BJ’s Wholesale Club expanded its southern footprint by opening its first Texas locations starting in April and continuing into May, quickly capturing a measurable slice of the Dallas-Fort Worth (DFW) warehouse club market. Consumer Edge data shows that BJ’s share of warehouse club spend (ex-fuel) in the DFW CBSA climbed to roughly 5% of warehouse club spend (ex-fuel) by the week of May 10–16. That share gain could represent a growing warehouse club market since Costco and Sam’s Club did not experience any meaningful dip in spend growth. Still, with only weeks of data since opening, it remains to be seen whether BJ’s will continue to grow its share, or eventually begin pulling dollars away from Costco and Sam’s Club rather than simply expanding the overall market.
Costco’s DFW share dipped from around 50% in early April to approximately 47% by mid-May, and Sam’s Club pulled back from 50% to roughly 48% over the same period. But a closer look at the DFW warehouse club market shows that the category appears to be expanding rather than simply reshuffling. Both incumbents Costco and Sam’s Club show signs of resilience, as both experienced positive year-over-year growth in the most recent week of data. This could be a sign that BJ’s is tapping into an underserved market, as customers may be turning to buying in bulk as a way to combat rising prices. It remains to be seen whether Costco and Sam’s Club will be able to retain their positive momentum, however, as BJ’s continues to gain share.
Diving deeper into the income demographics of BJ’s new DFW locations reveals an interesting dynamic. Households earning over $100,000, represent the highest proportion of BJ’s DFW customer base, which is consistent with the broader warehouse club shopper profile in the market. Costco is the standout here, with households earning $150,000+ accounting for roughly 37% of its DFW spend, reflecting the brand’s well-established appeal to affluent consumers. Interestingly, BJ’s DFW skews slightly less affluent at the top end compared to its own stores nationally. The $150,000+ cohort represents a larger share of BJ’s spend outside of Texas than within its newly opened DFW locations. This inversion may simply reflect the specific locations BJ’s chose for its initial Texas push. If BJ’s DFW customer profile matures toward its national average, however, with greater penetration among the highest income households, it could begin to compete more directly with Costco for the affluent shopper, putting additional pressure on Costco within the DFW market.
Notes: Geography is based on cardholder residence within the Dallas–Fort Worth–Arlington CBSA, not store location. All club spend figures are ex-fuel (BJ’s gas station spend is tracked separately). Data is current through May 23, 2026; the latest complete weekly observation period is May 10–16, the first full week with all four DFW BJ’s stores operating.
