BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) shares fell despite the warehouse retailer delivering a fourth-quarter earnings and revenue beat, as investors focused on softer operating income and a fiscal 2026 outlook that came in below Wall Street expectations.
Quarterly Metrics
The company reported fourth-quarter adjusted earnings per share of 96 cents, beating the analyst consensus estimate of 92 cents. Quarterly sales of $5.575 billion (+5.6%) outpaced the Street view of $5.539 billion.
Comparable club sales increased 1.6% year over year, or 2.6% excluding gasoline sales.
Gross profit increased to $1.01 billion in the fourth quarter of fiscal 2025 from $949.0 million. Operating income decreased 0.2% to $178.078 million. Adjusted EBITDA gained 0.7% to $266.497 million.
Membership fee income rose 10.9% year over …