BJs Wholesale Club

BJ

Market cap $11.9B

MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) announced today that it will open three new clubs in December. Clubs in Springfield, Massachusetts, and Sumter, South Carolina, will open on December 12. The Casselberry, Florida, location will open on December 17. All three locations will feature on-site BJ's Gas stations offering everyday low fuel prices and potential extra savings through BJ's Fuel Savers Program. The Springfield and Sumter gas stations opened in November. T.

Tsvetta Kaleynska says there's "two different flavored stories" you can find between Costco (COST) and BJ's Wholesale Club (BJ). She attributes Costco to a "theme park for adults" that shows positive retail and sentiment trends, along with a surprising customer taste for high-priced items.

COST and BJ both shine in retail, but Costco's scale, loyalty and steady growth make it the standout in today's market.

BJ's Wholesale Club's NYSE: BJ stock price is set up for a bullish market reversal that could push it to $120 or higher, representing 33% upside from late-November trading levels.

BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) posted better-than-expected earnings for the third quarter on Friday.

BJ lifts its FY25 earnings outlook as Q3 shows revenue growth, stronger membership trends and a solid earnings beat despite margin pressure.

BJ's Wholesale Club is growing revenue and membership fees, but profit growth is muted as costs rise. Costco continues to post faster comparable sales growth, helping explain its premium valuation.

Burt Flickinger offers a bleak outlook for retail this holiday season, noting that most consumers are financially stretched. He points to a significant divergence in performance, with retailers like Walmart (WMT), TJX Companies (TJX), BJ's Wholesale (BJ), and Costco (COST) thriving.

BJ's Wholesale Club Holdings, Inc. is now attractive after a 22% correction, with valuation resetting from 30x to 20x forward earnings. BJ continues to deliver mid-single digit revenue and EPS growth, with strong comparable sales, expanding membership, and robust online sales up 30% year-over-year. Margins remain healthy despite higher expenses from expansion, and management's stepped-up share buybacks signal confidence in BJ's undervaluation.

BJ's Wholesale Club Holdings, Inc. remains a quality warehouse club franchise, leveraging a membership-driven model and expanding its omnichannel presence. Recent earnings show steady revenue and membership growth, but profits are pressured by higher expenses and increased capital investment. BJ trades at a premium valuation—about 36% above sector average—despite guiding for mid-single-digit EPS growth and facing margin headwinds.