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BJ's Wholesale Club Holdings, Inc. Stock Price

NYSE:BJ Community·US$11.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 31 Fair Values set on narratives written by author

BJ Share Price Performance

US$86.31
-27.18 (-23.95%)
US$101.10
Fair Value
US$86.31
-27.18 (-23.95%)
14.6% undervalued intrinsic discount
US$101.10
Fair Value
Price US$86.31
AnalystConsensusTarget US$101.10
AnalystLowTarget US$80.43
AnalystHighTarget US$120.00

BJ Community Narratives

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Fair Value US$101.1 14.6% undervalued intrinsic discount

Membership Growth And Club Expansion Will Drive Retail Demand

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Fair Value US$80.43 7.3% overvalued intrinsic discount

Tariff Risks And Texas Competition Will Foster Digital Opportunities

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Fair Value US$120 28.1% undervalued intrinsic discount

Suburban Expansion And Omnichannel Integration Will Unlock Value Opportunities

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US$101.1
14.6% undervalued intrinsic discount
Revenue
7.15% p.a.
Profit Margin
2.5%
Future PE
21.21x
Price in 2029
US$124.23

Trending Discussion

Updated Narratives

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BJ: Q1 Margin Pressures And Membership Strength Will Shape 2026 Comp Outlook

Fair Value: US$80.43 7.3% overvalued intrinsic discount
2 users have set this as their fair value
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BJ: Membership Strength And Club Expansion Will Support Future Stock Rebound Potential

Fair Value: US$101.1 14.6% undervalued intrinsic discount
9 users have set this as their fair value
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BJ: Fuel Sensitivity And Membership Strength Expected To Support Future P/E

Fair Value: US$120 28.1% undervalued intrinsic discount
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Snowflake Analysis

Good value with adequate balance sheet.

1 Risk
2 Rewards

BJ's Wholesale Club Holdings, Inc. Key Details

US$22.0b

Revenue

US$17.9b

Cost of Revenue

US$4.1b

Gross Profit

US$3.5b

Other Expenses

US$571.3m

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
n/a
4.47
18.47%
2.60%
36.4%
View Full Analysis

About BJ

Founded
1984
Employees
35000
CEO
Robert Eddy
WebsiteView website
www.bjs.com

BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates membership warehouse clubs on the eastern half of the United States. The company offers groceries, fresh food, general merchandise, gasoline, and other ancillary services. It sells its products through its clubs; the BJs.com website; and its mobile app. The company was formerly known as Beacon Holding Inc. and changed its name to BJ's Wholesale Club Holdings, Inc. in February 2018. BJ's Wholesale Club Holdings, Inc. was founded in 1984 and is headquartered in Marlborough, Massachusetts.

Recent BJ News & Updates

Seeking Alpha Jun 25

BJ's Wholesale Club Holdings: Long-Term Story Is Better, But Core Demand Still Needs To Improve

Summary BJ's Wholesale Club Holdings remains rated Hold, with long-term prospects improving but near-term earnings growth still lacking. New club openings, especially in Texas, show strong initial membership growth and support the expansion thesis beyond BJ's traditional East Coast base. Core comparable sales ex-gas remain modest at 1.5%, and margin pressure from price investments clouds near-term earnings visibility. Valuation at ~19x forward PE is in line with BJ's historical average, but further evidence of sustainable ex-gas comps and margin improvement is needed to justify a Buy. Read the full article on Seeking Alpha
Narrative Update Jun 23

BJ: Q1 Margin Pressures And Membership Strength Will Shape 2026 Comp Outlook

The analyst price target for BJ's Wholesale Club Holdings has shifted modestly higher to reflect a fair value estimate of $80.43, with analysts pointing to mixed sector valuations, recent Q1 margin commentary, and expectations for a near term share price rebound after what they view as an overdone pullback. Analyst Commentary Recent Street research on BJ's Wholesale Club Holdings points to a more cautious tone, even as some firms keep positive or Neutral ratings in place.

Recent updates

No updates