earnings
confidence high
sentiment positive
materiality 0.70
BJ's Q4 adj EPS $0.93 vs $1.11 YoY; FY net income up 2%; guides FY25 adj EPS $4.10-$4.30
BJ's Wholesale Club Holdings, Inc.
2024-FY EPS reported
$4.00
revenue$20,501,804,000
- Q4 net sales $5.16B (-1.7% YoY due to 14-week prior year); total comp +4.0%, ex-gas +4.6%.
- Membership fee income $117.0M (+7.9%); full-year $456.5M (+8.5%); renewal rate 90%.
- Q4 EPS $0.92, adjusted EPS $0.93; FY EPS $4.00, adjusted EPS $4.05 (FY +2.3% adj).
- New $1.0B share repurchase authorization (expires Jan 2029); repurchased $190.9M in FY.
- FY2025 guidance: comp sales ex-gas +2.0%-3.5%; adj EPS $4.10-$4.30; capex ~$800M.