BJ — what changed in the latest 10-Q
A section-by-section comparison of BJ's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-25 vs the prior 10-Q · 2026-05-28
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +40 | −25 | ~7 | 42 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 2 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | No paragraph-level changes | 0 | 0 | 0 | 1 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-25
Statement of Operations DataThirteen Weeks EndedTwenty-six Weeks Ended
(dollars in thousands, except per share amounts)August 1, 2026August 2, 2025August 1, 2026August 2, 2025
Net sales for the second quarter of fiscal year 2026 were $6.09 billion, a 15.9% increase from net sales reported for the second quarter of fiscal year 2025 of $5.26 billion.
Net sales for the first six months of fiscal year 2026 were $11.62 billion, a 12.9% increase from net sales reported for the first six months of fiscal year 2025 of $10.29 billion.
The increase for both comparative periods was due primarily to growth in traffic and ticket in each of the general merchandise and services division and the perishables, grocery, and sundries division, as well as a net increase of twelve clubs from the prior year period. Additionally, net sales for …
Text removed vs the prior filing · source: 10-Q · 2026-05-28
(dollars in thousands, except per share amounts)May 2, 2026May 3, 2025
Net sales for the first quarter of fiscal year 2026 were $5.53 billion, a 9.9% increase from net sales reported for the first quarter of fiscal year 2025 of $5.03 billion. The increase was due primarily to growth in the general merchandise and services division, as well as a net increase of nine clu…
General merchandise and services exhibited growth in the first quarter of fiscal year 2026 compared to the first quarter of fiscal year 2025 due to strength in consumer electronics, partially offset by headwinds in home and fashion.
In the perishables, grocery, and sundries division, growth was led by fresh meat and produce, as well as non-alcoholic beverage, nutrition, candy, and snack categories when compared to the first quarter of fiscal year 2025. First quarter growth was partially offset by deflation in perishables, espec…
Membership fee income was $132.4 million in the first quarter of fiscal year 2026 compared to $120.4 million in the first quarter of fiscal year 2025, a 9.9% increase. The increase was primarily driven by strength in membership acquisition, retention and higher-tier membership penetration across bot…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice