NYSE$BJ

BJ's Wholesale Club Holdings Inc · Q1 2027 earnings

Q1 2027 earnings · · Before market open · Investor relations

Briefing

BJ's Wholesale Club Holdings Inc reported strong first quarter fiscal 2026 results driven by membership, fuel, and digital sales growth.

The company achieved total revenues of $5.66 billion, up 9.9% year-over-year, with comparable club sales rising 6.3%. Membership fee income grew 9.9% to $132.4 million while adjusted EBITDA increased 4.3% to $298.1 million. Net income declined slightly to $142.7 million and diluted EPS was $1.10.

  • Comparable club sales increased 6.3% YoY and 1.5% excluding gasoline.
  • Membership fee income rose 9.9% to $132.4 million.
  • Digitally enabled comparable sales grew 28% with two-year stacked growth of 63%.
  • Adjusted EBITDA increased 4.3% to $298.1 million; one new club and six gas stations opened.

Headline financials

Total Revenue

$5.66B

No prior period
EPS (adj)

$1.10

No prior period
Comparable club sales YoY

6.3%

No prior period
Comp sales ex-gas YoY

1.5%

No prior period
Membership fee income

$132M

No prior period
Digitally enabled comp growth

28.0%

No prior period
Adjusted EBITDA

$298M

No prior period
Free Cash Flow

-$42M

No prior period
Net Income

$143M

No prior period
Operating Income

$208M

No prior period
Gross Profit

$1.03B

No prior period
Cash & Equivalents

$27.8M

No prior period
Total Assets

$7.93B

No prior period

Revenue & EPS history

BJ's · Revenue · Quarterly

$5.66B

Q1 2027
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Fiscal 2026 guidance remains unchanged with comparable club sales ex-gas expected to increase 2.0% to 3.0% and adjusted EPS in the range of $4.40 to $4.60.

Tailwinds

  • Continued investment in new club openings and distribution network
  • Solid profitability and membership fee income growth

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.6%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+2.1%

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%
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%
Q2 2018-0.9%-3.8%-20.6%
Q4 2017-0.9%-3.8%-20.6%
Q2 2017
Q1 2017
Q3 2017
Q2 2016
Q1 2016

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