BJ's Wholesale Club Holdings, Inc. is a leading membership-based warehouse club operator primarily serving the eastern United States. The company offers a curated selection of groceries, fresh foods, general merchandise, gasoline, and ancillary services, providing significant value and savings to its members. BJ's also enhances the shopping experience through digital platforms, including online shopping and delivery services, and features exclusive private label brands.
- Perishables, Grocery, and Sundries - Offers a wide range of food and household products, including meat, produce, dairy, bakery, deli, frozen items, packaged foods, beverages, detergents, paper products, beauty care, baby care, and pet foods.
- General Merchandise and Services - Includes electronics, apparel, seasonal goods, small appliances, televisions, furniture, optical services, tires, third-party gift cards, and other related revenues.
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- Given the continued uncertainty around tariffs and your comments on mitigating cost impacts through sourcing diversification, can you detail the specific strategies you plan to implement if tariff pressures increase further and how these might affect your pricing and gross margin in the near term?
- Your digitally enabled sales have grown impressively while incurring higher operational costs, so what steps are you taking to improve fulfillment efficiency and contain cost erosion without compromising the in-club member experience?
- With membership algorithm adjustments mentioned in your commentary on premium tier growth and renewal rates, can you elaborate on which specific components might be recalibrated in response to evolving consumer behavior, and what safeguards are in place to protect long-term lifetime value?
- As you accelerate new club openings and evaluate relocation opportunities amid rising construction costs, how are you balancing capital allocation between expanding into new markets and reinforcing your existing market presence, and what detailed criteria guide these decisions?
- Fresh 2.0 has delivered high single-digit to low double-digit growth in produce and is being extended to meat and seafood, so how do you plan to sustain this growth while managing the associated operational complexities and margin pressures, and what key performance metrics will you monitor?
Research analysts who have asked questions during BJ's Wholesale Club Holdings earnings calls.
Peter Benedict
Robert W. Baird & Co.
11 questions for BJ
Edward Kelly
Wells Fargo
10 questions for BJ
Michael Baker
D.A. Davidson & Co.
9 questions for BJ
Simeon Gutman
Morgan Stanley
9 questions for BJ
Charles Grom
Gordon Haskett Research Advisors
8 questions for BJ
Robert Ohmes
Bank of America
8 questions for BJ
Rupesh Parikh
Oppenheimer & Co. Inc.
8 questions for BJ
Mark Carden
UBS
7 questions for BJ
Katharine McShane
Goldman Sachs Group, Inc.
6 questions for BJ
Steven Zaccone
Citigroup
6 questions for BJ
Thomas Nass
TD Cowen
4 questions for BJ
Kate McShane
Goldman Sachs
2 questions for BJ
Oliver Chen
TD Cowen
2 questions for BJ
Robbie Owens
Piper Sandler
2 questions for BJ
Chuck Brom
Gordon Haskett Research Advisors
1 question for BJ
Chuck Grom
Gordon Haskett Research Advisors
1 question for BJ
Ryan Bulger
Gordon Haskett Research Advisors
1 question for BJ
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
This competitor operates on a multi-national basis and is one of the major warehouse club operators in the industry. It competes with the company in terms of price, services offered to customers, distribution strategy, merchandise selection and availability, location, convenience, store hours, and the attractiveness and ease of use of websites and mobile applications. | |
This competitor, a division of Wal-Mart Stores, Inc., operates on a multi-national basis and is one of the major warehouse club operators in the industry. It competes with the company in terms of price, services offered to customers, distribution strategy, merchandise selection and availability, location, convenience, store hours, and the attractiveness and ease of use of websites and mobile applications. |
Recent press releases and 8-K filings for BJ.
- BJ's Wholesale Club Holdings, Inc. reported Second Quarter Fiscal 2025 results, with earnings per diluted share and adjusted earnings per diluted share of $1.14.
- Comparable club sales, excluding gasoline sales, increased by 2.3% year-over-year, while total comparable club sales decreased by 0.3% due to declining retail fuel prices.
- Membership fee income grew 9.0% year-over-year to $123.3 million, with the company reaching a record 8 million members.
- The company raised its fiscal year 2025 Adjusted EPS guidance to a range of $4.20 to $4.35.
- BJ's repurchased 375,000 shares of common stock, totaling $41.2 million, during the second quarter of fiscal 2025 under its existing share repurchase program.
- BJ’s reported strong Q1 performance with comparable club sales up 1.6% (3.9% excluding gasoline) and EPS of $1.13, driven by robust membership and traffic growth.
- Membership fee income increased to $120.4 million year-over-year, reflecting improvements in membership acquisition and retention.
- The company achieved significant profitability with net income of $149.8 million and a 26.7% rise in operating income.
- Guidance for fiscal 2025 remains unchanged with anticipated comparable club sales growth of 2.0–3.5%, adjusted EPS in the range $4.10–$4.30, and a share repurchase of 55,000 shares for $6.2 million; additionally, five new clubs and four gas stations were opened.