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BJ’s Wholesale Club
BJ’s Wholesale Club (BJ) investor relations material
BJ’s Wholesale Club Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary5 Mar, 2026
Executive summary
Achieved record fiscal 2025 results with strong growth in membership, digital sales, and club traffic, marking the 16th consecutive quarter of traffic growth.
Membership base grew by over 500,000 to exceed 8 million, with a 90% tenured renewal rate for the fourth consecutive year and higher-tier penetration.
Opened 14 new clubs in fiscal 2025, including 7 in Q4, the most in a single year, with new locations exceeding expectations in sales, membership, and profit.
Digital sales penetration reached 16%, with digitally enabled sales up 31% year-over-year, driven by BOPIC, same-day delivery, and Express Pay.
Continued expansion in the U.S. warehouse club market, outpacing broader retail and grocery channels.
Financial highlights
Q4 net sales were $5.4 billion, up 5.5% year-over-year; full-year net sales reached $20.96 billion, up 4.6%.
Comparable club sales grew 1.6% in Q4 and 1.0% for the year; excluding gasoline, comps rose 2.6% in both periods.
Adjusted EBITDA for Q4 was $266.5 million, up 0.7% year-over-year; full-year adjusted EBITDA was $1.16 billion, up 6.1%.
Adjusted EPS for Q4 was $0.96, up 3.2%; full-year adjusted EPS reached $4.40, up 8.6%.
Membership fee income rose 10.9% in Q4 to $129.8 million and 9.5% for the year to $499.8 million, aided by a fee increase.
Outlook and guidance
Fiscal 2026 guidance: comparable club sales (ex-gasoline) expected to grow 2%-3%; adjusted EPS projected at $4.40-$4.60.
Capital expenditures planned at approximately $800 million, focused on new club openings and distribution enhancements.
SG&A expected to show slight deleverage due to accelerated new club openings and higher depreciation.
Effective tax rate planned at approximately 27% for 2026.
Not factoring in potential impacts from new tariffs or evolving macro uncertainty.
Membership fee increase impact on MFI?
Q4 merchandise margin rate decline drivers?
Strategic priority for $800M FY26 CapEx?
Explain the 2x value of digitally engaged members
Details of the new $1B share repurchase program
Ohio distribution center role in club expansion
Explain the Q4 merchandise margin compression
Texas market membership engagement trends
Club capacity for 90% digital order fulfillment
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Next BJ’s Wholesale Club earnings date
Q1 202721 May, 2026
BJ’s Wholesale Club
Next BJ’s Wholesale Club earnings date
Q1 202721 May, 2026
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Frequently asked questions
BJ's Wholesale Club Holdings, Inc., operates warehouse clubs on the east coast of the United States. It offers meat, deli, produce, and bakery products; packaged foods, beer and wine, health and beauty aids, personal care items, and pet supplies; home environment products; fine jewelry; baby products and toys; computers, printers, and electronics; sporting goods and outdoor living products; cellular phones and services; gifts items, flowers, magazines, books, greeting cards, media titles including videos and DVDs; and gift cards to members. The company also provides gasoline at select club locations. BJ's Wholesale Club Holdings, Inc. was founded in 1984 and is headquartered in Westborough, Massachusetts.
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