BJ's Club Print Splits the Checkout Line: $1.36 Beat and an EPS Raise Without a Faster Consumer
BJ's Wholesale Club is Friday's standout single-name print: a $1.36 EPS beat, a raised $4.60–$4.80 full-year guide, and 3.1% merchandise comps after Walmart's 9% gap. Membership hit a record 8.5 million. The club model is holding; the consumer is not reaccelerating.