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    BJ
    Earnings call· Apr 2026(Q1 FY27)

    BJ's Wholesale Club Holdings Q1 FY27 earnings call BJ

    May 22, 2026 Source

    Executive summary

    BJ's Wholesale Club Q1 FY27 — Strong Membership Growth and Strategic Expansion

    BJ's Wholesale Club delivered a solid start to the year, driven by robust membership growth and successful new club expansion, particularly in Texas. The company strategically invested in pricing, utilizing tariff refunds to enhance member value amidst a dynamic consumer environment. While merchandise margins faced pressure from these investments, the underlying business health and digital engagement remain strong, reinforcing confidence in the long-term model.

    Highlights

    5
    • Net sales increased nearly 10% year-over-year to $5.5 billion.

    • Membership fee income increased approximately 10% to $132 million, reaching an all-time high.

    • Digitally enabled comparable sales increased 28% year-over-year.

    • Membership in new Texas clubs is running 33% ahead of plan, with approximately 100,000 members in Dallas-Fort Worth.

    • Clubs opened within the last 5 years delivered comps of more than 6%, over 4x the chain average.

    Concerns

    4
    • Merchandise gross margin decreased approximately 10 basis points year-over-year, primarily due to price investments.

    • Adjusted earnings per share were $1.10, down year-over-year due to lapping a prior year tax benefit.

    • Average gallons per fill up were slightly lower than 12 gallons, reflecting consumer pressure from higher gas prices.

    • Lower income households are experiencing a more pressured environment, leading to increased value-seeking behavior.

    Guidance & targets

    5
    CategoryTargetConfidence
    Comparable club sales excluding gasoline
    2% to 3% growth
    high materiality
    High
    Adjusted earnings per share
    $4.40 to $4.60
    high materiality
    High
    New club openings
    12 openings
    medium materiality
    High
    New club openings pace
    similar pace
    medium materiality
    Medium
    Comparable club sales (core business)
    2% to 3% range
    medium materiality
    High

    Operational metrics

    22
    Net sales
    $5.5 billion+10% YoY
    Q1 FY27

    Total company net sales.

    Grocery, perishable and sundries comps
    0.7%
    Q1 FY27

    Reflecting strength in grocery.

    General Merchandise and services comps
    7.1%
    Q1 FY27

    Driven primarily by strength in consumer electronics.

    Gas comp gallon growth
    8%
    Q1 FY27

    Reflecting continued share gains.

    Gas comp gallon growth (March/April)
    >10%vs 1% in February
    March and April FY27

    Increased from about 1% in February to more than 10% during both March and April.

    Broader market same-store gallons
    -4%
    Q1 FY27

    Underscoring BJ's share gains.

    Average gallons per fill up
    slightly lower than 12 gallons
    Q1 FY27

    Reflecting pressure higher prices put on household budgets and more members topping off tanks more frequently.

    Digitally enabled comparable sales growth
    28%YoY
    Q1 FY27

    Reflecting growing adoption of tools like curbside pickup, same-day delivery and ExpressPay.

    Clubs opened in last 5 years comps
    >6%>4x chain average
    Q1 FY27

    Performance of newer clubs.

    Newer markets comps
    >10%
    Q1 FY27

    Comps for clubs in newer markets.

    Adjusted EBITDA
    $298 million+4% YoY
    Q1 FY27

    Total company adjusted EBITDA.

    Effective tax rate
    27%slightly below statutory rate of ~28%
    Q1 FY27

    Effective tax rate for the quarter.

    Inventory per club
    2.8%
    Q1 FY27

    Increased year-over-year, in-stock levels in line with last year.

    Share repurchases
    $207 million
    Q1 FY27

    Amount of shares repurchased during the quarter.

    Remaining share authorization
    $545 million
    Q1 FY27

    Remaining under current authorization.

    Gas stations
    205+50% vs IPO
    Q1 FY27

    Total number of gas stations and growth since IPO.

    Tariff refund benefit
    ~50 bps
    Q1 FY27

    Benefit recognized in the quarter, used for price investments.

    Traffic growth
    17th consecutive quarter
    Q1 FY27

    Traffic growth streak, with Q1 being primarily ticket-driven.

    Capital expenditure
    $700M-$800M
    annually

    Annual capital spend for investments in the business.

    New club ROIs
    high-teensbetter than S&P 500
    ongoing

    Return on investment for new club openings.

    Texas club membership
    33%ahead of plan
    Q1 FY27

    Membership performance in new Texas clubs, specifically in the Dallas-Fort Worth market.

    Retail pricing deflation
    0.5 point
    Q1 FY27

    Result of reinvesting tariff refunds into pricing.

    Industry KPIs

    8
    MetricValueDetails
    Sg a rate$806 millionUSD
    Gross margin drivers-10 bpsbps
    Fuel gas station economics8%%
    Warehouse store club count205units
    Comparable same store sales6.3%%
    E commerce digital sales growth28%%
    Private label own brand penetrationdiscussed_not_quantified
    Category level comps and inflation deflation0.7%%

    Product announcements

    1
    ProductTypeDetails
    Buddylaunch

    Capital programs

    1
    New Club Expansionunderway
    Period spend: $700M-$800M annually
    Funding: cash flow
    Start: Prior to Q1 FY27

    Benefit: 26 clubs over 2 years (FY26-FY27), similar pace in 2027 and 2028, high-teens ROIs

    Last year, the company committed to opening 25 to 30 new clubs over a 2-year period. With 12 openings planned for this year, they expect to deliver 26 clubs against that plan, and see opportunity for a similar pace in 2027 and 2028. This is part of an overall annual capital spend of $700M-$800M, with returns on new stores in the high-teens.

    Risks & headwinds

    4
    Pressured environment for lower-income householdsQ1 FY27, ongoing

    Elevated costs are weighing more heavily on that segment, and we're seeing more value-seeking behavior as a result.

    Mitigation: Focus on showing up for all members with the right assortment, prices, and convenience.

    Uneven performance in discretionary categoriesQ1 FY27, ongoing

    While discretionary categories remain uneven, we're encouraged by the progress we're making and the way our teams are managing assortments and inventory in this environment.

    Mitigation: Teams managing assortments and inventory to improve consistency.

    Gas price volatility and impact on consumer spendingQ1 FY27, ongoing

    Retail gas prices were up nearly 50% compared to the start of Q1. In April alone, members spent $143 million more at our pumps than they did a year ago.

    Mitigation: Delivering value at the pump to help members save, managing margins through volatility.

    Potential for greater inflation in H2 FY27H2 FY27

    The impact of fuel costs being so high, rippling through the economy, I think will provide some inflationary momentum as we go through the back half from a cost perspective and from a pricing perspective.

    Mitigation: Balancing price investments with shareholder returns, playing offense to build the franchise for the long term.

    What to watch in Q2 FY27

    5

    Merchandise gross margin trajectory

    Q2 FY27 and beyond
    CurrentDown 10 bps YoY (60 bps ex-tariff benefit)
    TargetImprovement as laps get easier

    Why it matters

    Indicates effectiveness of pricing strategy and cost management amidst tariff benefits and investments.

    as we look at the margin or merch margin for the year, the labs certainly get easier as we progress through the year.

    Q&A highlights

    6

    How will future price investments play out, what's the potential for more tariff refunds, and how will merch margins cadence through the year?

    Management used tariff refunds to invest in pricing, resulting in improved price gaps. They will continue to invest in value, using any source of gain. The tariff environment is dynamic, and some additional tariff dollars are expected in Q2. Merch margin laps get easier through the year.

    our aim there was really to appropriately balance hitting our numbers for the quarter as well as investing in value for our members. Our price gaps improved during the quarter. We're happy with where they are. We will continue to invest in those price gaps as we go forward.

    asked by Peter Benedict · answered by Robert Eddy

    3 min read6 chapters

    Detailed Narrative

    01

    Membership Strength and Quality

    Membership remains a core strength, with Membership Fee Income (MFI) increasing 10% to $132 million, reaching an all-time high. This growth is driven by strong acquisition, retention, and higher-tier penetration across both new and existing clubs. The company emphasizes improving the quality of its membership base, as higher-tier members are more engaged, shop more frequently, and deliver greater lifetime value. While MFI growth is expected to moderate📎 later in the year due to lapping prior fee increases, the underlying health of the membership base provides confidence in its durability.

    02

    Strategic Price Investment and Tariff Refunds

    BJ's strategically invested in value by returning tariff refunds to members through pricing, resulting in approximately 0.5 point of retail price deflation. This investment improved price gaps and is seen as a long-term strategy to build the franchise, especially in the current pressured consumer environment. The company intends to continue utilizing any source of gain, such as potential gas market retreats, to pass value back to members, prioritizing member loyalty over short-term gains.

    03

    Gas Business Performance and Consumer Behavior

    The gas business demonstrated significant value, with comparable gallon growth increasing from about 1% in February to over 10% in March and April, indicating substantial share gains against a broader market decline of 4%. Despite rapidly rising gas prices early in the quarter, which typically pressure margins, fuel profit dollars were largely in line with expectations due to strong execution. Consumer behavior showed modest shifts, with average gallons per fill-up slightly lower than 12 gallons, reflecting budget pressure and more frequent 'topping off' of tanks.

    04

    New Club Expansion and Texas Success

    The company is executing a successful new club growth strategy, with 12 openings planned for the current year, contributing to an expected 26 clubs over a two-year period (FY26-FY27), and a similar pace anticipated for 2027 and 2028. Texas openings, including one in Q1 and three in Q2, are performing exceptionally well, with membership running 33% ahead of plan and approximately 100,000 members in the Dallas-Fort Worth market. Newer clubs are exceeding expectations, with those opened in the last five years delivering over 6% comps, more than four times the chain average.

    05

    Merchandising Evolution and Assortment Strategy

    BJ's welcomed Stephanie Reibling as Chief Merchandising Officer, signaling a focus on enhancing merchandising capabilities. Her priorities include refining the merchandising team, fostering cultural changes for a more aggressive approach, and evolving the assortment to move 'upmarket' in the 'good, better, best' construct. This strategy aims to cater to affluent members, who are currently driving the majority of comparable sales growth, while also simplifying the assortment and ensuring competitive value. The goal is to offer the best products at the best cost in a club format.

    06

    Digital Engagement and AI Investment

    Digitally enabled comparable sales grew 28% year-over-year, driven by increased adoption of convenient tools like curbside pickup, same-day delivery, and ExpressPay. Newer clubs show particularly strong digital engagement, with members utilizing these tools at higher rates and consequently spending more. BJ's is also investing in AI capabilities, such as 'Buddy,' a new tool designed to support team members by answering operational and training questions, aiming to improve efficiency and member service.

    AI-generated summary of the company’s earnings call. Not investment advice.