BJ Earnings

BJ reported its FY2026Q3 earnings on 2025-11-21, showcasing a revenue of 5.00B against an estimate of 5.00B, resulting in a 0.17% surprise. The EPS was 1.16, surpassing the expected 1.1 by 5.45% . The stock experienced a 1.13% price change on the earnings day and a 0.2% change over the next five days, reflecting market reactions to the results.

Following BJ's FY2026Q3 earnings announcement on 2025-11-21, the stock price moved by 1.13% on the day of the release. Over the subsequent five days, it saw a 0.20% change. Historically, BJ's stock price tends to shift by an average of -0.67% in the 10 days leading up to earnings and -0.35% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate BJ’s annual revenue to reach 6.00B, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -0.34% and EPS estimates Revise Downward by -0.58% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BJ's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -0.34%, while EPS estimates moved Revise Downward by -0.58% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BJ's stock price typically moves by -0.67% in the 10 days before its earnings and -0.35% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 6.00B.

Despite a slight decrease in adjusted EBITDA and EPS due to a past legal settlement, the company showed strong digital sales growth, efficient inventory management, and optimistic guidance. The Q&A highlighted stable consumer behavior, successful market expansion, and strategic investments in digital and AI, which are positive indicators. However, management's vague responses on certain metrics and external economic pressures slightly temper the outlook. Overall, the positive aspects, including improved guidance and digital growth, suggest a positive stock price movement in the short term.