Open report — full analysis, no account required.
Sign up to generate reports and read filings that aren't on the open list.
Get notified when BJ files again. Create a free account and we'll email you the moment its next filing is analyzed.
Get filing alertsBJ's Wholesale Club reports 11.9% comp sales growth, raises FY26 EPS guidance to $4.60–$4.80
Filed August 21, 2026 · Period ending August 21, 2026 · ~1 min read
Key Changes
-
high
Q2 net sales rose 15.9% to $6.09B on 11.9% comparable club sales growth; operating income up 16.5% to $252.4M, EPS $1.36 (up 19.3% YoY).
Exhibit 99 view on EDGAR → -
high
Membership count reached record 8.5M members; membership fee income grew 9.9% to $135.6M driven by acquisition, retention, and higher-tier penetration.
Exhibit 99 view on EDGAR → -
high
Raised full-year adjusted EPS guidance to $4.60–$4.80; maintained comp sales guidance at 2.0%–3.0% growth excluding gasoline.
Exhibit 99 view on EDGAR → -
medium
Digitally enabled comparable sales grew 30% in Q2, with two-year stacked growth of 64%, reflecting strong e-commerce momentum.
Exhibit 99 view on EDGAR → -
medium
Chief Commercial Officer Paul Cichocki retiring effective August 21, 2026, transitioning to advisory role through April 2027.
Item 5.02 verify on EDGAR →
Summary
BJ's Wholesale Club delivered strong second-quarter results with double-digit comparable sales growth and raised its full-year earnings outlook. The 11.9% comp sales increase and 19.3% EPS growth demonstrate robust operational execution, while membership reaching a record 8.5 million members signals healthy customer acquisition and retention.
The raised guidance to $4.60–$4.80 adjusted EPS reflects management confidence in sustaining momentum through the remainder of fiscal 2026. The 30% digital sales growth highlights the company's successful omnichannel strategy, with two-year stacked growth of 64% indicating sustained rather than transitory strength.
The company returned $124.1 million to shareholders through buybacks in Q2, with $422.1 million remaining under authorization. Chief Commercial Officer Paul Cichocki's planned retirement represents a leadership transition, though the extended advisory period through April 2027 suggests continuity in commercial strategy. For retail holders, the combination of strong same-store sales, membership growth, and raised guidance indicates BJ's is executing well in a competitive warehouse club environment.
Section-by-Section Diff
Event · Exhibit 99
BJ's Wholesale Club reported Q2 fiscal 2026 results with 11.9% comparable sales growth, record 8.5M members, and raised full-year EPS guidance to $4.60–$4.80.
Added in current filing · view on EDGAR → · paraphrased
Net sales $ 6,090,975 $ 5,256,907 15.9 % Membership fee income 135,604 123,333 9.9 % Total revenues 6,226,579 5,380,240 15.7 % Operating income 252,357 216,530 16.5 % | Net income 173,867 150,705 15.4 % | EPS (b) | 1.36 1.14 19.3 %
BJ's Wholesale Club reported second quarter fiscal 2026 results for the thirteen weeks ended August 1, 2026. Net sales increased 15.9% to $6.09 billion, driven by an 11.9% increase in comparable club sales. Membership fee income grew 9.9% to $135.6 million. Operating income rose 16.5% to $252.4 million, and net income increased 15.4% to $173.9 million. Earnings per diluted share were $1.36, up 19.3% year-over-year.
Added in current filing · view on EDGAR →
Adjusted EPS to range from $4.60 to $4.80
BJ's Wholesale Club raised its full-year fiscal 2026 adjusted earnings per share guidance to a range of $4.60 to $4.80. The company maintained its comparable club sales guidance, excluding gasoline, at 2.0% to 3.0% year-over-year growth. Capital expenditures are expected to be approximately $800 million, reflecting continued investment in new club openings and distribution network enhancements.
Added in current filing · view on EDGAR →
Under its existing share repurchase program, the Company repurchased 1,384,278 shares of common stock, totaling $124.1 million, inclusive of associated costs, in the second quarter of fiscal 2026. In the first six months of fiscal 2026, the Company repurchased 3,498,278 shares of common stock, totaling $330.7 million, inclusive of associated costs. Approximately $422.1 million remained available to purchase under such program.
BJ's Wholesale Club repurchased 1.4 million shares for $124.1 million in the second quarter and 3.5 million shares for $330.7 million in the first six months of fiscal 2026. Approximately $422.1 million remains available under the existing share repurchase authorization, representing continued capital return to shareholders.
Event · Item 2.02 — Results of Operations and Financial Condition
BJ's Wholesale Club disclosed Q2 and first-half fiscal 2026 financial results via press release.
Added in current filing · verify on EDGAR →
On August 21, 2026, BJ’s Wholesale Club Holdings, Inc. (the “Company”) issued a press release announcing its financial results for the second quarter (thirteen weeks) and first two quarters (twenty-six weeks) of fiscal year 2026 ended August 1, 2026.
The company announced financial results for the second quarter and first half of fiscal 2026, covering the thirteen-week and twenty-six-week periods ended August 1, 2026. The detailed results are contained in the attached press release (Exhibit 99.1), which is not included in this 8-K body.
Event · Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation
Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
On August 19, 2026, Paul Cichocki, Executive Vice President, Chief Commercial Officer of BJ’s Wholesale Club Holdings, Inc. (the “Company”), informed the Company of his intent to retire from his current position with the Company, effective August 21, 2026. Following the effective date of his resignation, Mr. Cichocki will serve as an Executive Advisor to the Company on a part-time basis through October 1, 2026, and on an on-call basis through April 1, 2027, when he will officially retire from the Company.
Paul Cichocki is retiring as Chief Commercial Officer effective August 21, 2026. He will transition to an advisory role, working part-time through October 1, 2026, then on-call through his official retirement on April 1, 2027. This represents a planned leadership transition with an extended advisory period.
Show 1 minor / wording change
Added in current filing · verify on EDGAR →
In connection with Mr. Cichocki’s transition, his annual base salary will be $500,000 effective August 21, 2026, and reduced to $100,000 effective October 1, 2026. Mr. Cichocki will remain eligible for an annual incentive award commensurate with his adjusted base salary and for equity grants vesting on April 1, 2027.
During the transition, Cichocki's base salary will be $500,000 through September 2026, then $100,000 through his final retirement in April 2027. He remains eligible for annual incentive awards based on his adjusted salary and equity grants vesting on his retirement date.
Thanks — your feedback helps us improve report quality.
Figures/quotes linked to EDGAR · Narrative written by AI · Aug 21, 2026 · How we verify