BJ’s Wholesale Club (BJ)

搜索文档
3 Reasons Why Growth Investors Shouldn't Overlook BJ's (BJ)
ZACKS· 2025-06-04 01:46
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth S ...
4 Stocks With Strong Interest Coverage Ratios to Buy in June 2025
ZACKS· 2025-06-03 23:45
Key Takeaways Four stocks with robust interest coverage ratios show strength amid rising trade and debt concerns. STRL, BJ, MOH, and HALO pair high EPS growth with solid Zacks Ranks and strong VGM Scores. Each pick demonstrates consistent earnings surprises and notable stock performance over the past year.U.S. stocks gained on Monday, marking a positive start to June despite rising global trade concerns. The S&P 500 gained 0.41% to reach 5,935.94, the Nasdaq rose 0.67% to 19,242.61, and the Dow Jones Indu ...
BJ’s Wholesale Club (BJ) - 2026 Q1 - Quarterly Report
2025-05-30 04:38
财务数据关键指标变化 - 收入和利润(同比环比) - 2025财年第一季度净销售额为50亿美元,较2024财年第一季度的48亿美元增长4.7%[94][96] - 2025财年第一季度可比俱乐部销售额和商品可比俱乐部销售额均增长1.6%,商品可比俱乐部销售额增长3.9%[94][100] - 2025财年第一季度会员费收入为1.204亿美元,较2024财年第一季度的1.114亿美元增长8.1%[104] - 2025年5月3日调整后净利润为1.50875亿美元,调整后每股收益为1.14美元;2024年5月4日调整后净利润为1.13408亿美元,调整后每股收益为0.85美元[119] - 2025年5月3日调整后EBITDA为2.85836亿美元,2024年5月4日为2.36386亿美元[123] 财务数据关键指标变化 - 成本和费用(同比环比) - 2025财年第一季度销售成本为42亿美元,占净销售额的83.1%,2024财年第一季度为40亿美元,占比83.9%[106] - 2025财年第一季度商品毛利率较上一年度提高30个基点[106] - 2025财年第一季度销售、一般和行政费用(SG&A)为7.609亿美元,较2024财年第一季度的7.218亿美元增长5.4%[109] - 2025财年第一季度开业前费用为500万美元,而2024财年第一季度为90万美元[112] - 2025财年第一季度净利息支出为1110万美元,低于2024财年第一季度的1400万美元[113] - 2025财年和2024财年第一季度的有效所得税税率分别为22.2%和24.4%[115] 财务数据关键指标变化 - 其他 - 2025财年前三个月回购55000股,总购买价格为620万美元[126] - 2025财年前三个月经营活动提供的净现金为2.081亿美元,高于2024财年同期的2.008亿美元[128] - 2025财年第一季度调整后自由现金流降至6760万美元,2024财年第一季度为9510万美元[134] 各条业务线表现 - 2024财年,公司两个自有品牌占非汽油净销售总额约26%[85] 各地区表现 - 截至文件提交日,公司有255家大型仓储俱乐部和190个加油站,分布在21个州[84] 管理层讨论和指引 - 公司面临的主要市场风险是利率风险,利率变化会影响净利息支出和经营现金流[145] - 公司大部分借款为可变利率,未来部分未偿债务也将采用可变利率[145] - 公司可能使用利率上限和/或互换协议管理可变利率债务的利率风险[145] 其他没有覆盖的重要内容 - 公司提供的制造商品牌杂货可比传统超市节省达25%[83] - 公司有超750万会员,俱乐部卡年费一般为60美元,俱乐部+卡年费为120美元[85] - 2024财年末,公司长期会员续约率为90%[88] - 截至2025年5月3日,现金及现金等价物总计3950万美元,ABL循环信贷额度未使用额度为10亿美元[125] - 截至2025年5月3日,公司未偿债务总额为5.5亿美元[146] - ABL循环信贷安排下的债务为1.5亿美元,利率为5.42%[146] - 第一留置权定期贷款下的债务为4亿美元,利率为6.07%[146] - 市场利率变动100个基点,将导致年度利息成本变动约550万美元[146]
BJ's Wholesale Club Analysts Increase Their Forecasts After Q1 Results
Benzinga· 2025-05-24 00:02
BJ's Wholesale Club Holdings, Inc. BJ reported mixed first-quarter results on Thursday.The company registered adjusted earnings per share of $1.14, beating the analyst consensus estimate of 92 cents. Quarterly revenues of $5.15 billion (+4.7% year over year) missed the Street view of $5.20 billion.“We reported a strong start to the year, demonstrating the power of our model and continued momentum in our long-term growth priorities,” said Bob Eddy, Chairman and Chief Executive Officer, BJ’s Wholesale Club. “ ...
BJ's Wholesale Q1 Earnings Beat, Comparable Club Sales Rise 1.6%
ZACKS· 2025-05-23 22:16
BJ’s Wholesale Club Holdings, Inc. (BJ) reported mixed results for the first quarter of fiscal 2025. While revenues came in below the Zacks Consensus Estimate, earnings exceeded expectations. Both figures improved year over year, supported by modest growth in comparable club sales.BJ’s First-Quarter InsightsBJ’s Wholesale Club reported adjusted earnings of $1.14 per share, which came ahead of the Zacks Consensus Estimate of 91 cents and increased from 85 cents reported in the year-ago period. (See the Zacks ...
BJ's Wholesale Revenues Rise as Premium Members Hit Record
The Motley Fool· 2025-05-23 03:22
BJ's Wholesale Club (BJ -1.40%) reported its fiscal 2025 first-quarter results on May 22, with net sales up 4.7% to $5 billion, comparable sales (excluding gas) up 3.9%, and adjusted earnings per share (EPS) of $1.14. Operating income increased 27% and net income rose 35% year over year.Premium Membership Expansion Reaches Historic MilestoneDuring the 13-week period ending May 3, the warehouse club's share of higher-tier memberships grew by more than 100 basis points sequentially to surpass 40% for the firs ...
BJ's Wholesale Club: Too Expensive For This Growth
Seeking Alpha· 2025-05-23 00:40
The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...
BJ's Wholesale Club Q1: Strong Beat In Profitability
Seeking Alpha· 2025-05-22 23:18
BJ's Wholesale Club Holdings, Inc. ( BJ ) reported the company’s fiscal Q1 results on the 22 nd of May. The company showed sales nearly in line with Wall Street’s consensus , but profitability showed aI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financial ...
BJ’s Wholesale Club (BJ) - 2026 Q1 - Earnings Call Transcript
2025-05-22 21:32
BJ’s Wholesales (BJ) Q1 2026 Earnings Call May 22, 2025 08:30 AM ET Company Participants Catherine Park - VP - Investor RelationsBob Eddy - Chairman & CEOLaura Felice - EVP & CFOBill Werner - EVP - Strategy & DevelopmentKate McShane - Managing DirectorChuck Grom - Managing DirectorEdward Kelly - Managing Director - Equity ResearchTom Nass - VP - Equity ResearchSteven Zaccone - Director, Equity Research, Hardlines RetailMark Carden - Director - Equity Research Conference Call Participants Peter Benedict - Se ...
BJ’s Wholesale Club (BJ) - 2026 Q1 - Earnings Call Transcript
2025-05-22 21:30
BJ’s Wholesales (BJ) Q1 2026 Earnings Call May 22, 2025 08:30 AM ET Speaker0 Hello, and welcome to BJ's Wholesale Club Holdings Inc. First Quarter Fiscal twenty twenty five Earnings Conference Call. After the company's remarks, there will be a question and answer session. In fairness to all participants today, we ask you to limit yourself to one question and return to the queue for additional questions. I will now pass the call over to your host, Kathy Park, VP of Investor Relations. Please go ahead. Speake ...