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BJ's Wholesale Club Holdings, Inc.

BJ

Consumer Defensive · 93.94 -2.5% today

You’ve read what changed. Here’s whether the market is confirming it.

Dominant mover · weak group confirmationMarket checked 11 Aug, 15:55 GMT-4

Jodie situation report

BJ dominates a concentrated Grocery and Discount Stores move.

BJ accounts for 83.2% of the group's measured movement across 1.4 effective names. all 2 measured members are falling in raw terms, but 2 of 2 session-normalized paths align to the downside. Capital-flow agreement is 24%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveDominant mover#1 of 2 by movement share
Group movement share83.2%Absolute path energy—not portfolio weight
Relative path-2.10%aligned
Effective breadth1.4 / 2concentrated
Relative alignment2/2downside path · 0 counter-moving
Capital-flow agreement24%not yet clean
SEQUENCE READ

BJ was the first measured mover. BJ crossed its material path threshold at 09:50 ET. KR followed.

What changed
  • Revenue increased 9.9% versus the comparable filing period.
EVIDENCE COVERAGE

2 of 2 members in Grocery and Discount Stores are active. 0 of 1 disclosed connections are confirming.

What would change this read
  • At least 2 of 2 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as ACI begins moving with the group.

Invalidation: The live read weakens if participation falls to 1 of 2 members or fewer.

Watch this read

Who this business touches

The relationships behind BJ

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

NMRNomura Holdings, Inc.lenderMay 28, 2026 ▾

“On November 4, 2024, the Company entered into the Fifth Amendment the First Lien Term Loan with Nomura Corporate Funding Americas, LLC, as administrative agent and collateral agent, and the lender party thereto.”

Filing peers

BMYBFSTBOBS

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BJ is currently a Leader in the organic co-movement group Grocery and Discount Stores. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.