BJ's Wholesale Club Holdings, Inc. (BJ)

In the past six months, BJ's Wholesale Club Holdings, Inc. stock has experienced fluctuations, with a share price of $93.51 as of May 1, 2026, representing a decline of 21.71% from its price on May 5, 2025. The stock's price decreased by 19.22% over the last 12 months, while its year-to-date return was 3.20%. In the fourth quarter of fiscal year 2025, BJ's comparable club sales increased by 2.6% year-over-year, although its operating income decreased by 0.2%. BJ's expects comparable club sales in fiscal year 2026 to increase by 2% to 3% year-over-year. In the first quarter of fiscal 2025, net sales increased by 4.7% year-over-year to $5.0 billion and comparable club sales grew by 3.9%.

Demand for BJ's Wholesale Club products and services exhibits seasonality, influenced by consumer behavior and specific product categories. Unfavorable weather trends dampened seasonal demand in the first quarter of fiscal 2023, leading to a decline in general merchandise and services comparable sales. In the fourth quarter of 2025, BJ's experienced declining sales in its home and seasonal categories. Core offerings like fresh foods, groceries, and gasoline tend to have more consistent demand, though even these can see spikes around holidays or specific events.

BJ's Wholesale Club Holdings, Inc. is an American regional membership-only warehouse club chain operating primarily in the eastern United States. The company focuses on providing value to its members through a wide assortment of products, including groceries, fresh food, household essentials, and gasoline, as well as electronics, home decor, apparel, and seasonal items. BJ's differentiates itself by accepting manufacturer coupons and marketing products under its private labels, Wellsley Farms and Berkley Jensen.

BJ's Wholesale Club operates 367 locations across 23 states in the United States, concentrated in the East Coast, with expansion into the Midwest and Southeast. As of May 2025, BJ's operated 250 clubs in 21 states and employed approximately 25,000 team members. In May 2026, BJ's opened its first four Texas clubs, with plans for additional stores in the state and a broader strategy to open 25-30 stores throughout Texas starting in 2027. The company also operates 186 gas stations as of 2025.

BJ's Wholesale Club maintains a brand reputation centered on delivering value and convenience to its members, emphasizing a "member-first mantra" and boasting a membership renewal rate of over 90%. The company aims to provide a personalized and flexible shopping experience, offering a curated selection of items, including its exclusive private labels. However, customer reviews indicate some areas affecting its reputation, including negative experiences related to pricing, service, and subscription experiences.

Major institutional investors hold the largest stakes in BJ's Wholesale Club Holdings, Inc., with insiders owning under 2% as of early 2025. As of May 6, 2026, BJ's had 636 institutional owners and shareholders holding a total of 140,618,261 shares. Key institutional owners include The Vanguard Group, BlackRock, Inc., and State Street Corporation. Individual insider holdings have slightly decreased to 0.71% as of May 2025.