Inferra AI / Company / BJ
Bj's Wholesale Club Holdings, Inc.
BJ · Consumer Discretionary
Last earnings Aug 21, 2026
Key results
Net incomequarter
$173.9 million
Net income increased to $173.9 million in the second quarter of fiscal 2026 compared to $150.7 million in the second quarter of fiscal 2025.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
Net income increased to $316.6 million in the first six months of fiscal 2026 compared to $300.5 million in the first six months of fiscal 2025.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
AI analysis
Q3 2026 · reported Aug 21, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance · company-stated
Direction: Raised
“We are maintaining our full year comp sales guidance and remain confident in our ability to deliver sustainable, profitable growth.”
“We delivered solid profitability, grew membership fee income, and outperformed on gas all of which enabled us to raise our full year adjusted EPS guidance, said Laura Felice, Executive Vice President, Chief Financial Officer, BJ's Wholesale Club.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Under its existing share repurchase program, the Company repurchased 1,384,278 shares of common stock, totaling $124.1 million, inclusive of associated costs, in the second quarter of fiscal 2026.
Event summary
Bj's Wholesale Club Holdings, Inc. Q3 2026 — Net income increased to $173.9 million in the second quarter of fiscal 2026 compared to $150.7 million in the second quarter of fiscal 2025.
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “We are maintaining our full year comp sales guidance and remain confident in our ability to deliver sustainable, profitable growth.”
Revenue — Raised (“raised”)
“Announces Second Quarter Fiscal 2026 Results Strong second quarter results reflect accelerating comparable sales, record membership, and solid profitability full-year EPS guidance raised Second Quarter Fiscal 2026 Highlights Comparable club sales (a) increased by 11.”
EPS — Raised (“raise”)
“We delivered solid profitability, grew membership fee income, and outperformed on gas all of which enabled us to raise our full year adjusted EPS guidance, said Laura Felice, Executive Vice President, Chief Financial Officer, BJ's Wholesale Club.”
Revenue — Reiterated (“maintaining”)
“We are maintaining our full year comp sales guidance and remain confident in our ability to deliver sustainable, profitable growth.”
Revenue — Raised (“increase”)
“The Company provided an updated outlook for fiscal 2026 Comparable club sales, excluding the impact of gasoline sales, to increase 2.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Under its existing share repurchase program, the Company repurchased 1,384,278 shares of common stock, totaling $124.1 million, inclusive of associated costs, in the second quarter of fiscal 2026.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
In the first six months of fiscal 2026, the Company repurchased 3,498,278 shares of common stock, totaling $330.7 million, inclusive of associated costs.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
The Company provided an updated outlook for fiscal 2026 Comparable club sales, excluding the impact of gasoline sales, to increase 2.0% to 3.0% year-over-year Adjusted EPS to range from $4.60 to $4.80 Capital expenditures of approximately $800 million, reflecting continued investment in new club openings and enhancements across our distribution network, including the ambient distribution center Conference Call Details A conference call to discuss the second quarter of fiscal 2026 financial results is scheduled for today, August 21, 2026 , at 8 30 A.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
Note Regarding Non-GAAP Financial Information This press release includes financial measures that are not calculated in accordance with GAAP, including adjusted net income, adjusted net income per diluted share ( adjusted EPS ), adjusted EBITDA, adjusted free cash flow, net debt, net debt to last twelve months ( LTM ) adjusted EBITDA, and other key performance indicators, including comparable club sales, which includes all clubs that were open for at least 13 months at the beginning of the period and were in operation during the entirety of both periods being compared, including relocated clubs and expansions.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
We define net debt as total debt outstanding less cash and cash equivalents.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
We define net debt to LTM adjusted EBITDA as net debt at the balance sheet date divided by adjusted EBITDA for the trailing twelve-month period.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
Strategy & priorities
Our value proposition continued to resonate with members in our clubs and at our gas stations, and the momentum we're seeing across our strategic priorities gives us real confidence in the road ahead, said Bob Eddy, Chairman and Chief Executive Officer, BJ's Wholesale Club.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
We remain excited about our strategy and committed to investing in growth for the long term.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
(NYSE BJ) is a leading operator of membership warehouse clubs focused on delivering significant value to its members and serving a shared purpose We take care of the families who depend on us.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
We believe that adjusted net income, adjusted EPS, and adjusted EBITDA are helpful in highlighting trends in our core operating performance compared to other measures, which can differ significantly depending on long-term strategic decisions regarding capital structure, the tax jurisdictions in which companies operate, and capital investments.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
We use adjusted net income, adjusted EPS, and adjusted EBITDA to supplement GAAP measures of performance in the evaluation of the effectiveness of our business strategies to make budgeting decisions and to compare our performance against that of other peer companies using similar measures.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
Risks & headwinds
The decrease in both comparative periods was primarily driven by the Company s continued investments in pricing partially offset by tariff refund benefits recognized.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 21, 2026
Legal Proceedings 31 Item 1A.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — 10-Q Quarterly report10-QAug 25, 2026
Commitments and Contingencies The Company is involved in various legal proceedings that are typical of a retail business.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — 10-Q Quarterly report10-QAug 25, 2026
In accordance with applicable accounting guidance, an accrual will be established for legal proceedings if and when those matters present loss contingencies that are both probable and estimable.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — 10-Q Quarterly report10-QAug 25, 2026
Given these uncertainties, you should not place undue reliance on any forward-looking statements.
SEC original ↗Bj's Wholesale Club Holdings, Inc. — 10-Q Quarterly report10-QAug 25, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documentsEarnings releases
11 documentsPresentations
0 documentsNo presentations for Bj's Wholesale Club Holdings, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Bj's Wholesale Club Holdings, Inc. are held in this edition of the library.
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