Overview

• BJ's Wholesale Club's Q4 adjusted earnings per share reached $0.93, beating the consensus estimate of $0.87, with revenue totaling $5.28 billion.
• Membership fee income grew nearly 8% year-over-year to $117 million, driven by record-high membership levels and a recent fee increase.
• Comparable club sales rose 4%, while digitally enabled sales surged 26%, reflecting investments in e-commerce and convenience.
• The company plans to open 25 to 30 new stores by 2026, including its first locations in Texas, targeting the Dallas-Fort Worth area.
• BJ's stock surged over 12% to an all-time high of $112.76, with analysts praising its growth strategy and strong performance metrics.