BJ's Wholesale Club Reports Strong Financial Results

By Chris Stiles • Thursday, March 05 11:22 • Permanent Link

BJ's Wholesale Club Holdings, Inc. has reported strong fourth-quarter and full fiscal 2025 results, with notable growth in membership, digital sales, and traffic. Here are the key financial highlights for the fourth quarter of fiscal 2025 and the full fiscal year:

Net sales for the fourth quarter increased by 5.5% year-over-year to $5.45 billion, and for the full fiscal year, they rose by 4.6% to $20.96 billion.
Membership fee income saw a substantial increase, rising by 10.9% year-over-year to $129.8 million for the fourth quarter and by 9.5% to $499.8 million for the full fiscal year.
Total revenues also showed growth, increasing by 5.6% to $5.58 billion for the fourth quarter and by 4.7% to $21.46 billion for the full fiscal year.
Operating income remained relatively stable, with a marginal decline of 0.2% to $178.1 million for the fourth quarter but a moderate increase of 5.7% to $816.6 million for the full fiscal year.
Net income for the fourth quarter increased by 2.6% to $125.9 million, and for the full fiscal year, it rose by 8.2% to $578.4 million.
Earnings per diluted share (EPS) increased by 4.3% to $0.96 for the fourth quarter and by 9.5% to $4.38 for the full fiscal year.
Adjusted net income and adjusted EPS also saw positive growth, with increases of 1.4% and 3.2% for the fourth quarter, and 7.4% and 8.6% for the full fiscal year, respectively.
Adjusted EBITDA increased by 0.7% to $266.5 million for the fourth quarter and by 6.1% to $1.16 billion for the full fiscal year.

In addition to these financial metrics, it's worth noting that total comparable club sales increased by 1.6% and 1.0% in the fourth quarter and full fiscal 2025, respectively, compared to the same periods in fiscal 2024. Excluding gasoline sales, comparable club sales increased by 2.6% in each of the fourth quarter and full fiscal 2025, compared to the same periods in fiscal 2024.

Looking ahead to fiscal 2026, BJ's Wholesale Club Holdings, Inc. provided guidance, including an expected increase in comparable club sales, excluding the impact of gasoline sales, of 2.0% to 3.0% year-over-year and an adjusted EPS range of $4.40 to $4.60.

The market has reacted to these announcements by moving the company's shares -1.59% to a price of $93.40. If you want to know more, read the company's complete 8-K report here.

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