BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates warehouse clubs on the eastern half of the United States. It provides groceries, general merchandise, gasoline and other ancillary services, coupon books, and promotions. The company sells its products through the websites BJs.com, BerkleyJensen.com, and Wellsleyfarms.com, as well as the mobile app. The company was formerly known as Beacon Holding Inc. and changed its name to BJ's Wholesale Club Holdings, Inc. in February 2018. BJ's Wholesale Club Holdings, Inc. was founded in 1984 and is based in Marlborough, Massachusetts.

BJ's Wholesale Club Holdings, Inc.

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Reddit Inc (Symbol: RDDT), where a total volume of 73,770 contracts has been traded thus far today, a contract volume which is representative of approximately 7.4 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 83.5% of RDDT's average daily trading volume over the past month, of 8.8 million shares. Particularly high volume was seen for the $225 strike call option expiring August 22, 2025, with 3,998 contracts trading so far today, representing approximately 399,800 underlying shares of RDDT. Below is a chart showing RDDT's trailing twelve month trading history, with the $225 strike highlighted in orange:
United Parcel Service Inc (Symbol: UPS) options are showing a volume of 75,554 contracts thus far today. That number of contracts represents approximately 7.6 million underlying shares, working out to a sizeable 73.7% of UPS's average daily trading volume over the past month, of 10.3 million shares. Especially high volume was seen for the $95 strike call option expiring October 17, 2025, with 8,247 contracts trading so far today, representing approximately 824,700 underlying shares of UPS. Below is a chart showing UPS's trailing twelve month trading history, with the $95 strike highlighted in orange:
And BJ's Wholesale Club Holdings Inc (Symbol: BJ) saw options trading volume of 13,816 contracts, representing approximately 1.4 million underlying shares or approximately 67% of BJ's average daily trading volume over the past month, of 2.1 million shares. Especially high volume was seen for the $100 strike put option expiring September 19, 2025, with 1,903 contracts trading so far today, representing approximately 190,300 underlying shares of BJ. Below is a chart showing BJ's trailing twelve month trading history, with the $100 strike highlighted in orange:
For the various different available expirations for RDDT options, UPS options, or BJ options, visit StockOptionsChannel.com.
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Noteworthy Friday Option Activity: RDDT, UPS, BJ

BJ’s Wholesale Club Holdings, Inc. BJ reported mixed results for the second quarter of fiscal 2025. While revenues came in below the Zacks Consensus Estimate, earnings exceeded expectations. Both figures improved year over year, supported by robust membership growth and traffic gains. Management raised its fiscal 2025 earnings guidance.
BJ’s Second-Quarter Insights
BJ’s Wholesale Club reported adjusted earnings of $1.14 per share, which came ahead of the Zacks Consensus Estimate of $1.10 and increased from $1.09 reported in the year-ago period.
This operator of membership warehouse clubs generated total revenues of $5,380.2 million, which rose 3.4% from the year-ago quarter’s level but missed the consensus mark of $5,463 million. Net sales increased 3.2% to $5,256.9 million, while membership fee income jumped 9% to $123.3 million. BJ reached a milestone of 8 million members in the quarter, supported by a 90% renewal rate and higher-tier penetration.
Total comparable club sales during the quarter decreased 0.3% year over year due to lower fuel retail prices. Excluding the impact of gasoline sales, comparable club sales jumped 2.3%, led by robust traffic, but came below our estimate of a 3.2% increase. Digital initiatives continued to pay off, with digitally enabled comparable sales jumping 34%, building on a two-year stack of 56% growth.
BJ's Wholesale Club Holdings, Inc. Price, Consensus and EPS Surprise
Taking a Look at BJ’s Margins
Gross profit increased to $1,006.2 million from $956.6 million in the year-ago period. The merchandise gross margin rate, which excludes gasoline sales and membership fee income, expanded 10 basis points from the year-ago quarter’s level.
Operating income jumped 6.3% year over year to $216.5 million, while the operating margin, as a percentage of total revenues, expanded 10 basis points to 4%. We note that adjusted EBITDA increased 8% to $303.9 million during the quarter, while the adjusted EBITDA margin increased 20 basis points to 5.6%. We anticipated 10 basis points of expansion in EBITDA margins.
Selling, general and administrative (SG&A) expenses rose 4.8% from the year-ago quarter to $786.4 million. This reflects higher labor and occupancy costs stemming from the new club and gas station openings. As a percentage of total revenues, SG&A expenses deleveraged 20 basis points to 14.6%. We anticipated a deleverage of 10 basis points.
BJ’s Wholesale Financial Snapshot
BJ’s Wholesale Club ended the quarter with cash and cash equivalents of $47.3 million. The long-term debt was $399 million, while stockholders’ equity was $2,099.1 million.
Net cash provided by operating activities and adjusted free cash flow totaled $249.9 million and $87.3 million, respectively, for the 13 weeks ended on Aug. 2, 2025. As part of its share repurchase program, the company bought back 375,000 shares worth $41.2 million in the quarter, with $952.6 million still available under its buyback authorization.
Here’s What BJ Guided
BJ’s Wholesale Club continues to expect fiscal 2025 comparable club sales, excluding gasoline sales, to increase between 2% and 3.5% year over year. Management raised its adjusted earnings forecast to $4.20 to $4.35 per share compared with the prior view of $4.10-$4.30. The company reported earnings of $4.05 in fiscal 2024. The company continues to foresee capital expenditures of about $800 million for fiscal 2025, with the target to open 25 to 30 new clubs over the next two fiscal years.
Shares of this Zacks Rank #3 (Hold) company rose 28.3% in the past year against the industry’s decline of 7%.
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Post Holdings POST, a consumer-packaged goods holding company, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
POST delivered a trailing four-quarter earnings surprise of 21.4%, on average. The Zacks Consensus Estimate for Post Holdings’ current financial-year sales and earnings implies growth of 3.1% and 10.9%, respectively, from the year-ago reported numbers.
Grocery Outlet GO, an extreme value retailer of quality, name-brand consumables and fresh products, carries a Zacks Rank #2 (Buy) at present. GO delivered a trailing four-quarter earnings surprise of 28.2%, on average.
The Zacks Consensus Estimate for Grocery Outlet’s current financial-year sales indicates growth of around 8.3% from the year-ago reported numbers.
Ollie's Bargain Outlet Holdings OLLI is a value retailer of brand-name merchandise at drastically reduced prices and currently carries a Zacks Rank #2. OLLI delivered a trailing four-quarter earnings surprise of 2%, on average.
The Zacks Consensus Estimate for Ollie's current fiscal-year sales and earnings implies growth of 14.3% and 14%, respectively, from the year-ago reported numbers.
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BJ's Wholesale Q2 Earnings Beat, Membership Hits 8M, Outlook Raised

(RTTNews) - BJ's Wholesale Club Inc. will host a conference call at 8:30 AM ET on August 22, 2025, to discuss Q2 25 earnings results. To access the live webcast, log on to https://investors.bjs.com To listen to the call, dial (833) 470-1428(US) or +1 (929) 526-1599 (International). Conference ID - 275128.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BJ's Wholesale Club Q2 25 Earnings Conference Call AT 8:30 AM ET

Key Points
EPS (Non-GAAP) was $1.14, surpassing non-GAAP estimates and This represented a 4.6% year-over-year increase in the thirteen weeks ended August 2, 2025.
Total revenue (GAAP) grew 3.4% to $5.38 billion, but came in slightly below consensus estimates.
Membership fee income jumped 9.0 % to $123 million, reflecting gains from a fee increase and more members.
BJ's Wholesale Club (NYSE:BJ), a membership-based warehouse retailer operating throughout the eastern U.S, reported its earnings for the thirteen weeks ended August 2, 2025, on August 22, 2025. The company posted adjusted earnings per share (Non-GAAP) of $1.14, ahead of the $1.09 estimate, and up from $1.09 a year earlier. While total revenue (GAAP) climbed to $5.38 billion, it still represented an increase on the prior year. Management raised full-year adjusted EPS guidance to $4.20–$4.35, reflecting continued confidence. The quarter showed steady improvements in key areas, with positive momentum in membership and digital sales, but softer top-line performance due to fuel price trends and rising operating costs.
Metric
Q2 2025(Thirteen weeks ended August 2, 2025)
Q2 2025 Estimate
Q2 2024(Thirteen weeks ended August 3, 2024)
Y/Y Change
EPS (Non-GAAP)
$1.14
$1.09
$1.09
4.6 %
Revenue
$5.38 billion
$5.49 billion
$5.21 billion
3.4 %
Adjusted EBITDA
$304 million
$281 million
8.2 %
Membership Fee Income
$123 million
$113 million
9.0 %
Comparable Club Sales, ex. Gasoline
2.3 %
N/A
N/A
N/A
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.
Understanding BJ's Business and Focus Areas
BJ's Wholesale Club operates a chain of warehouse-style retail clubs where shoppers must buy annual memberships to access savings on groceries, general merchandise, and gasoline. Its model resembles other warehouse clubs but focuses heavily on the eastern United States, concentrating its footprint in high-density regions.
Key to the business is its membership subscription, which brings a steady stream of income and drives customer retention. Recent priorities include expanding digital services, growing its portfolio of private label products (its own brands like Wellsley Farms), improving supply chain logistics, and carefully adding new locations. Success depends on attracting and retaining members, effectively managing club growth, and maintaining operational efficiency in the face of cost and competitive pressures.
This Quarter: Performance Drivers and Key Developments
The quarter saw modest increases in both revenue and profits, with the company delivering earnings per share above expectations. Total revenue grew 3.4% year-over-year in the thirteen weeks ended August 2, 2025, reflecting both strong merchandise sales and a 9.0 % jump in membership fee income. This higher membership income was partly due to a fee increase that took effect in January 2025, and a continued rise in overall membership totals, now topping 8 million for the first time.
Comparable club sales, which measure sales growth in stores open for a year or more, declined by 0.3% on a headline basis, mainly due to lower gasoline prices. When excluding gasoline sales, comparable sales rose 2.3%, in line with previous guidance and reflecting solid performance in food and general merchandise. Digitally enabled comparable sales grew 34% year-over-year in the thirteen weeks ended August 2, 2025. This includes customers using the BJ's app, taking advantage of buy-online-pickup-in-club, and ExpressPay services, which are designed to speed up checkout and enhance convenience. Management noted that digital sales now contribute more to overall member engagement and average spending, even as margins on digital transactions tend to be slightly lower than in-store.
The company continued to invest in its private label products, which made up approximately 26% of merchandise sales (excluding gasoline) in FY2024. These brands help to bolster margins and loyalty by offering members exclusive value options. While BJ's did not break out specific private label sales figures for the quarter, profitability remained positively affected.
Gross profit (GAAP) increased by 5.6% compared to Q2 FY2024, and Merchandise gross margin (measuring the percentage of revenue left after merchandise costs) increased by 0.1 percentage point compared to Q2 FY2024. This uptick was tied to investments in new club and gas station openings and related costs, such as labor and depreciation. The period included share repurchases, with 375,000 shares bought back.
What to Watch Looking Ahead
BJ’s raised its adjusted earnings outlook, now expecting non-GAAP EPS of $4.20–$4.35, up slightly from earlier projections. Guidance for comparable club sales, excluding gasoline, remains at 2.0% to 3.5% growth for the full year. Capital investment plans hold steady at about $800 million, targeting new club openings and ongoing improvements to digital and supply chain capabilities.
For investors, ongoing club expansion, membership growth, trends in digital adoption, and management’s ability to control operating expenses will be important themes in the year ahead.
Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted.
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BJs Posts 4.6% EPS Gain in Fiscal Q2

(RTTNews) - BJ's Wholesale Club Holdings, Inc. (BJ) announced a profit for its second quarter that Increased from last year and beat the Street estimates.
The company's bottom line totaled $150.705 million, or $1.14 per share. This compares with $144.988 million, or $1.08 per share, last year.
Excluding items, BJ's Wholesale Club Holdings, Inc. reported adjusted earnings of $151.456 million or $1.14 per share for the period.
Analysts on average had expected the company to earn $1.09 per share. Analysts' estimates typically exclude special items.
The company's revenue for the period rose 3.2% to $5.256 billion from $5.092 billion last year.
BJ's Wholesale Club Holdings, Inc. earnings at a glance (GAAP) :
-Earnings: $150.705 Mln. vs. $144.988 Mln. last year. -EPS: $1.14 vs. $1.08 last year. -Revenue: $5.256 Bln vs. $5.092 Bln last year.
Looking ahead, for the full year, the company has revised up its annual earnings guidance, which is in line with Street view.
For fiscal 2025, BJ's Wholesale Club now expects adjusted income of $4.20 to $4.35 per share against the earlier outlook of $4.10 to $4.30 per share. Analysts, on average, forecast the company to register income of $4.31 per share, for the year.
The company still anticipates full-year capital expenditure of around $800 million.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BJ's Wholesale Club Holdings, Inc. Q2 Profit Increases, Beats Estimates

For Walmart Inc. WMT, the challenge in the second quarter of fiscal 2026 is not only to improve sales but also to accelerate profit in an environment clouded by tariffs. Well, membership income may provide the answer to this.
In the first quarter, Walmart’s membership fee income rose 14.8%, driven by double-digit growth in Walmart+ subscriptions, strong renewals at Sam’s Club and rapid international expansion, especially in Sam’s Club China, where membership income grew more than 40%. This recurring, high-margin revenue source is becoming a key part of profit, providing stability that traditional retail sales often lack.
The appeal of membership extends beyond fees to the way consumers shop. Walmart+ subscribers are engaging more with delivery and digital shopping, while Sam’s Club Plus members are renewing at higher rates and adopting digital tools like Scan & Go. These patterns strengthen customer loyalty, improve efficiency and ultimately support profitability.
This shift toward fee-based and service-driven profits is especially important as tariff pressures mount. Cost increases from imports, particularly in categories like electronics and toys, cannot be fully absorbed in a business already marked by tight margins. By leaning on membership income, Walmart has more flexibility to navigate pricing challenges without compromising its value proposition.
As Walmart unveils second-quarter results on Aug. 21, the focus will be on whether membership growth can meaningfully drive the next leg of profitability.
How Costco and BJ’s Compare to Walmart on Membership Growth
Costco Wholesale Corporation COST reported a 10.4% year-over-year increase in membership fee income in the third quarter of fiscal 2025, totaling $1,240 million. While a membership fee hike added 4.6% to results, Costco’s growth was primarily fueled by a larger member base and strong executive membership adoption. Costco achieved an impressive 92.7% renewal rate in the United States and Canada and a global renewal rate of 90.2%.
BJ's Wholesale Club Holdings, Inc. BJ reported an 8.1% year-over-year jump in membership fee income to $120.4 million in the first quarter of fiscal 2025. BJ’s Wholesale Club attributes this growth to strong member acquisition and retention, supported by a recent fee hike implemented in January 2025. Higher-tier membership penetration surpassed 40% for the first time, showing BJ’s Wholesale Club is effectively upgrading member value while keeping its tenured renewal rate high at 90%.
What Latest Metrics Say About WMT Ahead of Q2 Earnings
The Zacks Consensus Estimate for Walmart’s second-quarter sales and earnings per share implies year-over-year growth of 3.7% and 9%, respectively.
Image Source: Zacks Investment Research
Walmart has been a standout performer, with shares rallying 35.6% in the past year, almost in tandem with the industry’s growth of 35.5%.
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From a valuation standpoint, Walmart's forward 12-month price-to-earnings ratio stands at 36.12, higher than the industry’s 33.13. WMT carries a Value Score of D.
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Walmart currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Will Walmart's Membership Growth Power Its Profit Cycle in Q2?

The TJX Companies, Inc. (TJX) is likely to register top and bottom-line growth when it reports second-quarter fiscal 2026 earnings on Aug. 20. The Zacks Consensus Estimate for quarterly revenues is pegged at $14.1 billion, which indicates a 4.5% increase from the year-ago quarter’s reported figure.
The consensus estimate, which has been stable over the past 30 days at $1.01 a share, calls for a 5.2% rise compared with the same period last year. TJX has a trailing four-quarter earnings surprise of 4.3%, on average.
Things to Know Ahead of TJX’s Q2 Earnings
The TJX Companies has been benefiting from its focus on delivering an exceptional shopping experience and unmatched value to customers every day. Steadily rising customer transactions highlight the strength of its business model and the depth of shopper engagement and loyalty. TJX’s apparel and home categories are performing well. The Zacks Consensus Estimate for HomeGoods’ net sales is pegged at $2.2 billion for the fiscal second quarter, up 4.8% year over year.
The TJX Companies has also been reaping gains from its aggressive expansion strategy and increasing e-commerce presence, which are helping drive sustained growth. The company has a decent inventory position and is well-positioned to capitalize on market opportunities and introduce fresh product assortments in stores and online.
As a result, The TJX Companies had expected consolidated comparable sales growth of 2-3% and consolidated sales of $13.9-$14 billion for the second quarter of fiscal 2026. Second-quarter earnings per share have been predicted in the range of $0.97-$1, up 1-4% year over year.
However, The TJX Companies has been dealing with the adverse impacts of higher expenses. The increase in store wages and payroll costs has raised concerns for the company. Additionally, the impact of tariffs has been concerning. On its lastearnings call management had projected a pretax profit margin between 10.4% and 10.5% for the to-be-reported quarter, reflecting a decline of 40-50 basis points from 10.9% in the prior-year quarter.
Earnings Whispers for TJX Stock
Our proven model predicts an earnings beat for The TJX Companies this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chance of an earnings beat. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
The TJX Companies currently has an Earnings ESP of +1.49% and a Zacks Rank of 3.
Other Stocks With the Favorable Combination
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
The Estée Lauder Companies Inc. (EL) currently has an Earnings ESP of +36.11% and a Zacks Rank of 3. The company is likely to register declines in the top and bottom lines when it reports second-quarter 2025 numbers. The consensus mark for revenues is pegged at $3.4 billion, which indicates a decrease of 12.2% from the figure reported in the year-ago quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for EL’s quarterly earnings per share of eight cents implies a sharp decline from 64 cents per share reported in the year-ago quarter. The consensus mark has gone up three cents in the past 30 days. EL has a trailing four-quarter earnings surprise of 107.4%, on average.
European Wax Center (EWCZ) currently has an Earnings ESP of +2.26% and a Zacks Rank of 3. The company is likely to register a decline in the top line when it reports second-quarter 2025 numbers. The consensus mark for revenues is pegged at $56.9 million, which indicates a decrease of 4.9% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for EWCZ’s quarterly earnings per share of 19 cents implies a rise of 26.7% from the year-ago quarter. The consensus mark has been stable in the past 30 days. EWCZ has a trailing four-quarter earnings surprise of 186.9%, on average.
BJ's Wholesale Club Holdings, Inc. (BJ) currently has an Earnings ESP of +0.29% and a Zacks Rank of 3. The Zacks Consensus Estimate for second-quarter fiscal 2025 EPS is pegged at $1.10, which implies a 0.9% rise year over year.
The consensus mark for BJ's Wholesale Club’s quarterly revenues is pegged at $5.47 billion, which indicates growth of 5.2% from the figure reported in the prior-year quarter. BJ delivered a trailing four-quarter earnings surprise of 17.7%, on average.
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TJX to Report Q2 Earnings: Essential Insights Ahead of the Report

Coty Inc. (COTY) is likely to register a decline in the top line when it reports fourth-quarter fiscal 2025 earnings on Aug. 20. The Zacks Consensus Estimate for revenues is pegged at $1.2 billion, indicating a decrease of 12% from the prior-year reported figure.
The consensus mark for earnings has been stable in the past 30 days at two cents per share, which indicates a rise from a loss of three cents seen in the year-ago quarter. COTY delivered a trailing four-quarter negative earnings surprise of 81.5%, on average.
Things to Know About COTY’s Upcoming Results
Coty’s strategic priorities are likely to have provided meaningful support to its performance in the quarter to be reported. Key initiatives, such as expanding its prestige fragrance portfolio, strengthening digital and DTC capabilities, and executing cost-saving measures, are expected to have driven consumer engagement and supported margin resilience.
Coty’s fragrance business remains a core revenue driver. Management remains committed to optimizing the overall cost structure. Coty is progressing well with the All In to Win transformation program across key work areas.
However, Coty has been facing significant challenges across several key areas of its business, including China, Travel Retail Asia and Consumer Beauty in the United States. Management had anticipated LFL sales to decline high single-digit for the fourth quarter. We expect organic LFL revenues to decline 9.3% for the fourth quarter of fiscal 2025. In addition, Coty has been experiencing higher advertising and consumer promotions spending for a while now. Currency headwinds are also likely to weigh on the results in the to-be-reported quarter.
Earnings Whispers for COTY Stock
Our proven model does not predict an earnings beat for Coty this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
Coty has an Earnings ESP of 0.00% and a Zacks Rank of 3. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable Combination
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
The Estée Lauder Companies Inc. (EL) currently has an Earnings ESP of +36.11% and a Zacks Rank of 3. The company is likely to register declines in the top and bottom lines when it reports fourth-quarter fiscal 2025 numbers. The consensus mark for revenues is pegged at $3.4 billion, which indicates a decrease of 12.2% from the figure reported in the year-ago quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for EL’s quarterly earnings per share of eight cents implies a sharp decline from 64 cents per share reported in the year-ago quarter. The consensus mark has gone up two cents in the past 30 days. EL has a trailing four-quarter earnings surprise of 107.4%, on average.
European Wax Center (EWCZ) currently has an Earnings ESP of +2.26% and a Zacks Rank of 3. The company is likely to register a decline in the top line when it reports second-quarter 2025 numbers. The consensus mark for revenues is pegged at $56.9 million, which indicates a decrease of 4.9% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for EWCZ’s quarterly earnings per share of 19 cents implies a rise of 26.7% from the year-ago quarter. The consensus mark has been stable in the past 30 days. EWCZ has a trailing four-quarter earnings surprise of 186.9%, on average.
BJ's Wholesale Club Holdings, Inc. (BJ) currently has an Earnings ESP of +0.29% and a Zacks Rank of 3. The Zacks Consensus Estimate for second-quarter fiscal 2025 EPS has been stable in the past 30 days at $1.10, which implies a 0.9% rise year over year.
The consensus mark for BJ's Wholesale Club’s quarterly revenues is pegged at $5.5 billion, which indicates growth of 5.2% from the figure reported in the prior-year quarter. BJ delivered a trailing four-quarter earnings surprise of 17.7%, on average.
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Coty's Q4 Earnings on The Horizon: Essential Insights for Investors

Flowers Foods, Inc. (FLO) is likely to register top-line growth when it reports second-quarter 2025 earnings on Aug. 15. The Zacks Consensus Estimate for revenues is pegged at $1.27 billion, which indicates an increase of 3.6% from the figure reported in the year-ago quarter.
The consensus mark for earnings has moved down a penny in the past 30 days to 29 cents per share, which indicates a plunge of 19.4% from the prior-year quarter’s reported figure. FLO delivered a trailing four-quarter earnings surprise of 4%, on average.
FLO’s Q2 Earnings: Key Factors to Watch
Flowers Foods is focused on core priorities, including developing its team, concentrating on brands, prioritizing margins, strategic innovations, and making prudent mergers and acquisitions. FLO is executing its portfolio strategy by exiting low-margin businesses and replacing them with margin-accretive opportunities alongside enhancing its cost structure.
The company is investing in its brands to drive volume and share gains, improving its product mix, and leveraging technology to boost data visibility for better strategic decisions. Management has been shifting its focus toward becoming a more brand-focused company. Such efforts are likely to have contributed to the company’s performance in the quarter under review.
However, the company’s fiscal second-quarter results are likely to reflect the effects of a challenging consumer environment marked by shifts in spending behavior and higher costs stemming from elevated promotional activity. Higher selling, distribution and administrative expenses owing to higher workforce-related expenses and acquisition-related costs are added deterrents. Flowers Foods continues to face headwinds in categories, including traditional bread, cake and private label.
Persistent category weakness is likely to have weighed on the upcoming quarter's performance. Such limitations, along with a volatile landscape including potential tariffs, commodity volatility and dull consumer demand, are likely to have weighed on the company’s performance. Our model indicates a 2% dip in overall volumes for the second quarter.
Earnings Whispers for FLO Stock
Our proven model does not conclusively predict an earnings beat for Flowers Foods this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
Flowers Foods currently has an Earnings ESP of -1.49% and a Zacks Rank #4 (Sell). You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable Combination
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
The Estée Lauder Companies Inc. (EL) currently has an Earnings ESP of +36.11% and a Zacks Rank of 3. The company is likely to register declines in the top and bottom lines when it reports fourth-quarter 2025 numbers. The consensus mark for revenues is pegged at $3.4 billion, which indicates a decrease of 12.2% from the figure reported in the year-ago quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for EL’s quarterly earnings per share of eight cents implies a sharp decline from 64 cents per share reported in the year-ago quarter. The consensus mark has gone up two cents in the past 30 days. EL has a trailing four-quarter earnings surprise of 107.4%, on average.
European Wax Center ( EWCZ) currently has an Earnings ESP of +2.26% and a Zacks Rank of 3. The company is likely to register a decline in the top line when it reports second-quarter 2025 numbers. The consensus mark for revenues is pegged at $56.9 million, which indicates a decrease of 4.9% from the figure reported in the year-ago quarter.
The Zacks Consensus Estimate for EWCZ’s quarterly earnings per share of 19 cents implies a rise of 26.7% from the year-ago quarter. The consensus mark has been stable in the past 30 days. EWCZ has a trailing four-quarter earnings surprise of 186.9%, on average.
BJ's Wholesale Club Holdings, Inc. (BJ) currently has an Earnings ESP of +0.29% and a Zacks Rank of 3. The Zacks Consensus Estimate for second-quarter fiscal 2025 EPS has been stable in the past 30 days at $1.10, which implies a 0.9% rise year over year.
The consensus mark for BJ's Wholesale Club’s quarterly revenues is pegged at $5.5 billion, which indicates growth of 5.2% from the figure reported in the prior-year quarter. BJ delivered a trailing four-quarter earnings surprise of 17.7%, on average.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Flowers Foods' Q2 Earnings on Deck: What Surprise Awaits Investors?

Key Points
Warehouse clubs like Costco and BJ’s are thriving as shoppers seek value in a shaky economy.
Costco offers global scale and steady performance, while BJ’s is gaining ground with digital growth and expansion.
Investors must weigh BJ’s growth potential against Costco’s proven consistency, or decide to put both in their portfolio's shopping cart.
In today's tightening economy, value (or, at least, the perception of value) reigns supreme among average shoppers. With inflation concerns becoming stronger and whispers of a recession lingering, warehouse clubs are not just thriving, they're stacking profits higher than a pallet of paper towels.
Whether you're a family stretching every dollar or an investor looking for upside in retail stocks, Costco (NASDAQ: COST) and BJ's Wholesale Club (NYSE: BJ) are both compelling plays. But they're not created equal. One is a proven juggernaut, while the other is a nimble challenger with momentum.
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The recession playbook: value and volume
Warehouse clubs thrive when consumers start counting pennies. Though it may seem counterintuitive to spend more money upfront, shoppers turn to warehouse clubs in tough times because bulk deals offer a sense of value and stability. When budgets get tight, consumers swap avocado toast for 10-pound bags of rice.
Shoppers make the Costco versus BJ's decision based on different priorities. Some gravitate to Costco for its premium private-label goods (like Kirkland), broad international reach, and reputation for quality and consistency. Others prefer BJ's for its lower membership fees, frequent promotions, and the convenience of accepting manufacturer coupons. But when it comes to choosing between them as investments, the decision is more nuanced.
Costco, the veteran performer still hitting its marks
Costco is the undisputed heavyweight in the warehouse space, with over 900 stores globally — 50% more than it's closest competitor, Sam's Club — and a reputation for low turnover, high renewal rates, and fanatically loyal members. It's not just anecdotal love, either, as the numbers back it up.
In May, comparable store sales rose 4.3%. But the real highlight was online sales, which surged 11.6%. That may not sound earth-shattering in an era of two-day shipping, but Costco has traditionally lagged in e-commerce. Seeing double-digit digital growth is a sign that the company isn't resting on its brick-and-mortar laurels.
Looking ahead, analysts expect 8% same-store sales growth for Q3, driven largely by stores outside the U.S. The company is also experiencing meaningful growth in the Asia market, with 37 stores in Japan, 20 in Korea, 14 in Taiwan, 7 in China, and more planned for the future. That international tailwind speaks to Costco's global brand power and ongoing expansion opportunities, traits that give the stock its status as a good steady, long-term bet.
BJ's, the 'little guy' that's growing fast
Then there's BJ's, Costco's smaller rival based mainly on the East Coast. It's gaining ground. While it operates only about a quarter of the clubs Costco does, it's growing faster in both store count and digital capabilities. Membership income is up 8%, a promising sign for a company whose long-term health depends on keeping members engaged and renewing year after year.
Perhaps more impressive is BJ's digital progress. Online-influenced sales, like click-and-collect and in-app deals, jumped 35% in Q1. That's not just a flashy stat. It's an indicator that BJ's understands where the modern shopper is headed. While physical traffic still matters, digital channels increasingly influence what, when, and how customers buy. For a company playing catch-up, that kind of digital acceleration could unlock a new tier of growth.
But let's not overlook the importance of store expansion, too. While BJ's is opening a similar number of locations a year to Costco, those additions represent a much larger percentage of its total store base, making every new club more impactful to the top line. A faster growth in sales at existing stores, combined with an aggressive store expansion plan creates a powerful growth cocktail, if the company can maintain it.
The investor's dilemma: predictability or potential?
So, how should investors choose? Both Costco and BJ's benefit from economic headwinds, but they play different roles in an investment portfolio.
If you want the blue-chip, time-tested choice, it's Costco. You're paying a premium valuation, but you're getting a strong financial foundation, robust international growth, and one of the stickiest membership models in retail with a 93% renewal rate. . The stock is less likely to wow you with sudden upside, but it's also less likely to surprise you with volatility.
BJ's, on the other hand, is cheaper, and not just in the aisles. The stock trades at a discount to Costco by nearly every metric. Can it keep growing memberships while maintaining quality service? Will renewal rates rise as its club footprint expands? Can it hold margins while investing in digital? Those are real risks. But for investors willing to bet on BJs, the upside could be significant.
If you're looking for a reliable anchor in turbulent markets, Costco is tough to beat. But if you believe BJ's can continue narrowing the gap, it might be worth giving the underdog a shot. Either way, you won't just be shopping, you'll be stock-piling.
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Philippa Main has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Costco Wholesale. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Periodand min./max. price, $	Price change, %		Volatility, %		Volume, $
Periodand min./max. price, $	BJ	Industry	BJ	Industry	Volume, $
Yesterday 96.6 - 101.9	-1.37	1.54	2.06	0.97	622.91M
Week 96.6 - 107.6	-4.89	2.54	7.64	5.68	1.45B
Month 96.6 - 110.9	-7.04	9.12	9.71	13.94	3.65B
3 Months 96.6 - 117.0	-16.04	2.10	11.94	19.40	8.15B
6 Months 96.6 - 121.1	-6.13	92.75	19.57	29.58	17.22B
Year 76.3 - 121.1	18.96	47.62	30.78	37.00	26.19B
3 years 60.3 - 121.1	34.64	46.31	47.65	66.82	62.83B
5 years 36.1 - 121.1	117.08	66.48	76.07	95.94	94.18B
All time 9.2 - 92.4	292.37	175.53	—	—	80.34B

BJ's Wholesale Club Holdings, Inc.

Price and volatility history

Risk ratios