Here’s What Lifted BJ’s Wholesale Club Holdings Inc. (BJ) in Q1

Here’s What Lifted BJ’s Wholesale Club Holdings (BJ) in Q1 Soumya Eswaran Wed, July 1, 2026 at 7:50 PM GMT+7 3 min read MSTR BJ CL=F Times Square Capital Management, an equity investment management company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer assets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.

In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted BJ's Wholesale Club Holdings, Inc. (NYSE:BJ). BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) is a membership warehouse club operator in the eastern half of the United States. On June 30, 2026, BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) closed at $87.22 per share, reflecting a market capitalization of $11.14 billion. BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) posted a one-month return of -2.20%, and its shares lost 20.08% over the past 52 weeks.

TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) in its Q1 2026 investor letter: