Bj's Wholesale Club Holdings (BJ) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 20, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.18

Last Year’s EPS

1.14

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 22, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented multiple strong operational and financial positives: robust top-line growth (~10% sales increase), double-digit membership fee growth (~10%), significant digital acceleration (+28%), gasoline volume and share gains, successful new-market openings (Texas ahead of plan), and maintained full-year guidance. Offsetting these strengths are margin pressures (merch margins down ~10 bps; excluding tariff benefits down ~60 bps), a decline in adjusted EPS due to a prior-year tax benefit, fuel-price volatility impacting member behavior and potential inflationary cost pressures, and concentration of sales growth among higher-income members. On balance, the company is executing growth initiatives while investing in member value, but near-term margin and consumer-segmentation risks were highlighted.

Company Guidance

BJ’s reiterated its full‑year outlook, with comparable club sales excluding gasoline expected to grow 2–3% and adjusted EPS of $4.40–$4.60, noting that “everything we know today” is built into the outlook. The call anchored that guidance to Q1 results — net sales nearly +10% to ~$5.5B, total comparable club sales +6.3% (merchandise comps ex‑gas +1.5%), 2‑year stacked comps healthy, adjusted EBITDA +~4% to $298M and adjusted EPS $1.10 — and to membership strength (membership fee income +~10% to $132M, total members at an all‑time high). Margins: merchandise gross margin down ~10 bps (ex‑tariff benefits down ~60 bps; tariff benefit ~50 bps or ~ $20M), SG&A ~$806M; inventory +6.5% YoY (inventory per club +2.8%). Fuel volumes were strong (comparable gallons nearly +8%; comp gallon growth >10% in March/April) and April pump spend was +$143M (≈3.5% merchandise comp equivalent). Management cautioned that tariff, fuel and freight moves could affect cadence and that membership fee growth may moderate as they lap last year’s fee increase.

Revenue Growth

Net sales increased nearly 10% year-over-year to $5.5 billion; total comparable club sales rose 6.3% while merchandise comparable sales excluding gasoline increased 1.5%.

Membership Strength

Membership fee income rose ~10% to $132 million (all-time high); total members reached an all-time high with higher-tier penetration increasing and new-club membership performing ahead of plan.

Digital Adoption

Digitally enabled comparable sales grew 28% year-over-year, driven by curbside pickup, same-day delivery and ExpressPay; newer clubs show higher digital adoption and spending.

Gasoline Volume and Share Gains

Fuel volumes were strong with comparable gallons up nearly 8% for the quarter and comp gallon growth accelerating from ~1% in February to >10% in March and April; same-store gallons in the broader market were down ~4%, underscoring market share gains.

Adjusted EBITDA and Cash Returns

Adjusted EBITDA increased ~4% year-over-year to $298 million; the company repurchased ~$207 million of shares during the quarter and ended with ~$545 million remaining under authorization.

New Market Expansion (Texas and Others)

Opened first club in Texas in Q1 (plus 3 more in May); membership in four Texas clubs is running ~33% ahead of plan; approx. 100,000 members in Dallas-Fort Worth market. Clubs opened within last 5 years delivered comps >6% and some newer markets comped >10%.

Strategic and Operational Wins

Continued progress on Fresh 2.0 with unit growth in categories like fresh fruit; welcomed new Chief Merchandising Officer to drive assortment and private-label initiatives; Fitch initiated coverage with an investment-grade rating.

Guidance Maintained

Management maintained full-year guidance: comparable club sales excluding gasoline expected to grow 2%-3%, and adjusted EPS guidance of $4.40 to $4.60.

Bj's Wholesale Club Holdings (BJ) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BJ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 20, 2026	2026 (Q2)	1.18 / -	1.14	―	―	―
May 22, 2026	2026 (Q1)	1.03 / 1.10	1.14	-3.51% (-0.04)
Mar 05, 2026	2025 (Q4)	0.93 / 0.96	0.93	3.23% (+0.03)
Nov 21, 2025	2025 (Q3)	1.09 / 1.16	1.18	-1.69% (-0.02)
Aug 22, 2025	2025 (Q2)	1.09 / 1.14	1.09	4.59% (+0.05)
May 22, 2025	2025 (Q1)	0.92 / 1.14	0.85	34.12% (+0.29)
Mar 06, 2025	2024 (Q4)	0.88 / 0.93	1.11	-16.22% (-0.18)
Nov 21, 2024	2024 (Q3)	0.94 / 1.18	0.98	20.41% (+0.20)
Aug 22, 2024	2024 (Q2)	1.01 / 1.09	0.97	12.37% (+0.12)
May 23, 2024	2024 (Q1)	0.83 / 0.85	0.85	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BJ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 22, 2026	$94.43	$86.64	-8.25%
Mar 05, 2026	$99.98	$98.47	-1.51%
Nov 21, 2025	$90.59	$91.61	+1.13%
Aug 22, 2025	$106.16	$97.11	-8.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.