UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________ _______________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 BJ New York Stock Exchange FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF T ...

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Q3 2021 Results Earnings Conference Call November 18, 2021 8:30 AM ET Company Participants Robert Eddy - President and CEO Laura Felice - EVP and CFO William Werner - EVP, Strategic Development Conference Call Participants Kate McShane - Goldman Sachs Christopher Horvers - JPMorgan John Parke - Gordon Haskett Edward Kelly - Wells Fargo Robert Ohmes - Bank of America Mark Cotton - UBS Michael Baker - D.A. Davidson Rupesh Parikh - Oppenheimer Operator Hello everyon ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________ _______________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 BJ New York Stock Exchange FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE ...

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Q2 2021 Earnings Conference Call August 19, 2021 8:30 AM ET Company Participants Faten Freiha - VP, IR Robert W. Eddy - President and CEO Laura Felice - EVP and CFO William Werner - EVP, Strategic Development Conference Call Participants Edward Kelly - Wells Fargo Robert Ohmes - Bank of America Christopher Horvers - J.P. Morgan John Parke - Gordon Haskett Rakesh Parekh - Oppenheimer Chuck Cerankosky - Northcoast Research Unidentified Analyst - Citigroup Michael K ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________ FORM 10-Q _________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 1, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38559 _________________ BJ'S WHOLESALE CLUB HOLDINGS, INC. (Exact name of registrant as specified in its ...

Financial Data and Key Metrics Changes - The company reported impressive first-quarter results with net sales of $3.8 billion and a two-year stacked comp sales growth of 22% [42][18] - Adjusted EBITDA for the quarter was $202 million, reflecting a 4% year-on-year growth, while adjusted EPS was $0.72, also a 4% increase [55][56] - Free cash flow generated during the quarter was $191 million, with a leverage ratio of one times [57][18] Business Line Data and Key Metrics Changes - Membership fee income (MFI) grew by 9% to $86 million, driven by strong member renewals and improved membership mix [50] - The grocery division saw a 23% stacked comp growth, while general merchandise and services division reported a comp growth of 32% [46][48] - Digital sales grew by 31% this quarter and 381% on a two-year stacked basis, contributing significantly to overall sales growth [30][44] Market Data and Key Metrics Changes - The company maintained its market share gains from 2020 and benefited from government stimulus payments [18] - Gallons sold in the gasoline business grew by approximately 29%, significantly outpacing overall market performance [49] Company Strategy and Development Direction - The company plans to continue investing in membership growth, digital initiatives, and geographic expansion, with expectations to open six new clubs in 2021 and up to ten more in 2022 [33][35] - The strategy remains focused on growing and retaining members, delivering value through merchandising and marketing, and improving convenience with digital offerings [19][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term health of the business despite uncertainties in the near term, particularly regarding food at home consumption and macroeconomic factors [36][39] - The company anticipates a potential decline in comp sales as consumer behavior normalizes post-pandemic, but expects membership trends and digital initiatives to drive future growth [60][61] Other Important Information - The company has eliminated trial memberships from its acquisition strategy, focusing on improving the quality of its membership base [24] - The leadership team has undergone changes, with key executives taking on new roles to drive strategic initiatives [15][17] Q&A Session Summary Question: Potential changes in strategy speed - Management indicated that while the overall strategy remains sound, adjustments may be made to the speed of certain actions in response to market conditions [70] Question: Gross margin pressures due to input cost inflation - Management acknowledged the presence of inflation and its potential impact on margins, but emphasized the ability to manage these pressures effectively [72] Question: Expectations for merchandise margins - Management refrained from providing specific margin forecasts but indicated that while inflation may pose challenges, strong sales in general merchandise could offset some of these pressures [75] Question: Impact of stimulus on sales - Management noted that stimulus payments positively influenced sales, particularly in March and April, but it is difficult to quantify the exact impact [77] Question: Member renewal rates - Management reported that renewal rates for new members have exceeded expectations, with the best renewal rates in the company's history observed during the quarter [88]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading symbol (s) Name of each exchange on which registered Common Stock, par value $0.01 BJ New York Stock Exchange FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-38559 BJ'S ...

Financial Data and Key Metrics Changes - The company reported net sales of $3.9 billion for Q4 2020, with merchandise comp sales increasing by 16% [27] - Adjusted EBITDA reached $857 million for the full year, reflecting a 47% year-over-year growth, while adjusted EPS was $3.09, marking a 112% increase [9][38] - Free cash flow for the year was $676 million, representing a 276% growth, and the leverage ratio improved to 1.2 times from 2.8 times a year ago [9][39] Business Line Data and Key Metrics Changes - The grocery division saw comp sales growth of 18%, with strong performance in perishables, beverages, and snacks [31] - The general merchandise and services division experienced a comp growth of 9%, driven by sales of TVs, indoor furniture, and small appliances [31] - Membership fee income grew by 11% in Q4 to $86 million, with a record high renewal rate of 88% for tenured members [34] Market Data and Key Metrics Changes - The company gained market share across all geographies, with comp sales running north of 20% in early November [28] - Digital sales grew by approximately 168%, contributing significantly to overall comp sales growth [29] - The gasoline business saw a 5% increase in gallons sold at comp clubs, despite lower prices impacting sales [32] Company Strategy and Development Direction - The company is focused on long-term growth through membership retention, digital convenience, and strategic expansion of its footprint [10][18] - Plans to open six new clubs in 2021 and potentially ten in 2022, with a strong real estate pipeline [18][47] - The company aims to enhance its service offerings, including financial services and home improvement, to drive membership value [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth, anticipating that at-home food consumption will reset at a higher level [22][23] - The company expects to face uncertainties in 2021 due to external market factors but remains optimistic about membership sales and profitability [20][21] - Management highlighted the importance of maintaining safety protocols and supporting team members during the ongoing pandemic [7][8] Other Important Information - The company invested over $150 million in safety measures and team member support during 2020 [7] - The digital strategy includes an upgraded app that has seen significant engagement, with total downloads exceeding 5 million [16] - The company has transformed its balance sheet, reducing debt significantly and allowing for greater flexibility in future investments [39][48] Q&A Session Summary Question: Insights on first quarter expectations and average spend per member - Management indicated that while it is difficult to forecast, they expect trends from Q4 to continue into Q1, with average spend per member likely higher than 2019 levels [50][52] Question: COVID-related expenses and their impact on gross margin - Management expects to spend less on COVID-related expenses in 2021 compared to 2020, with some costs continuing but moderating [55][56] Question: New unit growth and market penetration - Management discussed plans for six new units in 2021 and emphasized improved site selection and marketing strategies for new clubs [58][60] Question: Gross margin and EBIT margin outlook - Management believes the company will become more profitable over time due to increased membership and a revamped balance sheet [64][66] Question: Membership retention strategies - Management highlighted strong engagement metrics for new members, indicating positive signs for retention rates [73][75] Question: Market share gains and inventory levels - Management reported share gains across all markets and expressed confidence in inventory levels going into the next quarters [86]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________ FORM 10-Q _________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38559 _________________ BJ'S WHOLESALE CLUB HOLDINGS, INC. (Exact name of registrant as specified in ...

BJ’s Wholesale Club Holdings Inc. (NYSE:BJ) Q3 2020 Earnings Conference Call November 19, 2020 8:30 AM ET Company Participants Lee Delaney - President, Chief Executive Officer Bob Eddy - Executive Vice President, Chief Financial and Administrative Officer Faten Freiha - Vice President, Investor Relations Conference Call Participants Bobbie Ohmes - BofA Securities Chuck Grom - Gordon Haskett Peter Benedict - Baird Chris Horvers - JP Morgan Kate McShane - Goldman Sachs Edward Kelly - Wells Fargo Stephanie Wi ...