NYSE$BJ
BJ's Wholesale Club Holdings Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
BJ's Wholesale reported Q4 fiscal 2025 net sales of $5.45B with diluted EPS of $0.96.
Net sales rose 5.5% to $5.45 billion; comparable club sales ex-gas increased 2.6%. Net income was $125.9 million and diluted EPS was $0.96. Fiscal 2026 adjusted EPS guidance is $4.40–$4.60.
- Q4 net sales $5.45B (+5.5% YoY).
- Membership fee income $129.8M (+10.9%).
- Diluted EPS $0.96; adjusted EBITDA $266.5M.
- Digitally enabled comp sales +31% in Q4.
Headline financials
Revenue & EPS history
BJ's · Revenue · Quarterly
$5.45B
Forward guidance
Management issued fiscal 2026 sales and EPS guidance ranges in the earnings release.
Tailwinds
- Explicit adjusted EPS or comp sales targets for the coming year.
- Store expansion, membership, or merchandising initiatives.
- Balance sheet and cash flow support capital returns.
Headwinds
- Consumer spending and promotional pressure.
- Margin headwinds from mix, freight, or labor.
- Macro uncertainty affecting traffic and ticket.
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 Q4 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
| Quarter | Report date | Reaction (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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