Jul 2026 (Q2 FY27) — Aug 21, 2026
BJ's Q2 FY27 — Strong Sales, Membership Growth, and EPS Outperformance
Read the full callBJ's Wholesale Club Holdings (BJ) earnings
- Aug 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
BJ's Wholesale Club Holdings earnings: last reported Fri, 21 Aug 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 6,227 | +15.7% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 4.0 | +0.0 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | 174 | +15.4% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
9 of 17 judged targets kept · 17 open · verdicts reflect calls analysed to Jul 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $4.40 to $4.60 | Apr 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. | Revised Up |
| Market entry | Enter Texas in the Dallas-Fort Worth region | Jan 2025 | 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. | Achieved |
| Adjusted EPS | $4.10 to $4.30 | Jan 2025 | Ghosted |
8 of BJ's Wholesale Club Holdings, Inc.'s 34 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 31 more targets are in the full ledger.
Claimed
- Net sales increased nearly 16% year-over-year.
- Merchandise comparable sales grew 3.1%, marking the 18th consecutive quarter of traffic growth and 15th consecutive quarter of market share gains.
- Membership fee income grew nearly 10% year-over-year, reaching a new milestone of 8.5 million members.
- Adjusted EPS was $1.36, up 19% year-over-year, exceeding expectations.
- Digitally enabled comparable sales grew 30% in the quarter, reflecting a 2-year stacked growth of 64%.
Qualified
- Merchandise gross margin rate decreased approximately 20 basis points year-over-year.
- Membership fee income growth is expected to moderate throughout the year as the impact of last year's fee increase normalizes.
- Tariff refunds, which funded price investments in the first half, are nearing completion.
Price
$103.27 −0.12% · −$0.12
Performance +9.8% 1Y
1Y: $94.08 on 14 Oct 2025 → $103.27. High $103.39 (14 Oct 2026), low $83.82 (22 Jun 2026).
- Previous close
- $103.39
- 52-week range
- $83.82 – $103.39
- One year
- +9.02%
Overview
- Symbol
- BJ
- Sector
- Consumer Staples
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
9 of 17 judged targets kept · 17 open · verdicts reflect calls analysed to Jul 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EPS | $4.40 to $4.60 | Apr 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. | Revised Up |
| Market entry | Enter Texas in the Dallas-Fort Worth region | Jan 2025 | 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. | Achieved |
| Adjusted EPS | $4.10 to $4.30 | Jan 2025 | Ghosted |
Claimed
- Net sales increased nearly 16% year-over-year.
- Merchandise comparable sales grew 3.1%, marking the 18th consecutive quarter of traffic growth and 15th consecutive quarter of market share gains.
- Membership fee income grew nearly 10% year-over-year, reaching a new milestone of 8.5 million members.
- Adjusted EPS was $1.36, up 19% year-over-year, exceeding expectations.
- Digitally enabled comparable sales grew 30% in the quarter, reflecting a 2-year stacked growth of 64%.
Qualified
- Merchandise gross margin rate decreased approximately 20 basis points year-over-year.
- Membership fee income growth is expected to moderate throughout the year as the impact of last year's fee increase normalizes.
- Tariff refunds, which funded price investments in the first half, are nearing completion.
The full ledger
Open BJ's Wholesale Club Holdings, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 34 tracked commitments, with each call’s wording and source.
Call summaries
Apr 2026 (Q1 FY27) — May 22, 2026
BJ's Wholesale Club Q1 FY27 — Strong Membership Growth and Strategic Expansion
Read the full callJan 2026 (Q4 FY25) — Mar 5, 2026
BJ's Q4 FY25 — Strong Membership Growth and New Club Expansion
Read the full callEvery analysed call
BJ's Wholesale Club Holdings earnings calls (BJ)
Financials
What the filings say
Net profit, year on year: +15% (quarter to aug 2026 against aug 2025).
| Line item | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 5,099 | 5,279 | 5,153 | 5,380 | 5,348 | 5,575 | 5,662 | 6,227 |
| Operating profit | 229 | 178 | 204 | 217 | 218 | 178 | 208 | 252 |
| Operating margin | 4.5% | 3.4% | 4.0% | 4.0% | 4.1% | 3.2% | 3.7% | 4.0% |
| Profit before tax | 217 | 166 | 193 | 206 | 208 | 167 | 196 | 239 |
| Tax rate | 28.2% | 26.3% | 22.2% | 26.9% | 26.9% | 24.9% | 27.0% | 27.3% |
| Net profit | 156 | 123 | 150 | 151 | 152 | 126 | 143 | 174 |
| EPS ($ per share) | 1.18 | — | 1.14 | 1.14 | 1.16 | — | 1.11 | 1.37 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -915 | -716 | -295 | 131 | 644 | 1,168 | 1,703 | 1,201 |
| Total liabilities | 3,441 | 5,324 | 5,092 | 5,021 | 5,303 | 5,219 | 5,218 | 5,313 |
| Fixed assets | 749 | 760 | 798 | 942 | 1,337 | 1,579 | 1,898 | 2,365 |
| Total assets | 3,239 | 5,270 | 5,412 | 5,669 | 6,350 | 6,678 | 7,065 | 7,510 |
| Line item | Feb 2019 | Feb 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Feb 2024 | Feb 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 427 | 355 | 869 | 832 | 788 | 719 | 901 | 1,030 |
| Cash from investing | -146 | -175 | -192 | -305 | -747 | -455 | -590 | -702 |
| Cash from financing | -289 | -177 | -663 | -525 | -53 | -262 | -319 | -310 |
| Net cash flow | -8 | 3 | 13 | 2 | -12 | 2 | -8 | 18 |
| Capital expenditure | -146 | -197 | -218 | -324 | -398 | -467 | -588 | -702 |
| Free cash flow | 281 | 158 | 650 | 508 | 390 | 252 | 313 | 328 |
BJ revenue by segment
| Segment | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +15.7% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
72 filings between Oct 17, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$19.33M
28 sales by 6 insiders
75% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 29
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Eddy Robert W. | — | $13.86M | Sep 15, 2026 |
| Morningstar Timothy Pierce | — | $1.82M | Oct 1, 2026 |
| Schmadeke Scott | — | $1.52M | Jun 10, 2026 |
| Werner William C. | — | $922.6K | Oct 1, 2026 |
| Felice Laura L. | — | $881.6K | Feb 17, 2026 |
| McGrail Joseph | — | $331.9K | Aug 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Werner William C. EVP, Strategy & Development | Sale | 3,000 | $285.0K |
| Oct 1, 2026 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Sale | 4,856 | $456.9K |
| Sep 30, 2026 | Luce Graham EVP, Secretary | Award | 6,521 | $0 |
| Sep 30, 2026 | Werner William C. EVP, Strategy & Development | Award | 5,434 | $0 |
| Sep 27, 2026 | Werner William C. EVP, Strategy & Development | Tax withheld | 10,007 | $938.6K |
| Sep 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 5,600 | $531.8K |
| Sep 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 2,400 | $229.9K |
| Aug 25, 2026 | McGrail Joseph SVP, Controller | Sale | 1,500 | $145.0K |
| Aug 24, 2026 | Eddy Robert W. President & CEO | Option exercise 10b5-1 plan | 4,900 | $83.3K |
| Aug 24, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 4,900 | $490.0K |
| Aug 17, 2026 | Schwartz Monica EVP, CIDO | Tax withheld | 485 | $45.8K |
| Aug 14, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 100 | $9.4K |
| Aug 14, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 7,900 | $739.8K |
| Jul 29, 2026 | Eddy Robert W. President & CEO | Option exercise 10b5-1 plan | 73,016 | $1.24M |
| Jul 29, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 73,016 | $7.30M |
| Jul 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 3,476 | $317.4K |
| Jul 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 400 | $35.7K |
| Jul 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 4,124 | $372.4K |
| Jun 18, 2026 | Parent Kenneth M. Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Ortega Steven L Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Burwick David A Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Peterson Christopher H Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Brown Darryl Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Gloeckler Michelle J. Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Naylor Maile Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Steele Robert Allan Director | Award | 2,288 | $0 |
| Jun 18, 2026 | Robinson Cathy Marie Director | Award | 2,288 | $0 |
| Jun 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 1,400 | $127.9K |
| Jun 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 6,600 | $595.4K |
| Jun 10, 2026 | Schmadeke Scott EVP, Chief Operations Officer | Sale | 16,500 | $1.52M |
| May 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 2,457 | $237.3K |
| May 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 5,543 | $531.6K |
| Apr 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 300 | $27.5K |
| Apr 15, 2026 | Eddy Robert W. President & CEO | Sale 10b5-1 plan | 7,700 | $700.6K |
| Apr 15, 2026 | McGrail Joseph SVP, Controller | Sale 10b5-1 plan | 2,050 | $186.9K |
| Apr 13, 2026 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Sale | 7,436 | $693.0K |
| Apr 10, 2026 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Sale | 7,436 | $672.2K |
| Apr 1, 2026 | Luce Graham EVP, Secretary | Tax withheld | 5,962 | $564.1K |
| Apr 1, 2026 | Luce Graham EVP, Secretary | Award | 6,198 | $0 |
| Apr 1, 2026 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Award | 12,551 | $0 |
| Apr 1, 2026 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Award | 10,884 | $0 |
| Apr 1, 2026 | Werner William C. EVP, Strategy & Development | Award | 6,870 | $0 |
| Apr 1, 2026 | Werner William C. EVP, Strategy & Development | Tax withheld | 7,495 | $709.1K |
| Apr 1, 2026 | Werner William C. EVP, Strategy & Development | Award | 7,860 | $0 |
| Apr 1, 2026 | Schmadeke Scott EVP, Chief Operations Officer | Award | 8,191 | $0 |
| Apr 1, 2026 | Morningstar Timothy Pierce EVP, Chief Growth Officer | Tax withheld | 10,996 | $1.04M |
| Apr 1, 2026 | Schmadeke Scott EVP, Chief Operations Officer | Tax withheld | 4,883 | $462.0K |
| Apr 1, 2026 | Schmadeke Scott EVP, Chief Operations Officer | Award | 2,569 | $0 |
| Apr 1, 2026 | Cichocki Paul EVP, Chief Commercial Officer | Award | 15,854 | $0 |
| Apr 1, 2026 | Cichocki Paul EVP, Chief Commercial Officer | Tax withheld | 16,099 | $1.52M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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