BJ’s Wholesale Club reports mixed Q2 results; updates FY25 outlook

* BJ’s Wholesale Club press release [https://seekingalpha.com/pr/20208982-bj-s-wholesale-club-holdings-inc-announces-second-quarter-fiscal-2025-results] (NYSE:BJ [https://seekingalpha.com/symbol/BJ]): Q2 Non-GAAP EPS of $1.14 beats by $0.05.
* Revenue of $5.38B (+3.3% Y/Y) misses by $100M.
* Comparable club sales decreased by 0.3% year-over-year due to declining retail prices of fuel.
* Comparable club sales, excluding gasoline sales, increased by 2.3% year-over-year, led by traffic growth.
* Membership fee income increased by 9.0% year-over-year to $123.3 million.
* Member count grew to a record 8 million members.
* Digitally enabled comparable sales growth was 34%, reflecting two-year stacked comp growth of 56%.

*
THE COMPANY PROVIDED AN UPDATED OUTLOOK FOR FISCAL 2025:

* Comparable club sales, excluding the impact of gasoline sales, to increase 2.0% to 3.5% year-over-year
* Adjusted EPS to range from $4.20 to $4.35 (PRIOR $4.10 TO $4.30) VS $4.31 CONSENSUS.
* Capital expenditures of approximately $800 million

MORE ON BJ’S WHOLESALE CLUB

* BJ's Wholesale Club Holdings: Positive Earnings Growth Outlook (Rating Upgrade) [https://seekingalpha.com/article/4796756-bjs-wholesale-club-holdings-positive-earnings-growth-outlook-rating-upgrade]
* BJ’s Wholesale Club Q2 2026 Earnings Preview [https://seekingalpha.com/news/4487998-bj-s-wholesale-club-q2-2026-earnings-preview]
* BJ's Wholesale Club is tipped by Evercore ISI for a post-earnings rally this week [https://seekingalpha.com/news/4486449-bjs-wholesale-club-is-tipped-by-evercore-isi-for-a-post-earnings-rally-this-week]
* Seeking Alpha’s Quant Rating on BJ’s Wholesale Club [https://seekingalpha.com/symbol/BJ/ratings/quant-ratings]
* Historical earnings data for BJ’s Wholesale Club [https://seekingalpha.com/symbol/BJ/earnings]