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.
戴維森分析師邁克爾·貝克重申了對日本批發俱樂部控股公司（紐約證券交易所代碼：BJ）的買入評級，將價格預期從95美元上調至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，該公司公佈的第三季度調整後每股收益爲1.18美元，超過了91美分的街景。51.0億美元的季度收入符合分析師的共識。
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's Wholesale Club預計，第四季度調整後的每股收益將在0.78美元至0.88美元之間。對於 FY2024，調整後的每股收益預計爲3.90美元至4.00美元，高於之前預期的3.75美元至4.00美元，而市場普遍預期的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.
分析師指出，BJ又迎來了一個強勁的季度，顯示會員資格、銷售和數字績效等關鍵領域有所改善。
BJ's Wholesale Club expects fourth quarter comparable club sales, excluding gasoline, to rise 2.5% – 3.0% year-over-year.
BJ's Wholesale Club預計，不包括汽油在內的第四季度可比俱樂部銷售額將同比增長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's擁有充足的門店基礎增長空間，被定位爲大型零售業中罕見的長期平方英尺增長故事之一。分析師寫道，最近的成功也使日本銀行能夠提高費用，這在使客戶受益的同時，最終將對股東有利。
The analyst highlights BJ's strategy to compete with Costco Wholesale by focusing on differentiating itself, especially in the grocery and fresh produce areas.
這位分析師強調了BJ通過專注於差異化來與Costco Wholesale競爭的戰略，尤其是在雜貨和新鮮農產品領域。
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的雜貨銷售額佔其總銷售額的77％，而好市多的雜貨銷售額爲54％。根據Bake的說法，BJ的目標是取代每週的雜貨旅行，而Costco則更多地關注庫存購物。
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.
他們於18個月前啓動的 「Fresh 2.0」 計劃通過供應鏈投資、改善供應商關係和增強店內體驗來改善易腐食品和農產品供應。
The program has shown positive results, with strong produce sales and customers spending more, leading to significantly higher annual spending, the analyst adds.
分析師補充說，該計劃取得了積極成果，農產品銷售強勁，客戶支出增加，導致年度支出大幅增加。
Price Action: BJ shares are trading higher by 3.78% to $96.30 at last check Friday.
價格走勢：週五最後一次檢查時，日本銀行股價上漲3.78％，至96.30美元。
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