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Membership Growth And Club Expansion Will Drive Retail Demand

Published
22 Aug 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$115.63
16.8% undervalued intrinsic discount
04 Sep
US$96.23
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1Y
22.5%
7D
-1.0%

Author's Valuation

US$115.6

16.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 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 on07 May 25
Fair value Increased 5.85%

Shared on30 Apr 25
Fair value Increased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 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.