FN2 Earnings Intelligence

BJ's Wholesale Club Holdings, Inc. earnings overview

Latest BJ's Wholesale Club Holdings, Inc. (BJ) earnings intelligence, including the newest scorecard, market reaction, and transcript analysis.

Next reportBJ's Wholesale Club Holdings, Inc. reports Friday, Nov 20, 2026 · Before market openConsensus EPS $1.24 · consensus revenue $5.93B
BJ FY2026 Q2 · Calendar Q3 2026

BJ's Wholesale Club Holdings, Inc.

BJ’s Q2 results support a constructive operating trajectory: membership growth, fuel volume, digital engagement and club expansion were accompanied by higher EPS guidance. The key test is whether these gains can persist as tariff-refund tailwinds normalize and execution demands increase.

EPS surprise+16.2%
Market move+5.6%
BJ FY2026 Q1 · Calendar Q2 2026

BJ's Wholesale Club Holdings, Inc.

BJ’s Q1 supports a constructive operating picture: membership growth, fuel share gains, Texas expansion and digital adoption are driving demand while management maintains guidance. The key test is whether these growth drivers offset tariff, freight and fuel-related margin pressure as expansion continues.

EPS surprise+6.8%
Market move-8.2%
BJ FY2025 Q3 · Calendar Q1 2026

BJ's Wholesale Club Holdings, Inc.

The latest analysis supports a constructive operating trajectory: membership, digital channels, perishables, owned brands, and club expansion are reinforcing demand and growth. The evidence is positive but not unqualified because inventory constraints, competition, and macro sensitivity remain material risks.

EPS surprise+6.4%
Market move+1.1%
BJ FY2025 Q2 · Calendar Q3 2025

BJ's Wholesale Club Holdings, Inc.

The supplied analysis supports a constructive but qualified view of BJ's operating trajectory: membership, digital growth, perishables, and club expansion are positives, while weather, discretionary softness, tariffs, and execution risks temper the outlook.

EPS surprise+4.6%
Market move-8.5%
BJ FY2024 Q4 · Calendar Q1 2025

BJ's Wholesale Club Holdings, Inc.

The supplied analysis is constructive on BJ’s growth trajectory: membership strength, digital engagement, Fresh 2.0, own-brand expansion, and new clubs provide support. The case remains conditional because tariff and commodity-cost pressure, margin sensitivity, and elevated expansion spending could offset demand resilience; reported actuals for this event are not supplied.

EPS surprise—
Market move+12.2%

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