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.

Why Kroger is likely to launch a price-investment reset by Q3 2026: 3 signals from Foran’s playbook

Kroger price investment reset under Greg Foran

Kroger is likely to formalize a structured price-investment program under Greg Foran, its version of the Walmart US everyday-value playbook, most plausibly confirmed at Q2 earnings in September 2026. Three signals from the last month, Foran’s pricing critique, resumed store closures, and accelerating retail-media profit, point to a self-funded reset.