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BJ's Wholesale Club (BJ)

Market Price (6/15/2026): $90.94 | Market Cap: $11.7 BilSector: Consumer Staples | Industry: Consumer Staples Merchandise Retail

BJ's Wholesale Club (BJ)

Market Price (6/15/2026): $90.94
Market Cap: $11.7 Bil
Sector: Consumer Staples
Industry: Consumer Staples Merchandise Retail

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Low stock price volatility
Vol 12M is 30%

Megatrend and thematic drivers
Megatrends include E-commerce & DTC Adoption, and E-commerce & Digital Retail. Themes include Online Grocery Platforms, Supply Chain Digitization, Show more.

Weak multi-year price returns
2Y Excs Rtn is -36%, 3Y Excs Rtn is -30%

Key risks
BJ key risks include [1] its fundamental dependence on membership fee income and member spending patterns.

0 Low stock price volatility
Vol 12M is 30%
1 Megatrend and thematic drivers
Megatrends include E-commerce & DTC Adoption, and E-commerce & Digital Retail. Themes include Online Grocery Platforms, Supply Chain Digitization, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -36%, 3Y Excs Rtn is -30%
3 Key risks
BJ key risks include [1] its fundamental dependence on membership fee income and member spending patterns.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

BJ's Wholesale Club (BJ) stock has lost about 10% since 2/28/2026 because of the following key factors:

1. Net income declined in Q1 Fiscal 2026 despite revenue growth. BJ's Wholesale Club reported a 4.7% decrease in net income for the first quarter of fiscal 2026, falling to $142.7 million from $149.8 million in the prior year's comparable quarter. This occurred despite total revenues increasing by 9.9% to $5.66 billion, surpassing analyst estimates.

2. Merchandise gross margin experienced a slight contraction. The company's merchandise gross margin rate, excluding gasoline sales and membership fee income, decreased by approximately 10 basis points in Q1 fiscal 2026 compared to the previous year. This was primarily attributed to continued investments in pricing, indicating pressure on profitability from strategic or competitive actions.

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Stock Movement Drivers

Fundamental Drivers

The -7.8% change in BJ stock from 2/28/2026 to 6/14/2026 was primarily driven by a -9.0% change in the company's P/E Multiple.
(LTM values as of)22820266142026Change
Stock Price ($)98.7991.04-7.8%
Change Contribution By: 
Total Revenues ($ Mil)21,16021,9653.8%
Net Income Margin (%)2.7%2.6%-4.3%
P/E Multiple22.520.5-9.0%
Shares Outstanding (Mil)1311292.0%
Cumulative Contribution-7.8%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/14/2026
ReturnCorrelation
BJ-7.8% 
Market (SPY)8.4%-27.7%
Sector (XLP)-4.1%15.5%

Fundamental Drivers

The 2.0% change in BJ stock from 11/30/2025 to 6/14/2026 was primarily driven by a 3.8% change in the company's Total Revenues ($ Mil).
(LTM values as of)113020256142026Change
Stock Price ($)89.2391.042.0%
Change Contribution By: 
Total Revenues ($ Mil)21,16021,9653.8%
Net Income Margin (%)2.7%2.6%-4.3%
P/E Multiple20.420.50.7%
Shares Outstanding (Mil)1311292.0%
Cumulative Contribution2.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/14/2026
ReturnCorrelation
BJ2.0% 
Market (SPY)9.2%-23.0%
Sector (XLP)9.6%31.6%

Fundamental Drivers

The -19.6% change in BJ stock from 5/31/2025 to 6/14/2026 was primarily driven by a -21.1% change in the company's P/E Multiple.
(LTM values as of)53120256142026Change
Stock Price ($)113.2191.04-19.6%
Change Contribution By: 
Total Revenues ($ Mil)20,73721,9655.9%
Net Income Margin (%)2.8%2.6%-5.9%
P/E Multiple26.020.5-21.1%
Shares Outstanding (Mil)1321292.3%
Cumulative Contribution-19.6%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/14/2026
ReturnCorrelation
BJ-19.6% 
Market (SPY)27.3%-17.1%
Sector (XLP)6.5%31.5%

Fundamental Drivers

The 45.3% change in BJ stock from 5/31/2023 to 6/14/2026 was primarily driven by a 26.8% change in the company's P/E Multiple.
(LTM values as of)53120236142026Change
Stock Price ($)62.6591.0445.3%
Change Contribution By: 
Total Revenues ($ Mil)19,54221,96512.4%
Net Income Margin (%)2.6%2.6%-1.6%
P/E Multiple16.220.526.8%
Shares Outstanding (Mil)1331293.6%
Cumulative Contribution45.3%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/14/2026
ReturnCorrelation
BJ45.3% 
Market (SPY)84.5%3.3%
Sector (XLP)28.1%34.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
BJ Return80%-1%1%34%1%1%144%
Peers Return41%-12%16%27%-2%11%99%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
BJ Win Rate75%50%67%58%50%50% 
Peers Win Rate67%47%63%55%55%60% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
BJ Max Drawdown-22%-25%-22%-16%-27%-18% 
Peers Max Drawdown-18%-33%-17%-16%-25%-15% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: COST, WMT, TGT, KR, ACI. See BJ Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/12/2026 (YTD)

How Low Can It Go

EventBJS&P 500
2023 SVB Regional Banking Crisis
  % Loss-18.5%-6.7%
  % Gain to Breakeven22.7%7.1%
  Time to Breakeven265 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-20.4%-24.5%
  % Gain to Breakeven25.6%32.4%
  Time to Breakeven48 days427 days
2020 COVID-19 Crash
  % Loss-11.6%-33.7%
  % Gain to Breakeven13.1%50.9%
  Time to Breakeven6 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-25.4%-19.2%
  % Gain to Breakeven34.1%23.8%
  Time to Breakeven70 days105 days

Compare to COST, WMT, TGT, KR, ACI

In The Past

BJ's Wholesale Club's stock fell -5.8% during the 2025 US Tariff Shock. Such a loss loss requires a 6.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventBJS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-20.4%-24.5%
  % Gain to Breakeven25.6%32.4%
  Time to Breakeven48 days427 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-25.4%-19.2%
  % Gain to Breakeven34.1%23.8%
  Time to Breakeven70 days105 days

Compare to COST, WMT, TGT, KR, ACI

In The Past

BJ's Wholesale Club's stock fell -5.8% during the 2025 US Tariff Shock. Such a loss loss requires a 6.1% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About BJ's Wholesale Club (BJ)

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 March 3, 2022, it operated 226 warehouse clubs and 157 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.

AI Analysis | Feedback

It's like a **Costco** or **Sam's Club**, primarily serving the East Coast of the United States.

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  • Perishable Goods: A variety of fresh and frozen food items and other goods with limited shelf life.
  • General Merchandise: A broad range of non-food products, including electronics, home goods, apparel, and health and beauty items.
  • Gasoline: Vehicle fuel provided at its dedicated gas locations.
  • Ancillary Services: Various supplementary services offered to members within its warehouse clubs.

AI Analysis | Feedback

BJ's Wholesale Club (symbol: BJ) primarily sells its products and services to individual consumers and small businesses through its membership-based warehouse club model.

The categories of customers that BJ's Wholesale Club serves include:

  1. Individual Consumers/Households: These are private individuals and families who purchase goods in bulk for personal and household consumption, including groceries, general merchandise, electronics, and gasoline. Membership is typically required for these purchases.
  2. Small Businesses/Entrepreneurs: BJ's caters to small business owners who purchase supplies, inventory, and equipment for their operations (e.g., restaurants, offices, convenience stores, caterers, resellers). BJ's often offers specific business memberships tailored to their needs.

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Bob Eddy, Chairman, President, and Chief Executive Officer

Mr. Eddy joined BJ's in 2007 as senior vice president, finance, and progressed to executive vice president and chief financial officer in 2011, then executive vice president, chief financial and administrative officer from 2018 to April 2021, when he became president and chief executive officer. He was appointed chairman of the board in June 2023. Before joining BJ's, he was a member of the audit and business advisory practice of PricewaterhouseCoopers LLP (PwC) in Boston and San Francisco from 1995 to 2007, serving retail and consumer products companies. Mr. Eddy played a pivotal role as Executive Vice President, Chief Financial and Administrative Officer during BJ's successful Initial Public Offering (IPO) in 2018. He currently chairs the board of directors and executive committee of the National Retail Federation and is a trustee of the Boston Children's Hospital Trust. He also became a director of Dick's Sporting Goods in September 2023.

Laura Felice, Executive Vice President, Chief Financial Officer

Ms. Felice was appointed Executive Vice President, Chief Financial Officer in April 2021. She began her tenure at BJ's in 2016 as Senior Vice President, Controller. Prior to BJ's, Ms. Felice worked at Clarks Americas, Inc., a shoe manufacturer and retailer, from 2008 to 2016, most recently as Senior Vice President of Finance. She also worked at PwC in Boston from 2003 to 2008. She is a Certified Public Accountant and serves on the board of directors of the Massachusetts Society of CPAs. Ms. Felice also serves as a board member of Broadstone Net Lease, LLC, on the Board of Advisors for the Boston Ballet, and is a board member of the National Retail Federation Foundation.

Paul Cichocki, Executive Vice President, Chief Commercial Officer

Mr. Cichocki has served as Executive Vice President, Chief Commercial Officer since April 2021. From April 2020 to April 2021, he held the role of Executive Vice President, Membership, Analytics and Business Transformation. Before joining BJ's in April 2020, Mr. Cichocki was a partner at Bain & Company, a management consulting firm, for over 20 years, where he advised clients across various industries, including retail, consumer products, financial services, and food and beverage. Prior to Bain, he was an operating manager at Frito-Lay, a division of PepsiCo., from 1991 to 1995.

Bill Werner, Executive Vice President, Strategy and Development

Mr. Werner has served as Executive Vice President, Strategy and Development since April 2021, where he is responsible for market expansion and key strategic initiatives. During his tenure at BJ's, he previously held roles including senior vice president, strategic planning and investor relations (2016-2021), senior vice president, finance (2013-2016), and vice president, accounting and financial reporting (2012-2013). Before joining BJ's in 2012, Mr. Werner was a director in the deals practice at PricewaterhouseCoopers LLP from 2007 to 2012.

Scott Schmadeke, Executive Vice President, Chief Operations Officer

Mr. Schmadeke was appointed Executive Vice President, Chief Operations Officer in November 2024, overseeing club operations, supply chain, and asset protection. Prior to joining BJ's, he held several key operations leadership positions in the retail and grocery industry, including roles at Albertson's Companies and Safeway, Inc.

AI Analysis | Feedback

BJ's Wholesale Club (symbol: BJ) faces several key business risks in its operations:

Key Business Risks for BJ's Wholesale Club

  1. Macroeconomic Factors and Consumer Spending: BJ's Wholesale Club's business is highly susceptible to broad economic conditions that influence consumer spending patterns. Factors such as inflation, unemployment rates, changes in disposable income, and alterations to government assistance programs (like the Supplemental Nutrition Assistance Program, or SNAP) can directly impact consumer purchasing power and habits, potentially leading to reduced sales and profitability for the company.
  2. Intense Competition: The retail industry, particularly the warehouse club segment, is highly competitive. BJ's faces significant competition from well-established players like Costco Wholesale Corporation and Sam's Club, which often possess greater financial and marketing resources. Additionally, competition from supermarkets, supercenters, and online retailers further intensifies the market, posing a threat to BJ's market share and potentially limiting its growth in existing regions due to market saturation.
  3. Supply Chain Disruptions and Dependence on Vendor Relationships: BJ's relies heavily on its vendor relationships and an efficient supply chain to provide merchandise at competitive prices. The company is vulnerable to global supply chain disruptions, including issues like tariffs, exchange rate fluctuations, and logistical challenges, which can lead to increased sourcing costs, inventory shortages, and negatively affect its ability to offer value to its members. Disruptions in these relationships or the supply chain could directly impact inventory levels and sales.

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For BJ's Wholesale Club, the addressable markets for their main products and services are as follows:

  • Perishable Goods: Null
  • General Merchandise: The North American General Merchandise Market is estimated to be between approximately $1.57 trillion and $1.76 trillion in 2026.
  • Gasoline: The USA gas station market was valued at $135 billion.
  • Warehouse Club (overall business model): The combined annual sales for major warehouse clubs in the U.S., including BJ's Wholesale Club, Costco, Sam's Club, and PriceSmart, is over $431 billion for fiscal year 2025.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for BJ's Wholesale Club (BJ) over the next 2-3 years: * Increased Membership and Membership Fee Income (MFI): BJ's Wholesale Club consistently highlights strong membership growth and high renewal rates as a key driver. The company reported a 7% increase in membership year-over-year in Q4 2025, with membership fee income rising by 10.9% in the same quarter. This growth in member accounts, including upgrades to premium tiers, directly contributes to a recurring revenue stream and fosters increased shopping frequency and spend within the clubs. * Expansion into New Markets and New Club Openings: The company plans to accelerate its club openings, including significant expansion efforts into new competitive markets like Texas, in 2026. This geographic expansion beyond its traditional East Coast stronghold is expected to drive revenue growth by reaching new customer bases and increasing its overall store footprint. BJ's is opening nine new stores in 2026. * Growth of Digital Sales and Enhanced Omnichannel Capabilities: BJ's is heavily investing in and seeing significant returns from its digital initiatives. Digitally enabled comparable sales grew 31% in Q4 2025, building on a two-year stacked growth of 57%. The continued adoption and enhancement of services such as buy-online-pickup-in-club (BOPIC), curbside delivery, and same-day delivery are expected to drive higher member engagement and spending, contributing significantly to overall sales growth. * Market Share Gains and Increased Traffic: BJ's has demonstrated consistent market share gains for 13 consecutive quarters and traffic growth for 16 consecutive quarters. This sustained ability to attract and retain shoppers indicates effective merchandising and value propositions that resonate with consumers, leading to increased transaction volumes and, consequently, higher revenue.

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Share Repurchases

  • BJ's Wholesale Club utilized its entire $500.0 million share repurchase program, initiated in fiscal 2021, by the fourth quarter of fiscal 2024 (ended February 1, 2025).
  • In fiscal 2024 (ended February 1, 2025), the company repurchased 2,181,885 shares of common stock, totaling $190.9 million.
  • In fiscal 2025 (ended February 1, 2026), the company repurchased 2.6 million shares for $252.4 million.
  • A new $1.0 billion share repurchase program was approved on November 18, 2024, set to expire in January 2029, with approximately $750 million remaining under this authorization at the end of fiscal 2025.

Capital Expenditures

  • Capital expenditures, reflecting net cash used in investing activities, were $589.6 million in fiscal year 2024 (ended February 1, 2025).
  • Capital expenditures increased to $702.3 million in fiscal year 2025 (ended February 1, 2026), primarily driven by investments in new clubs and expanded supply chain capabilities.
  • For fiscal year 2026, capital expenditures are anticipated to be approximately $800 million, with a primary focus on new club openings (25 to 30 new clubs over fiscal years 2025 and 2026), distribution network enhancements, and digital transformation initiatives.

Better Bets vs. BJ's Wholesale Club (BJ)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Stress Testing BJ: Historical Drawdowns and Macro Risks05/23/2026
2BJ's Wholesale Club Earnings Notes05/21/2026
3How Low Can BJ's Wholesale Club Stock Really Go?10/17/2025
4Better Bet Than BJ Stock: Pay Less Than BJ's Wholesale Club To Get More From PSMT 08/15/2025
5BJ's Wholesale Club Total Shareholder Return (TSR): 53.5% in 2025 and 19.6% 3-yr compounded annual returns (above peer average)03/07/2025
6BJ's Wholesale Club (BJ) Operating Cash Flow Comparison02/17/2025
7BJ's Wholesale Club (BJ) Net Income Comparison02/15/2025
8BJ's Wholesale Club (BJ) Operating Income Comparison02/14/2025
9ARTICLES 
10The Bear Case: How BJ Behaves During Market Shocks05/23/2026
11How Will BJ’s Wholesale Club Stock React To Its Upcoming Earnings?05/21/2026
12Market Movers | Winners: OPEN, UI, ACMR | Losers: SPRY, BJ, SSII08/22/2025
13How Will BJ’s Stock React To Its Upcoming Earnings?08/20/2025
14Better Bet Than BJ’s Wholesale Club Stock: Pay Less To Get More From PSMT08/15/2025
Title
0DASHBOARDS
1Stress Testing BJ: Historical Drawdowns and Macro Risks
2BJ's Wholesale Club Earnings Notes
3How Low Can BJ's Wholesale Club Stock Really Go?
4Better Bet Than BJ Stock: Pay Less Than BJ's Wholesale Club To Get More From PSMT 
5BJ's Wholesale Club Total Shareholder Return (TSR): 53.5% in 2025 and 19.6% 3-yr compounded annual returns (above peer average)
6BJ's Wholesale Club (BJ) Operating Cash Flow Comparison
7BJ's Wholesale Club (BJ) Net Income Comparison
8BJ's Wholesale Club (BJ) Operating Income Comparison
9ARTICLES
10The Bear Case: How BJ Behaves During Market Shocks
11How Will BJ’s Wholesale Club Stock React To Its Upcoming Earnings?
12Market Movers | Winners: OPEN, UI, ACMR | Losers: SPRY, BJ, SSII
13How Will BJ’s Stock React To Its Upcoming Earnings?
14Better Bet Than BJ’s Wholesale Club Stock: Pay Less To Get More From PSMT

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Peer Comparisons

Peers to compare with:

Financials

BJCOSTWMTTGTKRACIMedian
NameBJ's Who.Costco W.Walmart Target Kroger Albertso. 
Mkt Price91.04982.35121.04135.2364.7115.41106.04
Mkt Cap11.7436.1964.661.440.87.951.1
Rev LTM21,965293,587725,305106,377147,64283,172127,010
Op Inc LTM85911,22530,1834,7801,8907153,335
FCF LTM2188,80612,5523,0313,4565273,244
FCF 3Y Avg2757,84713,5183,7162,7066353,211
CFO LTM96215,00040,8927,0037,3112,3677,157
CFO 3Y Avg89013,17737,9467,3346,6312,5696,982

Growth & Margins

BJCOSTWMTTGTKRACIMedian
NameBJ's Who.Costco W.Walmart Target Kroger Albertso. 
Rev Chg LTM5.9%9.2%5.9%0.5%0.4%3.5%4.7%
Rev Chg 3Y Avg4.0%7.6%5.3%-0.9%-0.1%2.3%3.2%
Rev Chg Q9.9%11.6%7.3%6.7%1.2%7.7%7.5%
QoQ Delta Rev Chg LTM2.4%2.6%1.7%1.5%0.3%1.8%1.7%
Op Inc Chg LTM1.4%11.3%1.8%-16.8%-50.9%-56.4%-7.7%
Op Inc Chg 3Y Avg2.5%12.8%12.8%10.9%-17.2%-27.0%6.7%
Op Mgn LTM3.9%3.8%4.2%4.5%1.3%0.9%3.9%
Op Mgn 3Y Avg4.0%3.7%4.2%5.1%2.0%1.9%3.8%
QoQ Delta Op Mgn LTM-0.0%0.0%-0.0%-0.4%0.2%-1.0%-0.0%
CFO/Rev LTM4.4%5.1%5.6%6.6%5.0%2.8%5.0%
CFO/Rev 3Y Avg4.2%4.8%5.5%6.9%4.5%3.2%4.7%
FCF/Rev LTM1.0%3.0%1.7%2.8%2.3%0.6%2.0%
FCF/Rev 3Y Avg1.3%2.9%2.0%3.5%1.8%0.8%1.9%

Valuation

BJCOSTWMTTGTKRACIMedian
NameBJ's Who.Costco W.Walmart Target Kroger Albertso. 
Mkt Cap11.7436.1964.661.440.87.951.1
P/S0.51.51.30.60.30.10.6
P/Op Inc13.638.832.012.821.611.017.6
P/EBIT14.336.728.812.622.210.418.2
P/E20.549.342.417.840.236.238.2
P/CFO12.229.123.68.85.63.310.5
Total Yield4.9%2.3%3.1%9.0%4.7%6.9%4.8%
Dividend Yield0.0%0.3%0.8%3.4%2.2%4.1%1.5%
FCF Yield 3Y Avg2.3%2.0%2.1%6.2%6.1%5.7%4.0%
D/E0.20.00.10.30.61.90.3
Net D/E0.2-0.00.10.20.51.90.2

Returns

BJCOSTWMTTGTKRACIMedian
NameBJ's Who.Costco W.Walmart Target Kroger Albertso. 
1M Rtn-5.5%-6.3%-7.9%11.3%-2.0%-6.0%-5.8%
3M Rtn-6.8%-2.4%-4.0%16.3%-14.0%-9.9%-5.4%
6M Rtn-2.3%11.4%4.1%42.0%3.5%-9.5%3.8%
12M Rtn-17.7%-0.2%29.2%48.0%0.8%-24.9%0.3%
3Y Rtn46.5%93.2%137.8%9.6%50.5%-21.1%48.5%
1M Excs Rtn-4.0%-4.7%-7.8%11.5%-1.6%-6.7%-4.4%
3M Excs Rtn-18.9%-14.5%-16.0%4.3%-26.0%-21.9%-17.4%
6M Excs Rtn-6.3%4.8%-0.3%37.8%-1.2%-15.9%-0.7%
12M Excs Rtn-39.7%-24.3%4.0%20.5%-21.2%-48.4%-22.7%
3Y Excs Rtn-30.1%25.9%76.0%-59.5%-22.1%-94.2%-26.1%

Financials

Segment Financials

Revenue by Segment
$ Mil20262025202420232022
Retail club and other sales procured from clubs and distribution centers21,45720,50219,969  
Gasoline and Other   3,9732,446
General Merchandise and Services   2,2702,283
Grocery   12,67511,578
Membership fee income   397361
Total21,45720,50219,96919,31516,667


Net Income by Segment
$ Mil20262025
Retail club and other sales procured from clubs and distribution centers578534
Total578534


Price Behavior

Price Behavior
Market Price$91.04 
Market Cap ($ Bil)11.7 
First Trading Date06/28/2018 
Distance from 52W High-20.7% 
   50 Days200 Days
DMA Price$92.40$93.98
DMA Trenddowndown
Distance from DMA-1.5%-3.1%
 3M1YR
Volatility32.5%30.0%
Downside Capture-84.53-25.75
Upside Capture-74.22-41.74
Correlation (SPY)-26.3%-18.2%
BJ Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta-1.14-0.80-0.57-0.52-0.390.08
Up Beta0.20-0.01-0.04-0.30-0.330.07
Down Beta-0.13-1.05-0.46-0.69-0.55-0.02
Up Capture-166%-93%-74%-38%-25%4%
Bmk +ve Days13283667141432
Stock +ve Days9172758116376
Down Capture-190%-192%-77%-72%-29%19%
Bmk -ve Days7132757109318
Stock -ve Days11243666133373

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with BJ
BJ-17.3%29.9%-0.63-
Sector ETF (XLP)8.3%12.9%0.3531.2%
Equity (SPY)24.9%12.3%1.52-17.8%
Gold (GLD)25.5%27.4%0.81-6.1%
Commodities (DBC)30.1%19.0%1.2511.2%
Real Estate (VNQ)13.5%13.5%0.69-1.1%
Bitcoin (BTCUSD)-41.7%42.2%-1.16-0.9%

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Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with BJ
BJ13.8%32.3%0.45-
Sector ETF (XLP)6.5%13.3%0.2737.9%
Equity (SPY)13.5%17.1%0.6120.2%
Gold (GLD)16.8%18.2%0.750.4%
Commodities (DBC)8.4%19.4%0.335.0%
Real Estate (VNQ)2.8%18.8%0.0520.8%
Bitcoin (BTCUSD)13.6%54.4%0.445.3%

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Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with BJ
BJ15.1%37.2%0.58-
Sector ETF (XLP)7.7%14.7%0.3933.6%
Equity (SPY)15.3%17.9%0.7323.5%
Gold (GLD)12.5%16.1%0.641.0%
Commodities (DBC)6.7%18.0%0.296.6%
Real Estate (VNQ)5.7%20.7%0.2418.0%
Bitcoin (BTCUSD)60.3%66.8%1.002.6%

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Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity9.2 Mil
Short Interest: % Change Since 515202613.6%
Average Daily Volume3.4 Mil
Days-to-Cover Short Interest2.7 days
Basic Shares Quantity128.7 Mil
Short % of Basic Shares7.1%

Returns Analyses

Earnings Returns History

Updated 6/3/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/22/2026-8.2%-9.7% 
3/5/2026-1.5%-6.5%-1.9%
11/21/20251.1%-2.2%3.3%
8/22/2025-8.5%-8.8%-9.2%
5/22/2025-1.3%-5.5%-2.3%
3/6/202512.2%8.5%18.4%
11/21/20248.3%12.9%9.4%
8/22/2024-6.8%-5.8%-7.6%
...
SUMMARY STATS   
# Positive121113
# Negative121310
Median Positive5.6%8.5%9.1%
Median Negative-5.3%-6.9%-7.5%
Max Positive19.9%12.9%18.4%
Max Negative-13.2%-11.6%-12.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
04/30/202605/28/202610-Q
01/31/202603/12/202610-K
10/31/202511/26/202510-Q
07/31/202508/28/202510-Q
04/30/202505/29/202510-Q
01/31/202503/14/202510-K
10/31/202411/27/202410-Q
07/31/202408/29/202410-Q
04/30/202405/30/202410-Q
01/31/202403/18/202410-K
10/31/202311/22/202310-Q
07/31/202308/25/202310-Q
04/30/202305/26/202310-Q
01/31/202303/16/202310-K
10/31/202211/23/202210-Q
07/31/202208/26/202210-Q

Recent Forward Guidance

Updated 5/31/2026

Latest: Q1 2026 Earnings Reported 5/22/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Comparable club sales growth, excluding gasoline2.0%2.5%3.0%00AffirmedGuidance: 2.5% for 2026
2026 Adjusted EPS4.44.54.60 AffirmedGuidance: 4.5 for 2026
2026 Capital expenditures 800.00 Mil 0 AffirmedGuidance: 800.00 Mil for 2026

Prior: Q4 2025 Earnings Reported 3/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Comparable club sales growth (excluding gasoline)2.0%2.5%3.0%00AffirmedGuidance: 2.5% for 2025
2026 Adjusted EPS4.44.54.63.4% RaisedGuidance: 4.35 for 2025
2026 Capital expenditures 800.00 Mil 0 AffirmedGuidance: 800.00 Mil for 2025

Insider Activity

Updated 6/12/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Schmadeke, ScottEVP, Chief Operations OfficerDirectSell612202692.1716,5001,520,8051,886,812Form
2Eddy, Robert WPresident & CEODirectSell519202696.128,000768,97528,676,051Form
3McGrail, JosephSVP, ControllerDirectSell417202691.192,050186,9401,346,785Form
4Eddy, Robert WPresident & CEODirectSell417202691.028,000728,13027,881,008Form
5Morningstar, Timothy PierceEVP, Chief Growth OfficerDirectSell414202693.197,436692,9613,613,908Form

Industry Resources

Consumer Staples Resources
FoodNavigator
Consumer Goods Technology (CGT)
Beverage Digest
Consumer Staples Merchandise Retail Resources
Mass Market Retailers
Store Brands
Retail Dive

External Quote Links


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Core Cache Last Updated: 6/14/2026