BJ's Wholesale Club storefront. Key Points BJ's Wholesale Club is set up for a market reversal that could add 30% or more to its stock price over the next few quarters. Better-than-expected earnings results and guidance affirm a robust buyback outlook. Analysts and institutions are accumulating the stock, providing a strong tailwind. Interested in BJ's Wholesale Club Holdings, Inc.? Here are five stocks we like better. BJ’s Wholesale Club’s (NYSE: BJ) stock price is set up for a bullish market reve ...

BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) posted better-than-expected earnings for the third quarter on Friday.The company reported third-quarter adjusted earnings per share of $1.16, beating the analyst consensus estimate of $1.09. Quarterly sales of $5.348 billion outpaced the Street view of $5.347 billion.BJ’s Wholesale Club Holdings raised its fiscal 2025 adjusted EPS guidance to $4.30 to $4.40, up from its prior range of $4.20 to $4.35, compared with analyst expectations of $4.31."Our business conti ...

Core Insights - BJ's Wholesale Club Holdings, Inc. reported third-quarter fiscal 2025 results with revenue growth year over year but missed consensus estimates, while earnings per share exceeded expectations but declined from the previous year [1][10] Financial Performance - Adjusted earnings per share were $1.16, surpassing the Zacks Consensus Estimate of $1.10 but down from $1.18 in the prior year [2] - Total revenues reached $5,348.2 million, a 4.9% increase from the previous year, but fell short of the consensus estimate of $5,353 million [3] - Net sales increased by 4.8% to $5,221.9 million, and membership fee income rose 9.8% to $126.3 million, indicating strong member acquisition and retention [3] Sales and Traffic - Comparable club sales increased by 1.1% year over year, affected by lower fuel prices, while excluding gasoline, comparable sales rose by 1.8% [4] - Digitally enabled comparable sales surged by 30%, building on a two-year stacked growth of 61%, driven by initiatives like BOPIC and same-day delivery [4] Margins and Expenses - Gross profit increased to $1,014.3 million, with merchandise gross margin rate remaining flat year over year [5] - Operating income fell by 4.8% to $218.4 million, with the operating margin contracting by 40 basis points to 4.1% [6] - SG&A expenses rose to $788.2 million, reflecting higher labor and occupancy costs, with SG&A as a percentage of total revenues deleveraging by 30 basis points to 14.7% [7] Membership and Expansion - BJ's Wholesale Club reached 8 million members, with a 90% tenured renewal rate and 41% higher-tier penetration [8] - The company opened one new club in the third quarter and plans to open 25-30 clubs over the next two fiscal years [8] Guidance and Future Outlook - BJ's now expects fiscal 2025 comparable club sales, excluding gasoline, to increase between 2% and 3% year over year, narrowing from a previous range of 2% to 3.5% [13] - Adjusted earnings forecast was raised to $4.30 to $4.40 per share, compared to the prior view of $4.20-$4.35 [13] - Capital expenditures are projected to be around $800 million for fiscal 2025 [13] Financial Position - The company ended the quarter with cash and cash equivalents of $45.1 million and long-term debt of $399 million [11] - Net cash provided by operating activities was $181.1 million, but BJ posted negative free cash flow of $13.7 million due to elevated capital spending [11] - During the quarter, BJ repurchased 905,000 shares for $87.3 million, with $866.2 million remaining under its buyback authorization [12]

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If you aren't already aware, BJ's Wholesale Club Holdings, Inc. (NYSE: BJ ) operates these membership-only factory-style clubs throughout the eastern half of the United States. They offer a wide selection of fresh food, generalI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I ...

BJ’s Wholesale Club (NYSE:BJ) Q3 2026 Earnings Call November 21, 2025 08:30 AM ET Company ParticipantsLaura Felice - CFOAng Singh - VP FP&ASteven Zaccone - Director of Equity ResearchNone - Unknown Speaker 2Bill Werner - Executive VPNone - Unknown Speaker 1Bob Eddy - Chairman and CEOConference Call ParticipantsRobbie Owens - AnalystMike Baker - Managing Director and Senior Research AnalystKate McShane - AnalystRupesh Parikh - AnalystPeter Benedict - AnalystPedro Gale - AnalystChuck Grom - AnalystOperatorHel ...

BJ’s Wholesale Club (NYSE:BJ) Q3 2026 Earnings Call November 21, 2025 08:30 AM ET Company ParticipantsLaura Felice - CFOAng Singh - VP FP&ASteven Zaccone - Director of Equity ResearchNone - Unknown Speaker 2Bill Werner - Executive VPNone - Unknown Speaker 1Bob Eddy - Chairman and CEOConference Call ParticipantsRobbie Owens - AnalystMike Baker - Managing Director and Senior Research AnalystKate McShane - AnalystRupesh Parikh - AnalystPeter Benedict - AnalystPedro Gale - AnalystChuck Grom - AnalystOperatorHel ...

MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) today announced new locations in Mesquite, Texas, and Foley, Alabama. The Mesquite club will mark the company's fifth location in Texas, and the Foley club will be the second in Alabama. The company also announced that it is relocating its Rotterdam, New York, club to a new location at I-88 and Route 7. "Our momentum remains strong as we continue to bring unbeatable value and convenience to new communities,†said Bill Werner, E. ...

Financial Data and Key Metrics Changes - Net sales for Q3 were approximately $5.2 billion, growing 4.8% year over year [15] - Total comparable club sales increased 1.1% year over year, with merchandise comp sales growing by 1.8% [15][19] - Adjusted earnings per share were $1.16, a decrease of approximately 2% year over year due to a legal settlement [20] - Adjusted EBITDA was down about 2% year over year to $301.4 million, but grew approximately 5% when adjusting for the settlement [19][20] Business Line Data and Key Metrics Changes - Perishables, grocery, and sundries division grew comp sales by 1.8%, with a two-year stack of 6% [5][16] - General merchandise and services division also increased by 1.8% in Q3, with a two-year stack of about 2% [16] - Digital sales grew by 30% year over year and 61% on a two-year stack, now approaching 17% of total sales [10][17] Market Data and Key Metrics Changes - Membership fee income grew by nearly 10% to approximately $126.3 million, driven by strong member counts and a recent fee increase [8][17] - Comp gallons in the gas business grew 2% year over year, significantly outpacing the industry [19] Company Strategy and Development Direction - The company is focused on enhancing member value through improved merchandising, digital convenience, and expansion of physical footprint [25] - A new club opened in Warner Robins, Georgia, and another in Smyrna, Tennessee, both performing above expectations [10][11] - The company plans to open 14 new clubs this year, the most in many years, and aims for 25-30 new clubs in the next two years [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver value despite a challenging macroeconomic environment [13][24] - The company is narrowing its full-year merchandise comp sales guidance to a range of 2%-3% and increasing expected adjusted earnings per share to $4.30-$4.40 [23][24] - Management highlighted the importance of maintaining a focus on member value and long-term growth strategies [25] Other Important Information - The company has launched new own-brand products aimed at providing high quality at lower prices, enhancing member loyalty [9] - A 10% discount for team members was introduced to support them during the holiday season [61] - The company is leveraging AI for improved shopping experiences and operational efficiencies [72][74] Q&A Session Summary Question: Exposure to SNAP program and member behavior across income demographics - Management noted that low-income consumers showed resilience in purchasing habits despite inflation pressures, with stable performance observed [28][30] Question: Long-term sales growth expectations - Management expressed confidence in achieving long-term growth through improved membership, merchandising, and convenience [35][36] Question: Competitive response in new markets - Management indicated strong performance in new clubs and confidence in competing effectively in markets like Dallas [39][40] Question: Inventory positioning for Q4 - Management acknowledged a conservative inventory position that may limit sales upside but supports overall value for members [44][45] Question: Fourth quarter same-store sales assumptions - Management is cautiously optimistic about Q4 performance, with preparations in place for the holiday season [53][54] Question: General merchandise inventory planning for next year - Management indicated that inventory decisions are made based on ongoing clarity regarding tariffs and consumer response [56][57] Question: Sustainability of SG&A per square foot levels - Management emphasized the importance of maintaining efficiency in operations while planning for future investments [83][84]

Core Insights - BJ's Wholesale Club reported an increase in revenue for its fiscal third quarter, indicating strong sales performance despite rising expenses impacting profit margins [1] Financial Performance - Revenue increased in the fiscal third quarter, showcasing the company's ability to drive sales growth [1] - Profit experienced a decline due to increased expenses, highlighting potential challenges in cost management [1]