BJ's Wholesale Club Holdings, Inc. Website

BJ's Wholesale Club Holdings, Inc.

NYSE-BJ

Company Overview

BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates warehouse clubs on the east coast of the United States. It provides perishable, general merchandise, gasoline, and other ancillary services. The company sells its products through the websites BJs.com, BerkleyJensen.com, Wellsleyfarms.com, and Delivery.bjs.com as well as the mobile app. As of June 10, 2022, it operated 229 warehouse clubs and 160 gas locations in 17 states. The company was formerly known as Beacon Holding Inc. and changed its name to BJ's Wholesale Club Holdings, Inc. in February 2018. BJ's Wholesale Club Holdings, Inc. was founded in 1984 and is headquartered in Westborough, Massachusetts.

  • Name

    BJ's Wholesale Club Holdings, Inc.

  • CEO

    Robert W. Eddy

  • Website

    www.bjs.com

  • Sector

    Consumer Staples Distribution and Retail

  • Year Founded

    1984

Company Statistics

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Bulls Say

  • BJ’s raised its membership fee in 2025, which should provide a boost to profits.

  • Consumer demand for groceries is stable year to year, helping to limit wide swings in supply and demand.

  • The retailer primarily operates in densely populated urban markets, which should bode well for foot traffic.

Bears Say

  • Further expansion from Costco into East Coast markets poses a threat to BJ’s long-term relevance, as it lacks the behemoth's vast scale and enviable brand image.

  • Food price inflation is likely to wane after several years of significant increases, which should put pressure on comparable sales growth.

  • The unit economics of grocery delivery are less favorable than traditional brick-and-mortar shopping, potentially weighing on BJ’s profit margins.

Source: Morningstar Analysis - Dec 02, 2025

What's happening

Nov 11, 2025 - Dec 11, 2025

BJ's Wholesale Club Faces Challenges Amid Mixed Earnings and Expansion Plans

  • BJ's Wholesale Club reported third-quarter earnings that exceeded expectations but showed a year-over-year decline in adjusted earnings per share.
  • The company plans to open new clubs in Massachusetts and South Carolina, which has generated some positive sentiment among investors.
  • Despite strong institutional ownership, analysts express concerns regarding BJ's ability to maintain growth amidst competitive pressures.

Over the past month, BJ's Wholesale Club Holdings Inc experienced a decline of 1.7%. This performance is notable given that the S&P 500 returned only 0.3% during the same period, resulting in an underperformance of -1.9% relative to the broader market. Additionally, BJ’s lagged behind the Consumer Staples (XLP) sector by 4.0%, highlighting challenges faced compared to its peers.

A significant event was BJ’s announcement of its third-quarter earnings on November 21. The company reported adjusted earnings per share of $1.16, surpassing analyst expectations yet reflecting a slight decrease from $1.18 year-over-year. Revenue increased to $5.35 billion, aligning with predictions; however, same-store sales growth was only at 1.8%, falling short of forecasts for stronger performance in this key metric.

In early December, BJ's announced plans for new club openings in Massachusetts and South Carolina set for mid-December, generating optimism among investors who viewed expansion as indicative of future growth potential despite recent setbacks in comparable sales figures and overall performance metrics when compared to competitors such as Synergy CHC and Yunhong Green CTI.

The company's institutional ownership stands at approximately 98.6%, indicating substantial backing from major investors; however, analysts have noted less favorable sentiment towards BJ than other retail players recently due to worries about sustaining momentum amid competitive industry pressures throughout December’s trading activities.

BJ's Wholesale Club Holdings Inc underperformed the Consumer Staples (XLP) sector by -4.0%.

NYSE:BJ