While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Over the past six months, BJ’s shares (currently trading at $93.80) have posted a disappointing 17.8% loss, well below the S&P 500’s 18.6% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
BJ's Wholesale Club Hldgs (NYSE: BJ) has outperformed the market over the past 5 years by 4.13% on an annualized basis producing an average annual return of 18.86%. Currently, BJ's Wholesale Club Hldgs has a market capitalization of $12.36 billion.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Food inflation continues to cast a long shadow over global economies, fundamentally altering consumer spending habits and reshaping the retail landscape. While the relentless surge in food prices poses a significant strain on household budgets, it simultaneously creates a unique advantage for certain retailers. The phenomenon of consumers "trading down"
In an increasingly volatile global economy, the consumer staples sector stands as a bedrock of stability, providing essential goods that remain in demand regardless of economic headwinds. Two titans within this crucial industry, Procter & Gamble (NYSE: PG) and Costco Wholesale Corporation (NASDAQ: COST), exemplify robust business models that not only
Costco Wholesale Corporation (NASDAQ: COST) is demonstrating formidable strength in the retail sector, showcasing robust growth in its U.S. comparable sales and a significant surge in e-commerce, underscoring its enduring appeal to consumers. The warehouse giant reported a solid 6.6% increase in U.S. comparable sales and an
Holiday shoppers plan to spend $1,552 on gifts, travel, and entertainment, 5% less than last year, with Gen Z cutting spending by 23%. PwC survey shows price-conscious mindset and impact of tariffs on consumer behavior.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how large-format grocery & general merchandise retailer stocks fared in Q2, starting with BJ's (NYSE:BJ).
Stocks drifted down from all-time highs after the July PCE inflation reading; the expectation for rate cuts now hinges on next week’s August jobs report
The flood of reports from retail companies tells us a lot about consumer spending. Plus the market is once again buying into meme stocks and SPACs. Is this time different?
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Walmart (NYSE:WMT) and its peers.
BJ's Wholesale Club is well-positioned in a market struggling with headwinds: the company is building leverage and will accelerate growth when headwinds ease.
Membership-only discount retailer BJ’s Wholesale Club (NYSE:BJ) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 3.4% year on year to $5.38 billion. Its non-GAAP profit of $1.14 per share was 4.4% above analysts’ consensus estimates.
