Evercore analyst Greg Melich maintains $BJ's Wholesale Club Holdings (BJ.US)$ with a hold rating, and adjusts the target price from $87 to $95.
According to TipRanks data, the analyst has a success rate of 67.3% and a total average return of 10.7% 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.
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Evercore分析師Greg Melich維持$BJ批發俱樂部 (BJ.US)$持有評級，並將目標價從87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67.3%，總平均回報率為10.7%。
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第三季度的盈利報告中出現了多個積極因素，包括核心同店銷售大大超出預期和強勁的會員參與度。儘管俱樂部選擇不調整一次性法律和解，給實現即將到來年度高單位數到低雙位數的盈利增長帶來了挑戰，但BJ到2025財政年度的長期財務計劃仍然基於基本趨勢看起來是可行的。
強勁的第三季度表現與公司相對保守的第四季度利潤率指引形成對比。儘管對會員增長和費用上漲感到鼓舞，但由於新俱樂部的開設、數字增長以及Fresh 2.0計劃所需的額外人力可能會限制利潤率的上升空間。
BJ批發在第三季度表現強勁，宣佈的自1月1日起生效的費用上漲受到好評。然而，因再投資和銷售放緩導致的第四季度指引下調，以及最近調查中顯示的續訂意願下降，以及關稅和/或港口罷工可能帶來的干擾，表明風險依然存在。
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