Added to YB: 2026-05-25
Pitch date: 2026-05-21
BJ [neutral]
BJ's Wholesale Club Holdings, Inc.
Author Info
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Company Info
BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates membership warehouse clubs on the eastern half of the United States.
Market Cap
$11.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.22
P/E
19.92
EV/Sales
0.63
Sector
Consumer Staples Distribution and Retail
Category
growth
Earnings Edge for Friday: BJ's Wholesale Club Holdings, Inc.
BJ (earnings): 25-30 new clubs over 2yrs into Sunbelt (Dallas Fort Worth) expansion; 42% premium member mix vs Costco's 48% = multi-yr fee income runway. FY26 guide: <3% EPS growth on $800M capex; tariff risk on GM + 50bps Q4 GM margin decline. Stock at $106 near consensus PT. May 21 print key for traffic, comp cadence, premium renewals vs capex drag.
Read full article (2 min)