BJ's Wholesale Club Holdings

BJ · NYSE

$102.33−$0.28 (−0.27%)TodayMarket closed · Oct 20, 4:39 PM ET

Prev close $102.61

BJ analyst rating

BuyConsensus of 15 analysts over the last 12 months. 60% rate it a buy.

Strong buy0
Buy9
Hold5
Underperform1
Sell0

12-month price target · 24 analysts

Average $108.41 (+5.9% upside)

Low: $79.90
Now: $102.33
High: $126.00

Upgrades and downgrades

The latest rating actions, newest first

BJ analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Evercore ISI Group	Oct 20, 2026	Maintains	In-Line	$100.00 → $105.00	69%
Citigroup	Aug 24, 2026	Maintains	Buy	$100.00 → $111.00	44%
Roth Capital	Aug 24, 2026	Maintains	Neutral	$97.00	42%
UBS	Aug 24, 2026	Maintains	Buy	$109.00 → $115.00	64%
DA Davidson	Aug 24, 2026	Maintains	Buy	$105.00 → $108.00	62%
Evercore ISI Group	Aug 4, 2026	Maintains	In-Line	$95.00 → $100.00	69%
Gordon Haskett	Jul 29, 2026	Upgrade	Hold → Buy	$115.00	64%
Citigroup	May 26, 2026	Maintains	Buy	$118.00 → $100.00	53%
JP Morgan	May 26, 2026	Maintains	Neutral	$90.00 → $98.00	64%
JP Morgan	May 15, 2026	Maintains	Neutral	$100.00 → $90.00	64%

The case for and against

Updated Oct 14, 2026

Bull case

BJ's Wholesale Club Hldgs is attractive because its value-focused warehouse model is still compounding through strong membership economics, with revenue above $21 billion in fiscal 2025, 8.5 million members, and membership fee income up 9.9% year over year. Early Texas results and other new-club openings suggest the format can scale well beyond its current 260 clubs across 21 states, while gasoline volume strength, digital sales mix of 19%, and 18 consecutive quarters of traffic growth are reinforcing share gains. The business is also using tariff and fuel-related windfalls to reinvest in price, which has widened its value gap versus traditional grocers and supported higher-tier penetration above 40% and stronger renewal-driven loyalty.

Bear case

BJ's Wholesale Club Hldgs is vulnerable to tariff-driven cost inflation that could squeeze retail margins and force higher prices, risking lower unit volumes in a value-sensitive warehouse model. Its reliance on strong employment and consumer spending leaves sales exposed if unemployment rises, while the expansion of ecommerce and online-only rivals can intensify price transparency, market share pressure, and supply chain costs. Although it generated over $21 billion in revenue in fiscal 2025 and benefits from recurring membership fees, its mix of grocery, perishables, consumables, and gasoline leaves profitability dependent on maintaining traffic and disciplined pricing in a more competitive environment.

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