Added to YB: 2025-04-07
Pitch date: 2025-02-28
BJ [neutral]
BJ's Wholesale Club Holdings, Inc.
-10.1%
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
$101.71
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
growth
AMG River Road Small-Mid Cap Value Fund Portfolio Holding: BJ's Wholesale Club Holdings, Inc.
BJ (holding update): Q2 beat, but lower FY merch margin guidance due to investment in value. Comps +2.4%, traffic +4%. Gas outperforms, groceries +3%. Gen merch +1% YoY. Membership fee income +9.1%, higher-tier penetration 39%. 11 new clubs by 2024 end, 10-12 in 2025. No position change.
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