BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) reported first-quarter fiscal 2026 earnings of $1.10 per share. This result exceeded the consensus analyst estimate of $1.04 per share. Total revenue reached $5.66 billion, surpassing the expected $5.44 billion.
Comparable club sales grew by 6.3% during the quarter. Membership fee income rose by 9.9%. Digitally enabled sales increased by 28%.
The company’s stock fell to a new 52-week low following the report. Management maintained its full-year earnings guidance between $4.40 and $4.60 per share. Analysts noted a slight year-over-year decline in net profit margins as a factor in the market reaction. Fitch assigned the company a first-time investment-grade 'BBB' rating.