BJ's Wholesale Club (BJ)
Runs grocery-led membership clubs with fuel, private labels, coupons, and digital fulfillment.
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Operates paid-membership warehouse clubs with a grocery-led assortment, general merchandise, gasoline, and services. Membership fees support the value model, while private labels, coupons, digital fulfillment, and a network concentrated in the eastern United States shape how members shop.
Operates membership warehouse clubs offering groceries and fresh foods, general merchandise, gasoline, and ancillary services through one reportable retail segment. Paid memberships support the value proposition, while members shop in clubs, on BJs.com, through the mobile app, and at gas stations.
Serves members through hundreds of clubs across 21 states, keeping the business concentrated in the eastern half of the United States. A curated assortment, manufacturer coupons, company promotions, and Wellsley Farms and Berkley Jensen own brands differentiate the format.
Execution centers on member acquisition and renewal, merchandise sourcing and distribution, digital fulfillment, and new-club expansion. The model depends on food safety, reliable information systems, labor availability, and effective competition with warehouse clubs and grocery and general-merchandise retailers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | UBS | Reiterate | Rating: —Target: $109 | Target: $115 |
| Aug 18, 2026 | D.A. Davidson | Target | Target: $114 | Target: $105 |
| Aug 17, 2026 | William Blair | Downgrade | ||
| Jul 29, 2026 | Gordon Haskett | Upgrade | ||
| May 26, 2026 | UBS | Target | Target: $135 | Target: $109 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $30.0M · Total debt $2.77B · Total assets $7.99B · Shareholders' equity $2.20B
- Revenue
- $6.23B
- Operating income
- $258.8M
- Net income
- $173.9M
No dividends on record.
| Institutions | 109.08% | 139.29M shares | |
|---|---|---|---|
| 660 holders · as of Jun 30, 2026 | |||
| Insiders | 0.65% | 828.8K shares | |
| 20 holders · as of Sep 17, 2026 | |||
| Strategic holders | 12.24% | 15.63M shares | |
| 1 holder · as of Jan 27, 2022 | |||
| Adds to | 121.97% | ||
127.69M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 121.97%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Strategic | 12.24% | 15.63M | filed Jan 27, 2022 |
BlackRock, Inc.Institution | 9.76% | 12.47M | as of Jun 30, 2026 |
FMR LLCInstitution | 7.67% | 9.80M | as of Jun 30, 2026 |
Victory Capital Management IncInstitution | 7.42% | 9.48M | as of Jun 30, 2026 |
Franklin Resources IncInstitution | 6.54% | 8.35M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 15, 2026 | Robert W. Eddy | director, officer: President & CEO | −8,000 | $95.22 |
| Aug 25, 2026 | Joseph McGrail | officer: SVP, Controller | −1,500 | $96.65 |
| Aug 24, 2026 | Robert W. Eddy | director, officer: President & CEO | −4,900 | $100.01 |
| Aug 14, 2026 | Robert W. Eddy | director, officer: President & CEO | −8,000 | $93.64 |
| Jul 29, 2026 | Robert W. Eddy | director, officer: President & CEO | −73,016 | $100.02 |
- Costco
Closest rival across membership warehouses, grocery, fuel, and digital
- Walmart
Direct warehouse-club rival through Sam's Club and Walmart supercenters
- Kroger
National supermarket rival in grocery, private labels, fuel, and e-commerce
- Target
General-merchandise and food rival with private-label and same-day reach
- Amazon
Lower-overlap digital rival in general merchandise, grocery, and private label
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BJ's Wholesale Club | $92.90 | +0.64% | $11.79B | 20.2 | 19.2 | 0.5 | +15.7% |
| Costco | $901.25 | +0.31% | $398.46B | 45.2 | 41.1 | 1.4 | +11.6% |
| Walmart | $108.30 | +0.80% | $855.02B | 38.8 | 36.2 | 1.2 | +5.9% |
| Kroger | $59.69 | 0.00% | $36.57B | 32.3 | 12.0 | 0.2 | +2.0% |
| Target | $159.14 | +0.91% | $71.63B | 16.4 | 17.2 | 0.7 | +5.3% |
| Amazon | $257.21 | −0.48% | $2.78T | 20.8 | 27.6 | 3.6 | +19.6% |
| Median | 32.3 | 27.6 | 1.2 | +5.9% |