BJ's Wholesale Positioned As One Of Few Big-box Retailers With Long-Term Growth Potential – Analyst Highlights Membership, Sales, And Digital Performance
BJ's Wholesale Positioned As One Of Few Big-box Retailers With Long-Term Growth Potential – Analyst Highlights Membership, Sales, And Digital Performance
The analyst notes that BJ has had another strong quarter, showing improvements in key areas like membership, sales, and digital performance.DA Davidson analyst Michael Baker reiterated the Buy rating on BJ's Wholesale Club Holdings, Inc. (NYSE:BJ), raising the price forecast to $110 from $95.
DA Davidson分析师迈克尔·贝克重申了对bj批发俱乐部控股公司（纽交所:BJ）的买入评级，并将价格预测从95美元上调至110美元。
Yesterday, the company reported third-quarter adjusted earnings per share of $1.18, beating the street view of 91 cents. Quarterly revenues of $5.10 billion were in line with the analyst consensus.
昨天，该公司公布了第三季度调整后每股收益为1.18美元，超过了华尔街预期的91美分。每股收入51亿美元与分析师共识一致。
BJ's Wholesale Club expects fourth-quarter adjusted EPS to be between $0.78 and $0.88. For FY2024, adjusted EPS is forecasted at $3.90 – $4.00, up from previous guidance for a low end of $3.75 – $4.00 and against the consensus estimate of $3.85.
bj批发俱乐部预计第四季度调整后每股收益在0.78美元至0.88美元之间。对于2024财年，调整后每股收益预计为3.90美元至4.00美元，高于之前3.75美元至4.00美元的低端指引，也高于市场一致预期的3.85美元。
The analyst notes that BJ has had another strong quarter, showing improvements in key areas like membership, sales, and digital performance.
分析师指出，BJ在另一个强劲季度中表现出色，在会员、销售和数字业绩等关键领域取得了进展。
BJ's Wholesale Club expects fourth quarter comparable club sales, excluding gasoline, to rise 2.5% – 3.0% year-over-year.
bj批发俱乐部预计第四季度可比店铺销售额（不含汽油）将同比增长2.5%至3.0%。
With plenty of room to grow its store base, BJ's is positioned as one of the rare long-term square footage growth stories in the big-box retail sector. Recent successes also allow BJ's to raise fees, which, while benefiting customers, will ultimately be advantageous for shareholders, the analyst writes.
BJ拥有充足的扩展店铺基础空间，被视为大型零售领域中少见的长期平方英尺增长故事之一。近期的成功也使得BJ提高了会费，这虽然有利于顾客，但最终将有利于股东，分析师写道。
The analyst highlights BJ's strategy to compete with Costco Wholesale by focusing on differentiating itself, especially in the grocery and fresh produce areas.
分析师强调了BJ与好市多竞争的策略，重点放在不同iating细分市场，特别是在食品杂货和新鲜农产品领域。
BJ's grocery sales make up 77% of its total, compared to Costco's 54%. Per Bake, BJ's aims to replace weekly grocery trips, while Costco is more about stock-up shopping.
bj的食品杂货销售占总销售额的77%，而好市多为54%。贝克表示，BJ的目标是取代每周的杂货购物，而好市多更侧重备货购物。
Their "Fresh 2.0" program, launched 18 months ago, improves perishable and produce offerings through supply chain investments, better vendor relations, and enhanced in-store experiences.
他们18个月前推出的"Fresh 2.0"计划通过供应链投资、更好的供应商关系和提升店内体验，改善了易腐和生鲜食品供应。
The program has shown positive results, with strong produce sales and customers spending more, leading to significantly higher annual spending, the analyst adds.
该计划取得了积极成果，生鲜销售强劲，客户支出增加，导致年度支出显着增加，分析师补充道。
Price Action: BJ shares are trading higher by 3.78% to $96.30 at last check Friday.
股价走势：bj批发俱乐部股票上涨3.78%，至96.30美元，上周五最后交易时检查。
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