BJ · BJ's Wholesale Club Holdings, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 21, 2026TL;DR. BJ's reported Q2 results ahead of expectations with net sales up 15.9% to $6.1 billion, comparable club sales ex-gas up 3.1%, membership fee income up 9.9% to $135.6 million on a record 8.5 million members, and adjusted EPS of $1.36 (up 19.3%); the company raised full-year adjusted EPS guidance to $4.60–$4.80 while maintaining its 2.0%–3.0% comparable club sales ex-gas outlook.
- + Net sales rose 15.9% to $6.1 billion and merchandise comps grew 3.1% with traffic accelerating
- + Full-year adjusted EPS guidance raised to $4.60–$4.80
- + Comp fuel gallons up 10.5% versus industry decline of ~5%, driving fuel profit dollars ahead of plan
- − Merchandise gross margin rate decreased approximately 20 basis points year-over-year on continued price investments
- − Chief Commercial Officer Paul Cichocki retired effective August 21, 2026
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 1.21B | LTM as of August 1, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net income 594.5M
+46.35M Interest expense, net
+215.85M Provision for income taxes
+302.33M Depreciation and amortization
+51.34M Stock-based compensation expense
+1.5M Restructuring
+1.28M Other adjustments
= Adjusted EBITDA 1.21B
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| Adjusted EPS non-GAAP | $2.46 | Twenty-six Weeks Ended August 1, 2026 | — |
| Adjusted free cash flow non-GAAP | 223.48M | Twenty-six Weeks Ended August 1, 2026 | — |
| Adjusted net income non-GAAP | 316.59M | Twenty-six Weeks Ended August 1, 2026 | — |
| Comparable club sales | 11.9% | second quarter of fiscal 2026 | — |
| Comparable club sales, excluding gasoline sales | 3.1% | second quarter of fiscal 2026 | — |
| Digitally enabled comparable sales growth | 30% | second quarter of fiscal 2026 | — |
| Member count | 8.5M | second quarter of fiscal 2026 | — |
| Membership fee income | 267.96M | first six months of fiscal 2026 | — |
| Net debt non-GAAP | 599.26M | August 1, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Total debt 629.25M
-29.98M Less: Cash and cash equivalents
= Net debt 599.26M
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| Number of BJ's Gas locations | 206 | second quarter of fiscal 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Discount Stores — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BJ
this stock
BJ's Wholesale Club Holdings, Inc.
|
$12.06B | +5.5% | +4.7% | 20.9 | 7.8% |
|
WMT
Walmart Inc.
|
$856.69B | -6.4% | +4.7% | 39.1 | 1.0% |
|
COST
Costco Wholesale Corp /New
|
$406.81B | +6.8% | +8.2% | — | 1.7% |
|
TGT
Target Corp
|
$71.53B | +59.6% | +1.9% | 16.4 | 3.7% |
|
DLMAY
Dollarama Inc./ADR
|
$34.22B | -6.7% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BJ | +1.3% | +1.9% | +1.9% | +3.2% | +5.5% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.5% | +2.4% | -10.3% | +2.3% | -7.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.