BJ's Wholesale Club Holdings

Membership Growth And Club Expansion Will Drive Retail Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Aug 24

Updated

10 Dec 25

Views

105

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

0.9%

7D

1.6%

Loading

1Y

0.9%

7D

1.6%

You can edit this narrative until Dec 11 9:05 PM. Then, changes will post as Updates.

Author's Valuation

US$109.2613.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

Fair value Increased 0.096%

BJ: Record Renewal Momentum And Digital Expansion Will Support Defensive Upside Potential

BJ's Wholesale Club Holdings' analyst price target edged modestly higher, with fair value rising to approximately $109.26 from about $109.16, as analysts balance slightly softer revenue growth expectations against marginally improved profit margins and a more favorable discount rate backdrop. Analyst Commentary Analyst views on BJ's Wholesale Club remain mixed, with recent target changes reflecting a balance between solid membership fundamentals and growing concerns about near term execution risks.

Shared on 26 Nov 25

Fair value Decreased 4.37%

BJ: Record Renewal Rates And Digital Gains Will Sustain Market Share Momentum

BJ's Wholesale Club Holdings saw its analyst price target revised downward to approximately $109.16, a modest decrease from $114.15. Analysts cited cautious outlooks on sales trends, margin shifts, and ongoing consumer sensitivity.

Shared on 11 Nov 25

Fair value Decreased 1.28%

BJ: Membership Gains And Defensive Positioning Will Drive Further Market Share Advances

BJ's Wholesale Club Holdings' analyst price target has decreased slightly from $115.63 to $114.15 per share. Analysts point to mixed second-quarter performance and rising competitive pressures, which are offset by continued membership growth and earnings resilience.

Shared on 27 Aug 25

Fair value Decreased 4.52%

Analysts have modestly reduced their price target for BJ’s Wholesale Club Holdings to $115.63, primarily citing slower comparable store sales growth, macroeconomic uncertainty, and valuation concerns despite strong membership and digital trends. Analyst Commentary Slower-than-expected comparable store sales growth of 2.3% lagging the broader grocery industry, leading to concerns over topline momentum and tougher second half comparables.

Shared on 07 May 25

Fair value Increased 5.85%

Shared on 30 Apr 25

Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 5.72%

AnalystConsensusTarget has increased revenue growth from 5.7% to 6.4% and increased future PE multiple from 21.3x to 27.2x.

AnalystConsensusTarget Fair Value

US$109.26

13.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.75%

Food and Staples Retail revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.22%

Calculation

US$706.06m

Earnings '28

x

24.23x

PE Ratio '28

=

US$17.11b

Market Cap '28

US$17.11b

Market Cap '28

/

127.18m

No. shares '28

=

US$134.53

Share Price '28

US$134.53 Share Price '28

Discounted to 2025 @ 7.23% p.a.

=

US$109.11

Fair Value '25