BJ's Wholesale Club Q2 Sales Miss Expectations, Stock Down 8.7%

BJ's Wholesale Club shares fell 8.7% after Q2 sales missed expectations due to cautious consumer behavior amid an uncertain economic environment. Comparable club sales were flat YoY, and the company's total revenue of $5.38 billion fell short of analyst estimates. The stock has dropped 18.4% below its 52-week high, but is up 10.9% since the beginning of the year.

BJ's Wholesale Club (BJ) reported its second-quarter earnings on July 2, 2025, with shares falling 8.7% following the release. The company's earnings per share (EPS) of $1.14 beat the analyst estimate of $1.10, but revenue of $5.38 billion fell short of the consensus estimate of $5.49 billion [1].

The stock has dropped 18.4% below its 52-week high, but is up 10.9% since the beginning of the year. Comparable club sales were flat year-over-year, and the company's total revenue of $5.38 billion missed analyst estimates. BJ's Wholesale Club's stock price closed at $106.16, down -8.86% in the last 3 months and up 28.26% in the last 12 months [2].

The company's guidance for fiscal year 2026 EPS is $4.20-$4.35, which is slightly below the analyst consensus of $4.31. BJ's Wholesale Club has seen 1 positive EPS revision and 16 negative EPS revisions in the last 90 days, indicating a mixed outlook from analysts [2].

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Investors should monitor the company's earnings outlook and estimate revisions for the coming quarters and the current fiscal year.

References:
[1] https://finance.yahoo.com/news/bjs-wholesale-club-bj-q2-121001406.html
[2] https://www.investing.com/news/earnings/bjs-wholesale-club-earnings-beat-by-004-revenue-fell-short-of-estimates-4206503