BJ’s Wholesale Club (BJ)
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Leslie's, Inc. Appoints Maile (Clark) Naylor to Board of Directors
Newsfilter· 2024-05-16 04:05
PHOENIX, May 15, 2024 (GLOBE NEWSWIRE) -- Leslie's, Inc. ((", Leslie', s", or the "Company", NASDAQ:LESL), the largest and most trusted direct-to-consumer brand in the U.S. pool and spa care industry, announced that the Company has appointed Maile (Clark) Naylor to its Board of Directors, replacing Eric Kufel, effective May 15, 2024. Ms. Naylor has joined as a Class I Director and member of the Audit and Compensation Committees. Mr. Kufel has resigned from his board duties at Leslie's to concentrate on his ...
Will BJ's (BJ) Beat Estimates Again in Its Next Earnings Report?
Zacks Investment Research· 2024-05-03 01:11
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering BJ's Wholesale Club (BJ) , which belongs to the Zacks Consumer Services - Miscellaneous industry. This wholesale membership warehouse operator has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 3.94%. For the most recent quarter, BJ's was expected to pos ...
BJ's Wholesale (BJ) Rides on Value Proposition & Digitization
Zacks Investment Research· 2024-04-18 23:35
公司战略 - 公司重视适应性和创新,致力于扩大会员基础、提升数字化能力和追求运营卓越[1] - 公司强调产品质量和价格,并提供无缝购物体验,通过优化产品组合、加快店铺开业速度和扩大送货服务,巩固了在行业中的地位[2] - 公司致力于加强营销和商品能力,拓展高需求类别和扩大自有品牌组合,取得了显著成果,推动了会员注册和续费,会员费收入显著增长[3] 财务表现 - 2023财年第四季度,会员费收入同比增长6.5%,受到强劲续费率和成功会员获取的推动,预计随着新店开业的增加,会员费收入将持续改善[4] - 管理层认为参与数字化的会员平均购物篮更高,年购物次数也更多,第四季度数字化销售增长了28%,俱乐部完成了约90%的数字化销售[6] 市场表现 - 公司的增长策略、更好的价格管理、良好的会员趋势和数字化应该会继续支持可比销售趋势,公司的长期目标也表明低至中等的单个数字可比销售增长,不包括汽油销售[7] - Zacks Rank 3 (Hold) 的股票在过去三个月上涨了14.6%,而行业增长了4%[8]
Volatility Spikes as Inflation Resurfaces: Stocks to Watch
Zacks Investment Research· 2024-04-12 01:26
Volatility has a way of creeping up when we least expect it. It seemed like the market was humming along to the Fed’s narrative heading into the week, with stocks hovering near all-time highs. But the latest inflation report had other plans. Rate-cut hopes dwindled following hotter-than-expected inflation data, with stocks experiencing heavy selling pressure as a result. Yesterday’s release of the consumer price index (CPI) figures showed that prices rose 0.4% over the previous month and 3.5% year-over-year ...
This Popular Stock Wall Street Loves Grew Its Dividend 382% Last Year
24/7 Wall Street· 2024-04-04 21:10
股息增长 - Costco去年将季度股息从每股0.90美元增加到每股1.02美元,增长了13.3%[2] - Costco去年还支付了每股15美元的特别股息,使得整体股息增长了381.8%[2] 股价表现 - Costco的股价去年上涨了44.6%,今年迄今为止上涨了约7%[9]
BJ’s Wholesale Club (BJ) - 2024 Q4 - Annual Report
2024-03-19 04:12
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ FORM 10-K _____________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 3, 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 No. 001-38559 _____________________________ BJ’S WHOLESALE CLUB HOLDINGS, IN ...
Top Wall Street analysts prefer these three stocks for the long haul
CNBC· 2024-03-17 19:45
In this article CRWD NKE BJ In this photo illustration, the CrowdStrike Holdings, Inc. logo is displayed on a smartphone screen. Rafael Henrique | SOPA Images | Lightrocket | Getty Images Investors' worries about the prospect of higher-for-longer interest rates have made a comeback, pulling the major averages lower this past week. Even as markets seem turbulent for now, it's key for investors to keep a long-term focus and to find stocks that can offer attractive returns for years to come. With that in mind, ...
One-Hop Shopping! BJ's Wholesale Club Delivers Fresh Savings for Easter Celebrations
Businesswire· 2024-03-12 18:30
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ’s Wholesale Club (NYSE: BJ), a leading operator of membership warehouse clubs, is bringing egg-citing savings this year on Easter essentials, including fresh food, spring décor, apparel, paper goods and basket stuffers. Members will find unbeatable value on Easter essentials both in-club and online at BJs.com. Plus, members can earn additional savings when they stock up on practically anything between March 12 and March 31. When BJ’s members spend $150* in one transac ...
BJ's Wholesale Club (BJ) Q4 Earnings Beat, Sales Rise Y/Y
Zacks Investment Research· 2024-03-08 20:26
BJ’s Wholesale Club Holdings, Inc. (BJ) came up with its fourth-quarter fiscal 2023 results, wherein the top line marginally fell short of the Zacks Consensus Estimate but improved from the year-ago period. Conversely, the company’s bottom line managed to surpass the consensus estimate and registered a year-over-year increase. Additionally, BJ’s Wholesale Club’s comparable club sales, excluding gasoline sales, also showcased decent growth. Q4 Insights BJ’s Wholesale Club reported adjusted earnings of $1.11 ...
BJ’s Wholesale Club (BJ) - 2023 Q4 - Earnings Call Transcript
2024-03-08 04:42
财务数据和关键指标变化 - 第四季度净销售额约为52亿美元,同比增长8.7% [45] - 第四季度不含汽油的同店销售增长0.5%,两年堆积增长超过9% [46] - 第四季度会员费收入增长6.5%至1.084亿美元,创历史新高 [51] - 全年商品毛利率同比提升约50个基点 [52] - 第四季度调整后每股收益为1.11美元,位于预期区间高端 [59] 各条业务线数据和关键指标变化 - 食品、生鲜和日用品部门第四季度同店销售增长近1%,两年堆积增长13% [47] - 家居用品和服务部门第四季度同店销售下降约1%,但总体通用商品部门同店销售转正 [48] - 数字化销售额第四季度同比增长28%,占净销售额11%以上 [50] 各个市场数据和关键指标变化 - 公司在第四季度和全年持续获得市场份额增长 [46] - 公司在新市场和现有市场的新店表现良好,为未来扩张奠定基础 [104][105] 公司战略和发展方向及行业竞争 - 公司将继续专注于四大战略支柱:提升会员忠诚度、提供无与伦比的购物体验、以便利的方式提供价值、扩大门店网络 [22] - 公司将继续投资于会员、商品、数字化和门店扩张等领域,以实现长期增长 [63] - 公司相信自身的经营模式和专注于提供价值的战略将使其在任何宏观环境下都能保持竞争优势 [41][72] 管理层对经营环境和未来前景的评论 - 公司认为会员忠诚度和购买行为保持强劲,尤其是中高收入会员 [39][41] - 公司预计2024财年同店销售增长1%-2%,商品毛利率有20个基点的改善 [66][67] - 公司对长期增长前景保持信心,并将继续投资于关键战略领域 [72] 问答环节重要的提问和回答 问题1 **Robby Ohmes提问** 公司第四季度同店销售增长中,流量贡献约3个百分点,而客单价仍有下降压力。公司对未来各业务线的预期如何? [76][77][78][79] **Bob Eddy回答** 公司对第四季度业务结构感到满意,流量增长体现了会员参与度的提升,这是预测会员续订的最重要指标之一。公司将继续努力提升通用商品部门的表现,这是公司长期战略的关键组成部分。[77][78][79][80] 问题2 **Simeon Gutman提问** 公司在短期利润管理和长期投资之间如何平衡?是否会因为短期业绩压力而限制一些投资? [89][90][91] **Bob Eddy回答** 公司的投资决策完全基于长期发展,而非季度或年度业绩。公司将继续大幅投资于会员、数字化、商品和门店扩张等关键领域,以实现未来5-10年的持续增长。短期利润波动不会影响公司的长期投资计划。[90][91][92] 问题3 **Oliver Chen提问** 公司毛利率改善的潜力来自哪些方面?以及最近的组织架构调整对客户体验和效率有何影响? [119][120][121][128][129] **Bob Eddy和Laura Felice回答** 毛利率改善主要来自三个方面:1)优化商品组合和价值主张;2)自有品牌占比持续提升;3)新的联名信用卡项目带来的短期压力将逐步缓解。 组织架构调整是为了更好地支持公司未来5年的战略发展,通过集中职能和提高效率来为关键战略领域投入更多资源,从而提升客户体验。[120][121][128][129]