BJ's Wholesale Club (BJ) reported $5.58 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 5.6%. EPS of $0.96 for the same period compares to $0.93 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $5.55 billion, representing a surprise of +0.52%. The company delivered an EPS surprise of +3.23%, with the consensus EPS estimate being $0.93.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how BJ's performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Comparable club sales, excluding gasoline sales: 2.6% versus the six-analyst average estimate of 1.9%.
- Warehouse Club: 263 compared to the 263 average estimate based on five analysts.
- Comparable club sales: 1.6% versus the four-analyst average estimate of 1.9%.
- Gas Stations: 199 compared to the 198 average estimate based on two analysts.
- Revenues- Net sales: $5.45 billion versus the five-analyst average estimate of $5.41 billion. The reported number represents a year-over-year change of +5.5%.
- Revenues- Membership fee income: $129.75 million versus $130.17 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +10.9% change.
View all Key Company Metrics for BJ's here>>>
Shares of BJ's have returned +1.4% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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BJ's Wholesale Club Holdings, Inc. (BJ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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