BJ's (BJ) Reports Q3 Earnings: What Key Metrics Have to Say

Core Insights - BJ's Wholesale Club reported revenue of $5.35 billion for the quarter ended October 2025, marking a year-over-year increase of 4.9% [1] - The company's EPS for the same period was $1.16, slightly down from $1.18 a year ago, but exceeded the consensus estimate of $1.10 by 5.45% [1][3] - The reported revenue matched the Zacks Consensus Estimate, resulting in a surprise of -0.08% [1] Financial Performance Metrics - Comparable club sales, excluding gasoline, increased by 1.8%, which was below the six-analyst average estimate of 2.5% [4] - Total warehouse clubs stood at 257, slightly below the average estimate of 258 from five analysts [4] - Overall comparable club sales were up by 1.1%, compared to the four-analyst average estimate of 2.1% [4] - Gas station revenues were reported at 194, exceeding the two-analyst average estimate of 192 [4] - Net sales were reported at $5.22 billion, aligning with the average estimate from five analysts [4] - Membership fee income reached $126.3 million, slightly below the five-analyst average estimate of $128.12 million, but represented a year-over-year increase of 9.8% [4] Stock Performance - BJ's shares have returned -3.1% over the past month, compared to a -2.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]