| Stage | BJ | % of rev | WMT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $6.2B | 100.00% | $188B | 100.00% | WMT ×30.18 |
| Gross profit | $1.1B | 17.83% | $49.1B | 26.14% | WMT +8.3pp |
| Operating income | $252M | 4.05% | $9.4B | 4.99% | WMT +0.9pp |
| Pre-tax income | $239M | 3.84% | $8.0B | 4.26% | WMT +0.4pp |
| Net income | $174M | 2.79% | $6.5B | 3.47% | WMT +0.7pp |
| Stage | BJ | WMT | Gap · A − B |
|---|---|---|---|
| Revenue | $6.2B100.00% | $188B100.00% | WMT ×30.18 |
| Gross profit | 17.83%$1.1B | 26.14%$49.1B | WMT +8.3pp |
| Operating income | 4.05%$252M | 4.99%$9.4B | WMT +0.9pp |
| Pre-tax income | 3.84%$239M | 4.26%$8.0B | WMT +0.4pp |
| Net income |
| 2.79%$174M |
| 3.47%$6.5B |
| WMT +0.7pp |
BJ · MAC 10-KFeb 20 '26
“BJ's Wholesale Club 1 — 123,000 123,000”
WMT · MAC 10-KFeb 20 '26
“Walmart 1 — 173,000 173,000”
BJ · UE 10-KFeb 11 '26
“Norfolk (leased through 2069) (3) 114,000 100.0% 8.56 BJ's Wholesale Club”
WMT · UE 10-KFeb 11 '26
“Walmart 5 780,788 4.6% 17,531 3.7%”
BJ · NATH 10-KJun 9 '26
“As of March 29, 2026, packaged Nathan's World Famous Beef Hot Dogs continued to be sold in supermarkets, mass merchandisers and club stores including Walmart, Kroger, Ahold, Publix, Albertsons, Safeway, ShopRite, Target, Costco and BJ's Wholesale Club located in all 50 states.”
WMT · NATH 10-KJun 9 '26
“As of March 29, 2026, packaged Nathan's World Famous Beef Hot Dogs continued to be sold in supermarkets, mass merchandisers and club stores including Walmart, Kroger, Ahold, Publix, Albertsons, Safeway, ShopRite, Target, Costco and BJ's Wholesale Club located in all 50 states.”
BJ · LCUT 10-KMar 12 '26
“The Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).”
WMT · LCUT 10-KMar 12 '26
“During the years ended December 31, 2025, 2024 and 2023, Walmart accounted for 17%, 19% and 21% of consolidated net sales, respectively.”