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 October 28, 2023 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. ...

财务数据和关键指标变化 - 第三季度净销售额约48亿美元,同比增长近3% [38] - 商品可比销售额(不含汽油)同比下降0.1%,两年堆积增长5%以上 [38][39] - 第三季度毛利率(不含汽油)同比提升30个基点 [40] - 第三季度调整后EBITDA为2.749亿美元,调整后每股收益为0.98美元 [43] 各条业务线数据和关键指标变化 - 杂货、生鲜和日用品部门第三季度同比增长2%,两年堆积增长7% [39] - 商品和服务部门第三季度同比下降11% [39] - 数字化销售额第三季度同比增长16%,占净商品销售额10%以上 [40] - 汽油业务第三季度同比增加近3%的销量,利润率高于预期 [41] 各个市场数据和关键指标变化 - 公司在第三季度持续获得市场份额增长,相比去年同期和过去3年均有提升 [11] - 新开店在过去12个月的销售额集体超过计划30%以上 [96][97] - 新进入的阿拉巴马州麦迪逊市场表现出色 [97][98] 公司战略和发展方向及行业竞争 - 公司正在重塑和提升商品部门,提升会员体验,加强数字化和门店网络拓展 [20][21][25][32] - 自有品牌销售占比有望在全年达到25%,长期目标30% [29][31] - 公司对长期发展前景保持乐观,但短期内面临宏观环境不确定性 [47][54][93] 管理层对经营环境和未来前景的评论 - 第三季度通胀趋缓,但公司预计第四季度仍将保持净通胀 [49][50] - 消费者谨慎情绪持续,但中高收入会员消费和访店频率保持增长 [17] - 公司对长期发展前景保持乐观,将继续专注于会员价值、购物体验、数字化和门店拓展 [54][93] 问答环节重要的提问和回答 问题1 **Mike Baker 提问** 未来如果出现通缩,公司如何应对? [58][59][60][61] **Bob Eddy 回答** 公司将始终以会员利益为先,不会因通缩而改变为会员提供最佳价值的策略 [59][60][61] 问题2 **Robbie Ohmes 提问** 会员费增长加速的原因,以及未来是否会有会员费优惠 [65][66][67] **Bob Eddy 回答** 会员费增长是公司长期战略的关键,未来不会轻易调整会员费 [66][67][110] 问题3 **Simeon Gutman 提问** 商品部门何时能实现扭亏为盈 [103][104][105][106][107][108] **Bob Eddy 回答** 公司正在持续改善商品部门,但短期内受到宏观环境影响,长期看好该业务的发展潜力 [104][105][106][107][108]

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 July 29, 2023 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. (E ...

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Q2 2023 Earnings Conference Call August 22, 2023 8:00 AM ET Company Participants Cathy Park - Investor Relations Bob Eddy - Chairman and Chief Executive Officer Laura Felice - Chief Financial Officer Bill Werner - Executive Vice President, Strategy and Development Conference Call Participants Peter Benedict - Baird Robert Ohmes - Bank of America Edward Kelly - Wells Fargo Kate McShane - Goldman Sachs Michael Baker - D.A. Davidson Mark Carden - UBS Operator Hello, ...

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 April 29, 2023 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. ( ...

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Q1 2023 Earnings Conference Call May 23, 2023 8:00 AM ET Company Participants Cathy Park - Investor Relations Bob Eddy - President and Chief Executive Officer Laura Felice - Chief Financial Officer Bill Werner - Executive Vice President, Strategy and Development Conference Call Participants Kate McShane - Goldman Sachs Edward Kelly - Wells Fargo Chuck Grom - Gordon Haskett Simeon Gutman - Morgan Stanley Robby Ohmes - Bank of America Peter Benedict - Baird Mike Ba ...

FDA监管 - FDA对食品和食品成分的安全性有全面监管权[33] - FDA对膳食补充剂的安全性、膳食成分、标签和良好生产规范有全面监管权[34] FTC监管 - FTC对食品和膳食补充剂的广告进行监管[35] 公司业务特点 - 公司业务具有季节性，第二和第四财季通常实现净销售、营业收入和现金流的较高比例[37] 公司员工情况 - 公司拥有超过34,000名全职和兼职员工，团队成员占总劳动力的43%为女性，55%为少数族裔[38] 社区支持 - 公司通过BJ's慈善基金会支持社区，主要支持饥饿预防和教育领域的非营利组织[39] 公司信息 - 公司于2018年2月成立，于2018年7月在纽约证券交易所上市[40] - 公司网站提供免费下载年度报告、季度报告和其他相关文件[40] 高管团队 - 公司高管团队包括总裁兼首席执行官Robert W. Eddy、首席财务官Laura L. Felice等[42][43][44][45][46][47][48][49] - Monica Schwartz自2021年10月起担任公司首席数字官，负责推动公司电子商务和全渠道业务的愿景和战略[50] - William C. Werner自2021年4月起担任公司战略和发展执行副总裁，负责构建公司的市场扩张和关键战略举措[51] 市场风险 - 公司暴露于市场利率变化的风险，这些利率变化将影响公司的净利息费用和经营现金流量[181]

BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Investor Day and Q4 2022 Earnings Call March 9, 2023 8:30 AM ET Company Participants Cathy Park - Vice President, Investor Relations Bob Eddy - President, Chief Executive Officer Laura Felice - Chief Financial Officer Bill Werner - Executive Vice President, Strategy and Development Rachael Vegas - Chief Merchant Monica Schwartz - Chief Digital Officer Tim Morningstar - Chief Membership Officer Paul Cichocki - Chief Commercial Officer Jeff Desroches - Chief Operat ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________ _______________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 BJ New York Stock Exchange FORM 10-Q _______________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 29, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF T ...

BJ’s Wholesale Club Holdings Inc. (NYSE:BJ) Q3 2022 Earnings Conference Call November 17, 2022 8:30 AM ET Company Participants Bob Eddy - President, Chief Executive Officer Laura Felice - Executive Vice President, Chief Financial Officer Bill Werner - Executive Vice President, Strategy and Development Cathy Park - Vice President, Investor Relations Conference Call Participants Mike Baker - DA Davidson Edward Kelly - Wells Fargo Robbie Ohmes - Bank of America Peter Benedict - Baird Chuck Grom - Gordon Hasket ...