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]

Financial Performance - Hormel Foods reported quarterly earnings of $0.35 per share, matching the Zacks Consensus Estimate, but down from $0.38 per share a year ago [1] - The company posted revenues of $2.9 billion for the quarter ended April 2025, slightly missing the Zacks Consensus Estimate by 0.20%, compared to $2.89 billion in the same quarter last year [2] - Over the last four quarters, Hormel has surpassed consensus EPS estimates only once and has topped revenue estimates just once [2] Stock Performance - Hormel shares have declined approximately 4.2% since the beginning of the year, while the S&P 500 has gained 0.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.41 on revenues of $2.99 billion, and for the current fiscal year, it is $1.61 on revenues of $12.13 billion [7] - The outlook for the Food - Meat Products industry, where Hormel operates, is currently in the top 37% of over 250 Zacks industries, suggesting a favorable environment for performance [8]