BJ's Wholesale Club Holdings, Inc. reported adjusted earnings of $0.96 per share for the fourth quarter of fiscal 2025. This result exceeded the analyst consensus estimate of $0.92 to $0.93 per share. Quarterly revenue reached approximately $5.58 billion, falling slightly below market expectations.
Membership fee income increased by 10.9% during the period. The company maintained a 90% renewal rate among tenured members. Digitally enabled comparable sales surged 31%.
For fiscal year 2026, BJ's projects adjusted earnings between $4.40 and $4.60 per share. The $4.50 midpoint of this range sits below the analyst consensus of $4.66 per share. Full-year comparable club sales, excluding gasoline, are expected to grow between 2.0% and 3.0%.
BJ's Wholesale shares fell 2.5% in pre-market trading on Thursday following the report. Management cited the membership model and digital expansion as primary growth drivers while navigating the current economic environment.