TimesSquare Capital Management’s U.S. Mid Cap Growth Strategy highlighted BJ’s Wholesale Club Holdings in its first-quarter 2026 investor letter, noting that fourth-quarter results outpaced consensus on better same-store sales and higher gross margins from gasoline sales, leading to a 9% rise in the stock price. The strategy, which fell 7.72% net in the quarter versus a 6.35% decline for the Russell Midcap Growth Index, favors value-oriented retailers, franchise models, and premium brands in the consumer sector. BJ’s operates membership warehouse clubs in the eastern half of the United States and closed at $87.22 per share on June 30, 2026, with a market capitalization of $11.14 billion. The stock posted a one-month return of negative 2.20% and lost 20.08% over the past 52 weeks.
BJs Wholesale Club Holdings IncQ4 results beat consensus on better same-store sales and higher gross margins, lifting stock 9%.
MicroStrategy Incorporated