BJ's Wholesale Club
Runs grocery-led membership clubs with fuel, private labels, coupons, and digital fulfillment.
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Profile
Operates paid-membership warehouse clubs with a grocery-led assortment, general merchandise, gasoline, and services. Membership fees support the value model, while private labels, coupons, digital fulfillment, and a network concentrated in the eastern United States shape how members shop.
Operates membership warehouse clubs offering groceries and fresh foods, general merchandise, gasoline, and ancillary services through one reportable retail segment. Paid memberships support the value proposition, while members shop in clubs, on BJs.com, through the mobile app, and at gas stations.
Serves members through hundreds of clubs across 21 states, keeping the business concentrated in the eastern half of the United States. A curated assortment, manufacturer coupons, company promotions, and Wellsley Farms and Berkley Jensen own brands differentiate the format.
Execution centers on member acquisition and renewal, merchandise sourcing and distribution, digital fulfillment, and new-club expansion. The model depends on food safety, reliable information systems, labor availability, and effective competition with warehouse clubs and grocery and general-merchandise retailers.
Company facts
Categories
Key statistics
Year to date −1.4% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | UBS | Reiterate | Buy | $109 | $115 | |
| Aug 18, 2026 | D.A. Davidson | Target | $114 | $105 | ||
| Aug 17, 2026 | William Blair | Downgrade | Mixed | Market Perform | ||
| Jul 29, 2026 | Gordon Haskett | Upgrade | Hold | Buy | ||
| May 26, 2026 | UBS | Target | $135 | $109 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 21, 2026Q2 FY26 | $1.17 | $1.36 | +16.2% | $5.97B | $6.23B | +4.3% | +5.61% |
| May 22, 2026Q1 FY26 | $1.04 | $1.10 | +5.8% | $5.44B | $5.66B | +4.1% | −2.00% |
| Mar 5, 2026Q4 FY25 | $0.93 | $0.96 | +2.8% | $5.55B | $5.58B | +0.5% | −1.70% |
| Nov 21, 2025Q3 FY25 | $1.09 | $1.16 | +6.4% | $5.34B | $5.35B | +0.1% | −3.97% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.15B | $5.38B | $5.35B | $5.58B | $5.66B | $6.23B | |
| Gross profit | $969.5M | $1.01B | $1.01B | $1.01B | $1.03B | $1.11B | |
| Operating income | $203.6M | $219.8M | $218.4M | $191.4M | $221.9M | $258.8M | |
| Net income | $149.8M | $150.7M | $152.1M | $125.9M | $142.7M | $173.9M | |
| Diluted EPS | $1.13 | $1.14 | $1.15 | $0.96 | $1.10 | $1.36 | |
| Gross margin | 18.8% | 18.7% | 19.0% | 18.1% | 18.2% | 17.8% | |
| Operating margin | 4.0% | 4.1% | 4.1% | 3.4% | 3.9% | 4.2% |
Fiscal years (4-quarter sums)FY21 $16.67B · FY22 $19.32B · FY23 $19.97B · FY24 $20.50B · FY25 $21.46B
Revenue by product · Q2 FY26
Balance sheet, Aug 1, 2026Cash & short-term investments $30.0M · Total debt $2.77B · Total assets $7.99B · Shareholders' equity $2.20B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 127.69M · Float 127.01M · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 12.47M | 9.76% | 13F | Aug 7, 2026 |
| FMR LLC | 9.80M | 7.67% | 13F | Aug 13, 2026 |
| Victory Capital Management Inc | 9.48M | 7.42% | 13F | Aug 7, 2026 |
| Franklin Resources Inc | 8.35M | 6.54% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 5.94M | 4.65% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Joseph McGrail | officer: SVP, Controller | −1,500 | $96.65 |
| Aug 24, 2026 | Robert W. Eddy | director, officer: President & CEO | −4,900 | $100.01 |
| Aug 14, 2026 | Robert W. Eddy | director, officer: President & CEO | −8,000 | $93.64 |
| Jul 29, 2026 | Robert W. Eddy | director, officer: President & CEO | −73,016 | $100.02 |
| Jul 15, 2026 | Robert W. Eddy | director, officer: President & CEO | −8,000 | $90.67 |
Peers
- Costco
Closest rival across membership warehouses, grocery, fuel, and digital
- Walmart
Direct warehouse-club rival through Sam's Club and Walmart supercenters
- Kroger
National supermarket rival in grocery, private labels, fuel, and e-commerce
- Target
General-merchandise and food rival with private-label and same-day reach
- Amazon
Lower-overlap digital rival in general merchandise, grocery, and private label
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BJ's Wholesale Club | $93.99 | +3.71% | $11.57B | 19.8 | 18.7 | 0.5 | +15.7% |
| Costco | $945.47 | −0.03% | $419.30B | 47.6 | 43.0 | 1.4 | +11.6% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Kroger | $57.69 | −0.06% | $35.36B | 33.8 | 11.1 | 0.2 | +2.2% |
| Target | $163.23 | +0.05% | $74.10B | 16.9 | 17.6 | 0.7 | +5.3% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Median | 33.8 | 28.5 | 1.1 | +5.9% |