Overview
- BJ’s reports Friday before the bell, with consensus at $1.09 in adjusted EPS and $5.48 billion in revenue, roughly flat EPS year over year on about 5% sales growth.
- Shares slipped 1.1% to $106.16 on Thursday ahead of the release.
- Management has reaffirmed 2025 guidance, citing membership, traffic and digital momentum, a roughly 25% price edge versus supermarkets, and plans for 25–30 new clubs over two years.
- Historically the stock has risen after earnings about 55% of the time with a 7.2% median one-day gain, according to Trefis data reported by Forbes.
- Recent target tweaks from Citigroup, Susquehanna, UBS, Mizuho and Barclays leave a mixed setup, as investors weigh tariff and rollout cost pressures following a prior quarter that beat on EPS but missed on revenue.