BJ's (BJ) Reports Earnings Tomorrow: What To Expect

Membership-only discount retailer BJ’s Wholesale Club (NYSE:BJ) will be announcing earnings results this Thursday before the bell. Here’s what to expect.

BJ's met analysts’ revenue expectations last quarter, reporting revenues of $5.35 billion, up 4.9% year on year. It was a mixed quarter for the company, with a beat of analysts’ EPS estimates but a slight miss of analysts’ EBITDA estimates.

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 5.1% year on year, a reversal from the 1.5% decrease it recorded in the same quarter last year.

Analysts covering the company have generally 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 Q4 results, giving us a hint as to what we can expect. Target’s revenues decreased 1.5% year on year, meeting analysts’ expectations, and Walmart reported revenues up 5.6%, in line with consensus estimates. Walmart traded down 2.9% following the results.

Read our full analysis of Target’s results here and Walmart’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. 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 3.6% on average over the last month. BJ's is up 9.4% during the same time and is heading into earnings with an average analyst price target of $104.55 (compared to the current share price of $101.00).

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