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BJ's Wholesale Club Holdings, Inc.

BJ Consumer Discretionary Department/Specialty Retail Stores
$106.63
▲ +4.2% Today
as of Oct 22, 16:46 ET
Last 30 days +11.88% Sep 14 → Oct 22
$88.65 $93.48 $98.31 $103.13 $107.96 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$104.18
High
$106.65
Low
$103.31
Volume
$2M
Avg Vol
$2M
Mkt Cap
$11.8B
P/E (TTM)
28.52
Beta
—
52w High
$106.65
52w Low
$83.21
Div Yield
—
Shares Out
$126M

Recent Press Releases & News last 60 days · 25 items

Oct 22 · 12:40 Zacks
Is BJ's Wholesale Club (BJ) Outperforming Other Consumer Staples Stocks This Year?
Oct 22 · 10:45 PR Business Wire
It’s Turkey Time: BJ’s Wholesale Club Announces Return of Its Annual Free Turkey Giveaway
Oct 21 · 12:20 Zacks
How WMT, TGT & BJ Are Betting Big on AI-Powered Shopping
▸ Show all 25 press releases & news Free account →

BJ earnings at a glance

The options market is pricing a move of about ±3.4% after the report, a range of roughly $103.05 to $110.21 from today's $106.63. Over its last 2 reports the stock rose the next day 0 times and fell 2, moving ±4.8% on average; after the most recent report on May 22, 2026 it moved -8.2%. That means options currently expect less movement than BJ has typically delivered. BJ beat the consensus EPS estimate in 3 of its last 3 reported quarters. Implied volatility is currently 28%. The share price of $106.63 sits near its 52-week high.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$83
$107
100% of range
Avg surprise (last 3)
+11.6%
Avg reaction (last 2)
-4.8%
0% positive
Latest IV / EM
28%
EM ±3.4% · $100 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.83$0.96$1.09$1.23$1.36 Actual $0.85Actual $0.97Actual $0.97Actual $0.83Actual $1.08Actual $1.17Actual $1.14Est $0.91Actual $1.14Est $1.10Actual $1.15Actual $1.10Est $1.04Actual $1.36 AprJulOctMayAugNovApr/2025Jul/2025NovApr/2026Aug
Revenue vs Net Income Revenue Net income
$0$1.6B$3.3B$4.9B$6.5B Nov 24May 25Aug 25Nov 25May 26Aug 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Sat Aug 1, 2026Aug 2026 $1.36 — — — — financials
Fri May 22, 2026Apr/2026 $1.10 $1.04 +5.8% -3.5% -8.2% earnings
Sat Nov 1, 2025Nov 2025 $1.15 — — — — financials
Fri Aug 22, 2025Jul/2025 $1.14 $1.10 +3.6% — — earnings
Thu May 22, 2025Apr/2025 $1.14 $0.91 +25.3% — -1.3% earnings
Sat Nov 2, 2024Nov 2024 $1.17 — — — — financials
Sat Aug 3, 2024Aug 2024 $1.08 — — — — financials
Sat May 4, 2024May 2024 $0.83 — — — — financials
Sat Oct 28, 2023Oct 2023 $0.97 — — — — financials
Sat Jul 29, 2023Jul 2023 $0.97 — — — — financials
Sat Apr 29, 2023Apr 2023 $0.85 — — — — financials

Financials

Income statement (quarterly)

MetricAug 2026May 2026Jan 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024
Revenue$6.23B$5.66B—$5.35B$5.38B$5.15B—$5.10B
Cost of revenue$5.12B$4.63B—$4.33B$4.37B$4.18B—$4.12B
Gross profit————————
Operating income$252M$208M—$218M$217M$204M—$229M
Net income$174M$143M—$152M$151M$150M—$156M
EPS (diluted)$1.36$1.10—$1.15$1.14$1.13—$1.17

Balance sheet (quarterly)

MetricAug 2026May 2026Jan 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024
Cash & equivalents$30M$28M$46M$45M$47M$39M$28M$34M
Inventory$1.62B$1.67B$1.56B$1.69B$1.52B$1.57B$1.51B$1.72B
Total current assets$2.17B$2.21B$1.99B$2.13B$1.93B$1.93B$1.88B$2.10B
Total assets$7.99B$7.93B$7.51B$7.55B$7.23B$7.16B$7.07B$7.22B
Long-term debt$399M$399M$399M$399M$399M$399M$399M$399M
Total liabilities$5.79B$5.80B$5.31B—$5.13B$5.19B——
Total equity$2.20B$2.13B$2.20B$2.17B$2.10B$1.97B$1.85B$1.76B

Implied volatility — last 90 days

25%57%90%122%154% Jun 07 — IV 29% · EM ±4.0%Jun 08 — IV 34% · EM ±4.5%Jun 09 — IV 32% · EM ±4.0%Jun 10 — IV 37% · EM ±4.3%Jun 11 — IV 36% · EM ±4.0%Jun 12 — IV 26% · EM ±2.6%Jun 15 — IV 33% · EM ±2.4%Jun 16 — IV 36% · EM ±2.1%Jun 17 — IV 59% · EM ±2.4%Jun 19 — IV 28% · EM ±6.1%Jun 22 — IV 29% · EM ±6.0%Jun 23 — IV 28% · EM ±5.7%Jun 24 — IV 29% · EM ±5.7%Jun 25 — IV 29% · EM ±5.6%Jun 26 — IV 28% · EM ±5.3%Jun 29 — IV 32% · EM ±5.7%Jun 30 — IV 34% · EM ±5.8%Jul 01 — IV 34% · EM ±5.7%Jul 02 — IV 27% · EM ±4.3%Jul 03 — IV 28% · EM ±4.3%Jul 06 — IV 33% · EM ±4.5%Jul 07 — IV 34% · EM ±4.5%Jul 08 — IV 35% · EM ±4.4%Jul 09 — IV 32% · EM ±3.8%Jul 10 — IV 29% · EM ±3.2%Jul 13 — IV 36% · EM ±3.0%Jul 14 — IV 39% · EM ±2.8%Jul 15 — IV 41% · EM ±2.4%Jul 16 — IV 123% · EM ±5.2%Jul 20 — IV 38% · EM ±8.9%Jul 21 — IV 37% · EM ±8.6%Jul 22 — IV 36% · EM ±8.3%Jul 23 — IV 37% · EM ±8.4%Jul 24 — IV 40% · EM ±8.8%Jul 27 — IV 42% · EM ±8.9%Jul 28 — IV 39% · EM ±8.0%Jul 29 — IV 41% · EM ±8.2%Jul 30 — IV 45% · EM ±8.8%Jul 31 — IV 42% · EM ±8.1%Aug 03 — IV 46% · EM ±8.2%Aug 04 — IV 45% · EM ±7.7%Aug 05 — IV 45% · EM ±7.5%Aug 06 — IV 47% · EM ±7.5%Aug 07 — IV 48% · EM ±7.4%Aug 10 — IV 49% · EM ±6.8%Aug 11 — IV 55% · EM ±7.3%Aug 12 — IV 59% · EM ±7.3%Aug 13 — IV 59% · EM ±7.0%Aug 14 — IV 58% · EM ±6.4%Aug 17 — IV 69% · EM ±5.8%Aug 18 — IV 91% · EM ±6.6%Aug 19 — IV 114% · EM ±6.8%Aug 20 — IV 154% · EM ±6.4%Aug 24 — IV 30% · EM ±6.3%Aug 25 — IV 26% · EM ±5.4%Aug 26 — IV 28% · EM ±5.6%Aug 27 — IV 27% · EM ±5.4%Aug 28 — IV 28% · EM ±5.4%Aug 31 — IV 29% · EM ±5.2%Sep 01 — IV 29% · EM ±5.0%Sep 02 — IV 34% · EM ±5.6%Sep 03 — IV 30% · EM ±4.9%Sep 04 — IV 28% · EM ±4.4%Sep 07 — IV 32% · EM ±4.4%Sep 08 — IV 30% · EM ±4.0%Sep 09 — IV 29% · EM ±3.6%Sep 10 — IV 28% · EM ±3.3%Sep 11 — IV 38% · EM ±4.2%Sep 14 — IV 35% · EM ±2.9%Sep 15 — IV 33% · EM ±2.4%Sep 16 — IV 43% · EM ±2.6%Sep 17 — IV 62% · EM ±2.6%Sep 21 — IV 29% · EM ±6.1%Sep 22 — IV 29% · EM ±6.0%Sep 23 — IV 27% · EM ±5.5%Sep 24 — IV 28% · EM ±5.5%Sep 25 — IV 27% · EM ±5.3%Sep 28 — IV 29% · EM ±5.2%Sep 29 — IV 28% · EM ±4.9%Sep 30 — IV 31% · EM ±5.2%Oct 01 — IV 31% · EM ±5.0%Oct 02 — IV 29% · EM ±4.5%Oct 06 — IV 31% · EM ±4.1%Oct 07 — IV 33% · EM ±4.1%Oct 08 — IV 28% · EM ±3.4%

Sector peers

FIVE
Five Below, Inc.
$13.3B $225.87+0.9%
DDS
Dillard's, Inc.
$10.1B $719.61+6.8%
BURL
Burlington Stores, Inc.
$16.2B $252.62-2.4%
M
Macy's Inc
$5.4B $24.17+3.2%
PSMT
PriceSmart, Inc.
$5.2B $171.59-1.0%
OLLI
Ollie's Bargain Outlet Holdings, Inc.
$4.4B $92.63-0.0%

BJ earnings FAQ

What is BJ's expected move for earnings?

Options currently price a move of about ±3.4%, or $3.58 per share either way from $106.63.

How does BJ stock usually react to earnings?

Across the last 2 reports the average next-day move was ±4.8%, up 0 times and down 2 times.

What is BJ's implied volatility?

BJ's at-the-money implied volatility is about 28% based on the latest options snapshot.

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