BJ's Wholesale Club (BJ)
Market Price (9/3/2026): $92.74 | Market Cap: $11.8 BilSector: Consumer Staples | Industry: Consumer Staples Merchandise Retail
BJ's Wholesale Club (BJ)
Market Price (9/3/2026): $92.74Market Cap: $11.8 BilSector: Consumer StaplesIndustry: Consumer Staples Merchandise Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.0% Low stock price volatilityVol 12M is 29% Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and E-commerce & Digital Retail. Themes include Online Grocery Platforms, Supply Chain Digitization, Show more. | Weak multi-year price returns2Y Excs Rtn is -25%, 3Y Excs Rtn is -30% | Key risksBJ key risks include [1] its fundamental dependence on membership fee income and member spending patterns. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.0% |
| Low stock price volatilityVol 12M is 29% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and E-commerce & Digital Retail. Themes include Online Grocery Platforms, Supply Chain Digitization, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -25%, 3Y Excs Rtn is -30% |
| Key risksBJ key risks include [1] its fundamental dependence on membership fee income and member spending patterns. |
Qualitative Assessment
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Updated on 9/1/2026
BJ's Wholesale Club (BJ) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Second Quarter 2026 Earnings Beat and Raised Full-Year Guidance.
BJ's Wholesale Club reported exceptional results for its fiscal second quarter 2026, which ended August 1, 2026. The company posted adjusted earnings per share (EPS) of $1.36, significantly surpassing the consensus analyst estimate of $1.17 by 16.24%. Revenue also exceeded expectations, reaching $6.23 billion against an anticipated $5.97 billion. Following these strong results, management raised its full-year fiscal 2026 adjusted EPS guidance to a range of $4.60 to $4.80, up from its previous outlook, indicating continued confidence in future performance. This substantial earnings beat and optimistic forward guidance were key drivers in the stock's positive trend.
2. Robust Comparable Club Sales Growth, Driven by Strong Traffic and Fuel Performance.
The company demonstrated strong operational performance with total comparable club sales increasing by 11.9% year-over-year in fiscal Q2 2026. Excluding the impact of gasoline sales, comparable club sales still rose by 3.1%, with both traffic and basket growth contributing equally to this increase. Fuel sales were a standout, with comparable gallons up 10.5%, significantly outperforming the broader market's approximate 5% decline. This indicates that BJ's value proposition resonated with members, particularly amid rising prices elsewhere.
Show more
BJ's Wholesale Club (BJ) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Second Quarter 2026 Earnings Beat and Raised Full-Year Guidance.
BJ's Wholesale Club reported exceptional results for its fiscal second quarter 2026, which ended August 1, 2026. The company posted adjusted earnings per share (EPS) of $1.36, significantly surpassing the consensus analyst estimate of $1.17 by 16.24%. Revenue also exceeded expectations, reaching $6.23 billion against an anticipated $5.97 billion. Following these strong results, management raised its full-year fiscal 2026 adjusted EPS guidance to a range of $4.60 to $4.80, up from its previous outlook, indicating continued confidence in future performance. This substantial earnings beat and optimistic forward guidance were key drivers in the stock's positive trend.
2. Robust Comparable Club Sales Growth, Driven by Strong Traffic and Fuel Performance.
The company demonstrated strong operational performance with total comparable club sales increasing by 11.9% year-over-year in fiscal Q2 2026. Excluding the impact of gasoline sales, comparable club sales still rose by 3.1%, with both traffic and basket growth contributing equally to this increase. Fuel sales were a standout, with comparable gallons up 10.5%, significantly outperforming the broader market's approximate 5% decline. This indicates that BJ's value proposition resonated with members, particularly amid rising prices elsewhere.
Show more
Updated on 9/1/2026
BJ's Wholesale Club (BJ) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Second Quarter 2026 Earnings Beat and Raised Full-Year Guidance.
BJ's Wholesale Club reported exceptional results for its fiscal second quarter 2026, which ended August 1, 2026. The company posted adjusted earnings per share (EPS) of $1.36, significantly surpassing the consensus analyst estimate of $1.17 by 16.24%. Revenue also exceeded expectations, reaching $6.23 billion against an anticipated $5.97 billion. Following these strong results, management raised its full-year fiscal 2026 adjusted EPS guidance to a range of $4.60 to $4.80, up from its previous outlook, indicating continued confidence in future performance. This substantial earnings beat and optimistic forward guidance were key drivers in the stock's positive trend.
2. Robust Comparable Club Sales Growth, Driven by Strong Traffic and Fuel Performance.
The company demonstrated strong operational performance with total comparable club sales increasing by 11.9% year-over-year in fiscal Q2 2026. Excluding the impact of gasoline sales, comparable club sales still rose by 3.1%, with both traffic and basket growth contributing equally to this increase. Fuel sales were a standout, with comparable gallons up 10.5%, significantly outperforming the broader market's approximate 5% decline. This indicates that BJ's value proposition resonated with members, particularly amid rising prices elsewhere.
3. Sustained Membership Growth and Digitally Enabled Sales Momentum.
BJ's Wholesale Club continued to build its member base and enhance its digital offerings during the period. Membership fee income increased by 9.9% year-over-year to $135.6 million in fiscal Q2 2026, contributing to a record 8.5 million members. Furthermore, digitally enabled comparable sales saw a significant 30% growth, reflecting a two-year stacked comparable growth of 64%. This dual-pronged growth in membership and digital engagement highlights the company's successful strategy in attracting and retaining customers while adapting to evolving shopping preferences.
4. Positive Analyst Sentiment and Upgraded Price Targets.
Following the strong fiscal Q2 2026 earnings report, several Wall Street analysts reiterated or upgraded their ratings and increased price targets for BJ's Wholesale Club. For instance, UBS Group raised its price target from $109 to $115 on August 24, 2026, maintaining a "buy" rating. Gordon Haskett upgraded the stock from "Hold" to "Buy" with a price target of $115 on July 29, 2026. These positive revisions from analysts reflected growing confidence in BJ's financial outlook and strategic execution, contributing to the upward movement of the stock.
Show less
BJ's Wholesale Club (BJ) stock has gained about 10% since 5/31/2026 because of the following key factors:
1. Strong Fiscal Second Quarter 2026 Earnings Beat and Raised Full-Year Guidance.
BJ's Wholesale Club reported exceptional results for its fiscal second quarter 2026, which ended August 1, 2026. The company posted adjusted earnings per share (EPS) of $1.36, significantly surpassing the consensus analyst estimate of $1.17 by 16.24%. Revenue also exceeded expectations, reaching $6.23 billion against an anticipated $5.97 billion. Following these strong results, management raised its full-year fiscal 2026 adjusted EPS guidance to a range of $4.60 to $4.80, up from its previous outlook, indicating continued confidence in future performance. This substantial earnings beat and optimistic forward guidance were key drivers in the stock's positive trend.
2. Robust Comparable Club Sales Growth, Driven by Strong Traffic and Fuel Performance.
The company demonstrated strong operational performance with total comparable club sales increasing by 11.9% year-over-year in fiscal Q2 2026. Excluding the impact of gasoline sales, comparable club sales still rose by 3.1%, with both traffic and basket growth contributing equally to this increase. Fuel sales were a standout, with comparable gallons up 10.5%, significantly outperforming the broader market's approximate 5% decline. This indicates that BJ's value proposition resonated with members, particularly amid rising prices elsewhere.
3. Sustained Membership Growth and Digitally Enabled Sales Momentum.
BJ's Wholesale Club continued to build its member base and enhance its digital offerings during the period. Membership fee income increased by 9.9% year-over-year to $135.6 million in fiscal Q2 2026, contributing to a record 8.5 million members. Furthermore, digitally enabled comparable sales saw a significant 30% growth, reflecting a two-year stacked comparable growth of 64%. This dual-pronged growth in membership and digital engagement highlights the company's successful strategy in attracting and retaining customers while adapting to evolving shopping preferences.
4. Positive Analyst Sentiment and Upgraded Price Targets.
Following the strong fiscal Q2 2026 earnings report, several Wall Street analysts reiterated or upgraded their ratings and increased price targets for BJ's Wholesale Club. For instance, UBS Group raised its price target from $109 to $115 on August 24, 2026, maintaining a "buy" rating. Gordon Haskett upgraded the stock from "Hold" to "Buy" with a price target of $115 on July 29, 2026. These positive revisions from analysts reflected growing confidence in BJ's financial outlook and strategic execution, contributing to the upward movement of the stock.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 8.8% change in BJ stock from 5/31/2026 to 9/2/2026 was primarily driven by a 3.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 5312026 | 9022026 | Change |
|---|---|---|---|
| Stock Price ($) | 85.28 | 92.75 | 8.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 21,965 | 22,812 | 3.9% |
| Net Income Margin (%) | 2.6% | 2.6% | 0.2% |
| P/E Multiple | 19.2 | 19.8 | 3.4% |
| Shares Outstanding (Mil) | 129 | 127 | 1.1% |
| Cumulative Contribution | 8.8% |
Market Drivers
5/31/2026 to 9/2/2026| Return | Correlation | |
|---|---|---|
| BJ | 8.8% | |
| Market (SPY) | 1.1% | -30.0% |
| Sector (XLP) | 3.2% | 63.2% |
Fundamental Drivers
The -6.1% change in BJ stock from 2/28/2026 to 9/2/2026 was primarily driven by a -11.9% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 9022026 | Change |
|---|---|---|---|
| Stock Price ($) | 98.79 | 92.75 | -6.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 21,160 | 22,812 | 7.8% |
| Net Income Margin (%) | 2.7% | 2.6% | -4.1% |
| P/E Multiple | 22.5 | 19.8 | -11.9% |
| Shares Outstanding (Mil) | 131 | 127 | 3.1% |
| Cumulative Contribution | -6.1% |
Market Drivers
2/28/2026 to 9/2/2026| Return | Correlation | |
|---|---|---|
| BJ | -6.1% | |
| Market (SPY) | 11.8% | -27.1% |
| Sector (XLP) | -4.4% | 39.2% |
Fundamental Drivers
The -5.0% change in BJ stock from 8/31/2025 to 9/2/2026 was primarily driven by a -10.8% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 9022026 | Change |
|---|---|---|---|
| Stock Price ($) | 97.68 | 92.75 | -5.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 20,912 | 22,812 | 9.1% |
| Net Income Margin (%) | 2.8% | 2.6% | -5.9% |
| P/E Multiple | 22.2 | 19.8 | -10.8% |
| Shares Outstanding (Mil) | 132 | 127 | 3.6% |
| Cumulative Contribution | -5.0% |
Market Drivers
8/31/2025 to 9/2/2026| Return | Correlation | |
|---|---|---|
| BJ | -5.0% | |
| Market (SPY) | 19.6% | -17.2% |
| Sector (XLP) | 8.1% | 42.4% |
Fundamental Drivers
The 37.6% change in BJ stock from 8/31/2023 to 9/2/2026 was primarily driven by a 17.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312023 | 9022026 | Change |
|---|---|---|---|
| Stock Price ($) | 67.39 | 92.75 | 37.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 19,402 | 22,812 | 17.6% |
| Net Income Margin (%) | 2.6% | 2.6% | -0.3% |
| P/E Multiple | 17.7 | 19.8 | 12.0% |
| Shares Outstanding (Mil) | 133 | 127 | 4.8% |
| Cumulative Contribution | 37.6% |
Market Drivers
8/31/2023 to 9/2/2026| Return | Correlation | |
|---|---|---|
| BJ | 37.6% | |
| Market (SPY) | 75.9% | 1.6% |
| Sector (XLP) | 26.7% | 39.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BJ Return | 80% | -1% | 1% | 34% | 1% | 2% | 145% |
| Peers Return | 41% | -12% | 16% | 27% | -2% | 9% | 96% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 103% |
Monthly Win Rates [3] | |||||||
| BJ Win Rate | 75% | 50% | 67% | 58% | 50% | 56% | |
| Peers Win Rate | 67% | 47% | 63% | 55% | 55% | 56% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| BJ Max Drawdown | -22% | -25% | -22% | -16% | -27% | -18% | |
| Peers Max Drawdown | -18% | -33% | -17% | -16% | -25% | -23% | |
| 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 9/2/2026 (YTD)
How Low Can It Go
| Event | BJ | S&P 500 |
|---|---|---|
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -18.5% | -6.7% |
| % Gain to Breakeven | 22.7% | 7.1% |
| Time to Breakeven | 265 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -20.4% | -24.5% |
| % Gain to Breakeven | 25.6% | 32.4% |
| Time to Breakeven | 48 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -11.6% | -33.7% |
| % Gain to Breakeven | 13.1% | 50.9% |
| Time to Breakeven | 6 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.4% | -19.2% |
| % Gain to Breakeven | 34.1% | 23.8% |
| Time to Breakeven | 70 days | 105 days |
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
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Asset Allocation
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| Event | BJ | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -20.4% | -24.5% |
| % Gain to Breakeven | 25.6% | 32.4% |
| Time to Breakeven | 48 days | 427 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.4% | -19.2% |
| % Gain to Breakeven | 34.1% | 23.8% |
| Time to Breakeven | 70 days | 105 days |
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 operates membership-based warehouse clubs primarily along the East Coast of the United States. The company's business model is centered on providing a wide array of products in bulk at competitive prices to its members. As of early 2022, BJ's maintained a significant presence with 226 warehouse clubs and 157 gasoline stations spread across 17 states.
The core offerings include a diverse range of products such as perishable goods (e.g., fresh groceries), general merchandise (e.g., electronics, home goods), and gasoline. In addition to these, BJ's provides various other ancillary services. Customers can access these products and services through its physical club locations and a robust digital presence, which includes BJs.com, BerkleyJensen.com, Wellsleyfarms.com, Delivery.bjs.com, and its dedicated mobile application.
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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.
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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:
- 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.
- 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.
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BJ's Wholesale Club (symbol: BJ) faces several key business risks in its operations:
Key Business Risks for BJ's Wholesale Club
- 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.
- 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.
- 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.
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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.
Peer Outperformance in Consumer Staples Merchandise Retail
BJ has outperformed 55% of its 11 Consumer Staples Merchandise Retail peers over 5Y. Among the peers that beat it are WMT and COST. Consumer Staples Merchandise Retail ranks 1st of 12 industries in Consumer Staples by median 5Y return. That makes it one of the strongest corners of the sector.
Share of Consumer Staples Merchandise Retail constituents that BJ has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
15%
of 13 industry peers · -5.9% return
3Y
45%
of 11 industry peers · 41.2% return
5Y
55%
of 11 industry peers · 56.7% return
Consumer Staples Merchandise Retail peers with revenue growth within 4pp of BJ's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| BJ | BJ's Wholesale Club | 5.6% | 19.8x | -5.9% | 41.2% | 56.7% | — |
| WMT | Walmart | 5.3% | 38.2x | 9.3% | 103.3% | 127.0% | +70pp |
| COST | Costco Wholesale | 7.6% | 46.6x | -0.5% | 77.5% | 111.8% | +55pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Consumer Staples sector, ranked by 5Y. Consumer Staples Merchandise Retail is BJ's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Consumer Staples Merchandise Retail ← | 12 | 13.9% | 43.2% | 49.4% | NGVC 169% · VLGEA 132% · WMT 127% |
| Tobacco | 6 | -22.3% | 17.6% | 38.3% | PM 124% · MO 101% · TPB 53% |
| Food Retail | 6 | -13.3% | 67.7% | 30.2% | CASY 275% · SFM 221% · KR 39% |
| Food Distributors | 9 | 2.7% | 37.9% | 20.7% | CHEF 291% · USFD 216% · ANDE 156% |
| Soft Drinks & Non-alcoholic Beverages | 12 | -6.2% | -11.6% | 6.4% | COKE 413% · BRFH 195% · CCHGY 110% |
| Brewers | 3 | -14.9% | -28.2% | 1.8% | BUD 42% · TAP 2% · SAM -69% |
| Agricultural Products & Services | 11 | 8.3% | 4.2% | -8.2% | BG 82% · ADM 63% · INGR 34% |
| Household Products | 19 | 2.4% | -6.9% | -24.5% | IPAR 76% · ACU 71% · CL 30% |
| Personal Care Products | 4 | -3.8% | -21.6% | -25.8% | ELF 250% · PG 17% · EL -68% |
| Packaged Foods & Meats | 47 | -19.6% | -28.2% | -32.7% | MAMA 483% · LWAY 385% · SENEA 326% |
| Distillers & Vintners | 5 | -41.8% | -59.4% | -74.2% | STZ -33% · BF-B -57% · MGPI -74% |
| Drug Retail | 3 | -38.2% | -83.9% | -92.5% | HITI -67% · PETS -92% · SCNX -99% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 99.42 |
| Mkt Cap | 55.5 |
| Rev LTM | 127,674 |
| Op Inc LTM | 3,956 |
| FCF LTM | 3,956 |
| FCF 3Y Avg | 3,464 |
| CFO LTM | 8,017 |
| CFO 3Y Avg | 7,261 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.5% |
| Rev Chg 3Y Avg | 3.6% |
| Rev Chg Q | 5.6% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Inc Chg LTM | 7.7% |
| Op Inc Chg 3Y Avg | 7.1% |
| Op Mgn LTM | 3.9% |
| Op Mgn 3Y Avg | 3.8% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 5.0% |
| CFO/Rev 3Y Avg | 4.7% |
| FCF/Rev LTM | 2.1% |
| FCF/Rev 3Y Avg | 1.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 55.5 |
| P/S | 0.6 |
| P/Op Inc | 16.3 |
| P/EBIT | 16.9 |
| P/E | 37.2 |
| P/CFO | 9.6 |
| Total Yield | 5.1% |
| Dividend Yield | 1.7% |
| FCF Yield 3Y Avg | 4.7% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.0% |
| 3M Rtn | -3.8% |
| 6M Rtn | -10.4% |
| 12M Rtn | -3.2% |
| 3Y Rtn | 43.2% |
| 1M Excs Rtn | 0.6% |
| 3M Excs Rtn | -5.3% |
| 6M Excs Rtn | -22.0% |
| 12M Excs Rtn | -22.7% |
| 3Y Excs Rtn | -27.4% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Retail club and other sales procured from clubs and distribution centers | 21,457 | 20,502 | 19,969 | 19,315 | |
| Gasoline and Other | 2,446 | ||||
| General Merchandise and Services | 2,283 | ||||
| Grocery | 11,578 | ||||
| Membership fee income | 361 | ||||
| Total | 21,457 | 20,502 | 19,969 | 19,315 | 16,667 |
| $ Mil | 2026 | 2025 | 2024 |
|---|---|---|---|
| Retail club and other sales procured from clubs and distribution centers | 578 | 534 | 524 |
| Total | 578 | 534 | 524 |
Price Behavior
Price Behavior
| Market Price | $92.75 | |
| Market Cap ($ Bil) | 11.8 | |
| First Trading Date | 06/28/2018 | |
| Distance from 52W High | -9.8% | |
| 50 Days | 200 Days | |
| DMA Price | $92.67 | $93.45 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 0.1% | -0.8% |
| 3M | 1YR | |
| Volatility | 29.9% | 29.4% |
| Downside Capture | -63.99 | -35.94 |
| Upside Capture | -40.62 | -34.99 |
| Correlation (SPY) | -30.8% | -17.5% |
BJ Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.14 | -0.73 | -0.64 | -0.61 | -0.40 | 0.03 |
| Up Beta | 0.21 | -1.17 | -1.10 | -0.52 | -0.43 | 0.03 |
| Down Beta | 1.41 | -0.67 | -0.73 | -0.61 | -0.48 | -0.06 |
| Up Capture | -93% | -30% | -26% | -45% | -20% | 3% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 8 | 19 | 30 | 57 | 119 | 369 |
| Down Capture | 34% | -97% | -73% | -87% | -56% | 6% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 13 | 23 | 34 | 70 | 132 | 380 |
[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 | -6.0% | 29.4% | -0.21 | - |
| Sector ETF (XLP) | 8.3% | 14.4% | 0.33 | 42.4% |
| Equity (SPY) | 20.6% | 12.8% | 1.19 | -17.2% |
| Gold (GLD) | 23.8% | 29.1% | 0.73 | -8.0% |
| Commodities (DBC) | 41.7% | 20.4% | 1.60 | 11.3% |
| Real Estate (VNQ) | 9.7% | 13.6% | 0.43 | 13.9% |
| Bitcoin (BTCUSD) | -30.7% | 43.5% | -0.72 | 3.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BJ | |
|---|---|---|---|---|
| BJ | 10.1% | 32.3% | 0.34 | - |
| Sector ETF (XLP) | 6.2% | 13.7% | 0.23 | 39.2% |
| Equity (SPY) | 12.7% | 17.2% | 0.57 | 18.5% |
| Gold (GLD) | 19.2% | 18.8% | 0.83 | 0.3% |
| Commodities (DBC) | 10.8% | 19.5% | 0.43 | 5.0% |
| Real Estate (VNQ) | 1.9% | 18.9% | -0.01 | 21.3% |
| Bitcoin (BTCUSD) | 9.5% | 52.6% | 0.37 | 5.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BJ | |
|---|---|---|---|---|
| BJ | 15.3% | 37.0% | 0.58 | - |
| Sector ETF (XLP) | 7.3% | 14.9% | 0.36 | 34.4% |
| Equity (SPY) | 15.1% | 17.9% | 0.72 | 22.8% |
| Gold (GLD) | 12.2% | 16.3% | 0.61 | 0.8% |
| Commodities (DBC) | 7.8% | 18.1% | 0.35 | 6.2% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.19 | 18.3% |
| Bitcoin (BTCUSD) | 63.0% | 66.1% | 1.03 | 2.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/1/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/21/2026 | 5.6% | -0.9% | |
| 5/22/2026 | -8.2% | -9.7% | -8.8% |
| 3/5/2026 | -1.5% | -6.5% | -1.9% |
| 11/21/2025 | 1.1% | -2.2% | 3.3% |
| 8/22/2025 | -8.5% | -8.8% | -9.2% |
| 5/22/2025 | -1.3% | -5.5% | -2.3% |
| 3/6/2025 | 12.2% | 8.5% | 18.4% |
| 11/21/2024 | 8.3% | 12.9% | 9.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 10 | 13 |
| # Negative | 12 | 14 | 10 |
| Median Positive | 6.4% | 7.7% | 9.1% |
| Median Negative | -5.3% | -6.7% | -8.2% |
| Max Positive | 19.9% | 12.9% | 18.4% |
| Max Negative | -13.2% | -11.6% | -12.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/21/2026 | 5.6% | -0.9% | |
| 5/22/2026 | -8.2% | -9.7% | -8.8% |
| 3/5/2026 | -1.5% | -6.5% | -1.9% |
| 11/21/2025 | 1.1% | -2.2% | 3.3% |
| 8/22/2025 | -8.5% | -8.8% | -9.2% |
| 5/22/2025 | -1.3% | -5.5% | -2.3% |
| 3/6/2025 | 12.2% | 8.5% | 18.4% |
| 11/21/2024 | 8.3% | 12.9% | 9.4% |
| 8/22/2024 | -6.8% | -5.8% | -7.6% |
| 5/23/2024 | 3.4% | 7.0% | 10.0% |
| 3/7/2024 | 9.3% | 2.6% | 5.2% |
| 11/17/2023 | -4.8% | -2.0% | -2.3% |
| 8/22/2023 | -5.1% | -7.2% | 5.6% |
| 5/23/2023 | -7.3% | -11.6% | -10.8% |
| 3/9/2023 | 2.4% | 2.0% | 1.5% |
| 11/17/2022 | -5.6% | -6.9% | -12.7% |
| 8/18/2022 | 7.2% | 3.7% | 13.5% |
| 5/19/2022 | 7.4% | 3.0% | 8.5% |
| 3/3/2022 | -13.2% | -7.8% | 2.6% |
| 11/18/2021 | 19.9% | 12.9% | 9.1% |
| 8/19/2021 | 4.0% | 9.1% | 13.1% |
| 5/20/2021 | -5.0% | -7.9% | -6.3% |
| 3/4/2021 | -1.1% | 12.8% | 15.2% |
| 11/19/2020 | 3.6% | -2.7% | -10.9% |
| SUMMARY STATS | |||
| # Positive | 12 | 10 | 13 |
| # Negative | 12 | 14 | 10 |
| Median Positive | 6.4% | 7.7% | 9.1% |
| Median Negative | -5.3% | -6.7% | -8.2% |
| Max Positive | 19.9% | 12.9% | 18.4% |
| Max Negative | -13.2% | -11.6% | -12.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 08/25/2026 | 10-Q |
| 04/30/2026 | 05/28/2026 | 10-Q |
| 01/31/2026 | 03/12/2026 | 10-K |
| 10/31/2025 | 11/26/2025 | 10-Q |
| 07/31/2025 | 08/28/2025 | 10-Q |
| 04/30/2025 | 05/29/2025 | 10-Q |
| 01/31/2025 | 03/14/2025 | 10-K |
| 10/31/2024 | 11/27/2024 | 10-Q |
| 07/31/2024 | 08/29/2024 | 10-Q |
| 04/30/2024 | 05/30/2024 | 10-Q |
| 01/31/2024 | 03/18/2024 | 10-K |
| 10/31/2023 | 11/22/2023 | 10-Q |
| 07/31/2023 | 08/25/2023 | 10-Q |
| 04/30/2023 | 05/26/2023 | 10-Q |
| 01/31/2023 | 03/16/2023 | 10-K |
| 10/31/2022 | 11/23/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 07/31/2026 | 08/25/2026 | 10-Q |
| 04/30/2026 | 05/28/2026 | 10-Q |
| 01/31/2026 | 03/12/2026 | 10-K |
| 10/31/2025 | 11/26/2025 | 10-Q |
| 07/31/2025 | 08/28/2025 | 10-Q |
| 04/30/2025 | 05/29/2025 | 10-Q |
| 01/31/2025 | 03/14/2025 | 10-K |
| 10/31/2024 | 11/27/2024 | 10-Q |
| 07/31/2024 | 08/29/2024 | 10-Q |
| 04/30/2024 | 05/30/2024 | 10-Q |
| 01/31/2024 | 03/18/2024 | 10-K |
| 10/31/2023 | 11/22/2023 | 10-Q |
| 07/31/2023 | 08/25/2023 | 10-Q |
| 04/30/2023 | 05/26/2023 | 10-Q |
| 01/31/2023 | 03/16/2023 | 10-K |
| 10/31/2022 | 11/23/2022 | 10-Q |
| 07/31/2022 | 08/26/2022 | 10-Q |
| 04/30/2022 | 05/27/2022 | 10-Q |
| 01/31/2022 | 03/17/2022 | 10-K |
| 10/31/2021 | 11/24/2021 | 10-Q |
| 07/31/2021 | 08/26/2021 | 10-Q |
| 04/30/2021 | 05/28/2021 | 10-Q |
| 01/31/2021 | 03/19/2021 | 10-K |
| 10/31/2020 | 11/25/2020 | 10-Q |
| 07/31/2020 | 08/25/2020 | 10-Q |
| 04/30/2020 | 05/29/2020 | 10-Q |
| 01/31/2020 | 03/19/2020 | 10-K |
| 10/31/2019 | 11/27/2019 | 10-Q |
Recent Forward Guidance
Updated 8/22/2026Latest: Q2 2026 Earnings Reported 8/21/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Comparable club sales growth (excluding gasoline) | Reported | 2.0% | 2.5% | 3.0% | 0.0% | Affirmed | Guidance: 2.5% for 2026 | |
| 2026 Adjusted EPS | Reported | 4.6 | 4.7 | 4.8 | 4.4% | Raised | Guidance: 4.5 for 2026 | |
| 2026 Capital expenditures | Reported | 800.00 Mil | 0.0% | Affirmed | Guidance: 800.00 Mil for 2026 | |||
Prior: Q1 2026 Earnings Reported 5/22/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Comparable club sales growth, excluding gasoline | Reported | 2.0% | 2.5% | 3.0% | 0.0% | Affirmed | Guidance: 2.5% for 2026 | |
| 2026 Adjusted EPS | Reported | 4.4 | 4.5 | 4.6 | 0.0% | Affirmed | Guidance: 4.5 for 2026 | |
| 2026 Capital expenditures | Reported | 800.00 Mil | 0.0% | Affirmed | Guidance: 800.00 Mil for 2026 | |||
Q4 2025 Earnings Reported 3/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Comparable club sales growth (excluding gasoline) | Reported | 2.0% | 2.5% | 3.0% | 0.0% | Affirmed | Guidance: 2.5% for 2025 | |
| 2026 Adjusted EPS | Reported | 4.4 | 4.5 | 4.6 | 3.4% | Raised | Guidance: 4.35 for 2025 | |
| 2026 Capital expenditures | Reported | 800.00 Mil | 0.0% | Affirmed | Guidance: 800.00 Mil for 2025 | |||
Q3 2025 Earnings Reported 11/21/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Comparable club sales, excluding gasoline sales, growth | Reported | 2.0% | 2.5% | 3.0% | -0.2% | Lowered | Guidance: 2.75% for 2025 | |
| 2025 Adjusted EPS | Reported | 4.3 | 4.35 | 4.4 | 1.8% | Raised | Guidance: 4.28 for 2025 | |
| 2025 Capital Expenditures | Reported | 800.00 Mil | 0 | Affirmed | Guidance: 800.00 Mil for 2025 | |||
Insider Activity
Updated 8/18/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Eddy, Robert W | President & CEO | Direct | Sell | 8182026 | 93.64 | 8,000 | 749,154 | 25,689,427 | Form |
| 2 | Eddy, Robert W | President & CEO | Direct | Sell | 7312026 | 100.02 | 73,016 | 7,303,060 | 28,238,647 | Form |
| 3 | Eddy, Robert W | President & CEO | Direct | Sell | 7172026 | 90.67 | 8,000 | 725,375 | 25,599,382 | Form |
| 4 | Eddy, Robert W | President & CEO | Direct | Sell | 6172026 | 90.41 | 8,000 | 723,276 | 26,248,590 | Form |
| 5 | Schmadeke, Scott | EVP, Chief Operations Officer | Direct | Sell | 6122026 | 92.17 | 16,500 | 1,520,805 | 1,886,812 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Eddy, Robert W | President & CEO | Direct | Sell | 8182026 | 93.64 | 8,000 | 749,154 | 25,689,427 | Form |
| 2 | Eddy, Robert W | President & CEO | Direct | Sell | 7312026 | 100.02 | 73,016 | 7,303,060 | 28,238,647 | Form |
| 3 | Eddy, Robert W | President & CEO | Direct | Sell | 7172026 | 90.67 | 8,000 | 725,375 | 25,599,382 | Form |
| 4 | Eddy, Robert W | President & CEO | Direct | Sell | 6172026 | 90.41 | 8,000 | 723,276 | 26,248,590 | Form |
| 5 | Schmadeke, Scott | EVP, Chief Operations Officer | Direct | Sell | 6122026 | 92.17 | 16,500 | 1,520,805 | 1,886,812 | Form |
| 6 | Eddy, Robert W | President & CEO | Direct | Sell | 5192026 | 96.12 | 8,000 | 768,975 | 28,676,051 | Form |
| 7 | McGrail, Joseph | SVP, Controller | Direct | Sell | 4172026 | 91.19 | 2,050 | 186,940 | 1,346,785 | Form |
| 8 | Eddy, Robert W | President & CEO | Direct | Sell | 4172026 | 91.02 | 8,000 | 728,130 | 27,881,008 | Form |
| 9 | Morningstar, Timothy Pierce | EVP, Chief Growth Officer | Direct | Sell | 4142026 | 93.19 | 7,436 | 692,961 | 3,613,908 | Form |
| 10 | Morningstar, Timothy Pierce | EVP, Chief Growth Officer | Direct | Sell | 4142026 | 90.40 | 7,436 | 672,214 | 4,177,926 | Form |
| 11 | Felice, Laura L | EVP, Chief Financial Officer | Direct | Sell | 2192026 | 104.95 | 8,400 | 881,580 | 8,403,766 | Form |
| 12 | Werner, William C | EVP, Strategy & Development | Direct | Sell | 12092025 | 91.09 | 7,000 | 637,630 | 4,599,863 | Form |
| 13 | Eddy, Robert W | President & CEO | Direct | Sell | 11052025 | 89.71 | 17,898 | 1,605,595 | 26,619,523 | Form |
| 14 | Eddy, Robert W | President & CEO | Direct | Sell | 10032025 | 90.87 | 17,900 | 1,626,627 | 28,591,651 | Form |
| 15 | Luce, Graham | EVP, Secretary | Direct | Sell | 9182025 | 99.86 | 6,300 | 629,118 | 1,160,074 | Form |
| 16 | Eddy, Robert W | President & CEO | Direct | Sell | 9042025 | 98.16 | 17,900 | 1,756,997 | 32,640,195 | Form |
| 17 | Ortega, Steven L | Direct | Buy | 8282025 | 96.09 | 2,080 | 199,867 | 1,189,882 | Form | |
| 18 | Eddy, Robert W | President & CEO | Direct | Sell | 8052025 | 108.45 | 17,900 | 1,941,245 | 38,004,267 | Form |
| 19 | Cichocki, Paul | EVP, Chief Commercial Officer | Direct | Sell | 8052025 | 110.08 | 58,436 | 6,432,635 | 12,563,100 | Form |
Investor Activity (13F)
Updated Sep 3, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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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
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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