Dive Brief:
- BJ’s Wholesale Club’s investments in digital convenience, including same-day delivery and the ability to checkout in-store using a phone, helped grow digital sales 30% year over year, executives said on a Q3 2025 earnings call last week.
- The digital business is approaching 17% of BJ’s total sales. “People are loving interacting with our digital properties to get what they need from a convenience perspective,” President and CEO Bob Eddy said during the call.
- The warehouse club retailer will continue to advance its digital experience with an AI shopping assistant and personalized shopping lists, according to Eddy. The tools are expected to roll out to members in the near future.
Dive Insight:
BJ's wants to build on its recent efforts by using AI to make shopping even easier for its members, according to Eddy.
The retailer is using its Tally robots, which were initially designed to assist with inventory and price accuracy, to create digital twins of the stores they operate in, according to Eddy. This information is being used to spot problems associates need to take care of and assist with task management.
The company is using digital twins to make order fulfillment more efficient as well, according to Eddy. The AI is predicting the most efficient paths for associates to collect the items for orders, making the process about 40% more efficient than it was before.
BJ’s will reduce delivery fees to further boost its digital offerings. “The combination of value and convenience is a powerful unlock for us, and this will help our members realize even more value from their BJ's membership,” Eddy said.
The company’s membership fee income grew 9.8% year over year to $126.3 million in the third quarter of 2025, according to an earnings report. Comparable club sales were up 1.1% year over year, though net income fell 2.6% year over year to $152 million for the quarter.
BJ's membership income rose on the heels of a fee increase at the start of the year, but CFO Laura Felice also credited the rise strong member acquisition and retention.
