BJ’s (BJ) Reports Earnings Tomorrow: What To Expect

Membership-only discount retailer BJ’s Wholesale Club (NYSE:BJ) will be announcing earnings results this Friday before market open. Here’s what investors should know.

BJ’s missed analysts’ revenue expectations by 1.9% last quarter, reporting revenues of $5.38 billion, up 3.4% year on year. It was a slower quarter for the company, with a miss of analysts’ revenue estimates and full-year EPS guidance slightly missing analysts’ expectations.

Is BJ’s a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting BJ’s revenue to grow 4.9% year on year to $5.35 billion, improving from the 3.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.09 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. BJ’s has missed Wall Street’s revenue estimates four times over the last two years.

Looking at BJ’s peers in the non-discretionary retail segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Target’s revenues decreased 1.6% year on year, meeting analysts’ expectations, and Sprouts reported revenues up 13.1%, falling short of estimates by 1.1%. Target traded down 10.2% following the results.

Read our full analysis of Target’s results here and Sprouts’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the non-discretionary retail stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 10.5% on average over the last month. BJ’s is down 2.7% during the same time and is heading into earnings with an average analyst price target of $112.90 (compared to the current share price of $91.78).

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