BJ's Wholesale Club Holdings, Inc. · BJ · Next earnings

BJ's Wholesale Club Holdings, Inc. reports Friday, Nov 20, 2026

BJ reports before market open with consensus EPS at $1.24 and revenue at $5.93B. Last quarter: BJ’s Q2 FY2026: Membership and fuel momentum lift outlook

Reports Before market open15 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.24 Calendar consensus
Consensus revenue $5.93B Calendar consensus
Report date Nov 20, 2026 Friday, date estimated
Session Before market open 15 days away

Where BJ left off: FY2026 Q2

Full report

BJ’s Q2 FY2026: Membership and fuel momentum lift outlook

EPS surprise +16.2% Reported $1.36 vs $1.17
Revenue surprise +4.3% Reported $6.23B vs $5.97B
Stock move +5.6% Event window
Subsequent drift -4.6% Up to 20 sessions

Raised adjusted EPS guidance to $4.60-$4.80 from the prior $4.40-$4.60 range.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tariff-refund funding may decline, pressuring price-investment benefits.
  • New-club openings may increase labor, occupancy and other operating costs.
  • Competition and economic uncertainty could weigh on price-sensitive consumers.
  • SKU reduction could create inventory or execution challenges.

Questions analysts left open

  • Whether membership-fee growth remains durable as fee-increase tailwinds normalize.
  • How traffic and ticket contributed to merchandise comparable sales.
  • Whether tariff-refund benefits can be replaced as a source of price investment.
  • Execution risk in reducing the SKU count and managing related inventory.

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Recent BJ quarters

All BJ earnings
+5.6%FY2026 Q2-8.2%FY2026 Q1+1.1%FY2025 Q3-8.5%FY2025 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.