BJ's Wholesale Club Holdings, Inc. (BJ)
Warehouse club retailer. Read October 2, 2026 from the annual report for the period ending January 31, 2026, filed March 12, 2026. Ranked 3 of the 31 Consumer Defensive companies read so far, by the share within reach now.
Within reach now
22%
End of 2028
25%
Employees, annual report
35,000
Leading staffing pattern
General Merchandise Retailers
Share of the working time within reach, long-run pace, four times in five
- Now22%
- End of 202725%
- End of 202825%
- End of 203026%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 74%
- Becomes checking a model's work 12%
- Handed over with lighter checks 13%
The filing states over 35,000 full-time and part-time team members in one retail business, warehouse clubs, so one pattern carries the whole workforce (c).
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 22% now, 25% at the end of 2027, 25% at the end of 2028, 26% at the end of 2030. By the patterns, the work is about 26% desk work, 20% people work and 55% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 74% of the working time stays with people (conversation, in-person and hands-on work), 12% becomes checking a model's work and 13% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
35,000 employees as of January 31, 2026 (stated). The filing states no count by country.
The filing: “Employees and Human Capital Resources As of January 31, 2026, we had over 35,000 full-time and part-time employees, whom we refer to as team members.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| General Merchandise Retailers | 100% | Warehouse clubs (NAICS 455211) with their gas stations and distribution centers, one retail business; the filing counts no employees by kind of location, so one pattern by description (c). |
What the filing says about the workforce: Over 35,000 full-time and part-time team members, with seasonal employees as well; none represented by a union.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also General Merchandise Retailers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Walmart (WMT, 2,100,000 employees)21% now, 25% by 2028
- Target (TGT, 415,000 employees)21% now, 25% by 2028
- Costco (COST, 341,000 employees)21% now, 25% by 2028
- Dollar General (DG, 194,000 employees)21% now, 25% by 2028
- Dollar Tree (DLTR, 153,032 employees)21% now, 25% by 2028
- Macy's, Inc. (M, 90,134 employees)22% now, 25% by 2028
What the filing says about AI
4 sentences in the filing name AI. The filing names AI in its risk factors: phishing and ransomware attacks leveraging artificial intelligence, and the risk of failing to appropriately incorporate artificial intelligence into member-facing technology.
- “Phishing attacks have emerged as particularly pervasive, including as a means for ransomware attacks, which have increased in both frequency and breadth, and attacks leveraging artificial intelligence are becoming more common.”
- “If we are unable to make, improve or develop relevant member-facing technology in a timely manner, or appropriately incorporate artificial intelligence, our ability to compete and our results of operations could be adversely affected.”
- “Risks associated with our e-commerce business include, but are not limited to: uncertainties associated with our website, including changes in required technology interfaces, website downtime and other technical failures, costs and technical issues as we upgrade our website software, inadequate system capacity, computer viruses, human error, security incidents; disruptions in telecommunications...”
- “In addition, we must keep up-to-date with competitive technology trends, including the use of new or improved technology including artificial intelligence and agentic artificial intelligence, which may increase our costs and which may not increase sales or attract customers.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 20210median 0
- Fiscal 20220median 0
- Fiscal 20230median 1
- Fiscal 20240median 4
- Fiscal 20254median 10
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2026-01-31 | 35,000 | 2026-03-12 | 10-K |
| 2025-02-01 | 33,000 | 2025-03-14 | 10-K |
| 2024-02-03 | 34,000 | 2024-03-18 | 10-K |
| 2023-01-28 | 34,000 | 2023-03-16 | 10-K |
| 2022-01-29 | 34,000 | 2022-03-17 | 10-K |
| 2021-01-30 | 32,000 | 2021-03-19 | 10-K |
| 2020-02-01 | 27,231 | 2020-03-19 | 10-K |
| 2019-02-02 | 26,383 | 2019-03-25 | 10-K |
Limits of this reading
- One pattern by description (c): the filing counts no employees by club, distribution center or office.
- The headcount is stated as over 35,000 and recorded as 35,000.
Source: the company's annual report on EDGAR, accession 0001531152-26-000007, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
Questions about this company
- How much of BJ's Wholesale Club Holdings, Inc.'s working time is within reach of AI?
- An estimated 22% now and 25% by the end of 2028, on METR's long-run pace at four in five, from the workforce BJ's Wholesale Club Holdings, Inc.'s own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does BJ's Wholesale Club Holdings, Inc. employ?
- 35,000 as of January 31, 2026, as its annual report for the period ending January 31, 2026 states.
- What kinds of work make up BJ's Wholesale Club Holdings, Inc.'s workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest General Merchandise Retailers; by those patterns the work is about 26% desk work, 20% people work and 55% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does BJ's Wholesale Club Holdings, Inc.'s annual report say about AI?
- 4 sentences in the filing name AI. Its annual reports for fiscal 2021 to 2025 name it in 0, 0, 0, 0 and 4 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 2, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
A small card with the share of working time within reach now and at the end of 2027, 2028 and 2030, the date and a link back. Free under CC BY 4.0; the card carries the credit.