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BJ's Wholesale Club Holdings, Inc. BJ

Consumer Defensive — Discount Stores

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Insider Decisions

Total sells
18.59
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 1 — 1 — 3 1 2 2 3 1
Insider Ownership
1.37%

Capital & Financial Ratios

Market Cap
11,790.00
Revenue
22,811.63
Net Income
594.50
Free Cash Flow
358.22
Net Debt
599.26
Current Ratio
0.73
Debt/Equity
0.29
P/E ratio
19.96
P/S ratio
0.51
P/B ratio
5.33
Past 5Y EPS Growth
24.35%
This Y EPS Growth
7.15%
Next Y EPS Growth
6.76%
Next 5Y EPS Growth
6.67%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2028 ‡‡‡
2027 ‡‡‡
2026 ‡‡‡
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2018 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 36.05 28.27 46.25 29.98
Receivables 234.77 277.33 252.79 308.61
Inventory 1,454.82 1,508.99 1,555.47 1,617.03
Other — — — —
1,794.01 1,878.96 1,990.09 2,170.70
2024 2025 2026 Q'26
Payables 1,183.28 1,253.51 1,307.41 1,427.91
ST’ Debt 472.63 175.00 120.00 230.00
Other — — — —
2,468.05 2,534.08 2,670.23 2,972.55
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow — ‡‡‡‡‡ ‡‡‡‡‡
Earnings — ‡‡‡‡‡ ‡‡‡‡‡
Book Value — ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Apr Jul Oct Jan Year
’26 5,661.50 6,226.58 — —
—
’26 5,153.48 5,380.24 5,348.16 5,575.38
21,457.27
’25 4,918.52 5,205.40 5,099.36 5,278.52
20,501.80
’24 4,723.14 4,963.54 4,924.72 5,357.29
19,968.69
’23 4,496.44 5,103.82 4,785.32 4,929.59
19,315.16
’22 3,868.22 4,177.16 4,264.09 4,357.84
16,667.30
’21 3,797.61 3,954.13 3,731.67 3,946.61
15,430.02
in millions of $

Operating Cash Flow

Apr Jul Oct Jan Year
’26 139.96 401.48 — —
—
’26 208.09 249.86 181.14 390.96
1,030.06
’25 200.85 221.35 206.76 271.92
900.87
’24 119.13 150.37 175.03 274.35
718.88
’23 44.31 398.74 169.81 175.31
788.17
’22 248.97 310.35 173.86 98.48
831.66
’21 469.90 263.79 68.28 66.57
868.55
in millions of $

Free Cash Flow

Apr Jul Oct Jan Year
’26 (42.05) 224.15 — —
—
’26 67.60 84.30 (13.74) 189.86
328.01
’25 95.11 87.47 18.82 111.49
312.89
’24 27.05 28.21 41.32 155.23
251.81
’23 (46.22) 297.74 67.03 71.81
390.36
’22 174.28 237.23 99.17 (2.61)
508.06
’21 434.69 216.04 (1.56) 1.04
650.21
in millions of $

EPS

Apr Jul Oct Jan Year
’26 1.10 1.36 — —
—
’26 1.13 1.14 1.15 0.96
4.38
’25 0.83 1.08 1.17 0.92
4.00
’24 0.85 0.97 0.97 1.08
3.88
’23 0.82 1.03 0.95 0.95
3.76
’22 0.59 0.80 0.92 0.78
3.09
’21 0.69 0.76 0.88 0.69
3.03

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.2
1
Buy
2
3
Hold
4
5
Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 51.45 60.33 64.06 86.68 83.21 — — —
Low Price
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 80.41 78.88 100.74 121.10 105.78 — — —
High Price
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 34,000 34,000 34,000 33,000 35,000 — — —
Employees
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.49 0.57 0.59 0.62 0.61 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16,667.30 19,315.16 19,968.69 20,501.80 21,457.27 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.47% 17.77% 18.24% 18.36% 18.64% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 557.88 690.52 735.89 720.85 774.21 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.35% 3.58% 3.69% 3.52% 3.61% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 426.65 513.18 523.74 534.42 578.38 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 183.94 203.70 228.94 263.17 289.69 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 123.11 144.12 150.09 155.14 163.56 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 3.15 3.83 3.94 4.04 4.41 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.14 5.88 5.40 6.82 7.85 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.39) (2.97) (3.51) (4.45) (5.35) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.75 2.91 1.89 2.37 2.50 — — —
Free CF/Sh
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.79 7.81 10.96 13.98 16.75 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 135.39 134.02 133.05 132.15 131.19 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 19.51 18.92 16.33 24.52 20.93 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.50 0.50 0.43 0.64 0.56 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ 12.84 9.28 5.87 7.09 5.51 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.55 0.55 0.47 0.67 0.59 ‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.04 26.98 37.31 43.58 38.36 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 831.66 788.17 718.88 900.87 1,030.06 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (323.59) (397.80) (467.07) (587.98) (702.05) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 508.06 390.36 251.81 312.89 328.01 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (485.42) (842.10) (674.04) (655.12) (680.14) — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 889.57 852.88 871.06 573.81 519.10 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 844.13 818.97 835.01 545.54 472.85 — — —
Net Debt
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 648.11 1,046.84 1,458.85 1,847.45 2,197.66 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.70% 8.54% 8.04% 7.78% 7.94% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.86% 24.72% 21.81% 20.17% 19.11% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 88.20% 60.55% 41.80% 32.33% 28.60% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

BJ’s Wholesale Club (BJ) has evolved into a resilient warehouse club contender, delivering 7% revenue CAGR from $12.4B in 2017 to $20B in 2024, with projections to $24.3B by 2028, fueled by membership fees, operational leverage (revenue per employee up 29% to $621K), and gross margins expanding to 18.4%. Earnings have surged dramatically—EBT up 3,028% to $736M, EPS from $0.34 to a forecasted $5.02—driving 400%+ stock gains since 2018 lows, while mirroring Costco’s recession-proof model accelerated by COVID demand.

Balance sheet strength shines with 72% debt reduction to $766M, flipping equity positive and ROE to 25-32%, supporting attractive EV/Sales at 0.47x. Yet, FCF per share has plunged 63% from 2021 peaks due to capex doubling to $588M for expansions, and heavy insider selling ($65M+ net sells in 2025, led by CEO) signals caution amid modest analyst targets (3% mean upside).

Fundamentals point to mid-single-digit growth in a defensive sector, with 20%+ long-term potential if capex moderates and margins hold, but FCF cycles and competitive pressures warrant dollar-cost averaging—explore the full analysis for historical parallels and projections.

Read full commentary →

BJ's Wholesale Club Holdings, Inc. (BJ) Latest News

News by impact score

Fine-tune

19 Sep

3 , 2:09 PM
BJ’s Wholesale Club Holdings, Inc. (BJ) has formalized an investment-grade financial policy to guide capital allocation and maintain strong credit metrics. Formalizing an investment-grade financial policy supports stable credit metrics and potentially lowers financing costs.

14 Sep

3 , 4:09 PM
BJ's Wholesale Club Holdings, Inc. adopts investment-grade balance sheet strategy that may shift its investment narrative. Investment-grade balance sheet strategy improves credit profile and can lower financing costs for BJ.

3 , 7:30 AM
BJ’s Wholesale Club Holdings, Inc. announced its commitment to an investment-grade financial policy. Commitment to investment-grade financial policy indicates stronger balance sheet discipline that can improve credit access and investor perception without altering core retail operations.

10 Sep

4 www.fool.com, 2:15 PM
BJ's Wholesale Club Holdings targets 12 new warehouse clubs in aggressive 2026 expansion. Aggressive rollout of 12 new clubs constitutes major strategic growth that can materially shift revenues and market position.

28 Aug

3 , 2:40 PM
BJ’s Wholesale Club attains record membership levels amid economic division. Record memberships signal customer growth that may lift revenues without altering core trajectory.

3 transcript www.fool.com, 9:13 AM
BJ's Wholesale Club Holdings reported Q2 2026 results in an earnings call transcript covering financial performance, operations and outlook. Quarterly earnings and guidance directly shape near-term financial views and trading activity for BJ.

3 , 4:14 AM
BJ's Q2 earnings call addressed top analyst questions on performance metrics, membership growth, and competitive positioning. Q2 earnings details and analyst questions offer moderate insights into financials and strategy that may influence near-term market views.

26 Aug

3 247wallst.com, 12:00 PM
Costco holds an undisclosed growth engine that Wall Street may undervalue, with potential spillover effects on rival warehouse clubs including BJ's Wholesale Club Holdings. Underestimated Costco growth could intensify competitive pressure on BJ's market share and margins.

24 Aug

4 , 12:55 PM
BJ's Q2 earnings beat estimates on rising traffic and membership momentum, leading to a raised company outlook. Q2 earnings beat combined with raised outlook signals strong growth likely to move BJ stock and investor views substantially.

4 , 6:49 AM
BJ Q2 results outperformed driven by membership growth and gas business strength. Membership growth and gas business gains point to sustained revenue momentum and improved competitive standing.

3 www.marketbeat.com, 7:25 AM
BJ’s Wholesale Club is converting stronger fundamentals into a bullish setup. Improved fundamentals create moderately positive effects on BJ market performance and investor sentiment.

21 Aug

4 , 10:12 PM
BJ reported an earnings beat, raised guidance and announced further club expansions. Earnings beat, guidance increase and club expansion plans point to material positive shifts in financial trajectory and growth outlook.

4 transcript , 3:01 PM
BJ's Wholesale Club Holdings Inc reported record membership in its Q2 2026 earnings call. Record membership signals strong customer acquisition that can drive sustained revenue growth.

4 , 10:09 AM
BJ's Wholesale Club fiscal second-quarter results exceeded views and the company raised its full-year earnings outlook. Earnings beat with raised full-year guidance typically triggers major shifts in stock valuation and investor outlook.

3 app.moby.co, 5:00 PM
BJ's Wholesale Club Holdings, Inc. released its Q2 2026 earnings call summary covering quarterly financial results and outlook. Quarterly earnings updates deliver financial metrics that can shift near-term stock valuation and sentiment.

3 , 2:12 PM
BJ's Wholesale Club Holdings (BJ) posted strong financial results and raised its guidance, leading to questions over whether shares represent a bargain at current levels. Strong results and raised guidance are expected to support near-term stock performance without fundamentally altering long-term trajectory.

3 www.marketbeat.com, 10:02 AM
BJ's Wholesale Club Q2 earnings call highlights financial results including revenue, membership trends and operational updates. Quarterly earnings updates typically affect near-term sentiment and valuation without altering long-term company trajectory.

3 , 9:30 AM
BJ's (BJ) Q2 earnings feature key metrics compared against analyst estimates. Q2 earnings metrics versus estimates can shift near-term investor sentiment on BJ performance.

3 www.proactiveinvestors.com, 9:16 AM
BJ’s Wholesale Club Holdings second quarter earnings exceeded analyst estimates. Quarterly earnings beat may moderately shift investor views on financial results and near-term stock movement.

3 stocktwits.com, 8:03 AM
BJ’s Wholesale Club member count hits record 8.5 million. CFO Laura Felice cites strong execution and continued momentum. Record membership growth points to stronger revenue retention and modest gains in BJ's market position.

3 , 7:55 AM
BJ's Wholesale Club Holdings beat Q2 earnings and revenue estimates. Quarterly earnings beats can lift near-term stock performance and sentiment without altering long-term trajectory.

3 , 7:09 AM
BJ’s Wholesale Club Holdings reported strong sales for Q2 CY2026. Strong quarterly sales results can lift near-term investor sentiment and stock performance for BJ’s Wholesale Club Holdings.

3 , 6:45 AM
BJ’s Wholesale Club Holdings, Inc. announced second quarter fiscal 2026 financial results. Quarterly results update financial metrics and can shift near-term investor sentiment.

19 Aug

3 , 11:00 PM
BJ's Wholesale Club Holdings, Inc. (BJ) is scheduled to report earnings tomorrow. Earnings releases typically drive short-term stock moves without shifting long-term company trajectory.

13 Aug

3 , 11:02 AM
EL stock is set to report Q4 earnings, giving investors details on financial results, expectations and key metrics to watch. Quarterly earnings releases typically move share prices in the short term but rarely alter long-term company trajectory.

3 , 3:00 AM
BJ's Wholesale Club lags Costco in membership renewal rates, store productivity and operational scale, limiting its ability to match the rival's growth and profitability in the warehouse club sector. Direct comparison to Costco spotlights BJ's structural weaknesses that can sway near-term investor views and capital allocation choices.

3 , 3:00 AM
BJ's Wholesale Club Holdings could achieve 20% stock upside by adopting Costco-like strategies in membership pricing, operational scale, and customer loyalty programs to strengthen its competitive position. Strategic comparison to Costco identifies actionable paths for BJ to improve margins and market share without confirming execution of major changes.

12 Aug

3 , 12:10 PM
BJ's Wholesale Club Holdings shows signs of surpassing earnings estimates again due to favorable operational trends and market positioning. Expected earnings beat can lift near-term stock sentiment and financial perceptions without altering long-term trajectory.

11 Aug

3 247wallst.com, 1:00 PM
Costco stock's exceptional strength creates sustainability concerns that could reshape competitive dynamics among warehouse clubs including BJ. Costco's continued outperformance tightens pressure on BJ's pricing power and membership growth.

21 Jul

3 www.fool.com, 8:25 AM
BJ's Wholesale Club Holdings stock offers stronger investment potential than Costco due to attractive valuation and growth prospects in the wholesale retail sector. Favorable comparison versus Costco could lift near-term investor sentiment and trading activity for BJ.
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