BJs Wholesale Club
BJ
$91.33 0.38%
Exchange: NYSE | Sector: Consumer Defensive | Industry: Discount Stores
Q1 2024
Published: May 30, 2024

Earnings Highlights

  • Revenue of $4.92B down 0.9% year-over-year
  • EPS of $0.83 decreased by 15.2% from previous year
  • Gross margin of 18.0%
  • Net income of 111.02M
  • ""Our team continues to manage the day-to-day well while staying laser-focused on executing our long-term strategic priorities." - Bob Eddy, CEO" - Bob Eddy
BJ
BJs Wholesale Club Holdings Inc

Executive Summary

BJ's Wholesale Club Holdings Inc (BJ) reported a solid first quarter for fiscal 2024, with net sales reaching approximately $4.9 billion, reflecting a 4% increase year-over-year. The company showcased resilience amid challenging market conditions, particularly lapping last year's inflation dynamics. Comparable sales growth, excluding gas, saw an increase of 0.6% driven by strong traffic and membership momentum. Management emphasized the robust performance in perishables and grocery categories, alongside an impressive 8.6% growth in membership fee income, highlighting BJ's compelling value proposition. Despite facing some headwinds in general merchandise, the company is optimistic about ongoing improvements throughout the year and plans to expand its footprint significantly with new club openings.

Key Performance Indicators

Revenue
Decreasing
4.92B
QoQ: -8.19% | YoY: -0.91%
Gross Profit
Decreasing
883.39M
17.96% margin
QoQ: -8.29% | YoY: -1.50%
Operating Income
Decreasing
161.62M
QoQ: -27.25% | YoY: -19.30%
Net Income
Decreasing
111.02M
QoQ: -23.89% | YoY: -15.46%
EPS
Decreasing
0.84
QoQ: -23.64% | YoY: -15.15%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
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