BJ’s Q2 lands August 21: tariff refunds meet a $5.89bn bar

BJ's Q2 earnings warehouse club bulk pallet aisle

BJ’s Wholesale Club reports second quarter fiscal 2026 results before the open on Friday, August 21, with consensus near $1.16 per share on about $5.89 billion in revenue. The print tests whether tariff refund dollars spent on lower shelf prices can lift an ex-gasoline comparable that ran below guidance in Q1.

US July retail sales land August 14: back-to-school meets tariff costs

retail sales July 2026

The Census Bureau publishes July retail and food services sales on Friday, August 14 at 8:30 a.m. ET, the last broad read on US demand before 50% Section 338 tariffs on Canadian goods take effect. June’s $768.6bn baseline was flattered by a late Prime Day, leaving July with a hard comparison.