NYSE$BJ

BJ's Wholesale Club Holdings Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

BJ's Wholesale Club reported Q1 2025, revenue of $5.15B, net income of $149.8M, diluted EPS of $1.13.

For Q1 2025, BJ's Wholesale Club reported revenue of $5.15B, net income of $149.8M, diluted EPS was $1.13. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $5.15B.
  • Net income $149.8M.
  • Diluted EPS $1.13.

Headline financials

Total Revenue

$5.15B

Previous: $4.92B+4.8%
EPS (adj)

$1.13

Previous: $0.83+36.1%
Comparable Club Sales

1.6%

No prior period
Comparable Club Sales ex Gas

3.9%

No prior period
Membership fee income

$120M

No prior period
Capital Expenditures

-$140M

Previous: -$106M-32.9%
Free Cash Flow

$9.27M

Previous: $5.28M+75.7%
Net Income

$150M

Previous: $111M+34.9%
Operating Income

$204M

Previous: $161M+26.7%
Gross Profit

$969M

Previous: $883M+9.7%
Cash & Equivalents

$39.5M

Previous: $35.1M+12.5%
Total Assets

$7.16B

Previous: $6.82B+4.9%

Revenue & EPS history

BJ's · Revenue · Quarterly

$5.15B

Q1 2025+4.8%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Management discusses comparable sales, inventory, tariffs, and capital returns rather than numeric EPS guidance in the quarterly filing.

Tailwinds

  • Store expansion and loyalty programs support traffic.
  • Buybacks and dividends remain part of capital allocation.
  • Merchandising and private-label mix support margins.

Headwinds

  • Consumer spending and tariff uncertainty.
  • Freight, wage, and shrink pressures on retail margins.
  • Inventory timing can swing quarterly gross profit.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.6%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+1.7%

Avg return

30 days after

47%

16 / 34 earnings

Positive

+28.0%

Q1 2020

Best reaction

-14.2%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-2.1%-10.9%-9.8%
Q4 2025-1.5%-3.7%-1.9%
Q3 2025-2.7%+0.2%+4.5%
Q2 2025-8.5%-8.5%-9.5%
Q1 2025-1.4%-2.2%-6.1%
Q4 2024+12.2%+11.4%+15.3%
Q3 2024+12.9%+13.3%+9.4%
Q2 2024-5.5%-6.6%-7.6%
Q1 2024+9.5%+8.2%+9.9%
Q4 2023+4.6%+1.3%+5.2%
Q3 2023-5.9%-2.7%-2.8%
Q2 2023-5.1%-7.1%+3.6%
Q1 2023-8.7%-11.7%-10.8%
Q4 2022+0.6%+0.7%+1.5%
Q3 2022-7.2%-5.8%-12.7%
Q2 2022+6.7%+4.5%+13.5%
Q1 2022-2.1%+1.9%+8.5%
Q4 2021-14.2%-9.5%+2.7%
Q3 2021+16.1%+15.8%+9.1%
Q2 2021+9.6%+6.7%+13.1%
Q1 2021-6.0%-9.1%-6.3%
Q4 2020+1.3%+9.8%+15.2%
Q3 2020-2.3%+0.5%-10.9%
Q2 2020+6.2%+8.0%-7.5%
Q1 2020+28.0%+24.4%+25.1%
Q4 2019+10.4%+9.3%+20.0%
Q3 2019-10.2%-7.3%-13.0%
Q2 2019+11.0%+13.6%+16.9%
Q1 2019+4.9%+2.7%-0.6%
Q1 2018+2.1%+4.9%+6.6%
Q4 2018-5.8%-4.4%+6.3%
Q3 2018+9.9%+9.1%+12.6%
Q4 2017-0.9%-3.8%-20.6%
Q2 2018-0.9%-3.8%-20.6%
Q2 2017
Q1 2017
Q3 2017
Q2 2016
Q1 2016

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