Loading...
BJ's Wholesale Club Holdings Community
NYSE:BJ Community- 2 Narratives written by author
- 0 Comments on narratives written by author
- 20 Fair Values set on narratives written by author
Community Investing Ideas
Membership Growth And Club Expansion Will Drive Retail Demand
Key Takeaways Accelerated membership and footprint expansion in new markets strengthens recurring income and supports long-term revenue and margin growth. Growing digital adoption and enhanced merchandising increase customer loyalty, shopping frequency, and operational efficiency amidst value-focused consumer trends.Read more
0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
US$114.15
n/aintrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
6.43% p.a.
Profit Margin
2.72%
Future PE
26.69x
Share price in 2028
US$140.04
Tariff Risks And Texas Competition Will Foster Digital Opportunities
Key Takeaways BJ's faces competition from established players and may struggle with market share and revenue in new regions like Texas. Rising costs and tariff risks could pressure margins and profitability if not offset by price adjustments.Read more
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$89.47
2.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
5.75% p.a.
Profit Margin
2.58%
Future PE
22.55x
Share price in 2028
US$109.37