BJ's Q2 revenue +15.7% to $6.23B, net income +15.4%; buybacks surge to $173.9M YTD

Filed August 25, 2026 · Period ending August 1, 2026 · Compared to 10-Q Aug 28, 2025 · ~1 min read

Key Changes

• high

  Share repurchases accelerated to $330.7M (3.5M shares) in the first half of FY26, up from $47.4M (430k shares) in the prior-year period, consuming over half the up to $1B authorization.

  MD&A: Share Repurchases verify on EDGAR →
• high

  Completed $122M sale-leaseback of Ohio distribution center in July 2026, generating a $10.6M gain (recorded as SG&A reduction) and converting owned real estate into a 25-year operating lease.

  Notes: Sale-Leaseback Transaction verify on EDGAR →
• high

  Comparable club sales rose 11.9% (vs. -0.3% prior year), driven by 3.1% merchandise comps and 8.8 percentage points from gasoline (higher prices and volume).

  MD&A: Comparable Club Sales verify on EDGAR →