BJ's Wholesale's stock gains after profit beat expectations and the full-year outlook was raised again, to offset disappointing growth in a key sales metric. ...

While reporting financial results for the third quarter on Friday, retailer BJ's Wholesale Club Holdings, Inc. (BJ) raised its adjusted earnings guidance for the full-year 2025, while trimming comparable club sales growth outlook.For fiscal 2025, the company now projects adjusted earnings in a range of $4.30 to $4.40 per share on comparable club sales, excluding the impact of gasoline sales, growth of 2.0 to 3.0 percent.Previously, the company expected adjusted earnings in the range of $4.20 to $4.35 per s ...

Core Insights - BJ's Wholesale Club Holdings, Inc. reported its financial results for the thirteen weeks and thirty-nine weeks ended November 1, 2025, indicating strong performance despite a volatile environment [1] Financial Performance - The company continues to focus on serving families who depend on its services, reflecting a commitment to customer care [1] - The financial results demonstrate resilience and adaptability in challenging market conditions [1]

Costco's stock has stumbled even as its warehouse business continues to thrive.Costco stock has slipped back after a long stretch of outperformance. As of this writing, shares of Costco Wholesale (COST +0.30%) are trading below $900 again, putting the shares in the red for 2025.The wholesale club remains one of the strongest retailers in the market. Costco's membership model and private-label brands continue to pull in steady traffic and high renewal rates. The problem for investors is not the business -- i ...

Earnings Report - BJ's Wholesale Club Holdings, Inc. is set to release its third-quarter earnings results on November 21, with analysts expecting earnings of $1.09 per share, a decrease from $1.18 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $5.34 billion, compared to $5.1 billion in the previous year [1] Previous Performance - In the second quarter, BJ's reported adjusted earnings per share of $1.14, surpassing the analyst consensus estimate of $1.09 [2] - Shares of BJ's Wholesale closed at $90.59, reflecting a decline of 0.8% [2] Analyst Ratings - Evercore ISI Group analyst Greg Melich maintained an In-Line rating and reduced the price target from $100 to $85 [4] - Wells Fargo analyst Edward Kelly kept an Overweight rating but cut the price target from $120 to $105 [4] - JP Morgan analyst Christopher Horvers maintained a Neutral rating and lowered the price target from $110 to $90 [4] - BTIG analyst Robert Drbul initiated coverage with a Buy rating and a price target of $120 [4] - Citigroup analyst Paul Lejuez maintained a Buy rating and reduced the price target from $120 to $115 [4]

With U.S. stock futures trading higher this morning on Friday, some of the stocks that may grab investor focus today are as follows:Wall Street expects BJ’s Wholesale Club Holdings Inc. (NYSE:BJ) to report quarterly earnings at $1.09 per share on revenue of $5.35 billion before the opening bell, according to data from Benzinga Pro. BJ’s Wholesale shares fell 0.6% to $90.06 in after-hours trading.Veeva Systems Inc. (NYSE:VEEV) posted upbeat results for the third quarter after Thursday’s closing bell. Veeva a ...

We recently published 9 Stocks Jim Cramer Talked About in a Show Where He Advised OpenAI to Slow Down. Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer discussed in the show. Costco Wholesale Corporation (NASDAQ:COST) is one of Cramer's favorite companies. He has regularly praised the firm in 2025, primarily due to its scale and ability to keep prices low in today's inflationary environment. Cramer has kept the faith in Costco Wholesale Corporation (NASDAQ:COST) even though the sh ...

Core Points - BJ's Wholesale Club is reintroducing its free turkey promotion for the 2025 holiday season, which is a tradition for its members [1] - Members who spend $150 or more in a single transaction from November 1-10 will qualify for a free Butterball turkey [1] - The free turkey coupon will be accessible to members starting November 15 [1]

Core Viewpoint - BJ's Wholesale Club is expanding its presence in Tennessee with the opening of a new location in Sevierville on November 14, enhancing its market reach and customer accessibility [1] Company Expansion - The new club in Sevierville will be BJ's fifth location in Tennessee, indicating a strategic growth plan in the region [1] - The address of the new club is 124 Allensville Road, which is positioned to attract local customers [1] Fuel Station Offering - An on-site BJ's Gas station will accompany the new club, set to open on October 29 at 6:30 a.m., providing everyday low fuel prices [1] - The gas station will also feature BJ's Fuel Savers Program, which offers potential additional savings for members [1] Value Proposition - BJ's Wholesale Club emphasizes its commitment to providing unbeatable value on everyday essentials, which is a core aspect of its business model [1]

Core Membership Model - Costco's worldwide membership renewal rate decreased to 89.8% in Q4 of fiscal 2025 from 90.2% in the previous quarter, with U.S. and Canada rates at 92.3%, down 40 basis points sequentially [1][9] - The decline is linked to an increase in online sign-ups, particularly from a Groupon campaign in December 2023, which attracted younger members [2][9] - Nearly half of new members are under 40, indicating a generational shift in the membership base [3][9] Digital Expansion and Member Engagement - Management views the rise in online membership as a positive trend, despite slightly lower renewal rates for these members, as it broadens Costco's demographic reach [2][4] - The company faces the challenge of effectively engaging digital-first shoppers through auto-renewal programs and targeted communication to enhance brand loyalty [3][4] Financial Performance - Costco reported a 14% year-over-year increase in membership fee income in Q4 of fiscal 2025, totaling $1,724 million [5] - The stock has increased by 4.7% over the past year, underperforming the industry growth of 6.9% [8] - Costco's forward 12-month price-to-earnings ratio is 46.02, significantly higher than the industry average of 29.94, indicating a lower Value Score of D [10] Sales and Earnings Estimates - The Zacks Consensus Estimate projects Costco's current financial-year sales and earnings per share to grow by 7.7% and 11%, respectively [11] - Current quarter sales are estimated at $67.20 billion, with year-over-year growth of 8.12% [14] - Earnings per share for the current quarter are estimated at $4.24, reflecting a year-over-year growth of 10.99% [15]