Evercore analyst Greg Melich maintains $BJ's Wholesale Club Holdings (BJ.US)$ with a hold rating, and adjusts the target price from $87 to $95.
According to TipRanks data, the analyst has a success rate of 67.3% and a total average return of 10.7% 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.
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Evercore分析師Greg Melich維持$BJ批發俱樂部 (BJ.US)$持有評級，並將目標價從87美元上調至95美元。
根據TipRanks數據顯示，該分析師近一年總勝率為67.3%，總平均回報率為10.7%。
此外，綜合報道，$BJ批發俱樂部 (BJ.US)$近期主要分析師觀點如下：
BJ的第三季度業績中指出了多個積極點，包括核心同店銷售遠超預期及會員參與度強勁。儘管俱樂部選擇不調整一次性法律和解帶來了在即將到來的一年中實現高單位到低雙位數的盈利增長的困難，但BJ到2025財年的長期財務計劃仍然基於潛在趨勢看起來是可實現的。
強勁的第三季度表現與公司相對保守的第四季度利潤指導形成鮮明對比。儘管對會員增長和費用上漲感到鼓舞，但由於新俱樂部開業、數字增長和Fresh 2.0計劃需要額外勞動力，這可能會限制利潤的上升空間。
BJ的批發業務在第三季度表現良好，1月1日起實施的費用上漲公告受到好評。然而，由於再投資和銷售放緩導致的第四季度指導下調，加上近期調查中顯示的續約意願下降，以及來自關稅和/或港口罷工的潛在干擾，表明風險依然存在。
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