BJ's Wholesale Club (BJ) Q2 Earnings Top Estimates

Company Performance - BJ's Wholesale Club reported quarterly earnings of $1.14 per share, exceeding the Zacks Consensus Estimate of $1.1 per share, and showing an increase from $1.09 per share a year ago, resulting in an earnings surprise of +3.64% [1] - The company posted revenues of $5.38 billion for the quarter ended July 2025, which was 1.51% below the Zacks Consensus Estimate, but an increase from $5.21 billion year-over-year [2] - Over the last four quarters, BJ's has surpassed consensus EPS estimates four times, but has not beaten consensus revenue estimates during the same period [2] Stock Performance - BJ's shares have increased approximately 18.8% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] - The current consensus EPS estimate for the upcoming quarter is $1.11 on revenues of $5.4 billion, and for the current fiscal year, it is $4.29 on revenues of $21.61 billion [7] Industry Outlook - The Consumer Products - Staples industry, to which BJ's belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of BJ's stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]