BJ’s Wholesale Club (BJ)

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Why BJ's Wholesale Club (BJ) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-03-27 14:50
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 ...
Here's Why BJ's Wholesale Club (BJ) is a Strong Growth Stock
ZACKS· 2025-03-26 14:45
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 ...
BJ's Wholesale Strengthens NJ Presence With New Whippany Club
ZACKS· 2025-03-19 16:10
Core Insights - BJ's Wholesale Club is opening its 25th location in Whippany, New Jersey, on March 21, 2025, featuring an on-site gas station and a focus on providing value-driven shopping experiences [1][2]. Product Offering - The Whippany location will offer a wide range of products, including fresh foods, household essentials, and consumer electronics, with members enjoying savings of up to 25% off grocery store prices [2][7]. Membership Benefits - New members can sign up for a one-year Club Card Membership for $25, with a Club+ Card Membership available for $70, offering additional benefits such as gas discounts and rewards [6][7]. Growth Metrics - BJ's Wholesale has achieved a membership growth of over 7.5 million members with a 90% renewal rate, contributing to its strong growth trajectory [8][9]. Digital and E-commerce Initiatives - The company reported a 26% year-over-year increase in digitally enabled comparable sales, driven by enhanced e-commerce experiences and expanded product assortments [9][10]. Expansion Strategy - BJ's plans to open 25-30 more locations over the next two fiscal years, continuing its expansion strategy alongside the opening of seven clubs and 12 gas stations in fiscal 2024 [9][10]. Stock Performance - BJ's stock has gained 17.9% over the past three months, outperforming the industry growth of 1.6% [11].
BJ’s Wholesale Club (BJ) - 2025 Q4 - Annual Report
2025-03-14 20:15
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ FORM 10-K _____________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 1, 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 No. 001-38559 _____________________________ BJ'S WHOLESALE CLUB HOLDINGS, IN ...
Why BJ's Wholesale Club (BJ) is a Top Value Stock for the Long-Term
ZACKS· 2025-03-07 15:40
Group 1 - Zacks Premium offers various tools to help investors become more confident and informed, including daily updates, research reports, and stock screens [1][2] - The Zacks Style Scores rate stocks based on value, growth, and momentum characteristics, providing complementary indicators to the Zacks Rank [2][3] - Stocks are assigned ratings from A to F based on their Style Scores, with A indicating the highest potential for outperformance [3] Group 2 - The Value Score identifies attractive and discounted stocks using ratios like P/E and Price/Sales, appealing to value investors [3] - The Growth Score focuses on a company's financial strength and future outlook, analyzing projected earnings and sales for sustainable growth [4] - The Momentum Score helps investors capitalize on price trends by evaluating recent price changes and earnings estimate shifts [5] Group 3 - The VGM Score combines all three Style Scores, serving as a key indicator alongside the Zacks Rank to identify stocks with strong value, growth, and momentum [6] - The Zacks Rank model, based on earnings estimate revisions, has shown a strong track record, with 1 (Strong Buy) stocks averaging a +25.41% annual return since 1988 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9][10] Group 4 - BJ's Wholesale Club has become a preferred shopping destination by simplifying product assortments and enhancing digital capabilities, leading to increased membership [11] - The company is rated 2 (Buy) on the Zacks Rank, with a VGM Score of B and a Value Style Score of B, indicating attractive valuation metrics [12] - BJ's earnings estimates have been revised higher, with a Zacks Consensus Estimate of $4.22 per share for fiscal 2026 and an average earnings surprise of 12% [12][13]
BJ's Wholesale Q4 Earnings Top, Comparable Club Sales Rise 4%
ZACKS· 2025-03-07 14:15
Core Insights - BJ's Wholesale Club Holdings, Inc. reported mixed fourth-quarter fiscal 2024 results, with revenues missing estimates while earnings exceeded expectations [1][2] Financial Performance - Adjusted earnings were 93 cents per share, surpassing the Zacks Consensus Estimate of 87 cents but down from $1.11 in the prior year [2] - Total revenues reached $5,278.5 million, a decline of 1.5% year over year, and below the consensus estimate of $5,309 million [2] - Net sales decreased by 1.7% to $5,161.5 million, while membership fee income increased by 7.9% to $117 million [2] Comparable Sales Growth - Comparable club sales rose by 4% year over year, improving from a 1.5% increase in the third quarter [3] - Excluding gasoline sales, comparable club sales increased by 4.6%, driven by strong traffic, outperforming the estimate of a 2.8% increase [3] - Digitally enabled comparable sales surged by 26% during the quarter [3] Expansion Plans - The company added seven new clubs and 12 gas stations in fiscal 2024, with plans to open five new clubs in the first quarter of fiscal 2025 and target 25 to 30 new club openings over the next two fiscal years [4] Stock Performance - BJ's shares reached a 52-week high of $113.80, closing at $112.33, with a 12.2% increase during the trading session [5] - Over the past six months, the stock has risen by 44.5%, contrasting with a 2.2% decline in the industry [5] Margin Analysis - Gross profit decreased to $949 million from $963.3 million year over year, with merchandise gross margin rate contracting by 10 basis points [6] - Operating income fell by 16.6% year over year to $178.4 million, and operating margin shrank by 60 basis points to 3.4% [7] - Adjusted EBITDA declined by 9% to $264.6 million, with the adjusted EBITDA margin contracting by 40 basis points to 5% [7] Expense Overview - Selling, general and administrative (SG&A) expenses rose by 2.3% year over year to $758.2 million, reflecting higher labor and occupancy costs [8] - SG&A expenses as a percentage of total revenues decreased by 60 basis points to 14.4% [8] Financial Snapshot - The company ended the quarter with cash and cash equivalents of $28.3 million and long-term debt of $398.8 million [9] - Stockholders' equity stood at $1,847.5 million [9] Cash Flow and Share Repurchase - Net cash provided by operating activities was $271.9 million, with adjusted free cash flow totaling $111.5 million [10] - The company repurchased 645,294 shares worth $61.6 million during the quarter, fully utilizing its $500 million authorization since the program's launch [10][11] Guidance - BJ's anticipates fiscal 2025 comparable club sales, excluding gasoline sales, to increase between 2% and 3.5% year over year [12] - Management guided adjusted earnings per share between $4.10 and $4.30, compared to $4.05 reported for fiscal 2024 [12] - The company expects capital expenditures of about $800 million for fiscal 2025 [12]
BJ’s Wholesale Club (BJ) - 2025 Q4 - Earnings Call Transcript
2025-03-06 22:44
BJ’s Wholesales (BJ) Q4 2025 Earnings Call March 06, 2025 06:44 PM ET Company Participants Catherine Park - VP - Investor RelationsBob Eddy - Chairman & CEOPeter Benedict - Managing Director - Equity ResearchLaura Felice - Executive VP & CFOEdward Kelly - Managing Director - Equity ResearchBill Werner - EVP - Strategy & DevelopmentOliver Chen - Managing Director - Retail, Luxury, New Platforms Sector HeadChuck Grom - Managing DirectorSimeon Gutman - Managing Director Conference Call Participants Robert Ohme ...
BJ's Wholesale Club plans expansion into Texas
Fox Business· 2025-03-06 21:39
Company Expansion Plans - BJ's Wholesale Club plans to open between 25 and 30 new locations over the next two fiscal years, with several in the Dallas-Fort Worth area as early as next year [1] - Recently opened locations include Brooksville, Florida, and Myrtle Beach, South Carolina, with a new location in Southern Pines, North Carolina, set to open soon [2] - Additional openings are planned in Delray Beach and Casselberry, Florida, Warner Robins, Georgia, and Sevierville, Tennessee, throughout the fiscal year [4] Job Creation - Each new location is expected to provide 100 to 150 job opportunities in the local communities [4] Membership Fee Increase - BJ's Wholesale Club will increase membership fees for the first time in seven years [3]
BJ’s Wholesale Club (BJ) - 2024 Q4 - Earnings Call Transcript
2025-03-06 16:49
BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Q4 2024 Earnings Conference Call March 6, 2025 8:30 AM ET Company Participants Cathy Park - IR Bob Eddy - Chairman & CEO Laura Felice - CFO Bill Werner - EVP, Strategy & Development Conference Call Participants Edward Kelly - Wells Fargo Robert Ohmes - Bank of America Peter Benedict - Baird Michael Baker - D.A. Davidson Oliver Chen - TD Cowen Chuck Grom - Gordon Haskett Rupesh Parikh - Oppenheimer Simeon Gutman - Morgan Stanley Operator Good morning, all, and tha ...
BJ's Wholesale Club: Still In Growth Mode Here
Seeking Alpha· 2025-03-06 15:57
We continue to rate BJ's Wholesale Club Holdings, Inc. (NYSE: BJ ) a cautiously optimistic hold. In late summer, shares underwent “healthy consolidation,” but we opined that the “long-term story remains intact.” The fact is that the company isLooking for more returns like this? That is what we do at BAD BEAT InvestingEnjoy more rapid-returns with our strategy to advance your savings and retirement timeline by embracing a blended trading and income approach!If you would like, you can try our service out and ...