LIVE

BJ

BJ's Wholesale Club Holdings, Inc.

BJ

NYSE·Consumer Defensive·Discount Stores·Mkt cap $11.1B

$89.18

+3.03%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$83.21 - $110.92

P/E

20.36

Fwd P/E

18.25

Beta

0.23

Div Yield

0.00%

Avg Vol

2.4M

Shares Out

129.7M

Mkt Cap

$11.1B

Price action

Price chart

Down 20.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Regional market dominance with 229 warehouse locations across 17 eastern states
  • Integrated omnichannel platform with owned e-commerce brands and mobile app
  • Proprietary brand portfolio including Berkley Jensen and Wellsley Farms
  • Membership-based model providing predictable revenue and customer loyalty

Bear Case

1 risk

  • Low volatility (beta 0.2).

Growth

No forward estimates available

E-commerce expansion and digital sales penetration across platforms

Value

Fairly valued vs Specialty Retail peers

Momentum

Weak

-11.7% over 3m

Quality

Thin

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 20, 2026

Q2 26 RECAP

MAY 22, 2026

Reported EPS of $1.10 vs $1.04 consensus (+5.8% surprise). Revenue of $5.7B vs $5.4B expected (+4.1%). Beat on both top and bottom lines.

EPS beat +5.8%
Rev beat +4.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+5.8%

Next: Aug 20, 2026

Revenue trend · last 8Q

+5%

+3%

+5%

+6%

+10%

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

$5.2B

$5.1B

$5.3B

$5.2B

$5.4B

$5.3B

$5.6B

$5.7B

Margins · last 8Q

Gross

Operating

Profit

2.5%

Wall Street consensus

5 analysts · 60% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

60%

Hold

2

40%

Sell

0%

Median Price Target

$109.00

+22.2% vs $89.18

Low $109.00
Median $109.00
High $109.00

Latest: UBS · $109.00 · May 26, 2026

1 analyst covering

vs Industry

How BJ stacks vs Discount Stores

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.