earnings
confidence high
sentiment neutral
materiality 0.65
BJ's Q1 revenue up 9.9% to $5.66B; net income down 4.7% to $142.7M; EPS $1.10
BJ's Wholesale Club Holdings, Inc.
- Comparable club sales +6.3% YoY; ex-gas +1.5%; membership fee income $132.4M (+9.9%).
- Adjusted EPS $1.10; FY2026 guidance reaffirmed: ex-gas comp +2-3%, adjusted EPS $4.40-$4.60.
- Repurchased 2.1M shares for $206.6M in Q1; $545M remaining under buyback program.
- Digitally enabled comp sales rose 28%; two-year stacked comp of 63%.
- Opened one new club and six gas stations in Q1; total clubs 267, gas stations 205.