BJ's Wholesale Club Set to Release Q1 Earnings on May 21
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 51 minutes ago
0mins
Should l Buy BJ?
Source: seekingalpha
- Earnings Announcement: BJ's Wholesale Club is set to announce its Q1 earnings on May 21 before market open, with consensus EPS estimate at $1.03, reflecting a 9.6% year-over-year decline, while revenue is expected to reach $5.42 billion, indicating a 7.8% increase, showcasing the company's resilience amid economic fluctuations.
- Historical Performance: Over the past two years, BJ's has exceeded EPS estimates 100% of the time and revenue estimates 63% of the time, demonstrating strong performance in profitability and market expectation management, which could bolster investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and 13 downward adjustments, while revenue estimates experienced 5 upward and 8 downward revisions, indicating a cautious market outlook on the company's future performance, potentially affecting investor sentiment.
- Competitive Landscape: With Sam's Club raising its annual membership fees to match BJ's, yet still lower than Costco, this could exert pressure on BJ's market share and membership growth, prompting the company to adjust its expansion and member acquisition strategies.
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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: 97.660
Low
90.00
Averages
104.43
High
123.00
Current: 97.660
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.
BJ's Wholesale Club Set to Release Q1 Earnings on May 21
- Earnings Announcement: BJ's Wholesale Club is set to announce its Q1 earnings on May 21 before market open, with consensus EPS estimate at $1.03, reflecting a 9.6% year-over-year decline, while revenue is expected to reach $5.42 billion, indicating a 7.8% increase, showcasing the company's resilience amid economic fluctuations.
- Historical Performance: Over the past two years, BJ's has exceeded EPS estimates 100% of the time and revenue estimates 63% of the time, demonstrating strong performance in profitability and market expectation management, which could bolster investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and 13 downward adjustments, while revenue estimates experienced 5 upward and 8 downward revisions, indicating a cautious market outlook on the company's future performance, potentially affecting investor sentiment.
- Competitive Landscape: With Sam's Club raising its annual membership fees to match BJ's, yet still lower than Costco, this could exert pressure on BJ's market share and membership growth, prompting the company to adjust its expansion and member acquisition strategies.
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- Oil Prices and Inflation: Following President Trump's tough stance on Iran, oil prices surged, leading to rising Treasury yields, with Cramer noting that inflation concerns have diminished hopes for interest rate cuts from the Federal Reserve, further increasing stock market uncertainty.
- IPO Risk Warning: Cramer highlighted signs of speculative excess in recent IPOs, urging investors to adopt a cautious stance toward equities; while a market crash isn't imminent, he stressed the importance of protecting gains against potential risks.
- Earnings Report Outlook: Cramer expressed caution regarding upcoming earnings reports, particularly for Home Depot and Nvidia, although he remains optimistic about Nvidia's long-term prospects, suggesting that the company will need to deliver a perfect quarter to see significant stock price increases.
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- Oil Prices and Inflation Concerns: Trump's tough stance on Iran has led to rising oil prices and Treasury yields, with Cramer noting that stock market growth hinges on a decline in oil prices, highlighting increasing market concerns over inflation.
- IPO Market Risks: Cramer warns that speculative excess in recent IPOs could heighten risks in the stock market, suggesting that while a crisis hasn't emerged yet, investors should protect their gains and adopt a cautious approach.
- Upcoming Earnings Reports: Cramer expresses caution regarding upcoming earnings reports, particularly for Home Depot and Nvidia, although he remains optimistic about Nvidia's long-term prospects, stating it will need a perfect quarter to drive further stock price increases.
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- Oil Price Surge: West Texas Intermediate crude oil prices climbed back above $105 per barrel, and this rise in oil prices may exacerbate inflation concerns, potentially impacting consumer confidence and spending, especially in a high-inflation environment.
- Volatility in AI Stocks: Stocks like Arm Holdings and Nvidia experienced profit-taking as enthusiasm for AI waned, indicating a cautious investor sentiment towards high-risk assets amid rising interest rates and oil prices.
- Upcoming Earnings Reports: A significant week of earnings is ahead with key companies like Home Depot and Nvidia scheduled to report, and the market will closely monitor these results for their potential impact on stock prices in the context of increasing economic uncertainty.
See More
BJ's Wholesale Club Expands into Texas with New Location
- New Store Opening: BJ's Wholesale Club is set to open a new location in Fort Worth, Texas, on May 8, marking a significant expansion in the state that is expected to attract numerous new members and boost sales.
- Gas Station Services: The BJ's gas station at the new location opened on April 23, offering everyday low fuel prices and the BJ's Fuel Saver Program, which is anticipated to draw more customers and enhance the overall shopping experience.
- Community Support: BJ's is partnering with the Tarrant Area Food Bank to regularly donate fresh food, having provided over 165 million meals in the past 15 years, which underscores its long-term commitment to the community and enhances its brand image.
- Student Assistance Program: BJ's has awarded $120,000 in grants to the Crowley Independent School District to establish school markets and provide hygiene supplies, aiming to support student families and further solidify its influence in the local community.
See More
BJ's Wholesale Club to Release Q1 FY2026 Financial Results
- Earnings Release Schedule: BJ's Wholesale Club will announce its financial results for Q1 FY2026 before the market opens on May 21, 2026, and will hold a conference call at 8:30 AM ET on the same day to discuss its financial performance, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Participation: Investors can join the call by dialing (833) 461-5787 within the U.S. or +1 (585) 542-9983 internationally, referencing conference ID 358568726, ensuring broad dissemination of information and participation.
- Company Background: Founded in 1984, BJ's Wholesale Club pioneered the warehouse club model in New England and currently operates 264 clubs and 205 BJ's Gas® locations across 22 states, showcasing its leadership in the membership retail market.
- Diverse Product Offerings: The company provides a wide range of products including fresh foods, household essentials, and the latest technology, aiming to deliver unbeatable value to cost-conscious families, reflecting its customer-centric business philosophy.
See More
BJ's Wholesale Club Set to Release Q1 Earnings on May 21
- Earnings Announcement: BJ's Wholesale Club is set to announce its Q1 earnings on May 21 before market open, with consensus EPS estimate at $1.03, reflecting a 9.6% year-over-year decline, while revenue is expected to reach $5.42 billion, indicating a 7.8% increase, showcasing the company's resilience amid economic fluctuations.
- Historical Performance: Over the past two years, BJ's has exceeded EPS estimates 100% of the time and revenue estimates 63% of the time, demonstrating strong performance in profitability and market expectation management, which could bolster investor confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen no upward revisions and 13 downward adjustments, while revenue estimates experienced 5 upward and 8 downward revisions, indicating a cautious market outlook on the company's future performance, potentially affecting investor sentiment.
- Competitive Landscape: With Sam's Club raising its annual membership fees to match BJ's, yet still lower than Costco, this could exert pressure on BJ's market share and membership growth, prompting the company to adjust its expansion and member acquisition strategies.
See More
Rising Bond Yields Threaten Stock Market Rally
- Market Dynamics: CNBC's Jim Cramer emphasized that the bond market currently dictates stock market movements, warning that any robust stock performance could be undermined by bond volatility ahead of key earnings reports, necessitating investor caution.
- Oil Prices and Inflation: Following President Trump's tough stance on Iran, oil prices surged, leading to rising Treasury yields, with Cramer noting that inflation concerns have diminished hopes for interest rate cuts from the Federal Reserve, further increasing stock market uncertainty.
- IPO Risk Warning: Cramer highlighted signs of speculative excess in recent IPOs, urging investors to adopt a cautious stance toward equities; while a market crash isn't imminent, he stressed the importance of protecting gains against potential risks.
- Earnings Report Outlook: Cramer expressed caution regarding upcoming earnings reports, particularly for Home Depot and Nvidia, although he remains optimistic about Nvidia's long-term prospects, suggesting that the company will need to deliver a perfect quarter to see significant stock price increases.
See More
Bond Market Dominates Stock Trends, Cramer Issues Warning
- Market Dynamics: Cramer emphasizes that the bond market's volatility can significantly impact the stock market, especially ahead of key earnings reports, urging investors to remain vigilant to avoid losses due to bond market fluctuations.
- Oil Prices and Inflation Concerns: Trump's tough stance on Iran has led to rising oil prices and Treasury yields, with Cramer noting that stock market growth hinges on a decline in oil prices, highlighting increasing market concerns over inflation.
- IPO Market Risks: Cramer warns that speculative excess in recent IPOs could heighten risks in the stock market, suggesting that while a crisis hasn't emerged yet, investors should protect their gains and adopt a cautious approach.
- Upcoming Earnings Reports: Cramer expresses caution regarding upcoming earnings reports, particularly for Home Depot and Nvidia, although he remains optimistic about Nvidia's long-term prospects, stating it will need a perfect quarter to drive further stock price increases.
See More
Stocks Pull Back but S&P 500 on Track for Seventh Straight Positive Week
- Rising Bond Yields: The massive bond selloff pushed the 10-year Treasury yield to approximately 4.6% and the 30-year yield above 5.1%, which could lead to increased borrowing costs, thereby affecting corporate investment decisions and consumer spending.
- Oil Price Surge: West Texas Intermediate crude oil prices climbed back above $105 per barrel, and this rise in oil prices may exacerbate inflation concerns, potentially impacting consumer confidence and spending, especially in a high-inflation environment.
- Volatility in AI Stocks: Stocks like Arm Holdings and Nvidia experienced profit-taking as enthusiasm for AI waned, indicating a cautious investor sentiment towards high-risk assets amid rising interest rates and oil prices.
- Upcoming Earnings Reports: A significant week of earnings is ahead with key companies like Home Depot and Nvidia scheduled to report, and the market will closely monitor these results for their potential impact on stock prices in the context of increasing economic uncertainty.
See More
BJ's Wholesale Club Expands into Texas with New Location
- New Store Opening: BJ's Wholesale Club is set to open a new location in Fort Worth, Texas, on May 8, marking a significant expansion in the state that is expected to attract numerous new members and boost sales.
- Gas Station Services: The BJ's gas station at the new location opened on April 23, offering everyday low fuel prices and the BJ's Fuel Saver Program, which is anticipated to draw more customers and enhance the overall shopping experience.
- Community Support: BJ's is partnering with the Tarrant Area Food Bank to regularly donate fresh food, having provided over 165 million meals in the past 15 years, which underscores its long-term commitment to the community and enhances its brand image.
- Student Assistance Program: BJ's has awarded $120,000 in grants to the Crowley Independent School District to establish school markets and provide hygiene supplies, aiming to support student families and further solidify its influence in the local community.
See More
BJ's Wholesale Club to Release Q1 FY2026 Financial Results
- Earnings Release Schedule: BJ's Wholesale Club will announce its financial results for Q1 FY2026 before the market opens on May 21, 2026, and will hold a conference call at 8:30 AM ET on the same day to discuss its financial performance, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Participation: Investors can join the call by dialing (833) 461-5787 within the U.S. or +1 (585) 542-9983 internationally, referencing conference ID 358568726, ensuring broad dissemination of information and participation.
- Company Background: Founded in 1984, BJ's Wholesale Club pioneered the warehouse club model in New England and currently operates 264 clubs and 205 BJ's Gas® locations across 22 states, showcasing its leadership in the membership retail market.
- Diverse Product Offerings: The company provides a wide range of products including fresh foods, household essentials, and the latest technology, aiming to deliver unbeatable value to cost-conscious families, reflecting its customer-centric business philosophy.
See More
