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BJBJ

What BJ's Wholesale Club Holdings promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

9 of 17 judged targets kept · 17 open · verdicts reflect calls analysed to Jul 2026.

TargetOriginal wordingSaidLatest callVerdict
Adjusted EPS$4.40 to $4.60Apr 2026Jul 2026:For adjusted EPS, we are raising our range and now expect $4.60 to $4.80 for the full year, reflecting the strong results we delivered in the second quarter, particularly in our gas business.
Call transcript, Jul 2026 · no direct link
Revised Up
Market entryEnter Texas in the Dallas-Fort Worth regionJan 2025Apr 2026:We opened our first club in Texas during the quarter, expanding BJ's to 22 states, followed by three additional Texas club openings in May.
Call transcript, Apr 2026 · no direct link
Achieved
Adjusted EPS$4.10 to $4.30Jan 2025No later analysed call mentions it.Ghosted

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open BJ's Wholesale Club Holdings’s full ledger

A free account opens 5 company ledgers a month. All 34 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 34 tracked commitments for BJ's Wholesale Club Holdings

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.