12:44 PM EST, 03/06/2025 (MT Newswires) -- BJ's Wholesale Club's (BJ) shares soared intraday Thursday after its fourth-quarter results topped analysts' expectations and the warehouse club operator said its "cautiously optimistic" amid the ongoing macro uncertainty.

Adjusted per-share earnings dropped to $0.93 in the three months ended Feb. 1 from $1.11 a year earlier, but surpassed the FactSet-polled consensus of $0.88.

"Our terrific fourth-quarter performance contributed to a record year at BJ's, powered by all-time high membership results," Chief Executive Bob Eddy said in a statement.

Total revenue for the quarter fell 1.5% to $5.28 billion, but came in narrowly above analysts' estimate of $5.27 billion. Full-year revenue grew 2.7%. Comparable sales increased 4% and 2.5% in the fourth quarter and fiscal 2024, respectively.

BJ's shares were up 13% in Thursday trade.

"Our business, like the broader industry, continues to face economic and geopolitical uncertainty and unpredictability in conditions that influence costs," Chief Financial Officer Laura Felice told analysts. "Despite the pressure on consumers and operators alike, we remain confident in our drivers of growth that are within our control, keeping us cautiously optimistic about the year."

The company is better positioned than most retailers amid uncertainty around tariffs, Felice said, according to a FactSet transcript. Eddy said on the call that tariffs are expected to raise prices and cause "some supply chain disruption."

"Periods of rising prices and supply chain disruption have often been good for our company," Eddy said. "When consumer wallets are stretched, those consumers search for value."

For the year to January 2026, BJ's expects adjusted EPS of $4.10 to $4.30, while analysts are looking for $4.28. Comparable club sales, excluding gasoline, are projected to increase 2% to 3.5% year over year.

Price: 113.12, Change: +13.03, Percent Change: +13.02