Loop Capital analyst Laura Champine maintains $BJ's Wholesale Club Holdings (BJ.US)$ with a hold rating, and adjusts the target price from $80 to $95.
According to TipRanks data, the analyst has a success rate of 59.9% and a total average return of 7.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $BJ's Wholesale Club Holdings (BJ.US)$'s main analysts recently are as follows:
There were multiple positives noted from BJ's 3Q earnings results, including significantly higher-than-expected core same-store sales and strong member engagement. Although the club's choice not to adjust a one-time legal settlement has introduced challenges in achieving high single to low double-digit earnings growth in the upcoming year, BJ's long-term financial plans up to fiscal 2025 still appear achievable based on underlying trends.
Strong Q3 performance stands in contrast to the company's rather conservative Q4 margin guidance. Despite being encouraged by the membership momentum and a fee increase, the requirement for additional labor due to new club openings, digital growth, and the Fresh 2.0 initiative might restrict the margin upside.
BJ's Wholesale experienced a solid Q3 performance and the announcement of a fee increase effective January 1 was well received. However, the reduction in the Q4 guidance due to re-investments and sales moderation, along with decreased renewal intent revealed in recent surveys and the potential disruptions from tariffs and/or port strikes, indicate that risks still persist.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Loop Capital分析师Laura Champine维持$BJ批发俱乐部 (BJ.US)$持有评级，并将目标价从80美元上调至95美元。
根据TipRanks数据显示，该分析师近一年总胜率为59.9%，总平均回报率为7.9%。
此外，综合报道，$BJ批发俱乐部 (BJ.US)$近期主要分析师观点如下：
BJ的第三季度财报显示了多个积极的方面，包括核心同店销售大幅超出预期和强劲的会员参与度。尽管俱乐部选择不调整一次性法律和解方案导致在即将到来的年度实现高单位到低双位数收益增长面临挑战，但根据基本趋势，BJ到2025财年的长期财务计划仍然看起来可行。
强劲的第三季度表现与公司相对保守的第四季度利润指导形成对比。尽管会员增长和收费增加让人振奋，但由于新俱乐部开业、数字增长和Fresh 2.0计划所需的额外人力，可能会限制利润的提升空间。
BJ的批发业务在第三季度表现稳健，1月1日起实施的收费增加公告也受到欢迎。然而，由于再投资和销售放缓导致的第四季度指导下调，加上近期调查中显示的续订意向降低，以及可能来自关税和/或港口罢工的干扰，表明风险仍然存在。
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