BJ's Wholesale Club reported fourth quarter fiscal 2025 revenue of $5.58 billion and adjusted EPS of $0.96. The results were driven by a beat on comparable sales and continued growth in high-margin membership fee income, which helped offset a slight miss on total revenue.
Key Highlights
- Comparable club sales excluding gasoline, a key investor metric, increased 2.6% year-over-year, surpassing the 2.0% consensus estimate.
- Membership fee income grew by 10.9% to $129.8 million, driven by strong member acquisition and retention, with the tenured renewal rate holding at 90%.
- The company saw significant digital momentum, with digitally enabled comparable sales growing 31% year-over-year.