) is a leading operator of membership warehouse clubs focused on delivering significant value to its members and serving a shared purpose: “We take care of the families who depend on us.” The company provides a wide assortment of fresh foods, produce, a full-service deli, fresh bakery, household essentials, various exclusive offerings, gas and more to deliver unbeatable value to smart-saving families. Headquartered in Marlborough, Massachusetts, the company pioneered the warehouse club model in New England in 1984 and currently operates 267 clubs and 206 BJ's Gas® locations in 22 states. For more information, please visit us at BJs.com or on Facebook, or Instagram.
*Not available in all ZIP codes. Log in to your account to confirm availability.
**Terms apply. Visit bjs.com/expresspay for more details.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260821033869/en/
Why BJ’s Wholesale Club Stock Could Be Ready for a ReboundBJ's Wholesale Club NYSE: BJ reported second-quarter fiscal 2026 results that exceeded its expectations, supported by sales growth, membership gains, accelerating traffic and stronger-than-planned fuel profits. The warehouse retailer maintained its full-year comparable-sales outlook while raising its adjusted earnings-per-share forecast.
Net sales rose 15.9% year over year to $6.1 billion, while total comparable club sales increased 11.9%. Excluding gasoline, merchandise comparable sales grew 3.1%, driven by a roughly even contribution from traffic and basket size, according to Chief Financial Officer Laura Felice. Inflation was close to 1% during the period.
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Target Shows Strengths, But Analysts Want to See MoreChairman and Chief Executive Officer Bob Eddy said the company recorded its 18th consecutive quarter of traffic growth and its 15th consecutive quarter of market-share gains. On a two-year stacked basis, merchandise comparable sales increased 5.4%.
Category Results and Fuel Strength The perishables, grocery and sundries division posted a 2.8% comparable-sales increase, led by grocery. Eddy cited strength in beverages and active nutrition, which he attributed in part to assortment changes made through the company’s category management process.
Surprising Beneficiaries of High Gas Prices: BJs and CostcoGeneral merchandise and services comparable sales increased 5.3%, with consumer electronics continuing to lead the division and home also contributing. Eddy said the company has been renovating its assortment in home categories including housewares, textiles and refrigeration. Seasonal merchandise was also positive during the quarter, he said.
Fuel was a significant contributor to results. Comparable fuel gallons increased 10.5%, while industry data indicated that overall comparable fuel gallons declined about 5% during the period, Felice said. Eddy said elevated gasoline prices and the company’s value proposition at the pump helped attract members, while favorable movement from peak gasoline prices helped fuel profit dollars exceed plan.
Bill Werner, executive vice president of strategy and development, said BJ’s has used gasoline offers as part of its membership-acquisition efforts. He noted that the company has expanded its gas-station base by 50% since its initial public offering and has more than 2 million members participating in its co-branded credit-card program, which provides per-gallon discounts.
Membership and Digital Engagement Membership fee income increased 9.9% to $136 million as BJ’s reached 8.5 million members. Eddy said the company added more than 1 million members over the past two years and more than 3 million since its IPO.
During the question-and-answer session, Eddy said higher-tier memberships represented about 43% of the membership base, an all-time high for the company. He also said BJ’s experienced strong acquisition and renewal trends and saw membership growth of 2% to 3% in comparable clubs during the quarter.
However, Felice said the company continues to expect membership fee income growth to moderate through the year as the effect of last year’s membership-fee increase normalizes. Eddy said the company expects the growth rate to exit the year at about 6%.
Digitally enabled comparable sales increased 30% during the quarter, bringing two-year stacked growth to 64%. Eddy said members who use the company’s digital services—including buy online, pickup in club, same-day delivery, ExpressPay and digital coupons—tend to spend more, visit more frequently and renew at higher rates over time.
The company’s AI-powered shopping assistant, Bev, has conducted more than 100,000 member conversations, Eddy said. The assistant helps members find products, check club hours and navigate membership-related questions.
Margins, Cash Flow and Capital Allocation Gross profit increased 10.3% to $1.11 billion. Merchandise gross margin declined approximately 20 basis points from a year earlier as BJ’s continued to invest in pricing, partially offset by tariff refunds and other sourcing initiatives.
Eddy said the company expects to continue funding member price investments through a mix of sources, including supplier discussions, assortment changes, retail-media opportunities and fuel outperformance. He said BJ’s is focused on growing margin dollars rather than targeting a particular margin rate.
Selling, general and administrative expense totaled $851 million and improved as a percentage of net sales. The increase in dollar terms was primarily tied to labor, occupancy and depreciation costs associated with new clubs and gas stations, Felice said. The company also recorded an approximately $11 million gain from a sale-leaseback transaction involving its new ambient distribution center in Ohio.
Adjusted EBITDA rose 14.3% to $347 million, while adjusted EPS increased 19.3% to $1.36. Adjusted free cash flow was $266 million, compared with $87 million in the prior-year quarter. BJ’s ended the period with net leverage of 0.5 turns, repurchased $124 million of shares during the quarter and had about $422 million remaining under its repurchase authorization.
Expansion Plans and Outlook BJ’s opened three Texas clubs during the second quarter—in Waxahachie, Fort Worth and Grand Prairie—bringing its Texas total to four, and added a gas station in Edison, New Jersey. The company plans seven additional club openings and one relocation over the remainder of the year and continues to target 25 to 30 new clubs every two years.
Werner said Texas membership is tracking more than 30% ahead of plan, while all four Texas gas stations rank in the top 30% of the chain by gallon volume. Two rank in the top 10%, he said. The company also announced a future club in Tyler, Texas.
BJ’s said it expects newly opened clubs to build membership and sales over their first several years, with locations generally maturing toward their potential within three to five years. Eddy said the company is considering opportunities to expand its new-club pace beyond its current target, though its pipeline for the next roughly two years is largely established.
For fiscal 2026, BJ’s maintained its outlook for comparable club sales growth, excluding gasoline, of 2% to 3%. The company raised its adjusted EPS outlook to a range of $4.60 to $4.80, with Felice citing second-quarter gas-business outperformance as the primary reason for the increase.
About BJ's Wholesale Club (NYSE:BJ)BJ's Wholesale Club, headquartered in Westborough, Massachusetts, is a membership-based warehouse retailer offering a wide range of products and services primarily to small businesses and individual consumers. The company operates large-format clubs that provide value-priced groceries, health and beauty products, electronics, home goods, furniture, seasonal items and automotive supplies. In addition to its in-club offerings, BJ's features fuel stations at many locations and operates an e-commerce platform for online ordering and home delivery.
Founded in 1984 as a division of Zayre Corp., BJ's Wholesale Club quickly expanded throughout the Northeastern United States.
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BJ's Wholesale Club (BJ - Free Report) reported $6.09 billion in revenue for the quarter ended July 2026, representing a year-over-year increase of 13.2%. EPS of $1.36 for the same period compares to $1.14 a year ago.
The reported revenue represents a surprise of +3.54% over the Zacks Consensus Estimate of $5.88 billion. With the consensus EPS estimate being $1.16, the EPS surprise was +17.24%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how BJ's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Comparable club sales, excluding gasoline sales: 3.1% versus 2.4% estimated by five analysts on average.Warehouse Club: 267 versus 267 estimated by four analysts on average.Comparable club sales: 11.9% versus the four-analyst average estimate of 4.2%.Gas Stations: 206 compared to the 208 average estimate based on two analysts.Revenues- Net sales: $6.09 billion versus the five-analyst average estimate of $5.76 billion. The reported number represents a year-over-year change of +15.9%.Revenues- Membership fee income: $135.6 million compared to the $133.61 million average estimate based on five analysts. The reported number represents a change of +10% year over year.View all Key Company Metrics for BJ's here>>>
Shares of BJ's have remained unchanged over the past month versus the Zacks S&P 500 composite's +2.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
The warehouse club chain reported higher second-quarter profit and revenue, as budget-conscious shoppers continued to flock to its stores in search of value
BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) will release its second earnings report before the opening bell on Friday, Aug. 21.
Analysts expect the Marlborough, Massachusetts-based company to report quarterly earnings of $1.17 per share, up from $1.14 per share in the year-ago period. The consensus estimate for BJ’s Wholesale quarterly revenue is $5.94 billion. It reported $5.38 billion last year, according to Benzinga Pro.
On May 22, BJ’s Wholesale Club posted better-than-expected first-quarter earnings.
BJ’s Wholesale shares fell 0.5% to close at $91.30 on Thursday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Evercore ISI Group analyst Greg Melich maintained an In-Line rating and raised the price target from $95 to $100 on Aug. 4, 2026. This analyst has an accuracy rate of 74%. Gordon Haskett analyst Chuck Grom upgraded the stock from Hold to Buy with a price target of $115 on July 29, 2026. This analyst has an accuracy rate of 59%. Citigroup analyst Paul Lejuez maintained a Buy rating and slashed the price target from $118 to $100 on May 26, 2026. This analyst has an accuracy rate of 61%. JP Morgan analyst Christopher Horvers maintained a Neutral rating and raised the price target from $90 to $98 on May 26, 2026. This analyst has an accuracy rate of 71%. DA Davidson analyst Michael Baker maintained a Buy rating and increased the price target from $110 to $114 on March 6, 2026. This analyst has an accuracy rate of 74%. Trending
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BJ's Wholesale Club (BJ - Free Report) came out with quarterly earnings of $1.36 per share, beating the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $1.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +17.24%. A quarter ago, it was expected that this wholesale membership warehouse operator would post earnings of $1.04 per share when it actually produced earnings of $1.1, delivering a surprise of +5.77%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
BJ's, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $6.09 billion for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 3.54%. This compares to year-ago revenues of $5.38 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
BJ's shares have added about 1.4% since the beginning of the year versus the S&P 500's gain of 11.6%.
What's Next for BJ's?While BJ's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for BJ's was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.24 on $5.86 billion in revenues for the coming quarter and $4.53 on $23.38 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Products - Staples is currently in the bottom 19% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Ollie's Bargain Outlet (OLLI - Free Report) , has yet to report results for the quarter ended July 2026. The results are expected to be released on September 2.
This retailer is expected to post quarterly earnings of $1.14 per share in its upcoming report, which represents a year-over-year change of +15.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Ollie's Bargain Outlet's revenues are expected to be $757.86 million, up 11.5% from the year-ago quarter.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) today announced plans for a new club location in Tyler, Texas. The club builds on the company's successful debut in the Dallas-Fort Worth area earlier this year. The new location is part of BJ's accelerated growth strategy, with the company on track to open 25 to 30 new clubs every two years. “Value is the foundation of our company. BJ's has been delivering unbeatable savings and convenience to families for more than 40 years,”.
BJ's Wholesale Club (NYSE:BJ) shares moved about 1% higher in pre-market trading on Friday after the warehouse retailer reported second-quarter fiscal 2026 earnings and revenue above analyst expectations, while raising its full-year adjusted earnings guidance.
The company reported earnings per diluted share of $1.36 for the 13 weeks ended Aug. 1, up from $1.14 a year earlier and ahead of the $1.17 analyst consensus.
Total revenues increased 15.7% to $6.23 billion, including $6.09 billion in net sales, compared with analyst expectations of roughly $5.94 billion to $5.97 billion.
Comparable club sales increased 11.9% year over year during the quarter, or 3.1% excluding gasoline sales. Digitally enabled comparable sales rose 30%, with two-year stacked growth reaching 64%.
Membership fee income increased 9.9% to $135.6 million, while total membership reached a record 8.5 million members. The company attributed the growth in membership income to strength in member acquisition and retention, along with higher-tier membership penetration across new and existing clubs.
Net income rose 15.4% to $173.9 million, while adjusted EBITDA increased 14.3% to $347.2 million. Gross profit rose to $1.11 billion from $1.01 billion a year earlier. The merchandise gross margin rate declined by about 20 basis points, primarily due to continued investments in pricing, partially offset by tariff refund benefits.
BJ’s opened three new clubs and one new gas station during the quarter. Selling, general and administrative expenses increased to $851.2 million from $786.4 million, primarily reflecting higher labor, occupancy and operating costs associated with new club and gas station openings.
“We delivered a strong second quarter, coming in ahead of our expectations across sales and profitability, with strong membership momentum,” BJ’s Wholesale CEO Bob Eddy said in a statement.
“Our value proposition continued to resonate with members in our clubs and at our gas stations, and the momentum we’re seeing across our strategic priorities gives us real confidence in the road ahead.”
For fiscal 2026, BJ’s maintained its comparable club sales outlook, excluding gasoline, for growth of 2% to 3%, while raising its adjusted EPS guidance to $4.60 to $4.80 from its previous outlook.
The company expects capital expenditures of approximately $800 million, reflecting continued investment in new club openings and its distribution network.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) (the “Company”) today announced its financial results for the thirteen weeks and twenty-six weeks ended August 1, 2026. "We delivered a strong second quarter, coming in ahead of our expectations across sales and profitability, with strong membership momentum. Our value proposition continued to resonate with members in our clubs and at our gas stations, and the momentum we're seeing across our strategic priorities.
Quarterly financial reports play a vital role on Wall Street, as they help investors see how a company has performed and what might be coming down the road in the near-term. And out of all of the metrics and results to consider, earnings is one of the most important.
The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.
The ability to identify stocks that are likely to top quarterly earnings expectations can be profitable, but it's no simple task. Here at Zacks, our Earnings ESP filter helps make things easier.
The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP is more formally known as the Expected Surprise Prediction, and it aims to grab the inside track on the latest analyst estimate revisions ahead of a company's report. The idea is relatively intuitive as a newer projection might be based on more complete information.
The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.
When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.
Stocks with a ranking of #3 (Hold), or 60% of all stocks covered by the Zacks Rank, are expected to perform in-line with the broader market. Stocks with rankings of #2 (Buy) and #1 (Strong Buy), or the top 15% and top 5% of stocks, respectively, should outperform the market; Strong Buy stocks should outperform more than any other rank.
Should You Consider BJ's Wholesale Club?The final step today is to look at a stock that meets our ESP qualifications. BJ's Wholesale Club (BJ - Free Report) earns a #3 (Hold) three days from its next quarterly earnings release on August 21, 2026, and its Most Accurate Estimate comes in at $1.17 a share.
By taking the percentage difference between the $1.17 Most Accurate Estimate and the $1.15 Zacks Consensus Estimate, BJ's Wholesale Club has an Earnings ESP of +1.34%. Investors should also know that BJ is one of a large group of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
BJ is part of a big group of Consumer Staples stocks that boast a positive ESP, and investors may want to take a look at Smucker (SJM - Free Report) as well.
Slated to report earnings on August 26, 2026, Smucker holds a #2 (Buy) ranking on the Zacks Rank, and its Most Accurate Estimate is $2.24 a share eight days from its next quarterly update.
Smucker's Earnings ESP figure currently stands at +1.77% after taking the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $2.21.
Because both stocks hold a positive Earnings ESP, BJ and SJM could potentially post earnings beats in their next reports.
Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities, and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. BJ has a Momentum Style Score of B, and shares are up 0.5% over the past four weeks.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.01 to $4.52 per share. BJ boasts an average earnings surprise of +4.5%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, BJ should be on investors' short list.
The market expects BJ's Wholesale Club (BJ - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 21. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis wholesale membership warehouse operator is expected to post quarterly earnings of $1.16 per share in its upcoming report, which represents a year-over-year change of +1.8%.
Revenues are expected to be $5.89 billion, up 9.5% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.09% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for BJ's?For BJ's, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.39%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination indicates that BJ's will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that BJ's would post earnings of $1.04 per share when it actually produced earnings of $1.10, delivering a surprise of +5.77%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
BJ's appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider BJ's Wholesale Club (BJ - Free Report) . This company, which is in the Zacks Consumer Products - Staples industry, shows potential for another earnings beat.
This wholesale membership warehouse operator has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.50%.
For the last reported quarter, BJ's came out with earnings of $1.1 per share versus the Zacks Consensus Estimate of $1.04 per share, representing a surprise of 5.77%. For the previous quarter, the company was expected to post earnings of $0.93 per share and it actually produced earnings of $0.96 per share, delivering a surprise of 3.23%.
Price and EPS Surprise
For BJ's, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
BJ's has an Earnings ESP of +0.39% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #2 (Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on August 21, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Investors interested in Consumer Products - Staples stocks are likely familiar with BJ's Wholesale Club (BJ) and Colgate-Palmolive (CL). But which of these two companies is the best option for those looking for undervalued stocks?
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities, and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 21.28; value investors should take notice.
For fiscal 2027, one analyst revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.01 to $4.52 per share. BJ boasts an average earnings surprise of +4.5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, BJ should be on investors' short list.
Robert W. Eddy, President & CEO of BJ's Wholesale Club Holdings, Inc. (BJ -0.72%), sold 73,016 shares of common stock on July 29, 2026, for a total value of ~$7.3 million. SEC Form 4 filing
Transaction summaryMetricValueShares sold73,016Transaction value~$7.3 millionPost-transaction shares (total beneficial)284,330Post-transaction shares (directly held)282,330Post-transaction shares (indirectly held)2,000Post-transaction value$28 millionTransaction value based on SEC Form 4 weighted average sale price ($100.02); post-transaction value based on July 29, 2026, market close ($99.99).
Key questionsWhat was the structural nature of this transaction?
Robert W. Eddy exercised 73,016 options at a strike price of $17.00 per share and immediately sold the resulting shares at a weighted average price of $100.02. This execution allowed the CEO to capture a spread of $83.02 per share through a cashless disposition, effectively converting a portion of his equity-based compensation into liquidity.How much equity exposure does the CEO retain?
Despite the 20% reduction in his total holdings, the CEO continues to hold 282,330 shares directly and 2,000 shares indirectly held by dependent children, with a market value of ~$28 million based on the July 29, 2026, valuation. Furthermore, he retains 189,484 derivative securities in the form of outstanding options, ensuring continued alignment with long-term shareholder value.What is the broader market context for this sale?
The transaction occurred when shares were priced at $100.02, slightly above the July 29, 2026, market close of $99.99. As of the transaction date, the company has recorded a -5% return over the previous 12 months. The firm, which manages a membership-based retail network, reported trailing-twelve-month revenue of $22 billion and net income of $571 million.Does the executive hold any other share classes?
No, Robert W. Eddy does not hold any other classes of the company’s stock, with his entire equity interest consisting of common stock and derivative awards, as disclosed in the latest filing.Company OverviewMetricValueShare Price (as of market close 2026-07-30)$98.45Market Capitalization$12.6 billionRevenue (TTM)$22.0 billionNet Income (TTM)$571.3 millionCompany SnapshotBJ's Wholesale Club operates a membership-based warehouse retail network across the eastern United States, offering perishable goods, general merchandise, gasoline, and supplementary services to its customer base.The company generates revenue through membership fees and product sales across its physical warehouse locations and digital channels, including BJs.com, BerkleyJensen.com, Wellsleyfarms.com, Delivery.bjs.com, and its mobile application.BJ's serves value-conscious consumers and families in the eastern United States who seek bulk-purchasing opportunities and competitive pricing across a diverse range of merchandise categories.
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BJ's Wholesale Club Holdings, Inc. operates one of the largest membership-based warehouse club networks in the eastern United States, with approximately 35,000 employees and trailing-12-month revenues of $22 billion.
The company maintains a diversified product portfolio spanning perishable goods, general merchandise, and fuel services, complemented by an expanding digital commerce presence.
BJ's competitive positioning is anchored by its membership model, regional market concentration, and omnichannel distribution capabilities, which collectively support operational efficiency and customer loyalty.
What this transaction means for investorsThis sale shouldn’t concern investors. While a 20% reduction in one’s holdings is a significant amount, the company’s CEO still retains most of his stake after the option exercise.
Moreover, BJ’s Wholesale continues to perform in line with historical trends. On a trailing 12-month basis, revenue grew 5.9% year over year to roughly $22 billion, and the company reported a healthy profit of $571 million.
Analysts expect more of the same. Revenue is expected to grow 7.8% annualized over the next two years, while earnings are projected to increase 5.6%.
The stock has appreciated 85% over the last five years, outperforming the S&P 500 index. The pullback over the past year could be an opportunity to buy, as the business continues to post steady top-line growth, with more growth expected in the next few years.
Arete Wealth Advisors LLC acquired a new stake in BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 19,768 shares of the company’s stock, valued at approximately $1,974,000.
Several other institutional investors have also recently added to or reduced their stakes in BJ. Victory Capital Management Inc. lifted its stake in shares of BJ’s Wholesale Club by 57.2% during the fourth quarter. Victory Capital Management Inc. now owns 12,930,288 shares of the company’s stock worth $1,164,114,000 after purchasing an additional 4,704,423 shares in the last quarter. Norges Bank purchased a new stake in shares of BJ’s Wholesale Club during the fourth quarter worth about $151,765,000. State Street Corp raised its position in shares of BJ’s Wholesale Club by 25.4% in the 3rd quarter. State Street Corp now owns 5,082,478 shares of the company’s stock valued at $473,941,000 after purchasing an additional 1,028,779 shares in the last quarter. Wellington Management Group LLP raised its holdings in BJ’s Wholesale Club by 32.9% in the third quarter. Wellington Management Group LLP now owns 3,272,839 shares of the company’s stock valued at $305,192,000 after acquiring an additional 809,890 shares in the last quarter. Finally, Franklin Resources Inc. raised its stake in shares of BJ’s Wholesale Club by 12.8% in the 4th quarter. Franklin Resources Inc. now owns 6,514,642 shares of the company’s stock valued at $586,513,000 after purchasing an additional 737,130 shares in the last quarter. 98.60% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades Several equities research analysts recently issued reports on the company. Gordon Haskett raised BJ’s Wholesale Club from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research report on Wednesday. UBS Group reiterated a “buy” rating and set a $109.00 target price on shares of BJ’s Wholesale Club in a research note on Tuesday, May 26th. Citigroup dropped their target price on shares of BJ’s Wholesale Club from $118.00 to $100.00 and set a “buy” rating on the stock in a report on Tuesday, May 26th. JPMorgan Chase & Co. raised their price target on shares of BJ’s Wholesale Club from $90.00 to $98.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 26th. Finally, Bank of America initiated coverage on shares of BJ’s Wholesale Club in a report on Wednesday, May 20th. They issued a “neutral” rating and a $110.00 price target for the company. Ten research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, BJ’s Wholesale Club currently has a consensus rating of “Moderate Buy” and an average target price of $105.93.
Check Out Our Latest Stock Analysis on BJ
Insider Transactions at BJ’s Wholesale Club In related news, EVP Scott Schmadeke sold 16,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $92.17, for a total value of $1,520,805.00. Following the transaction, the executive vice president owned 20,471 shares in the company, valued at approximately $1,886,812.07. This represents a 44.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 1.10% of the company’s stock.
BJ’s Wholesale Club Stock Up 2.9% Shares of BJ stock opened at $99.98 on Thursday. BJ’s Wholesale Club Holdings, Inc. has a 1 year low of $83.21 and a 1 year high of $110.92. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.18 and a current ratio of 0.73. The business’s fifty day moving average is $89.29 and its 200-day moving average is $93.62. The stock has a market cap of $12.77 billion, a PE ratio of 22.99, a price-to-earnings-growth ratio of 3.62 and a beta of 0.22.
BJ’s Wholesale Club (NYSE:BJ – Get Free Report) last issued its earnings results on Friday, May 22nd. The company reported $1.10 earnings per share for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. BJ’s Wholesale Club had a net margin of 2.62% and a return on equity of 26.67%. The firm had revenue of $5.66 billion during the quarter, compared to analysts’ expectations of $5.44 billion. During the same period last year, the firm posted $1.14 earnings per share. The firm’s revenue for the quarter was up 9.9% compared to the same quarter last year. BJ’s Wholesale Club has set its FY 2026 guidance at 4.400-4.600 EPS. Equities analysts expect that BJ’s Wholesale Club Holdings, Inc. will post 4.51 earnings per share for the current fiscal year.
About BJ’s Wholesale Club (Free Report)
BJ’s Wholesale Club, headquartered in Westborough, Massachusetts, is a membership-based warehouse retailer offering a wide range of products and services primarily to small businesses and individual consumers. The company operates large-format clubs that provide value-priced groceries, health and beauty products, electronics, home goods, furniture, seasonal items and automotive supplies. In addition to its in-club offerings, BJ’s features fuel stations at many locations and operates an e-commerce platform for online ordering and home delivery.
Founded in 1984 as a division of Zayre Corp., BJ’s Wholesale Club quickly expanded throughout the Northeastern United States.
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MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ), a leading operator of membership warehouse clubs, today announced that it will release financial results for the second quarter fiscal 2026 prior to the market open on Friday, August 21, 2026, and will hold a conference call on the same day at 8:00 a.m. ET to discuss its financial performance. The live audio webcast of the call can be accessed under the “Events & Presentations” section of the company's inves.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities, and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 20.46; value investors should take notice.
Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.01 to $4.51 per share. BJ also boasts an average earnings surprise of +4.5%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, BJ should be on investors' short list.
There is a reason Costco Wholesale (COST 0.44%) is one of the most beloved stocks in retail. Its membership model prints reliable, high-margin profit, its renewal rates sit above 90%, and it keeps opening warehouses around the world.
Costco is a genuinely compelling investment. But it is also expensive, and I think a smaller rival running the same playbook could be an even better buy today: BJ's Wholesale Club (BJ +0.55%).
Image source: Getty Images.
Costco's magic is that it barely relies on selling merchandise for profit. It makes its money on membership fees, a recurring and sticky revenue stream that holds up in any economy. With more than 900 warehouses worldwide and members who almost never leave, Costco is a dependable compounding machine. The only knock is the price tag. The stock trades at a rich premium, which means a lot of future success is already baked in.
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Why BJ's could be an even better buy BJ's also runs the warehouse-club model, charging annual fees for access to bulk goods and cheap gas, and its membership income is growing at a healthy clip near 10%. Here is the key difference: scale. BJ's operates roughly 263 clubs, mostly in the eastern United States, versus Costco's more than 900. That smaller base is the opportunity, because BJ's has far more room to grow relative to its size. Its recent push into new markets like Texas is running well ahead of plan, and each new club it opens moves the needle far more than a new warehouse does for a company of Costco's size.
Just as important, BJ's trades at a meaningfully cheaper valuation than Costco. You get the same attractive membership economics, a longer runway of store expansion ahead, and a friendlier entry price. For an investor focused on growth, that combination can translate into better returns.
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The catch worth naming I would not pretend that BJ's is the higher-quality business. Costco is more proven, more global, boasts stronger renewal rates, and has a wider moat. BJ's is regional and more concentrated, its margins are thinner, and after a strong run, its shares are no longer dirt cheap on their own history. This is the higher-upside, higher-risk pick, not the safer one.
If you want the bluest of blue chip retailers, Costco remains a wonderful, if pricey, choice, and there is nothing wrong with owning it. But if you are hunting for the better value with more room to grow, BJ's Wholesale offers the same winning membership model at a fraction of the size and a lower price. To me, that makes it the more compelling buy right now, as long as you are comfortable with a smaller, regional challenger still proving how far it can expand.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: BJ's Wholesale Club (BJ - Free Report) BJ's Wholesale Club Holdings, Inc. has emerged as a preferred destination for shoppers focused on essentials and everyday value. The company’s focus on simplifying assortments, expanding its own-brands portfolio, strengthening digital capabilities, and investing in convenience has supported membership growth and renewal trends. The company carries approximately 7,000 active stock-keeping units and positions its value proposition around meaningful savings on a representative basket of manufacturer-branded groceries compared to typical supermarket competitors.
BJ is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. BJ has a Growth Style Score of B, forecasting year-over-year earnings growth of 2.5% for the current fiscal year.
For fiscal 2027, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.01 to $4.51 per share. BJ boasts an average earnings surprise of +4.5%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, BJ should be on investors' short list.
Dallas, TX, June 25, 2026 (GLOBE NEWSWIRE) -- BJ’s Wholesale Club is deepening its investment in the Dallas-Fort Worth community through a comprehensive partnership with the North Texas Food Bank (NTFB). With a total FY26 commitment of more than $182,000, BJ’s is supporting both immediate hunger‑relief needs and long‑term capacity building to ensure families across North Texas have consistent access to nutritious food.
BJ’s investment will help provide more than 345,000 meals for children, families, and seniors, while also strengthening the local feeding network in communities surrounding new BJ’s locations, including Grand Prairie, Waxahachie, and Forney.
“BJ’s has a long-standing commitment to nourishing the communities where we live and work, and we are proud to continue our journey in the Dallas-Fort Worth area by supporting the North Texas Food Bank and its partners,” said Kirk Saville, Head of Corporate Communications, BJ’s Wholesale Club. “As we grow our footprint, we’re growing our community impact—taking care of the families who depend on us and helping ensure our neighbors have reliable access to nutritious food.”
BJ’s FY26 support includes:
$98,700 to NTFB’s Emergency Aid Grant Program, providing flexible, rapid response funding to partner agencies facing unexpected challenges. This includes support for Waxahachie C.A.R.E. Services as they rebuild capacity and stabilize operations.$25,000 to Feeding Families, helping NTFB expand programming to meet at least 80% of the need in ZIP codes closest to BJ’s store locations.$25,000 as a matching sponsor for NTFB’s Volunteer‑A‑Thon on North Texas Giving Day, inspiring community participation and unlocking an additional 75,000 meals.$33,400 to support NTFB’s Hope for Tomorrow Grant Program, including recognition of the grant awarded to the Flanagan Foundation in Grand Prairie. In addition, BJ’s has made direct capacity‑building investments to NTFB partner agencies, including $40,000 to Grand Prairie United Charities, $40,000 to Waxahachie C.A.R.E. Services, and $25,000 to the Forney Food Pantry.
As part of the partnership, BJ’s clubs across North Texas will participate in NTFB’s food rescue program, a coordinated effort that captures high‑quality surplus food before it goes to waste. Each day, BJ’s team members identify items such as produce, meat, dairy, and bakery goods for donation. These items are then picked up by NTFB partner agencies or transported through NTFB’s logistics network, ensuring the food reaches local pantries quickly and safely. This program reduces food waste while increasing access to fresh, nutritious options for neighbors experiencing food insecurity.
“We are thrilled to welcome BJ’s Wholesale Club to North Texas and deeply grateful for their early and meaningful investment in our community,” said Trisha Cunningham, President and CEO of the North Texas Food Bank. “BJ’s support, through financial contributions, capacity‑building grants, and daily food rescue, helps ensure our partner agencies remain strong and that families across the region have consistent access to the nutritious food they need to thrive.”
BJ’s partnership with NTFB builds on more than 15 years of collaboration with Feeding America and its network of food banks, through which BJ’s has helped provide more than 165 million meals nationwide.
As BJ’s continues to grow its presence in Texas, including its recent club opening in Grand Prairie and additional locations planned for FY26, the company remains committed to expanding its community footprint alongside its store footprint.
For more information about the North Texas Food Bank or to support hunger‑relief efforts, visit NTFB.org.
About the North Texas Food Bank
The North Texas Food Bank (NTFB) is a leading nonprofit organization that fights hunger and provides children, seniors and families in North Texas access to nutritious food. For over 40 years, we have been at the forefront of hunger relief, committed to ensuring that no one in our community lacks access to healthy food. Our extensive network of 500 food pantries and organizations, volunteers, and donors enables us to deliver more than 118 million physical meals annually to those in need. Beyond just addressing hunger, we focus on nourishing lives by offering nutrition education, investing in our network partners, innovating solutions to eliminate hunger and advocating for policies that tackle the root causes of food insecurity.
Our dedication to excellence is reflected in our 4-star rating from Charity Navigator, highlighting our strong governance, integrity, and financial stability. As a proud member of Feeding America, the nation's largest hunger relief network, we are committed to ensuring everyone in North Texas has the nourishment needed to lead a healthy and fulfilling life. For more information, visit http://www.ntfb.org/ or connect with us on social media @NorthTexasFoodBank.
About BJ's Wholesale Club Holdings, Inc.
BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) is a leading operator of membership warehouse clubs focused on delivering significant value to its members and serving a shared purpose: “We take care of the families who depend on us.” The company provides a wide assortment of fresh foods, produce, a full-service deli, fresh bakery, household essentials, various exclusive offerings, gas and more to deliver unbeatable value to smart-saving families. Headquartered in Marlborough, Massachusetts, the company pioneered the warehouse club model in New England in 1984 and currently operates 267 clubs and 205 BJ's Gas® locations in 22 states. For more information, please visit us at BJs.com or on Facebook, or Instagram.
BJ’s Wholesale Club Partners with North Texas Food Bank to Expand Food Access and Strengthen Hunger Relief Efforts Across North Texas BJ's Wholesale Club Supports Grand Prairie United Charities
BJ’s Wholesale Club Partners with North Texas Food Bank to Expand Food Access and Strengthen Hunger ... BJ’s investment will help provide more than 345,000 meals and strengthen the hunger relief network a... BJ's Wholesale Club Supports Grand Prairie United Charities BJ’s Wholesale Club invests in Grand Prairie United Charities with funding for a cargo van to expand...
Different from the bun up, the new chicken sandwich lineup boasts bold flavors, including Korean Sweet & Spicy, BJ's Classic Crispy, and BJ's Original Crispy
Enjoy the Original Crispy Chicken Sandwich as part of the $13 Pizookie Meal Deal
, /PRNewswire/ -- BJ's Restaurant & Brewhouse (NASDAQ: BJRI), long known for its pizza, pours, and the famed Pizookie®, is rolling out an all-new chicken sandwich lineup brimming with bold flavor and crispy fried chicken. A lot of places have chicken sandwiches, but BJ's new handcrafted chicken sandwiches are different. Crispy chicken, signature sauces and fresh toppings combine to create a flavor explosion that will leave you asking, "When are we coming back next?!"
BJ’s Restaurant & Brewhouse unveils all-new chicken sandwich lineup, including Korean Sweet & Spicy, BJ’s Classic Crispy, and BJ’s Original Crispy. Available starting June 25, the lineup offers the variety and craft only BJ’s Restaurant & Brewhouse can deliver. "At BJ's, we're always innovating to bring guests exciting new flavors and memorable dining experiences, and our new chicken sandwich lineup is the latest example," said Heidi Rogers, Chief Marketing Officer at BJ's Restaurants, Inc. "From the trending heat of our Korean-style chicken sandwich to a classic option guests can customize their way, each sandwich is crafted to deliver bold flavor and satisfying variety. And with our $13 Pizookie® Meal Deal, guests can choose from more than 40 meal combinations, including the NEW Original Chicken Sandwich, at an incredible value. It's the only meal deal that ends with the world famous Pizookie®, creating an experience that can only be found at BJ's."
Available at BJ's Restaurants starting June 25, the new Chicken Sandwich lineup offers the variety and quality that fans expect, with delicious and bold flavor combinations that are sure to satisfy even the most discerning fried chicken connoisseurs. The complete lineup includes:
Korean Sweet & Spicy Chicken Sandwich: A bold fusion of heat and sweetness, this sandwich isn't for the faint of heart. With crispy fried chicken tossed in a sweet and spicy Asian glaze, in house pickled vegetables, sesame seeds, and sriracha aioli on a toasted brioche bun, this sandwich is built different. BJ's Classic Crispy Chicken Sandwich: Available classic or saucy, offers customization with any of BJ's signature sauces like Honey BBQ, BJ's Peppered BBQ, Hot Honey Buffalo, Tatonka® Stout Buffalo or Nashville Hot, topped with signature coleslaw, dill pickles, and mayonnaise on a brioche bun. BJ's Original Crispy Chicken Sandwich: Featuring crispy fried chicken, lettuce, tomatoes, dill pickles, and honey mustard on a brioche bun, this is more than a classic—it's a timeless salute to sandwich that started it all. Guests can also savor BJ's Original Crispy Chicken Sandwich as part of the brand's iconic Pizookie® Meal Deal, available Mondays through Fridays, including National Fried Chicken Day on July 6. For just $13, enjoy BJ's Original Crispy Chicken Sandwich and a free personal Pizookie®. That's dinner and dessert at a value only BJ's Restaurants can bring to the table.
In addition, BJ's is welcoming the summer season with the return of its show-stopping Graham Cracker S'mores Pizookie®. Featuring a Ghirardelli® triple chocolate cookie topped with graham cracker crumbles, covered in gooey, toasted marshmallows, and two scoops of rich vanilla bean ice cream, it's the perfect ending to any meal.
For more information on the new Chicken Sandwich lineup, the returning Graham Cracker S'mores Pizookie®, or to find your nearest location, please visit www.bjsrestaurants.com. And be sure to follow along on Instagram, TikTok, and Facebook for all the latest news.
About BJ's Restaurants, Inc.
Founded in 1978, BJ's Restaurants, Inc. is a national casual dining brand with deep brewhouse roots delivering premium food and memorable experiences. With more than 200 restaurants across 31 states, BJ's brings guests together to celebrate life's everyday moments over chef-crafted food, award-winning house crafted beer and genuine hospitality in a fresh atmosphere. With signature deep-dish pizzas, the often imitated but never replicated world-famous Pizookie® dessert, pours and more, BJ's offers something for every taste and every occasion. A pioneer in craft brewing, BJ's is the most decorated restaurant-brewery in the country, earning over 270 medals since 1996, including the 2025 Questex Vibe Vista Award for Best Beer Program and top rankings across multiple categories at the 2026 World Beer Cup and North American Beer Awards. Whether gathering with family for a weeknight dinner, catching the game with friends or raising a glass to life's biggest milestones, BJ's is where moments turn into lasting memories. To learn more, visit www.bjsrestaurants.com or follow @bjsrestaurants on Instagram, Facebook and X.
Key Takeaways BJ reports fiscal Q1 2026 results May 22; revenue seen $5.435B and EPS estimated at $1.04.BJ renewal strength and digital options aided engagement; comp club sales excluding gas seen up 1.7%.BJ margin may face ~60-bp hit from pricing and expansion; tariff pressure and soft discretionary spend noted. BJ’s Wholesale Club Holdings, Inc. (BJ - Free Report) is scheduled to report first-quarter fiscal 2026 results on May 22, before market open. The warehouse retailer has been benefiting from steady membership growth, strong traffic trends and expanding digital capabilities, raising investors’ optimism ahead of earnings. The key question remains: Can BJ’s deliver another earnings beat this quarter?
The Zacks Consensus Estimate for first-quarter revenues stands at $5,435 million, indicating a 5.5% increase from the prior-year reported figure. On the earnings front, the consensus estimate has fallen a penny to $1.04 per share over the past seven days, implying a year-over-year decline of 8.8%.
BJ's Wholesale has a trailing four-quarter earnings surprise of 9.4%, on average. In the last reported quarter, this Marlborough, MA-based company’s bottom line surpassed the Zacks Consensus Estimate by 3.2%.
Image Source: Zacks Investment Research
What the Zacks Model Predicts for BJAs investors prepare for BJ's first-quarter announcement, the question looms regarding earnings beat or miss. Our proven model does not conclusively predict an earnings beat for BJ's Wholesale this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. However, that’s not the case here. You can see the complete list of today’s Zacks #1 Rank stocks here.
BJ's Wholesale has a negative Earnings ESP of 3.90% and a Zacks Rank of 3. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
What’s Shaping BJ’s Wholesale’s Upcoming Earnings?BJ’s Wholesale appears to have benefited from continued strength in its membership-driven business model during the first quarter. The company entered the period with strong renewal trends, healthy member acquisition and rising penetration of higher-tier memberships, which are likely to have supported traffic and spending trends. Management has repeatedly emphasized that consumers remain highly focused on value in an uncertain spending environment, and BJ’s competitive pricing, curated assortment and membership rewards ecosystem likely continued to resonate with budget-conscious shoppers. We expect comparable club sales, excluding gasoline sales, to increase 1.7% during the quarter under review.
The company’s digital and omnichannel capabilities are also likely to have been key contributors to first-quarter performance. BJ has continued to expand digitally enabled shopping options such as buy-online-pickup-in-club, same-day delivery and ExpressPay, all of which have been driving stronger member engagement and higher shopping frequency. Management has noted that digitally engaged members tend to be more valuable because they shop more often and spend more across channels. Continued investments in AI-enabled personalization, merchandising tools and app-based conveniences are likely to have helped the company maintain momentum in traffic and basket growth while reinforcing its position as a convenience-focused warehouse retailer.
BJ’s grocery and perishables business is likely to have remained another important growth driver in the quarter. The company has continued to benefit from improvements in assortment, merchandising execution and its Fresh 2.0 initiative. Demand for essential categories such as grocery, beverages, snacks and household staples is likely to have remained healthy as consumers prioritized value-oriented purchases. In addition, BJ’s growing portfolio of own-brand products is likely to have further supported shopper loyalty, as these offerings provide customers with lower-priced alternatives without compromising on quality.
On the flip side, first-quarter profitability is likely to have faced pressure from continued investments in value, expansion initiatives and merchandise mix shifts. Management previously highlighted ongoing efforts to invest in pricing to maintain competitive gaps against traditional retailers, particularly in grocery categories, which are likely to have weighed on merchandise margins. At the same time, higher operating expenses tied to growth initiatives are likely to have been additional cost headwinds during the quarter. We expect the operating margin to contract 60 basis points during the first quarter.
The company also acknowledged broader macro uncertainty, including tariff-related pressures and cautious discretionary spending trends, which is likely to have affected performance in certain general merchandise categories.
BJ Stock Price PerformanceShares of BJ's Wholesale have advanced 5.9% year to date against the industry’s 1.4% decline.
BJ stock has held up far better than Albertsons Companies, Inc. (ACI - Free Report) , though it has lagged Walmart Inc. (WMT - Free Report) and Costco Wholesale Corporation (COST). Over the same period, Walmart and Costco shares have risen 17.4% and 24.5%, respectively, while Albertsons has slipped 0.7%.
Image Source: Zacks Investment Research
Does BJ Present a Strong Case for Value Investing?BJ currently trades at a forward 12-month price-to-sales (P/S) multiple of 0.52, which puts it at a discount relative to the industry average of 2.14. At the same time, BJ is trading below its 12-month median P/S of 0.55X.
BJ is trading at a premium to Albertsons Companies (with a forward 12-month P/S ratio of 0.10), but at a discount to Walmart (1.38) and Costco (1.51).
Image Source: Zacks Investment Research
Final Words on BJBJ’s Wholesale appears well-positioned heading into its first-quarter earnings release, supported by steady membership growth, resilient traffic trends and continued momentum in digital and grocery categories. While ongoing investments in pricing, expansion initiatives and operating infrastructure may weigh on margins, the company’s value-focused model and disciplined execution continue to provide support. However, with the current earnings indicators not strongly pointing toward another beat, investors may prefer to maintain a balanced approach ahead of the release. Existing shareholders can continue holding the stock given the company’s strong fundamentals and expansion opportunities, while prospective investors may consider waiting for greater clarity from management’s commentary and near-term earnings performance before building fresh positions.
BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) will release earnings for its first quarter before the opening bell on Friday, May 22.
Analysts expect the Marlborough, Massachusetts-based company to report quarterly earnings of $1.04 per share, down from $1.14 per share in the year-ago period. The consensus estimate for BJ’s quarterly revenue is $5.43 billion (it reported $5.15 billion last year), according to Benzinga Pro.
On April 1, BJ’s Wholesale Club named Stephanie Reibling as executive vice president, chief merchandising officer.
Shares of BJ’s Wholesale Club fell 1% to close at $94.43 on Thursday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate analysts have rated the company in the recent period.
Considering buying BJ stock? Here’s what analysts think:
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MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) (the “Company”) today announced its financial results for the thirteen weeks ended May 2, 2026. “We delivered a strong first quarter as our value proposition continued to resonate with members across our clubs and at our gas stations. Momentum in membership, fuel and digital sales reflects the disciplined execution of our teams and our focus on delivering value and convenience for the families who depend on us,”.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) today announced that Fitch Ratings has assigned a first-time Long Term Issuer Default Rating of ‘BBB' to the company. Fitch has also assigned BBB+ ratings to the company's ABL revolving credit facility and secured term loan due 2029. The ratings carry a Stable Outlook. "Fitch's investment-grade ratings reflect BJ's continued growth and commitment to financial discipline,” said Laura Felice, Chief Financial Officer, BJ's Wholesa.
BJ's Wholesale Club logged higher sales in its fiscal first quarter, as inflation-weary consumers continued to flock to the warehouse club in search of value.
Consumers are increasingly feeling the pressure of stubbornly high inflation, particularly as the continuation of the Iran war has kept oil and gas prices at historically high levels.
BJ's Wholesale Club (BJ - Free Report) came out with quarterly earnings of $1.1 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $1.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.36%. A quarter ago, it was expected that this wholesale membership warehouse operator would post earnings of $0.93 per share when it actually produced earnings of $0.96, delivering a surprise of +3.23%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
BJ's, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $5.53 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 1.73%. This compares to year-ago revenues of $5.15 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
BJ's shares have added about 4.9% since the beginning of the year versus the S&P 500's gain of 8.8%.
What's Next for BJ's?While BJ's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for BJ's was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.19 on $5.73 billion in revenues for the coming quarter and $4.50 on $22.88 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Consumer Products - Staples is currently in the bottom 28% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Ollie's Bargain Outlet (OLLI - Free Report) , another stock in the same industry, has yet to report results for the quarter ended April 2026. The results are expected to be released on June 3.
This retailer is expected to post quarterly earnings of $0.87 per share in its upcoming report, which represents a year-over-year change of +16%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Ollie's Bargain Outlet's revenues are expected to be $665.76 million, up 15.4% from the year-ago quarter.
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) today announced its next wave of new club growth with locations in Kentucky, Florida and Indiana set to open this fiscal year. The new clubs are part of the company's ongoing strategy to open 25-30 new clubs every two years. The new clubs will be located in: Frankfort, Kentucky Ocala, Florida Lecanto, Florida Port St. Lucie, Florida Portage, Indiana This expansion strengthens BJ's presence in the Florida market up to 46 clubs a.
