BJ's Wholesale Announces 9% Year-over-Year Growth in Q2 Membership Fee Revenue, Reaching $123.3 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 22 2025
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Membership Growth: The member count has reached a record high of 8 million members.
Sales Performance: Digitally enabled comparable sales growth was reported at 34%.
Two-Year Comparison: This reflects a two-year stacked comparable sales growth of 56%.
Data Limitation: The information is based on data available up to October 2023.
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Analyst Views on BJ
Wall Street analysts forecast BJ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BJ is 107.36 USD with a low forecast of 90.00 USD and a high forecast of 139.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
10 Buy
6 Hold
1 Sell
Moderate Buy
Current: 90.270
Low
90.00
Averages
107.36
High
139.00
Current: 90.270
Low
90.00
Averages
107.36
High
139.00
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. The Company provides a wide 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, deli and frozen products, packaged foods, beverages, detergents, disinfectants, paper 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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BJ's Wholesale Club Downgraded to Hold by Jefferies Amid Growth Concerns
- Rating Downgrade: Jefferies downgraded BJ's Wholesale Club from Buy to Hold, with analyst Corey Tarlow highlighting increased execution and margin risks as growth shifts to more competitive markets.
- Market Risks: The firm's analysis indicates limited white space in BJ's core regions, while the rollout in Western expansion and the Dallas-Fort Worth area is expected to add risk, potentially impacting future market performance.
- Sales Forecast Revision: Due to concerns around food inflation, Tarlow projects comparable sales to trend closer to 2% through 2028, below the consensus estimate of 3%, indicating signs of slowing growth.
- Price Target: Jefferies assigned a price target of $90 for BJ's, with shares down 1.3% in premarket trading to $94.22, nearing the lower end of its 52-week range.
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