BJ's Wholesale Club Reports Nearly 10% Sales Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2026
0mins
Source: Yahoo Finance
- Significant Sales Growth: BJ's Wholesale Club reported a nearly 10% year-over-year increase in net sales to $5.5 billion, showcasing strong market demand and an expanding customer base, which is expected to drive future revenue growth.
- Record Membership Income: Membership fee income rose approximately 10% to $132 million, reaching an all-time high, driven by robust member acquisition and retention strategies, indicating significant success in enhancing customer loyalty.
- Successful Texas Expansion: New club openings in Texas are performing above expectations, with membership growth running 33% ahead of plan, which not only strengthens the company's market share in the region but also lays a solid foundation for future expansion.
- Digital Sales Surge: Digitally enabled comparable sales increased by 28% year over year, reflecting growing customer adoption of convenient services like curbside pickup and same-day delivery, further enhancing the company's competitiveness and market adaptability.
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Analyst Views on BJ
Wall Street analysts forecast BJ stock price to rise
17 Analyst Rating
9 Buy
7 Hold
1 Sell
Moderate Buy
Current: 90.930
Low
90.00
Averages
104.43
High
123.00
Current: 90.930
Low
90.00
Averages
104.43
High
123.00
About BJ
BJ’s Wholesale Club Holdings, Inc. is an operator of membership warehouse clubs concentrated primarily on the eastern half of the United States. It provides an assortment of fresh foods, produce, a full-service deli, fresh bakery, household essentials and gas. It also offers technology, home decor, apparel, seasonal items, among others. It groups its merchandise offerings into two divisions: perishables, grocery and sundries, and general merchandise and services. Perishables, grocery, and sundries consist of meat, produce, dairy, bakery, deli and frozen products, packaged foods, beverages, household goods and household cleaning products, beauty care, adult and baby care and pet foods. General merchandise and services consist of electronics, apparel, seasonal goods, small appliances, televisions, furniture, optical, tires and third-party gift cards. It offers specialty services, such as full-service optical centers, tire installation services, a propane tank filling service, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Texas Expansion: Membership in BJ's four new clubs in Texas is running 33% ahead of plan, reaching approximately 100,000 members, showcasing strong demand and execution in the new market.
- Digital Sales Highlight: Digitally enabled sales grew by 28%, supported by curbside pickup and same-day delivery services, reflecting the company's success in enhancing customer experience and meeting modern consumer demands.
See More
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- Pricing Strategy Continuity: Costco maintains its low-price strategy amidst inflationary pressures, recently cutting prices on Kirkland Signature products, which enhances its competitive pricing advantage and is expected to further boost customer loyalty.
- AI Implementation: Costco is collaborating with leading AI companies to optimize product visibility in large language model searches; although current traffic is small, it is growing at triple-digit rates, indicating significant future potential in online advertising.
- International Expansion Plans: CEO Vachris aims to open over 30 new warehouses annually, targeting markets such as China, Japan, South Korea, Spain, and France, which is expected to significantly enhance the company's global market share and brand influence.
- Same-Day Delivery Service: Costco's same-day delivery service now averages under 45 minutes in the U.S. and has been launched in Spain and France, improving member satisfaction and likely attracting more high-spending members.
See More
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- Steady Membership Income: Membership fee income grew by 10.7% to $1.37 billion, slightly exceeding FactSet's estimate of $1.36 billion, reflecting effective strategies in attracting and retaining members, which strengthens the revenue base for the future.
- Accelerated Sales Growth: Comparable sales rose by 9.8% in Q3, a significant acceleration from 7.4% in the previous quarter, driven by a 2.4% increase in traffic and a 7.3% rise in ticket size, indicating growing consumer recognition of Costco's value proposition.
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- Li Auto's Loss Expectations: Li Auto's stock reached a 52-week low of $15.3 ahead of its earnings report, with analysts forecasting a RMB2.08 ($0.31) per-share loss, highlighting the intensified competition and price declines in China's EV market impacting profitability.
- BJ's Wholesale Earnings Outlook: BJ's Wholesale Club faced selling pressure as investors questioned its near-term earnings, with a 10-basis-point decline in merchandise margins in Q1, prompting DA Davidson to lower its price target to $105 while maintaining a 'Buy' rating, indicating challenges in the retail sector.
- Market Sentiment Shift: Despite Boston Scientific, Li Auto, and BJ's stocks hitting new 52-week lows, retail sentiment shifted from 'bearish' to 'bullish', reflecting investor expectations for potential rebounds in the near future.
See More
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- BJ's Inventory Pressure: BJ's Wholesale Club's stock slid to a 52-week low of $83.90 due to weakening demand in its core merchandise category and declining profitability, with DA Davidson lowering its price target to $105 while keeping a 'Buy' rating, reflecting cautious market sentiment.
- AZO Weak Performance: AutoZone's shares tumbled to a yearly low of $3,001 following disappointing Q3 results that revealed weak international growth and margin compression, despite earnings per share exceeding expectations, as the CEO cited sales slowdowns linked to weather and inflation concerns, raising market apprehension about growth prospects.
- Overall Market Sentiment: Despite INTU, BJ, and AZO hitting yearly lows, the sentiment around these stocks remains 'extremely bullish', indicating investor expectations for future rebounds, particularly with high message volumes on social media platforms.
See More
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- Quant Rating Overview: As Q1 earnings conclude, investors are focusing on quant ratings, with Ambev (ABEV) achieving a score of 4.82, classified as a Strong Buy, indicating robust market performance.
- Strong Performers: Archer-Daniels-Midland (ADM) and Bunge Global (BG) received high ratings of 4.79 and 4.69 respectively, showcasing their advantages in earnings growth and valuation, which attract investor interest.
- Underperformers: Beiersdorf (BDRFY) received a low quant rating of 1.20, categorized as a Strong Sell, reflecting weak fundamentals that may undermine investor confidence.
- BJ's Wholesale Club Performance: BJ's maintains its FY2026 guidance with 2%-3% comp growth and EPS between $4.40-$4.60, demonstrating strong membership fee income growth despite its lower overall rating.
See More
BJ's Wholesale Club Reinforces Value Strategy
- Membership Revenue Growth: BJ's membership fee income rose 9.9% year-over-year to $132.4 million, demonstrating the company's success in member acquisition and retention, which further solidifies the foundation of its business model.
- Steady Sales Performance: Despite an uneven economic backdrop, BJ's comparable club sales increased by 6.3%, with a 1.5% rise in comparable sales excluding gasoline, indicating that the company's value investment strategy continues to drive sales growth.
- Texas Expansion: Membership in BJ's four new clubs in Texas is running 33% ahead of plan, reaching approximately 100,000 members, showcasing strong demand and execution in the new market.
- Digital Sales Highlight: Digitally enabled sales grew by 28%, supported by curbside pickup and same-day delivery services, reflecting the company's success in enhancing customer experience and meeting modern consumer demands.
See More
