Loop Capital analyst Laura Champine maintains $BJ's Wholesale Club Holdings (BJ.US)$ with a hold rating, and adjusts the target price from $80 to $95.
According to TipRanks data, the analyst has a success rate of 59.9% and a total average return of 7.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $BJ's Wholesale Club Holdings (BJ.US)$'s main analysts recently are as follows:
There were multiple positives noted from BJ's 3Q earnings results, including significantly higher-than-expected core same-store sales and strong member engagement. Although the club's choice not to adjust a one-time legal settlement has introduced challenges in achieving high single to low double-digit earnings growth in the upcoming year, BJ's long-term financial plans up to fiscal 2025 still appear achievable based on underlying trends.
Strong Q3 performance stands in contrast to the company's rather conservative Q4 margin guidance. Despite being encouraged by the membership momentum and a fee increase, the requirement for additional labor due to new club openings, digital growth, and the Fresh 2.0 initiative might restrict the margin upside.
BJ's Wholesale experienced a solid Q3 performance and the announcement of a fee increase effective January 1 was well received. However, the reduction in the Q4 guidance due to re-investments and sales moderation, along with decreased renewal intent revealed in recent surveys and the potential disruptions from tariffs and/or port strikes, indicate that risks still persist.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Loop Capital分析師Laura Champine維持$BJ批發俱樂部 (BJ.US)$持有評級，並將目標價從80美元上調至95美元。
根據TipRanks數據顯示，該分析師近一年總勝率為59.9%，總平均回報率為7.9%。
此外，綜合報道，$BJ批發俱樂部 (BJ.US)$近期主要分析師觀點如下：
BJ公司第三季度業績結果中有多項積極因素，包括核心同店銷售大幅高於預期以及會員參與度強勁。儘管俱樂部選擇不調整一次性法律和解，這給明年實現高單位數到低單位數的收益增長帶來了挑戰，但根據基礎趨勢，BJ到2025財年的長期財務計劃仍然看似可行。
強勁的第三季度業績與公司相對保守的第四季度利潤指導形成對比。儘管會員增長和費用增加讓人感到鼓舞，但因新俱樂部開業、數字化增長及Fresh 2.0計劃所需的額外人力，可能限制了利潤的上升空間。
BJ批發公司在第三季度業績表現良好，並宣佈自1月1日起將增加費用，這一消息受到歡迎。然而，由於再投資和銷售放緩的原因，第四季度指導的下調，以及最近調查中顯示的續約意願下降以及關稅和/或港口罷工可能造成的干擾，表明風險仍然存在。
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