Why Plummeting Fuel Prices Tanked BJ’s Stock Friday

Retail gas prices hit the floor—and BJ's stock followed right behind.

The Pump Price Plunge

Falling fuel margins crushed quarterly earnings projections. Consumers saved at the pump while investors watched shares drop double-digits in a single session.

Margin Compression Reality

When gasoline revenues dip, big-box retailers feel the squeeze instantly. BJ's reliance on fuel sales became its Achilles' heel as crude oil markets corrected violently.

Street 'Wisdom' Strikes Again

Analysts downgraded the stock minutes after the opening bell—proving once again that Wall Street's hindsight is always 20/20, especially when locking in yesterday's losses.

BJ's Lifts, Narrows Full-Year Adjusted EPS Projection

BJ's narrowed and raised its fiscal 2025 adjusted EPS outlook to a range of $4.20 to $4.35 from the prior $4.10 to $4.30. "We are pleased with the performance of business year to date and are confident in the outlook for the back half," CFO Laura Felice said.

Despite today's declines, BJ's shares remain nearly 10% higher this year.