BJ’s Raises FY 2025 EPS Guidance as Membership Hits 8 Million
Marlborough, Mass. – August 22, 2025 – BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) today reported financial results for the second quarter and first half of fiscal 2025, highlighting strong membership growth, digital gains, and improved profitability. The company also raised its full-year earnings guidance.
Second Quarter Fiscal 2025 Highlights
- Comparable club sales: down 0.3% year-over-year due to lower fuel prices; up 2.3% excluding gasoline, driven by traffic growth.
- Membership fee income: up 9.0% to $123.3 million.
- Total members: reached a record 8 million.
- Digitally enabled sales: up 34%, with two-year stacked growth of 56%.
- Earnings per share (EPS): $1.14, up from $1.08 last year.
Chairman and CEO Bob Eddy commented:
Our business model continues to perform and gain momentum. With record membership and strong market share gains, we are confident entering the back half of the year and remain committed to executing on our long-term growth strategy.
Key Financial Results
For the thirteen weeks ended August 2, 2025 vs. August 3, 2024:
- Net sales: $5.26B, up 3.2%
- Total revenue: $5.38B, up 3.4%
- Operating income: $216.5M, up 6.3%
- Net income: $150.7M, up 3.9%
- Adjusted EBITDA: $303.9M, up 8.0%
For the first six months of fiscal 2025:
- Net sales: $10.29B, up 3.9%
- Net income: $300.5M, up 17.4%
- Adjusted EPS: $2.28, up 17.5%
Additional Business Highlights
- Gross profit: $1.01B in Q2, up from $956.6M last year.
- SG&A expenses: $786.4M in Q2, up from $750.3M, reflecting new clubs, gas stations, and higher depreciation.
- Share repurchases: 375,000 shares in Q2 valued at $41.2M; $952.6M remains under the program.
Fiscal 2025 Outlook (Ending January 31, 2026)
BJ’s narrowed and raised its full-year EPS guidance:
- Comparable club sales (ex-fuel): growth of 2.0%–3.5%.
- Adjusted EPS: $4.20–$4.35.
- Capital expenditures: approximately $800M.
CFO Laura Felice stated:
Our performance year-to-date gives us confidence in the outlook for the remainder of the year. We are maintaining our top-line guidance while increasing our bottom-line expectations.
Conference Call
BJ’s will host a conference call today, August 22, 2025, at 8:30 a.m. ET. The webcast is available under “Events & Presentations” on the BJ’s Investor Relations site, with replays accessible for one year.
About BJ’s Wholesale Club Holdings, Inc.
BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) operates 255 clubs and 190 gas stations across 21 states. Founded in 1984 in New England, the company provides fresh food, household essentials, fuel, technology, apparel, and seasonal products to more than 8 million members. BJ’s is headquartered in Marlborough, Massachusetts. Learn more at www.bjs.com.
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