UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________ FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 4, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38559 _______________________________ BJ’S WHOLESALE CLUB HOLDINGS, INC. (Exa ...

Photo by Bill Foley/Getty Images Getty Images The coming week is a post-holiday week. The S&P 500 has risen twice as often as it has declined over the last 50 years. In addition, the mildly bullish end-of-month strength is due to manifest. Expect higher quotes. BJ Wholesale Club is likely to move higher. The stronger seasonal part of the year is in the offing. The shares have risen in each of the last 5 years from June 18th to September 10th. The dynamic weekly and monthly cycles are both rising. Relative s ...

财务数据和关键指标变化 - 第一季度净销售额约为48亿美元,同比增长4% [47] - 总可比店铺销售额同比增长1.6%,主要由汽油销量带动 [47] - 商品可比销售额(不含汽油)同比增长0.6%,两年堆积增长6.3% [47] - 会员费收入同比增长8.6%,达到1.114亿美元,会员数量和质量均有提升 [52][22][23] - 商品毛利率同比下降约50个基点,主要由于去年推出联名信用卡的影响 [53] - 调整后EBITDA为2.364亿美元,每股调整后收益为0.85美元,与去年持平 [54][55] 各条业务线数据和关键指标变化 - 食品、生鲜和日用品部门可比销售额同比增长1%以上 [49] - 生鲜产品类别同比增长8个百分点,超越市场 [30] - 家居类别首次转正,同比增长近7% [18] - 电子和服装类别同比大幅正增长,支撑了总体商品部门的表现 [17][19] - 季节性商品类别受天气影响,同比下降约5% [50][16] 各个市场数据和关键指标变化 - 东南部市场同比正增长10个百分点,优于东北部市场 [113] - 公司在汽油销售方面继续获得市场份额,同比增长约6% [34][44] 公司战略和发展方向及行业竞争 - 公司保持四大战略重点:提升会员忠诚度、提供无与伦比的购物体验、提供便利的优惠价值、扩大门店网络 [20] - 公司正在加快门店扩张,今年下半年将新开11家门店,包括进入新市场如路易斯维尔、诺克斯维尔、南部松和梅尔特海滩 [39][40] - 公司正在升级现有门店,推广"Fresh 2.0"计划,提升生鲜产品的新鲜度和质量 [26][27][28][29] - 公司自有品牌销售占比持续提升,目标未来达到30% [32][33] - 公司数字化转型持续推进,数字化销售同比增长21% [51] 管理层对经营环境和未来前景的评论 - 消费者仍然非常注重价值,公司的会员价值主张和优惠方案受到欢迎 [41][42][43] - 公司有信心实现长期可持续增长,会员数量、客流量和市场份额增长是公司实力的关键标志 [43] - 公司预计全年可比销售增长1%-2%,毛利率有20个基点的提升空间 [59][61] - 公司对未来保持信心,相信自身的经营模式和战略重点能够确保长期成功 [62] 问答环节重要的提问和回答 问题1 **Peter Benedict 提问** 会员费收入增长率为什么会是全年最高? [68] **Bob Eddy 回答** 主要是由于去年下半年新开门店的会员费在本季度才全部体现,未来会员费增速会有所放缓 [69][70] 问题2 **Kate McShane 提问** 公司如何看待当前的促销环境和定价? [78] **Bob Eddy 回答** 公司专注于为会员提供日常最佳价值,不会过多关注竞争对手的动态 [79][80] 问题3 **Simeon Gutman 提问** 为什么本季度会员费收入增速如此高? [84] **Bob Eddy 回答** 主要是由于去年下半年新开门店的会员费在本季度才全部体现,未来会有所放缓 [85]

BJ’s Wholesale Club Holdings, Inc. (BJ) came up with its first-quarter fiscal 2024 results, wherein both the top and bottom lines beat the Zacks Consensus Estimate. While total revenues improved from the year-ago period, earnings remained flat year over year. Additionally, BJ’s Wholesale Club’s comparable club sales showcased decent growth. The company experienced stellar growth in membership, traffic and unit volumes during the quarter. BJ’s Wholesale Club’s enhancements in merchandising and digital conven ...

BJ's Wholesale Club (BJ) reported $4.92 billion in revenue for the quarter ended April 2024, representing a year-over-year increase of 4.1%. EPS of $0.85 for the same period compares to $0.85 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $4.88 billion, representing a surprise of +0.76%. The company delivered an EPS surprise of +2.41%, with the consensus EPS estimate being $0.83. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

BJ's Wholesale Club (BJ) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.85 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 2.41%. A quarter ago, it was expected that this wholesale membership warehouse operator would post earnings of $1.06 per share when it actually produced earnings of $1.11, delivering a surprise of 4.72%. Over th ...

净销售额和营业收入 - 第一季度财报显示，BJ's Wholesale Club Holdings, Inc.的净销售额为48.07亿美元，同比增长4.0%[2] - 营业收入为1.61亿美元，同比下降13.9%[2] 会员费收入 - 会员费收入增长至1.11亿美元，同比增长8.6%[2] 毛利润和销售费用 - 毛利润增至8.83亿美元，主要受会员费收入增长推动[4] - 销售、一般和管理费用增至7.21亿美元，主要由于新俱乐部和加油站开业导致的劳动力和租金成本增加[5] 调整后的财务数据 - 调整后的每股收益为0.85美元，略有下降[2] - 调整后的净收入为11.34亿美元，每股调整后的EPS为0.85美元[33] - 调整后的EBITDA下降至2.36亿美元，同比下降6.0%[9] - 调整后的EBITDA为23.64亿美元，较上年同期下降6.0%[35] 财务状况和现金流 - BJ'S WHOLESALE CLUB HOLDINGS, INC. 2024年第一季度经营活动现金流为20.08亿美元，较上年同期增长68.6%[20] - 2024年第一季度存货减少7.85亿美元，较上年同期减少33.9%[20] - 2024年第一季度现金及现金等价物净减少为955千美元，较上年同期减少89.1%[20] - 调整后的自由现金流为9.51亿美元，较上年同期增长252.0%[37] 净利润和债务情况 - 净利润下降至1.11亿美元，同比下降4.4%[8] - 净债务为63.34亿美元，净债务与最近12个月调整后的EBITDA比率为0.6倍[37]

As BJ's Wholesale Club Holdings, Inc. (BJ) gears up to unveil its first-quarter fiscal 2024 results on May 23 before market open, investors are contemplating whether now is the opportune moment to buy into this membership-only warehouse club chain. With robust growth in membership, digital sales and private label brands, BJ’s Wholesale Club presents an intriguing investment opportunity. The company appears poised for a positive performance in terms of revenues, with the Zacks Consensus Estimate projecting r ...

Have you been paying attention to shares of BJ's Wholesale Club (BJ) ? Shares have been on the move with the stock up 9% over the past month. The stock hit a new 52-week high of $80.78 in the previous session. BJ's Wholesale Club has gained 21.1% since the start of the year compared to the -1.2% move for the Zacks Consumer Discretionary sector and the 8.6% return for the Zacks Consumer Services - Miscellaneous industry. What's Driving the Outperformance? The stock has a great record of positive earnings sur ...

BJ's Wholesale Club Holdings, Inc. (BJ) is likely to register an increase in the top line when it reports first- quarter fiscal 2024 results on May 23 before market open. The Zacks Consensus Estimate for revenues is pegged at $4,862 million, which indicates growth of 3% from the prior-year reported figure. The bottom line of this operator of membership warehouse clubs is expected to decrease year over year. The Zacks Consensus Estimate for first-quarter earnings per share has been stable at 84 cents over th ...