Membership-only discount retailer BJ’s Wholesale Club (NYSE:BJ) will be announcing earnings results tomorrow before market open. Here's what investors should know.

Last quarter BJ's reported revenues of $4.92 billion, up 2.9% year on year, in line with analyst expectations. It was a mixed quarter for the company, with EPS slightly topping  analysts' expectations despite in-line same-store sales and only a small revenue beat. In addition, the company maintained its full year EPS guidance, which was very slightly ahead of current Consensus.

Is BJ's buy or sell heading into the earnings? Read our full analysis here, it's free.

This quarter analysts are expecting BJ's's revenue to grow 9.5% year on year to $5.40 billion, slowing down from the 13.1% year-over-year increase in revenue the company had recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.06 per share.

The analysts covering the company have had mixed opinions about the business heading into the earnings, with revenue estimates seeing three upward and three downward revisions over the last thirty days. The company missed Wall St's revenue estimates three times over the last two years.

Looking at BJ's's peers in the non-discretionary retail segment, some of them have already reported Q4 earnings results, giving us a hint what we can expect. Target delivered top-line growth of 1.7% year on year, beating analyst estimates by 0.2% and Walmart reported revenues up 5.7% year on year, exceeding estimates by 2.4%. Target rose 5.4% on the results, and Walmart was up 1.9%.

Read our full analysis of Target's results here and Walmart's results here.

There has been positive sentiment among investors in the non-discretionary retail segment, with the stocks up on average 8% over the last month. BJ's is up 11.2% during the same time, and is heading into the earnings with analyst price target of $74.4, compared to share price of $73.2.

Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.