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BJ

BJ's Wholesale Club Holdings, Inc.

BJ

NYSE·Consumer Defensive·Discount Stores·Mkt cap $11.9B

$93.19

0.00%

P/E

20.21

Mkt Cap

$11.9B

52-Wk Range

$83.21–$105.78

52-Week Range

$83.21 - $105.78

P/E

20.21

Fwd P/E

19.80

Beta

0.23

Div Yield

0.00%

Avg Vol

2.0M

Shares Out

129.7M

Mkt Cap

$11.9B

Price action

Price chart

Down 5.9% over the trailing year

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

Stable outlook

E-commerce expansion and digital sales penetration across platforms

Value

Fairly valued vs Specialty Retail peers

Momentum

Stable

+1.7% 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: Nov 20, 2026

Q3 26 RECAP

AUG 21, 2026

Reported EPS of $1.36 vs $1.17 consensus (+16.2% surprise). Revenue of $6.2B vs $6.0B expected (+4.3%). Beat on both top and bottom lines.

EPS beat +16.2%
Rev beat +4.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+16.2%

Revenue trend · last 8Q

+5%

+3%

+5%

+6%

+10%

+16%

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

Q2 26

$5.1B

$5.3B

$5.2B

$5.4B

$5.3B

$5.6B

$5.7B

$6.2B

Margins · last 8Q

Gross

17.8%

Operating

4.0%

Profit

2.8%

Wall Street consensus

6 analysts · 50% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

50%

Hold

3

50%

Sell

0%

Median Price Target

Latest: Citi · Aug 24, 2026

vs Industry

How BJ stacks vs Discount Stores

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

Industry comparison data unavailable for this stock.