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Bj's Wholesale Club Holdings (DE:8BJ)
FRANKFURT:8BJ
Earnings Data
Report Date
May 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.91Last Year’s EPS
0.99Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call reflected solid top-line growth, strong membership gains, accelerating digital adoption, successful new-club openings, and a healthy balance sheet with active buybacks — all indicating positive momentum and confident long-term execution. Offsetting items included modest margin pressure (mix and deliberate price investments), slight SG&A deleverage tied to expansion, category variability (home/seasonal), and macro/tariff uncertainties that could affect near-term cadence. Overall the positives (membership growth, digital penetration, new-club performance, and cash generation) meaningfully outweigh the headwinds.Company Guidance
Revenue Growth
Q4 net sales of ~$5.4B, up 5.5% year-over-year.
Comparable Club Sales and Traffic
Total comparable club sales (including gasoline) rose 1.6% in Q4; merchandise comparable sales excluding gas increased 2.6%. The company reported its 13th consecutive quarter of market share gains and 16th consecutive quarter of traffic growth.
Membership Expansion and Quality
Membership base grew by more than 500,000 members in the year to a new high of over 8.0M members. Tenured renewal rate remained at 90% for the fourth consecutive year; higher-tier penetration increased to 42%. Membership fee income rose 10.9% to roughly $129.8M in Q4.
Digital Adoption
Digitally enabled sales penetration reached 16% of sales; digitally enabled sales grew 31% in the quarter. Digital business posted record single-day sales on Black Friday and then again on Cyber Monday. Over 90% of digital orders are fulfilled from clubs.
New Club Expansion
Opened 14 new clubs in fiscal 2025 (7 in Q4), the most in a single year; new-club performance (sales, membership, profit) is delivering well above expectations. Company remains on track to open 25–30 new clubs over 2025–2026.
Profitability and Cash Returns
Q4 adjusted EBITDA increased 1% to $266.5M. Adjusted EPS for the full year was $4.40 (reaching the high end of revised guidance); Q4 adjusted EPS was $0.96, up 3.2% year-over-year. Over three years the company reported $3.3B in adjusted EBITDA and $2.6B in operating cash flow.
Capital Allocation and Balance Sheet Strength
Net leverage ended at 0.4x. During the year repurchased ~2.6M shares for ~$252.4M (Q4 buybacks ~1.3M shares for $117.7M) with ~$750M remaining authorization. Paid down well over $300M of debt and added ~ $500M of owned real estate.
Inventory and In-Stock Improvements
Total inventory up 3.1% year-over-year in absolute terms but down ~2% on a per-club basis; in-stock levels improved by ~40 basis points versus last year, indicating better merchandising and supply execution.
Forward Guidance
Fiscal 2026 guidance: comparable sales excluding gas expected to grow 2%–3%; adjusted EPS guidance of $4.40–$4.60; planned effective tax rate ~27% and continued investments in club growth and digital/supply chain capabilities.
DE:8BJ Earnings History
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
DE:8BJ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | €85.00 | €84.00 | -1.18% |
Nov 21, 2025 | €78.00 | €79.50 | +1.92% |
Aug 22, 2025 | €90.50 | €82.50 | -8.84% |
May 22, 2025 | €103.00 | €102.00 | -0.97% |
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.
FAQ
When does Bj's Wholesale Club Holdings (DE:8BJ) report earnings?
Bj's Wholesale Club Holdings (DE:8BJ) is schdueled to report earning on May 21, 2026, Before Open (Confirmed).
What is Bj's Wholesale Club Holdings (DE:8BJ) earnings time?
Bj's Wholesale Club Holdings (DE:8BJ) earnings time is at May 21, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Bj's Wholesale Club Holdings stock?
The P/E ratio of Bj's Wholesale Club Holdings is N/A.
What is DE:8BJ EPS forecast?
DE:8BJ EPS forecast for the fiscal quarter 2026 (Q1) is 0.91.
