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BJ’s Wholesales (BJ) investor relations material
BJ’s Wholesales Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary22 Aug, 2025
Executive summary
Achieved record 8 million members, with membership fee income up 9% year-over-year in Q2 2025 and a tenured renewal rate above 90%.
Q2 net sales increased 3.2% year-over-year to $5.3 billion, driven by traffic growth in perishables, grocery, and sundries, and a net increase of 11 clubs.
Digital business grew 34% year-over-year, with digital penetration at 13% of merchandise sales and over half of active members regularly using the app.
Raised full-year 2025 adjusted EPS guidance to $4.20–$4.35, reflecting continued business momentum.
Company operates 255 clubs and 190 gas stations as of August 2025, with plans for 25–30 new club openings over the next two years.
Financial highlights
Net sales for Q2 2025 were $5.3 billion, up 3.2% year-over-year; total revenues reached $5.38 billion.
Merchandise comparable club sales (excluding gas) increased 2.3% year-over-year; total comparable club sales declined 0.3% due to lower fuel prices.
Adjusted EBITDA for Q2 was $303.9 million, up 8% year-over-year.
Adjusted EPS was $1.14, up 4.6% year-over-year.
Membership fee income reached $123.3 million in Q2 2025, up 9% year-over-year.
Outlook and guidance
Maintaining full-year 2025 comparable club sales growth guidance (excluding gas) of 2% to 3.5%.
Adjusted EPS guidance raised to $4.20–$4.35 for FY 2025.
On track to open 25–30 new clubs over the next two years, supported by a strong pipeline and new distribution center plans.
Capital expenditures projected at approximately $800 million for FY 2025.
Expecting continued volatility due to tariffs, macro environment, and economic uncertainty but confident in delivering sustained growth.
Future drivers of membership fee income growth?
How will $800M capex drive future club growth?
Can merchandise margin gains offset rising SG&A?
Fresh 2.0's sustained impact on member behavior
Balancing inventory caution with market share goals
GM transformation: What inning are we in?
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Next BJ’s Wholesales earnings date
Q3 202621 Nov, 2025
Next BJ’s Wholesales earnings date
Q3 202621 Nov, 2025
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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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