Core Viewpoint - Analysts forecast BJ's Wholesale Club (BJ) will report quarterly earnings of $0.91 per share, reflecting a year-over-year increase of 7.1% and revenues of $5.18 billion, up 5.2% from the previous year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate for the quarter has been revised upward by 0.1% over the past 30 days, indicating a collective reassessment by analysts [2] - Analysts project 'Revenues- Net sales' to reach $5.06 billion, representing a year-over-year change of +5.3% [4] - The average prediction for 'Revenues- Membership fee income' is $119.86 million, suggesting a year-over-year increase of +7.6% [5] Group 2: Operational Metrics - Analysts expect the number of 'Warehouse Clubs' to increase to 256, up from 244 in the same quarter last year [5] - The forecast for 'Gas Stations' is set at 192, compared to 176 reported in the same quarter of the previous year [5] Group 3: Market Performance - BJ's shares have decreased by -1.8% in the past month, contrasting with the Zacks S&P 500 composite's increase of +13.1% [6] - With a Zacks Rank 3 (Hold), BJ is anticipated to closely follow overall market performance in the near term [6]

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Sc ...

Core Insights - Consumer spending remained strong in March, with retail sales rising 1.4% month over month to $734.9 billion, following a modest 0.2% increase in February, despite concerns over trade tensions and economic slowdown [1][4] Retail Sales Breakdown - Sales at motor vehicle and parts dealers increased by 5.3%, while building material, garden equipment, and supplies dealers saw a rise of 3.3%. Electronics and appliance outlets experienced a 0.8% increase [5] - Food and beverage stores and clothing stores had increases of 0.2% and 0.4%, respectively, while health and personal care stores rose by 0.7%. Sporting goods, hobbies, musical instruments, and bookstores jumped by 2.4% [5] - General merchandise stores saw a 0.6% increase, miscellaneous stores grew by 0.7%, and food services and drinking places increased by 1.8%. However, furniture and home furnishing stores declined by 0.7%, and gasoline stations saw a decrease of 2.5% [6] Company-Specific Insights - **Sprouts Farmers Market, Inc. (SFM)**: The company is focusing on product innovation, competitive pricing, and expanding its customer base. The Zacks Consensus Estimate suggests growth of 11.9% in sales and 24.3% in EPS for the current financial year [9][10] - **BJ's Wholesale Club Holdings, Inc. (BJ)**: The company is enhancing membership growth and digital innovations, with a focus on omnichannel capabilities. The Zacks Consensus Estimate indicates growth of 5.8% in sales and 4.4% in EPS [11][12] - **BJ's Restaurants, Inc. (BJRI)**: The company is improving guest traffic through better food quality and operational efficiency. The Zacks Consensus Estimate suggests growth of 3.2% in sales and 12.9% in EPS [12][13] - **The Kroger Co. (KR)**: The company is leveraging its private-label offerings and digital expansion to maintain market position. The Zacks Consensus Estimate indicates growth of 1.4% in sales and 6% in EPS [14][15]

BJ's Wholesale Club (BJ) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual ...

Consumer sentiment, a key indicator of economic health, took a sharp downturn in April, signaling growing concerns over economic conditions and inflation. According to the University of Michigan’s preliminary report, the sentiment index dropped to 50.8, a notable decline from March’s 57.0, marking the fourth consecutive month of decline.While this pullback wasn’t entirely unexpected, it was more pronounced than economists had anticipated. The Current Economic Conditions Index also saw a notable decline, dro ...

Core Viewpoint - BJ's Wholesale Club has shown strong performance in 2025, with a stock increase of 34.3% year to date, significantly outperforming the industry and the S&P 500 [1][2]. Membership and Revenue Growth - The company has surpassed 7.5 million members, achieving a renewal rate of 90%, which has contributed to a 7.9% year-over-year increase in membership fee income in Q4 of fiscal 2024 [6][7]. - Membership fee income is expected to grow at approximately 10.2% for fiscal 2025 [7]. Digital and Operational Advancements - BJ's has enhanced its digital capabilities, offering services like same-day delivery and curbside pick-up, which have led to a 26% year-over-year growth in digitally enabled comparable sales in Q4 of fiscal 2024 [8][9]. - The company plans to open 25 to 30 new clubs over the next two fiscal years, targeting high-growth regions and underserved markets [3]. Financial Performance and Valuation - The Zacks Consensus Estimate for earnings per share has been revised upward, indicating expected growth rates of 4.4% for the current fiscal year and 10% for the next fiscal year [10]. - BJ's forward 12-month price-to-earnings ratio is 27.79, higher than the industry average of 20.78, reflecting investor confidence in the company's growth potential [11][12]. Long-term Financial Guidance - The company has guided for mid-single-digit percentage growth in total revenue and low-to-mid single-digit percentage increases in comparable club sales, excluding gasoline sales [13].

Company Overview - BJ's Wholesale Club Holdings, Inc. has become a preferred destination for shoppers seeking essentials and other items, focusing on simplifying assortments, expanding its own-brands portfolio, enhancing digital capabilities, and providing value to customers [12] - The company carries approximately 7,000 active stock keeping units and consistently offers 25% or more savings on a representative basket of manufacturer-branded groceries compared to traditional supermarket competitors [12] Investment Insights - BJ is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position in the market [13] - The Momentum Style Score for BJ is B, with shares having increased by 7.6% over the past four weeks [13] - Six analysts have revised their earnings estimates upwards in the last 60 days for fiscal 2026, with the Zacks Consensus Estimate increasing by $0.04 to $4.23 per share [13] - BJ has an average earnings surprise of 12%, suggesting potential for positive performance [13] Conclusion - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, BJ's Wholesale Club should be considered for investors' short lists [14]

Core Insights - BJ's Wholesale Club Holdings, Inc. is experiencing strong performance driven by membership growth and digital innovations [1] - The company is focused on enhancing member loyalty, refining product assortments, improving digital capabilities, and expanding its club network [1] Membership Growth - In Q4 of fiscal 2024, BJ's reported a record membership exceeding 7.5 million, with a renewal rate of 90% [2] - Membership fee income increased by 7.9% year-over-year in the same quarter [2] - BJ's has implemented a multifaceted membership strategy, including enhancements to its credit card program and additional benefits for Club Plus members, resulting in nearly 40% penetration of higher-tier memberships [3] Value Proposition - BJ's offers pricing that is up to 25% better than grocery competitors, appealing to value-conscious consumers [4] - The company maintains a curated assortment of products across various categories, enhancing its value-driven model [4] Digital Transformation - Digitally enabled comparable sales grew by 26% year-over-year in Q4 of fiscal 2024, significantly contributing to overall sales growth [6] - The BJ's mobile app is utilized by 60% of members, featuring coupon clipping, store navigation, and Express Pay Checkout, which enhances the shopping experience [7] Expansion Strategy - BJ's opened seven new clubs and 12 gas stations in fiscal 2024, with plans to open 25 to 30 new clubs over the next two fiscal years [9] Financial Outlook - BJ's projects mid-single-digit percentage growth in total revenue and low-to-mid single-digit percentage increases in comparable club sales, excluding gasoline sales [10] - The company anticipates a high-single to low-double-digit percentage increase in earnings per share in the long run [10]

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The Z ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are t ...