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BJ’s Wholesale Club Q3 2025 earnings: revenue up, profit down

bj’s wholesale club q3 2025 earnings delivered higher revenue but lower GAAP profit, while adjusted eps 1.16 topped expectations. Shares rose in early trading after the release, according to market reports. The mix focuses attention on costs and membership strength.

By the numbers:

• Revenue: $5.348 billion (+4.9% year over year).
• Net income: $152.1 million (−2.4% YoY); GAAP EPS: $1.15.
• Adjusted EPS 1.16 vs. consensus around $1.09–$1.10.
• Comparable-club sales: +1.1%; comparable sales ex-gas: +1.8%.
• Membership fee income: $126.3 million (+9.8%).
• SG&A: $788.2 million, reflecting higher labor, occupancy, and advertising.

Revenue and comps: bj’s wholesale club q3 results

Total revenue reached $5.348 billion, up from $5.099 billion a year earlier. Comparable-club sales increased 1.1%, while comparable sales ex-gas improved 1.8%. Zoom in, these steady core trends anchor the quarter’s top line amid mixed discretionary demand.

Costs and margins: SG&A pressure

Operating costs weighed on profitability. SG&A rose to $788.2 million, driven by higher labor and occupancy from new clubs and gas stations, plus increased advertising. As a result, margin pressure offset part of the sales gain.

Membership fee income growth

Membership-fee income climbed 9.8% to $126.3 million. Management cited stronger acquisition, retention, and higher-tier penetration as key drivers. This recurring revenue stream continues to support earnings quality.

Adjusted EPS beats consensus

Within bj’s wholesale club q3 2025 earnings, adjusted eps 1.16 exceeded both FactSet and Zacks estimates near $1.09–$1.10. Still, comps trailed some expectations, underscoring the importance of traffic and ticket growth. Across bj’s wholesale club q3 results, the company balanced expense growth with an earnings beat.

Guidance after BJ’s Wholesale Club Q3 2025 earnings: raises 2025 eps guidance

Management raised FY2025 adjusted EPS guidance to $4.30–$4.40. It now expects comparable-club sales excluding gasoline of +2% to +3%, this aligns with an outlook for steady core demand. Consequently, the company effectively raises 2025 eps guidance while leaning on membership and disciplined growth. The outlook also implies attention on comparable sales ex-gas to sustain momentum.

Timeline: Q3 FY2025 reporting

The quarter ended November 1, 2025. Results were released November 21, 2025 via press release and furnished on Form 8-K, which attached the full release.

What’s next: bj stock earnings 2025 watchlist

The upshot, For bj stock earnings 2025 watchers, sustained membership growth and easing SG&A are the swing factors. Investors will watch comparable sales ex-gas, the pace of club openings, and any commentary on fuel and mix. Ultimately, bj’s wholesale club q3 2025 earnings set a higher bar for the holiday quarter and beyond.