BJs Wholesale Club Holdings Inc (BJ) Earnings Reports & Financial Analysis

Previous: Q4 2024

BJs Wholesale Club

$91.33 0.38%

Exchange: NYSE | Sector: Consumer Defensive | Industry: Discount Stores

Q1 2025

Published: May 29, 2025

Earnings Highlights

Revenue of $5.15B up 4.8% year-over-year
EPS of $1.13 increased by 35.7% from previous year
Gross margin of 18.8%
Net income of 149.77M
""Consumers are always looking for value, but it's paramount in challenging times like these. BJ's remains a leading destination for our members to find what they need and want at a great value." - Bob Eddy, CEO" - Bob Eddy

BJs Wholesale Club Holdings Inc

Period Q1 2025

Currency USD

Report Type Quarterly Earnings

Generated Dec 8, 2025

Executive Summary

BJ's Wholesale Club delivered robust financial results for the first quarter of fiscal 2025, with revenue reaching $5.15 billion, a year-over-year increase of 4.78%, exceeding investor expectations. This performance was bolstered by a 3.9% growth in comparable merchandise sales, driven by increased traffic and unit sales, particularly in essentials like perishables. Net income surged 34.9% year-over-year to $149.77 million, reflecting strong operational efficiency and effective cost management. BJ's strategic focus on enhancing digital convenience and improving member engagement continues to position it well for sustained growth, despite the challenging economic landscape characterized by inflationary pressures and changing consumer behavior.

Key Performance Indicators

Revenue

Increasing

5.15B

QoQ: -2.37% | YoY: 4.78%

Gross Profit

Increasing

969.50M

18.81% margin

QoQ: 2.16% | YoY: 9.75%

Operating Income

Increasing

203.65M

QoQ: 14.16% | YoY: 26.00%

Net Income

Increasing

149.77M

QoQ: 22.10% | YoY: 34.90%

EPS

Increasing

1.14

QoQ: 22.58% | YoY: 35.71%

Revenue Trend

Margin Analysis

Financial Highlights

Revenue: $5.15 billion (YoY +4.78%, QoQ -2.37%)
Net Income: $149.77 million (YoY +34.9%, QoQ +22.1%)
Operating Income: $203.65 million (YoY +26%, QoQ +14.16%)
Gross Profit: $969.50 million (YoY +9.75%, QoQ +2.16%)
EPS: $1.13 (YoY +35.71%, QoQ +22.58%)
Membership Fee Income: $120.4 million (YoY +8.1%)
Digital Sales Growth: 35% YoY through digital initiatives.
Key ratios include a current ratio of 0.768, indicating liquidity challenges, while an interest coverage ratio of 18.35 underscores excellent ability to cover interest expenses; further solidifying financial health amid rising costs.

Income Statement

Metric	Value	YoY Change	QoQ Change
Revenue	5.15B	4.78%	-2.37%
Gross Profit	969.50M	9.75%	2.16%
Operating Income	203.65M	26.00%	14.16%
Net Income	149.77M	34.90%	22.10%
EPS	1.14	35.71%	22.58%

Key Financial Ratios

Gross Profit Margin

Weak

18.80%

Gross profit margin is below industry norms, profitability concerns

Operating Profit Margin

Weak

3.95%

Operating margin is below industry norms, profitability concerns

Net Profit Margin

Weak

2.91%

Net profit margin is below industry norms, profitability concerns

Return on Assets

Weak

2.09%

Return on assets suggests inefficient capital allocation

Return on Equity

Fair

7.60%

Return on equity is acceptable but below top-tier companies

Current Ratio

Concern

0.77

Current ratio below safe levels, potential liquidity risk

Debt to Equity

High Risk

1.37

Debt-to-equity indicates high leverage and elevated financial risk

P/E Ratio

Growth

25.78x

Elevated P/E suggests growth expectations or premium valuation

Price to Book

High Premium

7.83x

Very high premium suggests asset-light business model or lofty expectations

Historical Earnings Comparison

Period	Revenue ($M)	EPS ($)	YoY Growth	Report
Q1 2025	5,153.48	1.13	+4.8%	View
Q4 2024	5,278.53	0.92	-1.5%	View
Q3 2024	5,099.36	1.17	-4.8%	View
Q2 2024	5,205.40	1.08	+5.7%	View
Q1 2024	4,918.52	0.83	-0.9%	View

BJs Wholesale Club (BJ) Q1 2025 Earnings Report

Earnings Highlights

Executive Summary

Key Performance Indicators

Revenue Trend

Margin Analysis

Financial Highlights

Income Statement

Key Financial Ratios

Management Insights Available for Members

Peer Comparison Available for Members

Investment Outlook & SWOT Available for Members

Historical Earnings Comparison

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