Zacks Investment Research·Oct 22, 2026
Is BJ's Wholesale Club (BJ) Outperforming Other Consumer Staples Stocks This Year?Here is how BJ's Wholesale Club (BJ) and e.l.f. Beauty (ELF) have performed compared to their sector so far this year.
BJ's Wholesale Club is experiencing a sharp re-acceleration in top-line growth, with revenue increasing 15.7% year-over-year in 2026Q2, supported by efficient SG&A leverage and robust cash conversion (OCF/NI ratio of 2.31).
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated sharply to 15.7% year-over-year in 2026Q2, but this rapid expansion drove gross margin compression to 17.8%, suggesting a near-term trade-off between growth and profitability.
BJ's Wholesale Club operates on a membership-based model, offering exclusive savings to members, which drives recurring revenue and customer loyalty.
BJ's trailing and forward P/E ratios of 22.93 and 21.28 respectively suggest a reasonable valuation compared to growth potential.
BJ's provides a wide range of products from groceries to electronics, catering to various consumer needs and enhancing revenue streams.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 21, 2026 | $1.36+16.2% vs $1.17 | $6.2B+4.3% vs $6.0B |
Q2 2026 May 22, 2026 | $1.10+6.8% vs $1.03 | $5.7B+4.1% vs $5.4B |
Q2 2026 Mar 5, 2026 | $0.96+2.8% vs $0.93 | $5.6B+0.5% vs $5.5B |
Q4 2025 Nov 21, 2025 | $1.16+6.4% vs $1.09 | $5.3B+0.1% vs $5.3B |
Here is how BJ's Wholesale Club (BJ) and e.l.f. Beauty (ELF) have performed compared to their sector so far this year.
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MARLBOROUGH, Mass.--(BUSINESS WIRE)--It's BJ's Wholesale Club (NYSE: BJ) members' favorite time of year: the free turkey promotion is back, running from October 31 through November 9. Members who spend $150 or more in one transaction in-club, through the BJ's mobile app or BJs.com during the promotion dates will qualify for a free fresh or frozen Butterball turkey. Beginning November 14, members can access their free turkey coupon in the app or in their BJs.com account. Free turkeys can be clai.
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Benchmark BJ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for BJ's Wholesale Club Holdings, Inc. (BJ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $109.40 | $13.97B | 23.51 | 4.66% | 2.61% | 27.35% | — | |
| $1053.56 | $467.23B | 50.74 | 10.14% | 3.04% | 28.02% | 0.53% | |
| $125.52 | $1T | 45.36 | 4.73% | 3% | 21.32% | 0.75% | |
| $158.41 | $71.95B | 16.47 | -1.68% | 4.08% | 26.66% | 2.84% | |
| $67.70 | $41.74B | 37.94 | 0.35% | 0.73% | 17.15% | 2% | |
| $12.79 | $6.26B | -121.69 | 3.46% | -0.06% | -2.78% | 4.61% |
BJ's Wholesale Club Holdings, Inc. (BJ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
BJ's Wholesale Club Holdings, Inc. (BJ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 21, 2026·SEC
May 22, 2026·SEC
Mar 5, 2026·SEC
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BJ's Wholesale Club Holdings, Inc. (BJ) stock FAQ — growth, dividends, profitability & financials explained
BJ's Wholesale Club Holdings, Inc. (BJ) reported $22.81B in revenue over the trailing twelve months. Revenue was $21.46B in fiscal year 2025. That is 74% more than the $12.35B of fiscal year 2016.
BJ's Wholesale Club Holdings, Inc. (BJ) grew revenue by 9.1% over the trailing twelve months, compared with the twelve months before.
Yes. BJ's Wholesale Club Holdings, Inc. (BJ) earned $594.5M in net income over the trailing twelve months (a 2.6% net margin).
BJ's Wholesale Club Holdings, Inc. (BJ) had a return on equity (ROE) of 27.4% over the trailing twelve months. That is well above the market's typical 10-15%.
BJ's Wholesale Club Holdings, Inc. (BJ) generated $364.2M in free cash flow over the trailing twelve months.
