Professional
Added to YB: 2024-01-11
Pitch date: 2024-01-11
BJ [bullish]
BJ's Wholesale Club Holdings, Inc.
+42.84%
current return
Author Info
No bio for this author
Company Info
BJ's Wholesale Club Holdings, Inc., together with its subsidiaries, operates membership warehouse clubs on the eastern half of the United States.
Market Cap
$11.7B
Pitch Price
$65.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.61
P/E
20.65
EV/Sales
0.68
Sector
Consumer Staples Distribution and Retail
Category
value
Fiduciary Management holding: BJs Wholesale ($BJ)
BJ: 3rd largest US warehouse club, attractive biz model w/ low costs & prices, high return on capital. Skepticism on sustainability of improvements & peer competition misplaced. Room for industry growth & share gains from traditional retail. Rerating potential if thesis plays out.
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