BJ’s Wholesale Club Holdings, Inc. Announces First Quarter Fiscal 2026 Results
BJ’s Wholesale Club reported Q1 FY26 total revenue of $5.66 billion, up 9.9% year-over-year, driven by a 6.3% increase in comparable club sales and strong membership fee growth of 9.9%. Diluted EPS came in at $1.10, slightly below the prior year’s $1.13, as higher SG&A costs and investments in pricing offset top-line gains. Merchandise gross margin contracted by 10 basis points. The company reaffirmed its full-year FY26 guidance, projecting adjusted EPS of $4.40-$4.60 and comparable sales growth (ex-gas) of 2.0%-3.0%.
Key figures
- Eps
- 1.1
- Revenue
- 5661500000
- Guidance
- FY26 comparable club sales (ex-gas) +2.0% to +3.0% YoY; Adjusted EPS $4.40-$4.60; Capex ~$800M
- Revenue Yoy
- 9.9%
- Capex
- 182004000
- Net debt
- 746346000
- Net income
- 142726000
- Sga expense
- 806000000
- Gross profit
- 1030000000
- Adjusted ebitda
- 298070000
- Operating income
- 207913000
- Repurchase value
- 206600000
- Shares repurchased
- 2114000
- Adjusted ebitda yoy
- 4.3%
- Comparable sales yoy
- 6.3%
- Membership fee income
- 132355000
- Membership fee income yoy
- 9.9%
- Comparable sales ex gas yoy
- 1.5%
- Digital comparable sales growth
- 28%
- Net debt to ltm adjusted ebitda
- 0.6x
- Remaining buyback authorization
- 545000000
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