BJ's Wholesale Club Q2 Earnings Report Preview: Expectations and Outlook

BJ's Wholesale Club is set to announce Q2 earnings on Friday. Analysts expect revenue to grow 5.4% YoY to $5.49 billion and adjusted earnings of $1.09 per share. The company missed revenue expectations by 0.6% in Q1, but beat EBITDA and EPS estimates. BJ's has missed Wall Street's revenue estimates four times in the last two years. The stock has risen 2.8% in the last month and has an average analyst price target of $121.11.

BJ's Wholesale Club (BJ) is set to announce its Q2 earnings on Friday, August 22, 2025. Analysts are expecting revenue to grow by 5.4% year-over-year (YoY) to $5.49 billion, with adjusted earnings per share (EPS) projected at $1.09. The company's stock has risen 2.8% in the last month, and the average analyst price target is $121.11 [1].

Revenue and Earnings Expectations

The expected revenue growth of 5.4% YoY is a positive sign for BJ's, indicating a healthy increase in sales. However, it is essential to note that the company missed revenue expectations by 0.6% in Q1. Over the past two years, BJ's has missed Wall Street's revenue estimates four times [1]. This historical trend suggests that there may be some uncertainty surrounding the company's ability to meet revenue expectations consistently.

Historical Performance

Historically, BJ's stock has risen following earnings announcements 55% of the time, with a median one-day gain of 7.2% and a peak increase of 20% [2]. This historical pattern could provide some insight into how the stock might react to the upcoming earnings report. However, it is crucial to remember that past performance is not indicative of future results.

Analyst Sentiment

The average analyst price target of $121.11 suggests that analysts are generally optimistic about BJ's prospects. This positive sentiment could influence the stock price, especially if the earnings report meets or exceeds expectations.

Conclusion

In summary, BJ's Wholesale Club is expected to report Q2 earnings with a 5.4% YoY revenue growth and adjusted EPS of $1.09. The company's stock has shown resilience in recent months, with a 2.8% increase in the last month alone. While there is some historical evidence to suggest that the stock may rise following a positive earnings report, investors should remain cautious and consider the company's track record of missing revenue estimates. As always, it is essential to stay informed about the company's earnings call and any updates from management.

References

[1] https://www.nasdaq.com/articles/bjs-wholesale-club-bj-reports-next-week-wall-street-expects-earnings-growth
[2] https://www.trefis.com/stock/bj/articles/572898/how-will-bjs-stock-react-to-its-upcoming-earnings/2025-08-20