Spoken Alpha
BJ
BJ's Wholesale Club Holdings, Inc.
Overview
BJ's Wholesale Club operates 263 membership warehouse clubs and 199 gas stations across 21 eastern U.S. states, offering members groceries, fresh foods, general merchandise, and fuel at discounts versus traditional retailers.
BJ's Wholesale Club Holdings, Inc is a Consumer Defensive company operating in Discount Stores with a $10.88B market cap.
Most recent reported earnings: Q3 FY2026 (Aug 19, 2026).
20 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-2212 Q&A exchanges
- Q4 FY2025Earnings2026-03-0515 Q&A exchanges
- Q3 FY2025Earnings2025-11-2121 Q&A exchanges
- Q2 FY2025Earnings2025-08-2217 Q&A exchanges
- Q1 FY2025Earnings2025-05-2221 Q&A exchanges
- Q4 FY2024Earnings2025-03-0617 Q&A exchanges
- Q3 FY2024Earnings2024-11-2216 Q&A exchanges
- Q2 FY2024Earnings2024-08-2217 Q&A exchanges
- Q1 FY2024Earnings2024-05-2318 Q&A exchanges
- Q4 FY2023Earnings2024-03-0717 Q&A exchanges
- Q3 FY2023Earnings2023-11-1714 Q&A exchanges
- Q2 FY2023Earnings2023-08-2219 Q&A exchanges
- Q1 FY2023Earnings2023-05-2324 Q&A exchanges
- Q3 FY2022Earnings2022-11-1724 Q&A exchanges
- Q2 FY2022Earnings2022-08-1819 Q&A exchanges
- Q1 FY2022Earnings2022-05-1925 Q&A exchanges
- Q4 FY2021Earnings2022-03-0313 Q&A exchanges
- Q3 FY2021Earnings2021-11-1824 Q&A exchanges
- Q2 FY2021Earnings2021-08-1924 Q&A exchanges
- Q1 FY2021Earnings2021-05-2023 Q&A exchanges
History
Earnings history
- Q3 FY20262026-08-19EPS— vs $1.09—Rev— vs ——EODHD
- Q2 FY20262026-06-29EPS$1.10 vs $1.06+3.7%Rev— vs ——Finnhub
- Q1 FY20262026-05-21EPS$1.10 vs $1.03+6.8%Rev$5.66B vs ——EODHD
- Q4 FY20252026-03-04EPS$0.96 vs $0.93+3.2%Rev$5.58B vs ——EODHD
- Q3 FY20252025-11-20EPS$1.16 vs $1.09+6.4%Rev$5.35B vs ——EODHD
- Q2 FY20252025-08-21EPS$1.14 vs $1.09+4.6%Rev$5.38B vs ——EODHD
- Q1 FY20252025-05-21EPS$1.14 vs $0.91+25.3%Rev$5.15B vs ——EODHD
- Q4 FY20242025-03-05EPS$0.93 vs $0.87+6.9%Rev$5.28B vs ——EODHD
- Q3 FY20242024-11-20EPS$1.18 vs $0.93+26.9%Rev$5.10B vs ——EODHD
- Q2 FY20242024-08-21EPS$1.09 vs $1.01+7.9%Rev$5.21B vs ——EODHD
- Q1 FY20242024-05-22EPS$0.85 vs $0.83+2.4%Rev$4.92B vs ——EODHD
- Q4 FY20232024-03-06EPS$1.11 vs $1.06+4.7%Rev$5.36B vs ——EODHD
- Q3 FY20232023-11-16EPS$0.98 vs $0.95+3.2%Rev$4.92B vs ——EODHD
- Q2 FY20232023-08-21EPS$0.97 vs $0.91+6.6%Rev$4.96B vs ——EODHD
- Q1 FY20232023-05-22EPS$0.85 vs $0.850.0%Rev$4.72B vs ——EODHD
- Q3 FY20222022-11-16EPS$0.99 vs $0.84+17.9%Rev$4.79B vs ——EODHD
- Q2 FY20222022-08-17EPS$1.06 vs $0.81+30.9%Rev$5.10B vs ——EODHD
- Q1 FY20222022-05-18EPS$0.87 vs $0.72+20.8%Rev$4.50B vs ——EODHD
- Q4 FY20212022-03-02EPS$0.80 vs $0.74+8.1%Rev$4.36B vs ——EODHD
- Q3 FY20212021-11-17EPS$0.91 vs $0.81+12.3%Rev$4.26B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 2026-08-19 | — | $1.09 | — | — | — | — | EODHD |
| Q2 FY2026 | 2026-06-29 | $1.10 | $1.06 | +3.7% | — | — | — | Finnhub |
| Q1 FY2026 | 2026-05-21 | $1.10 | $1.03 | +6.8% | $5.66B | — | — | EODHD |
| Q4 FY2025 | 2026-03-04 | $0.96 | $0.93 | +3.2% | $5.58B | — | — | EODHD |
| Q3 FY2025 | 2025-11-20 | $1.16 | $1.09 | +6.4% | $5.35B | — | — | EODHD |
| Q2 FY2025 | 2025-08-21 | $1.14 | $1.09 | +4.6% | $5.38B | — | — | EODHD |
| Q1 FY2025 | 2025-05-21 | $1.14 | $0.91 | +25.3% | $5.15B | — | — | EODHD |
| Q4 FY2024 | 2025-03-05 | $0.93 | $0.87 | +6.9% | $5.28B | — | — | EODHD |
| Q3 FY2024 | 2024-11-20 | $1.18 | $0.93 | +26.9% | $5.10B | — | — | EODHD |
| Q2 FY2024 | 2024-08-21 | $1.09 | $1.01 | +7.9% | $5.21B | — | — | EODHD |
| Q1 FY2024 | 2024-05-22 | $0.85 | $0.83 | +2.4% | $4.92B | — | — | EODHD |
| Q4 FY2023 | 2024-03-06 | $1.11 | $1.06 | +4.7% | $5.36B | — | — | EODHD |
| Q3 FY2023 | 2023-11-16 | $0.98 | $0.95 | +3.2% | $4.92B | — | — | EODHD |
| Q2 FY2023 | 2023-08-21 | $0.97 | $0.91 | +6.6% | $4.96B | — | — | EODHD |
| Q1 FY2023 | 2023-05-22 | $0.85 | $0.85 | 0.0% | $4.72B | — | — | EODHD |
| Q3 FY2022 | 2022-11-16 | $0.99 | $0.84 | +17.9% | $4.79B | — | — | EODHD |
| Q2 FY2022 | 2022-08-17 | $1.06 | $0.81 | +30.9% | $5.10B | — | — | EODHD |
| Q1 FY2022 | 2022-05-18 | $0.87 | $0.72 | +20.8% | $4.50B | — | — | EODHD |
| Q4 FY2021 | 2022-03-02 | $0.80 | $0.74 | +8.1% | $4.36B | — | — | EODHD |
| Q3 FY2021 | 2021-11-17 | $0.91 | $0.81 | +12.3% | $4.26B | — | — | EODHD |
Source: EODHD, Finnhub. BJ reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks BJ's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.37 | $0.47 | -21.8% | -1.2% | +0.6% |
| Q4 FY2026 | $0.46 | $0.57 | -20.1% | +3.4% | +4.9% |
| Q3 FY2026 | $0.29 | $0.35 | -17.8% | +0.7% | -1.4% |
| Q2 FY2026 | $0.31 | $0.42 | -25.9% | +1.9% | -0.5% |
| Q1 FY2025 | $0.37 | $0.43 | -13.4% | +7.8% | +5.2% |
| Q4 FY2025 | $0.47 | $0.67 | -29.2% | +7.6% | +8.9% |
| Q3 FY2025 | $0.43 | $0.58 | -25.0% | +7.5% | +5.5% |
| Q2 FY2025 | $0.41 | $0.47 | -13.5% | +5.6% | +6.6% |
| Q1 FY2024 | $0.51 | $0.70 | -27.7% | +3.3% | +4.0% |
| Q4 FY2024 | $0.45 | $0.55 | -18.6% | +9.0% | +7.0% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Robert W EddyCEO11 mo20 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • guidance suspended Q3 FY2026
- Laura L FeliceCFO4 mo20 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance raise Q3 FY2026
- Scott SchmadekeEVP, Chief Operations Officer2 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Timothy Pierce MorningstarEVP, Chief Growth Officer6 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- Paul CichockiEVP, Chief Commercial Officer11 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q1 FY2026
- Joseph McGrailSVP, Controller2 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 2/2 beats (100%) • last call held guidance Q2 FY2026
Peers
Other companies in Consumer Defensive
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for BJ.
$ curl https://api.spokenalpha.com/v1/companies/BJFAQ
Frequently asked about BJ
Where can I find BJ's Wholesale Club Holdings, Inc.'s (BJ) earnings call transcripts?
Spoken Alpha indexes BJ's earnings call transcripts at https://spokenalpha.com/companies/BJ. Each call links to attributed speakers and parsed analyst Q&A. BJ's Wholesale Club Holdings, Inc.'s own investor relations page is at https://investors.bjs.com/home/default.aspx.
When was BJ's Wholesale Club Holdings, Inc.'s most recent earnings call?
BJ's Wholesale Club Holdings, Inc. (BJ) held its most recent earnings call on 2026-05-22, covering fiscal Q1 2026.
What sector is BJ in?
BJ's Wholesale Club Holdings, Inc. (BJ) operates in the Consumer Defensive sector (Discount Stores industry).