BJ's Wholesale Club Holdings, Inc.

$93.19

+0.47%

2026-09-03 16:00:02 EDT+$0.44

Consumer Defensive

Discount Stores

NYSE

Active Trading

BJ's Wholesale Club Holdings, Inc., alongside its subsidiaries, manages a network of membership-based retail warehouses primarily located across the eastern United States. ...

Price Action of BJ

$93.19

+0.47%+$0.44

High—

Low—

52W High-11.9%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) is a prominent player in the discount retail sector, distinguishing itself as a membership-only warehouse club chain with a strong regional focus on the East Coast. As of 2026, the company operates approximately 250 warehouse clubs and 186 gas stations across 17 states, ...BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) is a prominent player in the discount retail sector, distinguishing itself as a membership-only warehouse club chain with a strong regional focus on the East Coast. As of 2026, the company operates approximately 250 warehouse clubs and 186 gas stations across 17 states, predominantly in the Northeast and Mid-Atlantic regions. The company's business model revolves around providing value to its members, with savings up to 25% compared to traditional grocery and retail outlets. Its product range is comprehensive, encompassing perishable goods such as fresh produce, meat, bakery items, and dairy, alongside general merchandise including electronics, home goods, furniture, outdoor equipment, sporting goods, toys, jewelry, clothing, and health and beauty products. Additionally, BJ's offers gasoline services and auxiliary services like optical, pharmacy, and Instacart delivery, enhancing member convenience. The company generates revenue through membership fees and product sales, with an annual revenue of approximately $20.5 billion as of fiscal year 2025. Key financial metrics indicate a gross profit margin of 18.5%, an operating margin of 3.9%, and a net profit margin of 2.6%, reflecting a cost-focused operational strategy. In terms of efficiency, BJ's maintains a lean inventory with an inventory turnover of 10.7 times per year and a cash conversion cycle of approximately 10 days. The company's financial leverage shows a debt-to-equity ratio of 1.35, indicating a moderate level of debt used to fuel operations and expansion. BJ's goes to market through its physical clubs, its dedicated websites (BJs.com, BerkleyJensen.com, Wellsleyfarms.com, and Delivery.bjs.com), and a mobile app, enabling omnichannel shopping experiences. The leadership team is headed by Chairman, President, and CEO Bob Eddy, who has served as CEO since April 2021 and was elevated to chairman in June 2023. The company's workforce comprises approximately 35,000 full-time employees, with a focus on delivering exceptional customer service and operational excellence. Looking ahead, BJ's continues to innovate, expanding its private label brands like Berkley Jensen and Wellsley Farms to enhance member value and customer loyalty. Emphasizing community involvement and sustainability, the company aims to reduce its environmental footprint while delivering consistent growth. Financially, the company boasts a market capitalization of over $12 billion, with a beta of 0.225, indicating lower volatility compared to the market. Despite challenges in the competitive retail landscape, BJ's Wholesale Club maintains a strong position, leveraging its membership model, regional density, and multi-format offerings to drive long-term shareholder value.ExpandCollapse

Founded

1984

Employees

35000

CEO

Robert W. Eddy

Full Name

BJ's Wholesale Club Holdings, Inc.

Sector

Consumer Defensive

Industry

Discount Stores

ROE

27.35%

Market Cap

$11.90B

Current Ratio

0.73

WACC

5.21%

ROIC

12.78%

Contact Information

https://www.bjs.com

774 512 7400

25 Research Drive, Marlborough, MA 01752

Key Metrics of BJ

Snapshot

Latest / TTM · 6 periods

Market Cap

$11.90B

ROCE

17.7%

EV / EBITDA

12.43x

+0.3% YoY

FCF Yield

3.1%

+0.3% YoY

Cash Conversion Cycle

8.6d

Current Ratio

0.73

Quick take

TTM —

Current ratio below 1.0

Negative working capital

Financial Highlights of BJ

Profitability trend

Latest / TTM · 6 periods

Gross Margin

18.2%

Net Margin

2.6%

P/E Ratio

20.12x

n/a

Debt / Equity

1.26

n/a

Current Ratio

0.73

Dividend Yield

0.0%

Understanding

TTM —

Current ratio below 1.0

Calendar of BJ

Upcoming

Nov 1, 2026In 58 days
Q4 2026 · Estimated results
Est. EPS $1.24 · Revenue $5.93B · 14 analysts
Jan 31, 2027
FY2027 · Estimated annual results
Est. EPS $4.71 · Revenue $23.95B · 16 analysts
Feb 1, 2027
Q1 2027 · Estimated results
Est. EPS $1.01 · Revenue $6.14B · 14 analysts
May 1, 2027
Q2 2027 · Estimated results
Est. EPS $1.23 · Revenue $6.04B · 11 analysts

Recent history

Aug 25, 2026
Q2 FY2026 · Results reported
EPS $1.36 · Revenue $6.23B
View filing
May 28, 2026
Q1 FY2026 · Results reported
EPS $1.10 · Revenue $5.66B
View filing
Mar 12, 2026
FY2025 · Annual results
EPS $4.38 · Revenue $21.46B
View filing
Nov 26, 2025
Q3 FY2025 · Results reported
EPS $1.15 · Revenue $5.35B
View filing
Aug 28, 2025
Q2 FY2025 · Results reported
EPS $1.14 · Revenue $5.38B
View filing
May 29, 2025
Q1 FY2025 · Results reported
EPS $1.13 · Revenue $5.15B
View filing

Financial Statements of BJ

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$21.5B	+4.7%	+10.0%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$578.4M	+8.2%	+21.8%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+18.6%	+1.5%	-1.8%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	+3.9%	+4.7%	+6.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	+2.7%	+3.4%	+10.8%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$331.0M	+5.8%	+633.1%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+1.5%	+1.1%	+584.7%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	118.7%	-22.9%	-6.2%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	0.75x	+0.5%	+0.4%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$7.5B	+6.3%	+0.8%

Actual vs Estimate

A Jan 31Q Nov 1

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	4.38 vs 4.37	+0.3%	1.36 vs 1.24	+9.3%
Revenue Surprise	$21.5B vs $21.4B	+0.1%	$6.2B vs $5.9B	+5.0%

Insider Transactions of BJ

Acquisitions (A)

Since Jul 29, 2026

Disposals (D)

Since Jul 29, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 25, 2026	McGrail Joseph	officer: SVP, Controller	Common Stock	D	1,500	$96.65
Aug 24, 2026	Reibling Stephanie Anne	officer: See Remarks	Common Stock	—	0	—
Aug 24, 2026	Eddy Robert W.	director, officer: President & CEO	Common Stock	A	4,900	$17.00
Aug 24, 2026	Eddy Robert W.	director, officer: President & CEO	Common Stock	D	4,900	$100.01
Aug 24, 2026	Eddy Robert W.	director, officer: President & CEO	Stock Option	D	4,900	$17.00

Earnings Call Transcript of BJ

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Hello, everyone. Thank you for joining us, and welcome to BJ's Wholesale Club's Quarter 2 2026 Earnings Conference Call. [Operator Instructions] I will now hand the conference over to Diana Rashkow, VP of Investor Relations. Diana, please go ahead. Diana Rashkow: Good morning, and welcome to BJ's Second Quarter Fiscal 2026 Earnings Call. Joining me today are Bob Eddy, Chairman and Chief Executive Officer; Laura Felice, Chief Financial Officer; and Bill Werner, Executive Vice President, Strategy and Development. Please remember that we may make forward-looking statements on this call that are based on our current expectations. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from what we say on this call. Please see the Risk Factors section of our most recent SEC filings for a description of these risks and uncertainties. Please also refer to today's press release and latest investor presentation posted on our Investor Relations website for our cautionary statement regarding forward-looking statements and non-GAAP reconciliations. And now I'll turn the call over to Bob. Robert Eddy: Good morning, everyone. Thank you for joining us today. I'm very pleased to share that we delivered a strong second quarter, one that came in ahead of our expectations and reflects the continued momentum in our business. Net sales were up nearly 16% year-over-year and merchandise comps grew 3.1% with traffic accelerating during the quarter. This marks our 18th consecutive quarter of traffic growth and our 15th consecutive quarter of market share gains. On a 2-year stack basis, merchandise comps were 5.4%, in line with where we were last quarter, which speaks to the durability of our momentum. The comp was driven by a healthy balance of traffic and ticket, and we delivered for our members when it mattered most, including during events like the World Cup and America250. Simply put, our value proposition continued to resonate, and I want to thank our teams for their commitment to executing at a high level across our company. Our perishables, grocery and sundries division delivered solid comp growth of 2.8% in the quarter, led by grocery. We saw particular strength in beverages and Active Nutrition, where assortment updates through our category management process have been resonating well with members, and we're pleased with the momentum we're building in this part of the business. Our General Merchandise and Services division sustained comp growth of 5.3% in the quarter, and I'm pleased with the breadth of performance across the division. Consumer electronics continued to lead the way and Home was a strong contributor. The results reflect the work our teams have been doing to put the right products at the right value in front of our members. Gas prices remained elevated during the quarter, and our members continue to seek us out for the value we offer at the pump. Comp gallons were up double …

Leadership Team of BJ

12 executives

Name	Title	Compensation	Gender	Year Born	Status
Robert W. Eddy	President, Chief Executive Officer & Chairman	USD 4,178,173	Male	1973	Active
Paul Cichocki	Executive Vice President & Chief Commercial Officer	USD 2,009,107	Male	1970	Active
Timothy Morningstar	Executive VP & Chief Growth Officer	USD 1,601,494	Male	1976	Active
Laura L. Felice CGMA	Executive Vice President & Chief Financial Officer	USD 1,499,410	Female	1981	Active
William C. Werner	Executive Vice President of Strategy & Development	USD 1,221,722	Male	1978	Active
Scott Schmadeke	Executive Vice President & Chief Operating Officer	USD 1,041,680	Male	1978	Active
Graham N. Luce	Executive Vice President, General Counsel & Secretary	USD 1,008,448	Male	1970	Active
Brian Poulliot	Executive Vice President of Enterprise Analytics	USD 795,506	Male	1975	Active
Stephanie Reibling	Executive Vice President & Chief Merchandising Officer	—	Female	—	Active
Krystyna Kostka	Chief Supply Chain Officer	—	Female	—	Active
Monica Schwartz	Executive VP and Chief Information & Digital Officer	—	Female	1976	Active
Mark Griffin	Executive Vice President & Chief Human Resources Officer	—	Male	—	Active

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Historical Employee Count of BJ

Current

35,000

Change

+6.06%

Minimum

33,000

Maximum

35,000

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Jan 31, 2026	35,000	10-K	Mar 12, 2026	View
Feb 1, 2025	33,000	10-K	Mar 14, 2025	View
Feb 3, 2024	34,000	10-K	Mar 18, 2024	View
Jan 28, 2023	34,000	10-K	Mar 16, 2023	View
Jan 29, 2022	34,000	10-K	Mar 17, 2022	View

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BJ's Wholesale Club Holdings, Inc.