MARLBOROUGH, Mass.--(BUSINESS WIRE)--From hunger relief in Virginia to after-school programs in Connecticut, BJ's Wholesale Club (NYSE: BJ) today announced it is donating more than $1.2 million to local organizations nominated by its team members. The grants will help families in 17 states and Washington, D.C., meet their essential needs. "BJ's is driven by a powerful purpose: we take care of the families who depend on us,†said Bob Eddy, Chairman and Chief Executive Officer, BJ's Wholesale Clu. ...

Key Takeaways BJ's digitally enabled comparable sales jumped 34% year over year in Q2 fiscal 2025.More than 90% of digital orders are fulfilled through clubs, boosting efficiency and engagement.Membership hit 8 million, with higher-tier members now forming 41% of BJ's total base.BJ’s Wholesale Club Holdings, Inc. (BJ) is enhancing its digital efforts, and the results are evident. In the second quarter of fiscal 2025, digitally enabled comparable sales increased 34% year over year, reflecting two-year stacke ...

MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ), a leading operator of membership warehouse clubs, today announced that it will release financial results for the second quarter fiscal 2025 prior to the market open on Friday, November 21, 2025 and will hold a conference call on the same day at 8:30 a.m. ET to discuss its financial performance. The live audio webcast of the call can be accessed under the "Events & Presentations†section of the company's inve. ...

MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club (NYSE: BJ) announced today the must- have toys for the holiday season as shopping begins earlier than ever. Offering the hottest toys from brands like Disney, Barbie, LEGO®, Play-Doh and Hot Wheels, BJ's has something for everyone, all at unbeatable prices. BJ's is also making it easier than ever to get ahead of the holiday rush with free shipping on all toys and the convenience of shopping through the BJ's mobile app, online at BJs.com/To. ...

I've been a card-carrying Costco member since 2008, yet I never bought its stock-a decision, or more precisely, an oversight, that has grown increasingly painful over the years, especially given that I consider myself a devotedI am a corporate lawyer with an MBA and a long-standing interest in value investing. After spending 7 years practicing at several prestigious Wall Street and Silicon Valley law firms as a corporate transactional lawyer, I founded and have been operating my own boutique law firm for th ...

宏观经济数据与事件 - 美国9月MBA抵押贷款申请指数周环比下降12.7%，其中购房抵押贷款子指数下降1.0%，再融资子指数大幅下降20.6%，30年期固定利率抵押贷款平均利率上升12个基点至6.46% [1] - 美国9月ADP就业人数意外减少3.2万人，为两年半以来最大降幅，且8月数据从增加5.4万人下修至减少0.3万人 [5] - 美国9月ISM制造业指数上升0.4至49.1，创7个月新高，但价格支付子指数下降1.8至61.9，创8个月新低 [6] - 美国政府停摆事件引发风险规避情绪，可能导致64万联邦工作人员暂时休假，推高失业率至4.7% [2][7] - 欧元区9月CPI同比上涨2.2%，核心CPI同比上涨2.3%，均符合预期 [13] 主要股指与利率表现 - 周三美国主要股指收涨，标普500指数上涨0.34%，道琼斯工业平均指数上涨0.09%，纳斯达克100指数上涨0.49% [5] - 周三10年期美国国债收益率下降4.6个基点至4.104%，国债价格上涨 [12] - 欧洲斯托克50指数创历史新高，收涨0.94%，而日经225指数下跌0.85%至两周半低点 [10] 行业与个股表现 - 制药股连续第二日上涨，阿斯利康涨超9%，礼来涨超8%，默克涨超7%领涨道指成分股 [3][15] - 芯片制造商与AI基础设施类股走强，超微电脑涨超9%，美光科技涨超8%，英特尔涨超7% [3][16] - 加密货币相关股票随比特币价格上涨而攀升，Coinbase Global等涨超2% [17] - 锂美洲公司股价大涨超23%，因美国能源部同意收购该公司股份 [17] - AES公司股价大涨超16%，因黑石旗下基金正就收购该公司进行深入谈判 [18] - 亚马逊推出新的自有食品品牌，涵盖超1000种商品，导致Dollar Tree等杂货零售商股价下跌 [22]

Key Takeaways BJ's digital comparable sales jumped 34% in Q2, driving a 56% increase over two years.More than 90% of digital orders were fulfilled through clubs, boosting loyalty and efficiency.Membership hit 8M with higher-tier members at 41%, fueling record $123.3M in fee income.BJ’s Wholesale Club Holdings, Inc. (BJ) is making significant strides in its digital transformation, with the latest quarter underscoring how technology is reshaping member engagement. In the second quarter of fiscal 2025, digital ...

My previous investment thought on BJ’s Wholesale Club Holdings (NYSE: BJ ) was an upgrade to a buy rating, as valuation had come down to a more palatable level with fundamentals still strong. II focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identi ...

基金业绩表现 - TimesSquare Capital Management美国小盘成长策略基金2025年第二季度总回报率为11.28%（毛）和11.02%（净）[1] - 同期罗素2000成长指数回报率为11.97% 基金表现略低于基准指数0.69个百分点[1] - 全球经济活动指标改善推动股票在第二季度实现两位数回报[1] BJ批发俱乐部财务表现 - 2025年第二季度净销售额约为53亿美元 较上年同期增长3.4%[4] - 第一季度利润和收益超出市场预期[3] - 消费品类别强劲增长抵消了季节性大件商品类别的轻微下滑[3] 股价与市值表现 - 截至2025年9月10日收盘价为每股97.44美元 市值达到128.38亿美元[2] - 一个月回报率为-5.27% 但过去52周股价累计上涨20.67%[2] - 公司股价出现6%的回调 基金管理层选择在此期间增持头寸[3] 机构持仓情况 - 2025年第二季度末有44只对冲基金持有BJ批发俱乐部股票 较上一季度的43只有所增加[4] - 该股票未入选对冲基金最受欢迎的30只股票名单[4] 公司业务模式 - 运营会员制仓储式俱乐部 提供食品杂货、一般商品、汽油及其他辅助服务[2] - 采用优惠券簿和促销活动等营销方式[2] - 被基金管理公司归类为价值导向型专业零售商[3] 管理层策略 - 管理层决定维持全年业绩指引 被投资者视为保守做法[3] - 尽管短期股价承压 但基金管理层认为维持指引是谨慎之举[3]

Zacks投资工具概述 - Zacks Premium服务提供包括Zacks Rank和Zacks Industry Rank每日更新、Zacks第一排名列表完全访问权限、股票研究报告及高级选股器在内的多种投资工具 [1] - 该服务通过风格评分系统辅助投资者进行更智能、更自信的投资决策 [1] Zacks风格评分系统 - 风格评分系统采用字母评级体系（A/B/C/D/F） 从价值、增长和动量三个维度评估股票 [2][3] - 价值评分通过市盈率、PEG比率、市销率、现金流比率等多项指标识别最具吸引力且折价最深的股票 [3] - 增长评分通过分析预测及历史盈利、销售额和现金流等特征寻找具有可持续增长潜力的公司 [4] - 动量评分利用周度价格变动和盈利预期月度百分比变化等因素判断最佳建仓时机 [5] - VGM评分综合三种评分方法 筛选同时具备最佳价值、最优增长前景和最强劲动量特征的股票 [6] Zacks排名系统表现 - Zacks排名第一（强力买入）的股票自1988年以来实现年均+23.75%回报率 超过标普500指数两倍以上 [8] - 每日有超过200家公司获得强力买入评级 另有600家公司获得第二（买入）评级 [8] - 建议优先选择同时具备Zacks排名第一/第二和风格评分A/B级的股票组合 [9][10] BJ批发俱乐部案例分析 - 公司通过简化商品分类、扩展自有品牌组合、增强数字能力并提供高性价比产品 实现会员注册和续约增长 [11] - 公司维持约7,000个有效库存单位 相比传统超市竞争对手在品牌食品篮子上持续提供25%或更高节省 [11] - 当前获得Zacks第三（持有）排名和VGM评分A级 增长评分达B级 预示本财年盈利同比增长6.7% [12] - 过去60天内六位分析师上调2026财年盈利预期 共识预期提升0.02美元至每股4.32美元 平均盈利惊喜达+16.4% [12] - 凭借稳健的Zacks排名和顶级增长及VGM评分 该公司被列为投资者重点观察标的 [13]