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Jan 31
BJ's Q4 2025 Earnings Report
BJ’s reported modest comparable sales growth and higher membership income while maintaining steady profitability during the fourth quarter of fiscal 2025.
Key Takeaways
BJ’s generated $5575388000 in total revenue in Q4 fiscal 2025, supported by membership growth and steady traffic trends. Net income rose to $125854000 while comparable club sales increased modestly year over year.
Total revenue reached $5575388000 in the fourth quarter, up year over year.
Net income increased to $125854000 with diluted EPS of $0.96.
Comparable club sales grew 1.6% year over year, or 2.6% excluding gasoline.
Membership fee income rose 10.9% to $129753000 driven by strong member acquisition and retention.
Revenue by Geographic Location
Forward Guidance
Management expects continued growth in membership and comparable club sales while investing in new club openings and infrastructure to support long-term expansion.
Positive Outlook
- Comparable club sales excluding gasoline expected to grow 2% to 3% in fiscal 2026.
- Adjusted EPS guidance for fiscal 2026 is $4.40 to $4.60.
- Membership growth and retention remain strong with high renewal rates.
- Digital engagement continues to expand rapidly.
- Ongoing investments in new clubs and distribution capabilities support long-term growth.
Challenges Ahead
- Merchandise gross margin declined due to changes in merchandise mix.
- SG&A expenses increased due to higher labor and operational costs.
- Expansion strategy increases capital expenditure requirements.
- Macroeconomic conditions and consumer spending patterns remain uncertain.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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