BJ’s Wholesale Club (BJ)
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BJ's Wholesale Club: A Winning Trade With More Upside
Seeking Alpha· 2024-11-22 04:45
Back in August, we told you to let BJ's Wholesale Club Holdings, Inc. (NYSE: BJ ) take a breather. We called it “healthy consolidation,” with a “long-term story [that] remains intact.” In addition, we said that “if the price dips into the $70s, it isMissed those gains? Come get moreWin with our playbook to advance your savings and retirement timeline by embracing a blended trading and investing approach at our one-stop shop.We activated our BLACK FRIDAY deal ahead of other services, so you can lock in our b ...
BJ's Wholesale to hike membership fees for first time in 7 years
Fox Business· 2024-11-22 03:15
The cost of a BJ’s Wholesale Club membership will get pricier in January. The company plans to raise its standard membership for its warehouse stores to $60 per year and its premium Club+ membership to $120 beginning Jan. 1, BJ’s Wholesale said Thursday.Those hikes – the first in seven years – represent increases of $5 and $10, respectively, from the memberships’ current prices. BJ'S WHOLESALE TO OPEN MORE LOCATIONS "Since the last membership fee increase, the Company has transformed its business with a re ...
Initial Claims Reaffirm a Resilient Labor Market
ZACKS· 2024-11-22 00:51
In the wake of another extraordinary earnings report by semiconductor innovator NVIDIA (NVDA) , pre-market futures are positive. In actuality, NVDA shares had faded on the print yesterday, even with incredible stats such as surpassing October ’23 quarter revenues with October ’24 quarter EARNINGS.This is also the biggest day of the trading week for economic data, with Weekly Jobless Claims and manufacturing numbers from the Philly Fed index. But this has been a rather dormant week for economic reports overa ...
BJ's Wholesale Stock Rises on Strong Q3 Profits, Membership Fee Hike
Investopedia· 2024-11-21 23:40
公司财报相关 - BJ's Wholesale Club第三季度营收51亿美元同比增长约3%但略低于分析师预估的51.1亿美元 净收入较去年增长近20%达1.5575亿美元高于分析师预估的1.2409亿美元 [3] - 可比门店销售额本季度增长1.5%略低于分析师预期的1.6% [4] - 公司上调全年不含加油站销售影响的可比销售额增长预期至2.3% - 2.4%之前为1% - 2% 还上调全年调整后每股收益预期至3.90 - 4.00美元之前为3.75 - 4.00美元 [7] 公司股价相关 - BJ's Wholesale Club股价周四早盘上涨因财报好于预期尽管销售额略低于预期 [2] - 周四早盘股价上涨超6%至91.42美元 [8] 公司运营相关 - 自1月1日起会员费将上涨Club会员从55美元涨至60美元Club +会员从110美元涨至120美元 这一举措效仿竞争对手Costco 9月生效的类似涨价行为也是七年来首次 [5] - 公司董事会批准一项10亿美元的新股票回购计划 之前的计划将于1月到期新计划将持续到2029年1月 [6]
BJ's (BJ) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2024-11-21 23:30
BJ's Wholesale Club (BJ) reported $5.1 billion in revenue for the quarter ended October 2024, representing a year-over-year increase of 5.8%. EPS of $1.18 for the same period compares to $0.98 a year ago.The reported revenue represents a surprise of -0.52% over the Zacks Consensus Estimate of $5.13 billion. With the consensus EPS estimate being $0.91, the EPS surprise was +29.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...
BJ's Wholesale Stock Surges on Profit Beat, Buyback Plan
Schaeffers Investment Research· 2024-11-21 23:28
BJ's Wholesale Club Holdings Inc (NYSE:BJ) reported a profit beat for the third quarter, and raised its annual profit forecast. The warehouse retailer also revealed a $1 billion share buyback plan.Shares are 4.1% higher to trade at $89.24 at last check, on track to snap a three-day losing streak. Shares had been pulling back from their rally to their highest level since July, but the 50-day moving average kept those losses in check. In the last 12 months, BJ added 84.4%.Though short sellers are already hit ...
BJ's Wholesale Club (BJ) Q3 Earnings Top Estimates
ZACKS· 2024-11-21 21:55
BJ's Wholesale Club (BJ) came out with quarterly earnings of $1.18 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 29.67%. A quarter ago, it was expected that this wholesale membership warehouse operator would post earnings of $1 per share when it actually produced earnings of $1.09, delivering a surprise of 9%.Over the last ...
BJ’s Wholesale Club (BJ) - 2025 Q3 - Quarterly Results
2024-11-21 20:00
财务表现 - 公司第三季度净销售额为49.84亿美元,同比增长3.4%[5] - 第三季度会员费收入为1.15亿美元,同比增长8.4%[5] - 第三季度调整后每股收益为1.18美元,同比增长18.0%[5] - 公司第三季度商品毛利率(不包括汽油销售和会员费收入)提高了20个基点[9] - 公司第三季度调整后EBITDA为3.08亿美元,同比增长13.5%[15] - 公司第三季度股票回购总额为5820万美元,第一九个月回购总额为1.293亿美元[16] - 公司2024财年第三季度净销售额为49.84亿美元,同比增长3.4%[26] - 公司2024财年第三季度总收入为50.99亿美元,同比增长3.5%[26] - 公司2024财年第三季度营业利润为2.29亿美元,同比增长15.1%[26] - 公司2024财年第三季度净利润为1.56亿美元,同比增长20.1%[26] - 公司2024财年第三季度每股收益为1.18美元,同比增长20.4%[26] - 公司截至2024年11月2日的现金及现金等价物为3387.3万美元,较2023年10月28日的3355.1万美元略有增加[27] - 公司2024财年前三季度净销售额为148.84亿美元,同比增长4.1%[26] - 公司2024财年前三季度总收入为152.23亿美元,同比增长4.2%[26] - 公司2024财年前三季度营业利润为5.94亿美元,同比增长1.3%[26] - 公司2024财年前三季度净利润为4.12亿美元,同比增长9.0%[26] - 2024年11月2日结束的十三周内,调整后净收入为1.57254亿美元,调整后每股收益(Adjusted EPS)为1.18美元[46] - 2024年11月2日结束的三十九周内,调整后净收入为4.16994亿美元,调整后每股收益(Adjusted EPS)为3.12美元[46] - 2024年11月2日结束的十三周内,调整后EBITDA为3.08292亿美元[47] - 2024年11月2日结束的三十九周内,调整后EBITDA为8.26027亿美元[47] - 2024年11月2日结束的十三周内,调整后自由现金流为1882.4万美元[49] - 2024年11月2日结束的三十九周内,调整后自由现金流为2.01402亿美元[49] 会员与市场策略 - 公司达到750万会员的里程碑,并计划于2025年1月1日提高会员费[2] - 公司董事会批准了新的10亿美元股票回购计划,有效期至2029年1月[2] - 公司预计2024财年第四季度可比俱乐部销售额(不包括汽油销售)同比增长2.5%至3.0%,全年增长2.3%至2.4%[18] - 公司预计2024财年第四季度调整后每股收益为0.78至0.88美元,全年为3.90至4.00美元[18] 财务报告与评估 - 公司使用调整后的自由现金流(Adjusted Free Cash Flow)向董事会报告,并认为这有助于投资者和分析师评估公司的流动性[38] - 公司使用净债务(Net Debt)和净债务与过去十二个月调整后EBITDA的比率(Net Debt to LTM Adjusted EBITDA)向董事会报告,并认为这有助于投资者和分析师评估公司的借款能力[38] - 公司不提供非GAAP指标的前瞻性调整,包括2024财年调整后每股收益(Adjusted EPS)的预测,因为无法提供有意义的调整或估计[44] - 公司认为可比俱乐部销售额(Comparable Club Sales)是盈利能力的重要驱动因素,并允许公司评估俱乐部基础的表现[42]
BJ's Wholesale Q3 Earnings on the Deck: Key Factors to Note
ZACKS· 2024-11-19 00:25
BJ's Wholesale Club Holdings, Inc. (BJ) is likely to register an increase in the top line when it reports third-quarter fiscal 2024 results on Nov. 21 before the opening bell. The Zacks Consensus Estimate for revenues is pegged at $5.13 billion, which indicates growth of 6.4% from the prior-year reported figure.The bottom line of this operator of membership warehouse clubs is expected to decrease year over year. Although the Zacks Consensus Estimate for third-quarter earnings per share has risen by a couple ...
Analysts Estimate BJ's Wholesale Club (BJ) to Report a Decline in Earnings: What to Look Out for
ZACKS· 2024-11-15 00:00
The market expects BJ's Wholesale Club (BJ) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended October 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on November 21, 2024, might help the stock move higher if these key num ...