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BJ BJ's Wholesale Club Holdings, Inc.

Trailing twelve months to 2026-08-01 · as filed 2026-08-25, not restated
Consumer Disc

Scale

Market cap
$11.7bn
Revenue TTM
$22.8bn
Net income TTM
$594m
Free cash flow
$358m
Composite score
52.2
Sector rank
#648

Valuation

P / E
19.7
EV / EBITDA
EV / sales
0.5
FCF yield
3.06%
Earnings yield vs 10-yr
0.36pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
2.6%
EBITDA margin
ROE
27.1%
ROIC
30.6%
Revenue growth
9.1%

Insider activity, last 90 days

Net open-market
$-11.66m
Buyers
0
Sellers
3

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our two private label brands, Wellsley Farms ® and Berkley Jensen ® , represented approximately 27% of our total net sales, excluding gasoline, for fiscal year 2025. Historically, our business has generally realized a slightly higher portion of net sales and cash flows from operations in the second and fourth fiscal quarters, attributable primarily to the impact of the summer and year-end holiday season, respectively. Net sales for the second quarter of fiscal year 2026 were $6.09 billion, a 15.9% increase from net sales reported for the second quarter of fiscal year 2025 of $5.26 billion. …BJ's Wholesale Club Holdings, Inc., 10-Q, period ended 2026-08-01, filed 2026-08-25

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