earnings
confidence high
sentiment positive
materiality 0.80
BJ's Q2 FY26 EPS $1.36 (+19%), comp sales +11.9%, raises FY26 EPS guide to $4.60-$4.80
BJ's Wholesale Club Holdings, Inc.
- Q2 diluted EPS $1.36 (up 19.3% YoY); net income $173.9M, up 15.4%.
- Comp club sales +11.9% total, +3.1% ex-gas; membership fee income $135.6M (+9.9%), record 8.5M members.
- FY26 adjusted EPS guidance raised to $4.60-$4.80; comp sales (ex-gas) guided 2.0%-3.0%.
- CCO Paul Cichocki retires Aug 21, 2026; becomes part-time advisor, then on-call through Apr 1, 2027.
- Q2 buyback 1.384M shares for $124.1M; $422.1M remaining on program.