BJ's Wholesale Club

What BJ's Wholesale Club does

BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) is a U.S. membership-based warehouse club retailer founded in 1984 and headquartered in Marlborough, Massachusetts. The company operates 267 warehouse clubs and 205 co-located BJ's Gas stations across 22 states, with a strategic expansion plan targeting 25-30 new clubs every two years. Membership tiers include the standard Club Card at $60 per year and the premium Club+ tier at $120 per year, which together support a base of more than 8 million members and a 90% tenured renewal rate.

The core product is bulk-discounted merchandise across grocery, general merchandise, electronics, patio and garden, and seasonal categories, anchored by private-label brands Wellsley Farms and Berkley Jensen that represent 27% of merchandise sales (on track to 30%). Revenue is generated through three streams: merchandise sales (Q1 FY2026 net sales of $5.53 billion, up 9.9% YoY), recurring membership fees ($132.4 million in Q1 FY2026), and fuel sales at the integrated gas stations, which price approximately 20 cents per gallon below local competitors and function as a traffic and acquisition driver. Ancillary services include BJ's Optical, BJ's Tires, and the BJ's One Mastercard co-branded credit card offering 5% back on most BJ's purchases.

Operationally, BJ's runs an omnichannel model combining in-club shopping with same-day delivery, curbside pickup, and a mobile app with ExpressPay fuel payments; digital sales represented 16% of total revenue in Q1 FY2026 and grew approximately 28-31% year-over-year. Technology integrations include Simbe Robotics' Tally autonomous shelf-auditing robots deployed in every club and Sendbird's Delight.ai AI concierge for customer service. Supply chain capabilities were strengthened by the 2022 acquisition of four refrigerated distribution centers and a private fleet from Burris Logistics, supporting the Fresh 2.0 grocery initiative. FY2025 total revenue was $21.46 billion with net income of $578.4 million, and the company received its first investment-grade BBB credit rating from Fitch in May 2026.

Name

BJ's Wholesale Club

Legal name

BJ's Wholesale Club Holdings, Inc.

Website

https://bjs.com

Company type

Public

Founded year

1984

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

BJ's Wholesale Club (NYSE: BJ) is a U.S. membership warehouse-club retailer operating 267 clubs and 205 gas stations across 22 states, serving over 8 million members with bulk groceries, general merchandise, private-label brands, and discounted fuel under Club Card and Club+ memberships.

Ownership category

akta.pro rank

Product category

Warehouse Club Retail

NAICS

Warehouse Clubs and Supercenters (455211), Warehouse Clubs, Supercenters, and Other General Merchandise Retailers (45521)

SIC

Wholesale-Groceries & Related Products (5140), Wholesale-Petroleum & Petroleum Products (No Bulk Stations) (5172)

akta.pro primary industry

Membership Warehouse Clubs (General Merchandise + Grocery) (CRAHACAA)

akta.pro secondary industries

General Merchandise Warehouse Clubs (CRAEADAA), Grocery-Focused Warehouse Clubs (CRAEADAB), Regional & Local Membership Warehouse Clubs (CRAEADAH)

Keywords

• Warehouse club retail
• Bulk merchandise sales
• Fuel retail stations
• Private label brands
• Membership-based retail

Headquarters

HQ city

Westborough

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Supply Chain, Personnel, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Merchandise Sales: Net sales of $5.53 billion in Q1 FY2026, up 9.9% year-over-year. Includes groceries, household essentials, electronics, and general merchandise. Total FY2025 revenue of $21.5 billion. Private label brands (Wellsley Farms, Berkley Jensen) represent 27% of merchandise sales.
2. Membership Fee Income: Membership fees of $132.4 million in Q1 FY2026, up 9.9% year-over-year. Over 8 million members with 90% tenured renewal rate. Standard Club Card membership $60/year with Club+ premium tier available.
3. Fuel/Gas Sales: Gas stations at club locations drive significant traffic. Gas prices typically 20 cents lower per gallon than local competitors. BJ's Gas offers member discounts and ExpressPay for convenience. 205 gas locations operating across 22 states.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

BJ's Wholesale Club operates a membership-based warehouse club business selling bulk groceries, general merchandise, and fuel through 267 physical clubs and 205 gas stations across 22 U.S. states. Members pay annual fees ($60 standard Club Card, premium Club+) for access to wholesale-style pricing on groceries, household essentials, electronics, apparel, and seasonal goods, with private label brands (Wellsley Farms, Berkley Jensen) and digital fulfillment services (same-day delivery, curbside pickup) reinforcing the omnichannel offering.

Product overview

BJ's Wholesale Club is a membership-based warehouse club retailer operating a single unified business model combining physical club locations with fuel stations and digital omnichannel services. The core offering centers on the annual Club Card and Club+ membership programs granting access to bulk-discounted merchandise across grocery, general merchandise, and seasonal categories. The product portfolio includes private label brand Wellsley Farms (27% merchandise penetration), fuel stations offering 20-cent-per-gallon savings versus competitors, and digital fulfillment through same-day delivery and curbside pickup. Additional services encompass BJ's Optical, BJ's Tires, and the BJ's One Mastercard co-branded credit card. The company operates 267 clubs and 205 gas stations across 22 U.S. states with over 8 million members.

Differentiator

Problem solved

Functional benefit

Brands

• Wellsley Farms: Private label brand for grocery and household items
• Berkley Jensen
• BJ's Gas
• BJ's Optical
• BJ's Tires

Products and services

• BJ's Wholesale Club Membership Annual membership program (Club Card $60/year, Club+ premium tier) granting access to warehouse club shopping, wholesale-style pricing, member-only deals, and fuel savings for individual consumers and families.
• BJ's Gas Fuel stations co-located at BJ's club sites offering gasoline typically 20 cents per gallon lower than local competitors, with ExpressPay mobile payment and extended hours for members.
• Wellsley Farms BJ's private label brand offering grocery products including prepared foods, frozen items, and pantry staples, reaching 27% private label penetration of merchandise sales.
• Berkley Jensen BJ's private label brand providing household and personal care items to members at value-oriented pricing.
• Same-Day Delivery Online service allowing members to shop bjs.com and receive same-day delivery of groceries and household essentials at their homes.
• Curbside Pickup Service allowing members to order online and pick up purchases at their local BJ's club without entering the store.
• BJ's Optical Eye care services including eye exams and eyewear products offered at select BJ's club locations.
• BJ's Tires & Services Automotive services including tire sales and installation available at BJ's club locations.
• BJ's One Mastercard Co-branded credit card offering 5% back in rewards on most BJ's purchases, 2% back at restaurants and gas stations, and 1% back on all other purchases.

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability4 records

Feature4 records

Partnerships

Five partnerships are on record, tiered minor and core.

• North Texas Food BankminorGTM or Marketing Partner · 15 May 2026Community engagement partnership with North Texas Food Bank for food distribution support at Grand Prairie, TX location. Part of BJ's community outreach commitment at new Texas expansion sites.
• Forney Food PantryminorGTM or Marketing Partner · 24 April 2026$25,000 grant to Forney Food Pantry as part of Texas expansion community engagement at Forney, TX location opening.
• SendbirdcoreTechnology or Integration · 31 March 2026AI concierge service 'Delight.ai' implemented for hybrid AI-human customer support. Generated up to 6x increase in average order amount and approximately 20% increase in overall average order value. Partnership enhances customer experience and drives digital engagement.
• Simbe RoboticscoreTechnology or Integration · 18 March 2026Simbe Tally autonomous shelf auditing robots deployed in every BJ's club location. Robots monitor inventory levels and price accuracy, achieving 40% year-over-year improvement in picking efficiency. Partnership supports inventory management automation and operational efficiency gains.
• Burris LogisticscoreStrategic or Co-development Partner · 1 January 2022Acquired four refrigerated distribution centers and related private transportation fleet from Burris Logistics in 2022. Strategic move to insource perishable supply chain operations supporting Fresh 2.0 grocery initiatives and geographic expansion.

Scale indicators16 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Costco Wholesale: Costco is the largest membership warehouse club operator globally and BJ's most direct head-to-head competitor. Both compete on bulk merchandise, gas pricing, private label penetration (Kirkland Signature vs Wellsley Farms), and member renewal economics, serving value-conscious families through subscription-based club access.
• Sam's Club: Sam's Club (owned by Walmart) operates a near-identical membership warehouse club model with co-located fuel stations, private label brands (Member's Mark), and digital fulfillment. BJ's explicitly benchmarks against Sam's Club on store hours, gas pricing, and assortment, making them a direct peer in the U.S. market.
• PriceSmart: PriceSmart operates membership warehouse clubs in Latin America and the Caribbean, mirroring BJ's membership-and-bulk model with anchor grocery, general merchandise, and fuel stations. Closest pure-play public peer for warehouse club mechanics outside the Costco/Sam's duopoly.

Broad incumbents

• Walmart: Walmart operates Supercenters that combine general merchandise and full-grocery assortments at value pricing, competing with BJ's for household share-of-wallet. As the parent of Sam's Club, Walmart is also the most relevant indirect competitor and the largest U.S. retailer by revenue.
• Target: Target competes with BJ's for value-oriented family shoppers across general merchandise, household essentials, and grocery, though without the membership paywall. Target's owned brands and Circle 360 membership program provide analogous private label and loyalty mechanics at broader retail scale.
• Kroger: Kroger is the largest pure-play U.S. supermarket operator, competing directly with BJ's on fresh grocery, private label (Simple Truth, Private Selection), and digital fulfillment. Kroger's Boost membership and fuel rewards programs parallel BJ's membership + gas model, though Kroger operates supermarket formats rather than warehouse clubs.
• Aldi: Aldi is a discount grocer expanding rapidly in the U.S. with limited-assortment stores focused on private label and value pricing, competing with BJ's for trade-down grocery spend. While Aldi lacks the membership warehouse club format, it targets the same inflation-pressured value-conscious consumer segment.
• Dollar General: Dollar General is the largest U.S. small-box value retailer serving low-and-middle income consumers with consumables and household essentials. While a different store format, it competes for the same value-conscious shopper wallet share, particularly in rural and small-metropolitan markets where BJ's also operates.
• Amazon: Amazon competes with BJ's through Prime membership economics, Whole Foods grocery, and Amazon Fresh, representing an alternative subscription-based value proposition. Amazon's logistics and same-day delivery capabilities pressure BJ's digital and grocery economics, particularly in urban markets.

Regional players

• Loblaw Companies: Loblaw is Canada's largest retailer operating grocery, pharmacy, and apparel formats with the President's Choice and No Name private label brands. Comparable to BJ's in private label penetration and value-driven grocery strategy, though Loblaw operates primarily in Canada rather than directly competing in BJ's U.S. footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/bjswholesale
• Facebookfacebook.com/bjswholesaleclub

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BJ's Wholesale Club