earnings
confidence high
sentiment positive
materiality 0.70
BJ's Q4 adj EPS $1.11 (+11% YoY); FY2024 guidance $3.75-$4.00
BJ's Wholesale Club Holdings, Inc.
2023-FY EPS reported
$3.88
revenue$19,968,689,000
- Q4 net sales $5.25B (+8.7% YoY); net income $145.9M (+12.7%); adj EPS $1.11 vs $1.00 prior.
- Membership fee income $108.4M (+6.5%); 90% tenured renewal rate; digital comps +28%.
- FY2024 guidance: comp sales ex-gas +1-2%; merch margins +20bps; adj EPS $3.75-$4.00; capex ~$500M.
- Repurchased 797,056 shares for $53.2M in Q4; full-year repurchases $130.2M.
- Opened 6 clubs and 6 gas stations since Q3; now operating 244 clubs across 20 states.