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 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 ...

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 ...

BJ's Wholesale Club Holdings, Inc. (BJ) , one of the leading operators of membership warehouse clubs, has been reinforcing its position in the industry with its strong customer value proposition and business model. Its relentless efforts to boost the membership base, simplify assortments, enhance digital capabilities and accelerate club openings have been contributing to sales. The company has been sparing no effort to bolster omnichannel operations and ramp up delivery services. Membership Growth Aids BJ B ...

As of Oct. 7, 2024, two stocks in the consumer staples sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions. The RSI is a momentum indicator, which compares a stock's strength on days when prices go up to its strength on days when prices go down. When compared to a stock's price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the RSI is above 70, according ...

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

BJ's Wholesale is quietly outperforming the S&P 500. When it comes to warehouse retailers in the U.S., much of the investor focus out there centers on Costco Wholesale (COST -0.16%) or Walmart's (WMT 0.45%) Sam's Club. With locations in almost every state in the U.S., have a much more noticeable public presence. Because of that focus, investors may have missed the fact that there is a third player in the warehouse retailing market. They also have missed the stock price growth in BJ's Wholesale (BJ -3.97%). ...

财务业绩 - 公司营业收入在第二季度和前六个月均实现同比增长，分别为4.8%和4.4%[103] - 公司在第二季度和前六个月的调整后净利润和调整后每股收益均实现同比增长[101] - 公司在第二季度和前六个月的调整后EBITDA分别为2.81亿美元和5.18亿美元[101] - 公司在第二季度和前六个月的经营活动现金流分别为2.21亿美元和4.22亿美元[101] - 公司在第二季度和前六个月的调整后自由现金流分别为8747万美元和1.83亿美元[101] - 调整后净收益和每股收益分别同比增长9.6%和10.1%[123] - 调整后EBITDA占净销售额的比重为6.9%和7.1%[126] - 公司前六个月营业现金流为4.222亿美元，同比增加1.527亿美元[131][132] - 公司前六个月调整后自由现金流为1.826亿美元，同比增加1.213亿美元[137] 收入增长驱动因素 - 营业收入增长主要由于客流量和门店数量增加，尤其是杂货和生鲜部门，以及加油站销售的增长[103] - 公司认为净销售额是影响盈利能力的重要驱动因素，特别是可比俱乐部销售[104] - 可比俱乐部销售受多种因素影响，包括客户偏好和趋势、产品采购、促销和定价、新老会员的购物频率和每次消费金额、天气和节假日购物时间长短等[105] - 第二季度商品可比俱乐部销售同比增长2.4%，主要由于食品杂货销售增加以及一般商品和服务销售增加[106] - 第一半年商品可比俱乐部销售同比增长1.5%，主要由于食品杂货销售增加抵消了一般商品和服务销售下降[108] - 会员费收入同比增长9.1%和8.9%，主要由于新老会员的会员获取和保持能力增强[110] 成本管控 - 公司通过调整采购渠道、产品组合和定价等措施应对通胀压力[99] - 销售、一般及管理费用同比增加8.0%和6.3%，主要由于新开店和加油站以及其他战略投资导致的人工和租赁成本增加[114][116] 资本支出和现金流 - 公司持续投资扩大门店网络、完善供应链、升级信息系统等基础设施建设[95] - 公司前六个月资本支出为2.396亿美元，同比增加3,136万美元[134] - 公司前六个月融资活动现金流出为1.806亿美元，同比增加1.116亿美元[135] - 公司ABL循环信贷额度为12亿美元，截至2024年8月3日未使用额度为9.266亿美元[138][139] - 公司一年期内主要现金支出包括债务偿还、利息支付、租赁和采购等[140] 其他 - 公司在报告期内新增6家门店[103] - 公司会员费收入在过去25年连续增长，会员续费率达到90%，会员结构优质[93] - 公司无重大会计政策和估计变更[141] - 公司无重大新会计准则采用[142] - 公司面临利率风险，每增加100个基点将增加620万美元利息支出[143][144] - 公司截至2024年8月3日总债务为6.17亿美元[144]

BJ's Wholesale Club Today | --- | --- | |----------------------|-------| | | | | | | | BJ | | | BJ's Wholesale Club | | | $84.08 | | | +1.31 (+1.58%) | | | 52-Week Range $63.08 | | | ▼ | | | $92.37 | | | P/E Ratio 21.84 | | | Price Target $86.07 | | Add to Watchlist BJ's Wholesale Club Holdings Inc. NYSE: BJ is an East Coast membership-only warehouse club. Members can shop in bulk for groceries, electronics, household products, tires, and gasoline. They also provide services like home improvement, travel de ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. BJ's Wholesale Club (BJ) Forecast Dividends Analyst Ratings Insider Trades News Earnings Guidance Considering buying BJ stock? Here's what analysts think: BJ's Wholesale Club Holdings Inc has a consensus price target of $79.88 based on the ratings of 25 analysts. The high is $97 issued by UBS on May 24, 2024. The low is ...