Membership-only discount retailer BJ’s Wholesale Club (NYSE:BJ) will be reporting results this Thursday before the bell. Here’s what to expect.
BJ's met analysts’ revenue expectations last quarter, reporting revenues of $5.58 billion, up 5.6% year on year. It was a slower quarter for the company, with a significant miss of analysts’ EBITDA estimates and full-year EPS guidance missing analysts’ expectations.
Is BJ's a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, the market is expecting BJ’s revenue to grow 5.4% year on year, in line with the 4.8% increase it recorded in the same quarter last year.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. BJ's has missed Wall Street’s revenue estimates multiple times over the last two years.
Looking at BJ’s peers in the non-discretionary retail segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Grocery Outlet delivered year-on-year revenue growth of 3.6%, beating analysts’ expectations by 1.4%, and Sprouts reported revenues up 4.1%, in line with consensus estimates. Grocery Outlet’s stock price was unchanged after the resultswhile Sprouts was up 15.1%.
Read our full analysis of Grocery Outlet’s results here and Sprouts’s results here.
AI fears in late 2025 triggered a rotation into safer assets, but the US-Iran conflict in spring 2026 shifted anxiety from disruption to geopolitical risk. While some of the non-discretionary retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 12.2% on average over the last month. BJ's is up 4.4% during the same time and is heading into earnings with an average analyst price target of $103.42 (compared to the current share price of $97.58).
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