MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) announced today the must- have toys for the holiday season as shopping begins earlier than ever. Offering the hottest toys from brands like Disney, Barbie, LEGO®, Play-Doh and Hot Wheels, BJ's has something for everyone, all at unbeatable prices. BJ's is also making it easier than ever to get ahead of the holiday rush with free shipping on all toys and the convenience of shopping through the BJ's mobile app, online at BJs.com/To. ...

Group 1 - The author has been a Costco member since 2008 but has not invested in its stock, which is now seen as a painful oversight given the company's performance [1] - The author has a background as a corporate lawyer with an MBA and has been operating a boutique law firm for the last 10 years, focusing on investment transactions and disputes [1] - The author's investment goals include identifying reasonably priced companies with steady long-term growth and uncovering small- and mid-cap companies with potential for exponential growth through fundamental analysis [1] Group 2 - The author believes that educated individuals can outperform the market if they have the right temperament and are willing to learn basic accounting and financial principles [1]

US MBA mortgage applications fell -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6%. The average 30-year fixed rate mortgage rose +12 bp to 6.46% from 6.34% in the prior week.Stocks initially moved lower on Wednesday due to the US government shutdown, following lawmakers' failure to pass a continuing resolution to fund the government. The dollar index fell to a one-week low on Wednesday, and gold prices climbed to a record high a ...

Key Takeaways BJ's digital comparable sales jumped 34% in Q2, driving a 56% increase over two years.More than 90% of digital orders were fulfilled through clubs, boosting loyalty and efficiency.Membership hit 8M with higher-tier members at 41%, fueling record $123.3M in fee income.BJ’s Wholesale Club Holdings, Inc. (BJ) is making significant strides in its digital transformation, with the latest quarter underscoring how technology is reshaping member engagement. In the second quarter of fiscal 2025, digital ...

More Americans are literally joining the club, the warehouse club. As many retailers feel squeezed by higher costs from tariffs, all three warehouse clubs, Costco, Walmart owned Sam's Club, and BJ's are opening more locations and attracting more shoppers who are willing to pay to shop in their stores. So, what's driving the trend.Clubs have long been known for cheaper groceries, gas, and bulk items. But they're attracting younger customers as they add more convenient ways to shop online, eye-catching mercha ...

My previous investment thought on BJ’s Wholesale Club Holdings (NYSE: BJ ) was an upgrade to a buy rating, as valuation had come down to a more palatable level with fundamentals still strong. II focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identi ...

Group 1: Company Performance - TimesSquare Capital Management reported a gross return of 11.28% and a net return of 11.02% for its "U.S. Small Cap Growth Strategy" in Q2 2025, compared to the Russell 2000 Growth Index return of 11.97% [1] - BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) had a one-month return of -5.27% but gained 20.67% over the last 52 weeks, closing at $97.44 per share with a market capitalization of $12.838 billion on September 10, 2025 [2] - BJ's Wholesale Club reported net sales of approximately $5.3 billion in Q2 2025, reflecting a growth of 3.4% year-over-year [4] Group 2: Investment Insights - The investment strategy for BJ's Wholesale Club focuses on value-oriented or specialty retailers, with strong momentum in consumables despite a slight decline in seasonal big-ticket categories [3] - Management's decision to maintain full-year guidance was viewed as conservative, and the company added to its position in BJ's following a -6% pullback [3] - Although BJ's is not among the 30 most popular stocks among hedge funds, it saw an increase in hedge fund portfolios holding its stock from 43 to 44 in the last quarter [4]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - The Value Score identifies attractive stocks using financial ratios such as P/E, PEG, and Price/Sales, focusing on undervalued stocks [3] Growth Score - The Growth Score evaluates stocks based on projected and historical earnings, sales, and cash flow to identify sustainable growth opportunities [4] Momentum Score - The Momentum Score helps investors capitalize on price trends, utilizing metrics like weekly price changes and monthly earnings estimate shifts [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for selecting stocks with strong value, growth, and momentum [6] Zacks Rank Integration - The Zacks Rank uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.75% since 1988 [7][8] - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] BJ's Wholesale Club Analysis - BJ's Wholesale Club has become a preferred shopping destination, focusing on simplifying product assortments and enhancing digital capabilities [11] - The company is rated 3 (Hold) on the Zacks Rank, with a VGM Score of A and a Growth Style Score of B, indicating a projected year-over-year earnings growth of 6.7% for the current fiscal year [12] - BJ's earnings estimates have been revised upward, with a Zacks Consensus Estimate of $4.32 per share and an average earnings surprise of +16.4% [12][13]

Core Insights - BJ's Wholesale Club Holdings, Inc. is significantly enhancing its digital capabilities, with a 34% year-over-year increase in digitally enabled comparable sales in Q2 fiscal 2025, and a two-year stacked growth of 56% [1][8] - The company is focusing on integrating e-commerce with its physical stores, utilizing services like buy online pick up in club and same-day delivery to drive member engagement and retention [1][3] Digital Engagement and Membership Growth - Over 90% of digital orders are fulfilled by clubs, indicating a strong integration of online and in-store experiences [2][8] - Digitally engaged members are considered twice as valuable as in-club-only shoppers, leading to larger basket sizes and stronger renewal rates [2] - Membership reached a record 8 million, with higher-tier membership penetration at 41%, contributing to a record membership fee income of $123.3 million, up 9% from the previous year [2][3][8] Strategic Focus and Future Growth - The digital strategy aligns with BJ's broader goal of enhancing convenience and improving member retention, positioning the company well amid changing consumer habits [3][4] - Continued investment in digital capabilities is seen as essential for future growth, particularly as consumer preferences shift towards hybrid retail experiences [4] Comparative Industry Performance - BJ's Wholesale Club stock has increased by 24.7% over the past year, contrasting with a 10.4% decline in the industry [7] - The company's forward 12-month price-to-earnings ratio is 21.81, higher than the industry average of 20.12, indicating a premium valuation [9] Financial Estimates - The Zacks Consensus Estimate for BJ's current financial-year sales implies a year-over-year growth of 4.9%, while earnings per share are expected to grow by 6.7% [10] - Current quarter sales are estimated at $5.37 billion, with a year-over-year growth estimate of 5.39% [13]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________ FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 2, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38559 BJ'S WHOLESALE CLUB HOLDINGS, INC. (Exact name of registrant as spec ...