BJ's Wholesale Club Holdings (BJ) Return on Invested Capital [ROIC] (2018 - 2026)
BJ's Wholesale Club Holdings (BJ) reported Return on Invested Capital [ROIC] of 21.95% for fiscal Q2 2027 (quarter ended Aug 1, 2026), down 1.98 percentage points from 23.93% a year earlier but up 0.46 percentage points from the prior quarter.
BJ's Wholesale Club Holdings (BJ) Return on Invested Capital [ROIC] (2018 - 2026) Analysis & Trends
For FY2026 (ended Jan 31, 2026), BJ's Wholesale Club Holdings posted Return on Invested Capital [ROIC] of 23.75%, down 1.16 percentage points from FY2025.
- Return on Invested Capital [ROIC] has declined for four consecutive fiscal years, with a five-year change of -8.03 percentage points (FY2021 to FY2026).
- By fiscal year, Return on Invested Capital [ROIC] came in at 24.90% in FY2025 (-0.52 pp), 25.42% in FY2024 (-4.28 pp), 29.70% in FY2023 (-3.77 pp) and 33.47% in FY2022 (+1.69 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of 21.49% in fiscal Q1 2027 and a high of 36.34% in fiscal Q3 2022.
- Year over year, Return on Invested Capital [ROIC] has now declined in each of the last 17 quarters, with an average year-over-year change of -1.93 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was fiscal Q3 2022 (a gain of 3.14 percentage points); the low point was fiscal Q3 2023 (a drop of 8.30 percentage points).
- Per Business Quant data, the three fiscal quarters before Q2 2027 came in at 21.49% (Q1 2027), 22.23% (Q4 2026) and 22.62% (Q3 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Walmart | 827.17 Bn | 789.87 Bn | 49.13 Bn | 16.14% |
| 2 | Costco Wholesale | 408.32 Bn | 337.62 Bn | 9.01 Bn | 21.94% |
| 3 | Sysco | 37.11 Bn | 31.36 Bn | 4.13 Bn | 14.70% |
| 4 | Kroger | 34.86 Bn | 21.01 Bn | 7.86 Bn | 5.65% |
| 5 | Dollar General | 26.24 Bn | 20.91 Bn | 3.68 Bn | 13.65% |
| 6 | Caseys General Stores | 22.83 Bn | 20.83 Bn | 1.24 Bn | 18.51% |
| 7 | Dollar Tree | 21.05 Bn | 17.67 Bn | 2.10 Bn | 25.93% |
| 8 | US Foods Holding | 20.97 Bn | 20.76 Bn | 1.92 Bn | 9.89% |
| 9 | Tractor Supply | 16.22 Bn | 15.39 Bn | 1.68 Bn | 22.62% |
| 10 | BJ's Wholesale Club Holdings | 12.01 Bn | 11.86 Bn | 1.11 Bn | 21.95% |
Historic Data
| Date | Value |
|---|---|
| Aug 1, 2026 | 21.95% |
| May 2, 2026 | 21.49% |
| Jan 31, 2026 | 22.23% |
| Nov 1, 2025 | 22.62% |
| Aug 2, 2025 | 23.93% |
| May 3, 2025 | 24.66% |
| Feb 1, 2025 | 23.72% |
| Nov 2, 2024 | 25.59% |
| Aug 3, 2024 | 25.84% |
| May 4, 2024 | 25.86% |
| Feb 3, 2024 | 26.11% |
| Oct 28, 2023 | 25.89% |
| Jul 29, 2023 | 27.06% |
| Apr 29, 2023 | 25.99% |
| Jan 28, 2023 | 26.53% |
| Oct 29, 2022 | 28.05% |
| Jul 30, 2022 | 30.12% |
| Apr 30, 2022 | 33.57% |
| Jan 29, 2022 | 34.82% |
| Oct 30, 2021 | 36.34% |
BJ's Wholesale Club Holdings Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BJ&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BJ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BJ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();