BJ’s Wholesale Club (BJ) - 2026 Q2 - Earnings Call Presentation

Financial Performance - BJ's Wholesale Club reported net sales of $5.3 billion in Q2 FY25, a 3.2% increase compared to Q2 FY24 [7] - Comparable club sales, excluding gasoline impact, increased by 2.3% compared to Q2 FY24 [7] - Adjusted EPS reached $1.14 in Q2 FY25, a 4.6% increase compared to Q2 FY24 [7] - Adjusted EBITDA was $303.9 million in Q2 FY25, an 8.0% increase compared to Q2 FY24 [7] - Adjusted free cash flow was $87.3 million [7] - The company returned $167.7 million to shareholders via share repurchases in the last twelve months (LTM Q2 FY25) [7] Membership and Digital Growth - The company has 8 million members [7] - Membership Fee Income (MFI) increased by 9.0% to $123.3 million compared to Q2 FY24 [7] - The tenured renewal rate is 90% [7] - Digitally-enabled comparable sales growth was +34% [7]