On Nov 22, major Wall Street analysts update their ratings for $BJ's Wholesale Club Holdings (BJ.US)$, with price targets ranging from $98 to $110.
Morgan Stanley analyst Simeon Gutman maintains with a hold rating, and adjusts the target price from $90 to $98.
Goldman Sachs analyst Kate McShane upgrades to a buy rating, and adjusts the target price from $93 to $102.
UBS analyst Mark Carden maintains with a buy rating, and adjusts the target price from $102 to $108.
Wells Fargo analyst Edward Kelly maintains with a buy rating, and maintains the target price at $100.
Jefferies analyst Corey Tarlowe maintains with a buy rating, and adjusts the target price from $105 to $110.
Furthermore, according to the comprehensive report, the opinions of $BJ's Wholesale Club Holdings (BJ.US)$'s main analysts recently are as follows:
BJ's Wholesale demonstrated several positives in their third quarter earnings results, notably with core same-store sales surpassing expectations and robust member engagement. Although the decision not to adjust earnings for a one-time legal settlement might optically challenge high single to low double-digit earnings growth in the upcoming year, the long-term financial goals for fiscal 2025 are still considered achievable on an underlying basis.
BJ's Wholesale exhibited a strong Q3 performance, which appears to contrast with its relatively conservative Q4 margin guidance. Analysts are optimistic about the company's continued momentum in membership and the recent fee increase. Additionally, new club openings, digital growth, and the Fresh 2.0 initiatives are anticipated to necessitate additional labor, which may constrain margin expansion.
Improvements in margins, fee increases, and associated reinvestment opportunities in club growth, alongside successful digital initiatives and various merchandise enhancements, are posited as promising drivers for growth.
The firm attributes its adjustment to BJ's Wholesale's announcement about its first membership fee increase in seven years. Additionally, consumer stock-up behavior due to recent major storms, where BJ's has approximately 3% of its total stores, contributed a 1% increase to its core Same Store Sales (SSS) in Q3. Even excluding this lift, the core comp growth of 3.8% exceeded expectations by approximately 80 basis points.
While there were some irregularities in BJ's Wholesale's third-quarter headline results, the underlying performance exceeded expectations. Additionally, critical membership Key Performance Indicators (KPIs) remain consistent with those of leading industry peers like Costco.
Here are the latest investment ratings and price targets for $BJ's Wholesale Club Holdings (BJ.US)$ from 9 analysts:
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美東時間11月22日，多家華爾街大行更新了$BJ批發俱樂部 (BJ.US)$的評級，目標價介於98美元至110美元。
摩根士丹利分析師Simeon Gutman維持持有評級，並將目標價從90美元上調至98美元。
高盛集團分析師Kate McShane上調至買入評級，並將目標價從93美元上調至102美元。
瑞士銀行分析師Mark Carden維持買入評級，並將目標價從102美元上調至108美元。
富國集團分析師Edward Kelly維持買入評級，維持目標價100美元。
富瑞集團分析師Corey Tarlowe維持買入評級，並將目標價從105美元上調至110美元。
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：
好市多在第三季度的業績中展現了幾個積極因素，尤其是核心同店銷售超出預期，會員的參與度也很強。雖然選擇不爲一次性的法律和解調整收益可能在視覺上對高單位數至低雙位數的收益增長構成挑戰，但財政2025年的長期財務目標仍被認爲在基礎層面上是可以實現的。
好市多的第三季度業績表現強勁，這似乎與其相對保守的第四季度利潤率指導形成對比。分析師對公司在會員招募上的持續勢頭以及最近的費用增加持樂觀態度。此外，新俱樂部的開設、數字化增長和Fresh 2.0項目預計將需要額外的勞動力，這可能會限制利潤率的擴大。
利潤率的改善、費用的增加以及與俱樂部增長相關的再投資機會，加上成功的數字化舉措和各種商品的增強，被認爲是增長的有希望的推動因素。
該公司將其調整歸因於好市多宣佈七年來的第一次會員費用增加。此外，由於近期重大風暴導致的消費囤貨行爲，使好市多大約佔其總門店的3%，爲其第三季度的核心同店銷售（SSS）貢獻了1%的增長。即便不算這一提升，核心同店銷售增長3.8%也比預期高出約80個點子。
雖然好市多第三季度的主要財務結果存在一些不規則性，但其基礎業績超出了預期。此外，關鍵的會員關鍵績效指標（KPI）與好市多等領先行業板塊的同行保持一致。
以下爲今日9位分析師對$BJ批發俱樂部 (BJ.US)$的最新投資評級及目標價：
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