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BJ’s Wholesale Club (BJ) investor relations material
BJ’s Wholesale Club Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary21 Nov, 2025
Executive summary
Achieved strong Q3 results with 4.8% net sales growth to $5.2 billion, driven by membership gains, digital sales momentum, and new club openings.
Membership fee income rose 9.8% to $126.3 million, with record-high renewal rates and higher-tier penetration.
Digital sales grew 30% year-over-year, now representing up to 17% of total sales, fueled by BOPIC, same-day delivery, and Express Pay.
Adjusted EPS guidance was raised, and new clubs are outperforming expectations, with seven more set to open in Q4.
Strategic focus on member loyalty, value, and digital engagement drove increases in traffic, units sold, and market share.
Financial highlights
Net sales for Q3 were $5.2 billion, up 4.8% year-over-year; comparable club sales (excluding gas) rose 1.8%.
Adjusted EBITDA was $301.4 million, down 2% year-over-year due to a prior legal settlement; excluding this, adjusted EBITDA grew 5%.
Adjusted EPS for Q3 was $1.16, down 2% year-over-year; normalizing for the legal settlement, adjusted EPS grew 8%.
Net income for Q3 was $152.1 million, down from $155.7 million in Q3 2024.
SG&A expenses rose to $788.2 million, mainly due to labor, occupancy, and advertising costs.
Outlook and guidance
Full-year comparable club sales (excluding gasoline) expected to increase 2.0%–3.0%.
Adjusted EPS guidance raised to $4.30–$4.40 for fiscal 2025.
On track to open 25–30 new clubs over the next two years, with seven new clubs set to open in Q4.
Ongoing investments in club expansion, digital capabilities, and supply chain are expected to support future growth.
Capital expenditures projected at approximately $800 million.
Quantify membership fee increase impact on revenue
SG&A increase: How to mitigate future impact
Share repurchases vs. new club CapEx balance
How do new value initiatives drive member stickiness?
What drives new club membership outperformance?
How does AI improve club operational efficiency?
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Next BJ’s Wholesale Club earnings date
Q4 20265 Mar, 2026
Next BJ’s Wholesale Club earnings date
Q4 20265 Mar, 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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