earnings
confidence high
sentiment positive
materiality 0.75
BJ's Wholesale Club Q4 EPS $0.96; full-year revenue up 4.6% to $20.96B; fiscal 2026 adj EPS guidance $4.40-$4.60
BJ's Wholesale Club Holdings, Inc.
2025-FY EPS reported
$4.38
revenue$21,457,274,000
- Q4 net sales $5.45B (+5.5% YoY); membership fee income $129.8M (+10.9%); digitally-enabled comp sales +31%.
- Fiscal 2025: net income $578.4M (+8.2%); adjusted EPS $4.40; 16th consecutive quarter of traffic growth.
- Fiscal 2026 guidance: comp club sales ex-gas +2.0-3.0%; adjusted EPS $4.40-$4.60; capex ~$800M.
- Repurchased 2.6M shares for $252.4M in FY2025; opened 7 new clubs and 7 gas stations in Q4.