BJ's Wholesale Club beats Q2 revenue on membership growth, raises FY adjusted EPS outlook

BJ•2026-08-21

BJ's sees fiscal 2026 adjusted EPS between $4.60 and $4.80.
The company expects fiscal 2026 comparable club sales excluding gasoline to rise 2.0% to 3.0%.
BJ's forecasts about $800 million in fiscal 2026 capital expenditures.

The current average analyst rating on the shares is buy, with 11 strong buy or buy, 12 hold and 1 sell or strong sell.
The average consensus recommendation for the discount stores peer group is buy.
Wall Street's median 12-month price target for BJ's Wholesale Club Holdings, Inc. is $101.00, about 10.6% above its August 20 closing price of $91.30.
The stock recently traded at 19 times next 12-month earnings versus a P/E of 20 three months ago.

BJ's Wholesale Club's Q2 total revenue rose 15.7%, beating analyst expectations.
Adjusted EPS for Q2 rose 19.3%, also beating analyst expectations.

Metric	Beat/Miss	Actual	Consensus Estimate
Q2 Total revenues	Beat	$6.23 billion	$5.96 billion (17 analysts)
Q2 Adjusted EPS	Beat	$1.36	$1.17 (20 analysts)
Q2 EPS		$1.36
Q2 Net income		$173.87 million
Q2 Adjusted EBITDA	Beat	$347.20 million	$308.05 million (12 analysts)
Q2 Comparable club sales growth		11.90%
Q2 Operating income		$252.36 million

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