Filing Flows › Consumer Discretionary › BJ's Wholesale Club Holdings (BJ)
BJ's Wholesale Club Holdings (BJ) earnings and revenue breakdown
Latest: Q2 FY27 · 10-Q filed Aug 25, 2026 · BJ's Wholesale Club Holdings (BJ) Q2 FY27 earnings results →
Q2 FY27 Revenue up 16% year over year to $6.2B · 3¢ of every $1 of revenue kept as net profit · operating margin 4.1%
BJ's Wholesale Club Holdings made $6.2B in Q2 FY27 (+16% Y/Y): Net sales $6.1B, Membership $136M. Operating margin 4.1%, net earnings $174M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 25, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $6.2B in Q2 FY27, up 16% year over year and up 10% from the previous quarter. Net sales was the largest line at 98% of revenue. Net sales added $0.83B year over year (up 16%), 99% of the total change.
Operating profit was $0.25B, a 4.1% margin (unchanged year over year). Of the extra revenue versus Q2 FY26, 4% reached operating profit, above the 4% margin then. Total costs grew 16% against revenue growth of 16%. The fastest-growing cost line was Cost of revenue (+17%). Net earnings were $0.17B, up 15% year over year. The effective tax rate was 27.3%.
Operating cash flow was $0.40B (up 61% year over year), 231% of net earnings. Non-cash charges added back $0.08B of depreciation and amortization and $0.02B of share-based compensation. Working capital and other items added $0.13B. After additions to property and equipment, net of disposals, net ($0.06B) and payment upon exercise of purchase option ($0.08B), adjusted free cash flow as the company reports it was $0.27B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 FY27 | 10-Q | Aug 25, 2026 | $6.2B | +16% | 4.1% | $174M | $401M |
| Q1 FY27 | 10-Q | May 28, 2026 | $5.7B | +10% | 3.7% | $143M | $140M |
| Q4 FY26 | 10-K | Mar 12, 2026 | $5.6B | +6% | 3.2% | $126M | $391M |
| Q3 FY26 | 10-Q | Nov 26, 2025 | $5.3B | +5% | 4.1% | $152M | $181M |
| Q2 FY26 | 10-Q | Aug 28, 2025 | $5.4B | +3% | 4.0% | $151M | $250M |
| Q1 FY26 | 10-Q | May 29, 2025 | $5.2B | +5% | 4.0% | $150M | $208M |
| Q4 FY25 | 10-K | Mar 14, 2025 | $5.3B | -2% | 3.4% | $123M | $272M |
Charts
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🔄Rotation against the market and its industry (RRG)interactive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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About BJ's Wholesale Club Holdings
BJ’s Wholesale Club is a leading operator of membership warehouse clubs concentrated primarily in the eastern half of the United States. We deliver significant value to our members, consistently offering up to 25% savings on a representative basket of manufacturer-branded groceries compared to traditional supermarket competitors. We provide a curated assortment focused on groceries, fresh foods, general merchandise, gasoline, and other ancillary services to deliver a differentiated shopping experience that is further enhanced by our digital capabilities. Additionally, we provide access to coupons and promotions to deliver further value to our members.
In its own words, from its 10-K, filed Mar 12, 2026.
BJ's Wholesale Club Holdings against its Retail-Variety Stores peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +16% against the peers' median +9%. Operating margin: 4.1% against the peers' median 6.8%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| BJ BJ's Wholesale Club Holdings | Q2 FY27 | $6.2B | +16% | 4.1% |
| WMT Walmart | Q2 FY27 | $187.9B | +6% | 5.0% |
| COST Costco Wholesale | Q4 FY26 | $95.7B | +11% | 4.0% |
| TGT Target | Q2 FY27 | $26.5B | +5% | 9.6% |
| DG Dollar General | Q2 FY27 | $11.3B | +5% | 6.8% |
| DLTR Dollar Tree | Q2 FY27 | $4.9B | +7% | 14.1% |
| PSMT Pricesmart | Q4 FY26 | $1.5B | +14% | 3.8% |
| FIVE Five Below | Q2 FY27 | $1.3B | +23% | 21.8% |
| OLLI Ollie's Bargain Outlet Holdings | Q2 FY27 | $741M | +9% | 14.6% |
Source: BJ's Wholesale Club Holdings 10-Q on SEC EDGAR · CIK 1531152 · Retail-Variety Stores
Guidance and outlook
13F: who owns BJ and who is buying
More on BJ
- How BJ's Wholesale Club Holdings makes money: revenue by segment
- BJ's Wholesale Club Holdings next earnings date and what analysts expect
- BJ's Wholesale Club Holdings stock forecast, price target and fair value
- Who owns BJ's Wholesale Club Holdings stock: holders, funds and Congress trades
- BJ's Wholesale Club Holdings guidance and outlook
- Is BJ's Wholesale Club Holdings a takeover target? LBO and rumors
- BJ's Wholesale Club Holdings recalls, complaints and regulation
History
Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results
- BJ's Wholesale Club Holdings guidance history: guided vs reported
- BJ's Wholesale Club Holdings operating margin by quarter
- BJ's Wholesale Club Holdings net income by quarter
- BJ's Wholesale Club Holdings free cash flow by quarter
- BJ's Wholesale Club Holdings capital expenditures by quarter
- BJ's Wholesale Club Holdings Net sales revenue by quarter
- BJ's Wholesale Club Holdings Membership revenue by quarter