BJ's Wholesale Club (BJ)
Consumer Staples · Membership warehouse clubs
Regional warehouse club operator delivering 25% savings to 8+ million members across the eastern U.S. through curated merchandise, private labels, and expanding omnichannel fulfillment.
What BJ's Wholesale Club does
BJ's Wholesale Club is a membership-based warehouse club operator with 263 clubs and 199 gas stations across 21 states, primarily in the eastern United States. The company offers curated assortments of groceries, fresh foods, general merchandise, gasoline, and ancillary services, with members typically saving up to 25% compared to traditional supermarkets. Beyond in-club shopping, BJ's operates digital channels including its website, mobile app with buy-online-pickup-in-club (BOPIC), curbside delivery, same-day delivery, and partnerships with DoorDash and Instacart.
Themes: ["Warehouse club retail","Membership-based business model","Omnichannel fulfillment (in-club, BOPIC, same-day, delivery)","Private label brands","Regional market dominance (Northeast)","Value proposition for households and small businesses"]
Fundamentals
- Price$85.63 as of 2026-07-09 close
- Market cap$10.9B as of 2026-07-10
- 1-year return-19.4% as of 2026-07-09 close
- P/E19.14 as of 2026-07-10
- Net margin+2.6% as of 2026-07-10
- Gross margin+18.5% as of 2026-07-10
- ROE+26.6% as of 2026-07-10
- Debt / equity0.36 as of 2026-07-10
- Revenue growth (YoY)+5.9% as of 2026-07-10
- Revenue CAGR (3y)+3.6% SEC XBRL
- Beta0.21 as of 2026-07-10
Dividend: pays a dividend.
Key risks (from latest filing)
["Intense competition from larger warehouse club operators and alternative retail channels (supermarkets, supercenters, online retailers, hard discounters)","Regional concentration in the eastern United States exposes the company to localized economic downturns and regional competitive pressures","Membership fee dependency (nearly $500M in fiscal 2025) creates pressure to maintain member retention and justification of value proposition during economic uncertainty"]
Competitors & peers
- Costco Wholesale
- Sam's Club (Walmart subsidiary)
- Amazon Fresh
- Whole Foods Market
- Kroger
- Walmart Supercenters
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.