尽管存在通货膨胀风险,但BJ的销售增长强劲,成员增长强劲,比收入估计数高得多。 BJ's beats earnings estimates with strong sales growth and membership gains despite inflation risks.

BJ的批发俱乐部报告说,第四季度收入为每股0.96美元,超过预期,收入为55.8亿美元,同比增长5.6%。 BJ's Wholesale Club reported fourth-quarter earnings of $0.96 per share, exceeding expectations, on $5.58 billion in revenue, a 5.6% year-over-year increase. 可比销售额增长了1.6%,数字销售额增长了31%,占销售总额的16%。 Comparable sales rose 1.6%, with digital sales growing 31% and making up 16% of total sales. 该公司开设了14个新俱乐部,扩展到8个州,成员增加到800多万,更新率达到90%。 The company opened 14 new clubs, expanded into eight states, and grew membership to over 8 million with a 90% renewal rate. 尽管存在差值压力,但业务收入达到2.665亿美元,2026年财政调整的EPS预计为4.40至4.60美元,略低于估计数。 Despite margin pressure, operating income reached $266.5 million, and adjusted EPS for fiscal 2026 is projected at $4.40 to $4.60, slightly below estimates. 预计资本支出为8亿美元,在三年内为房地产、减债和回购投入17亿美元。 Capital spending is expected at $800 million, with $1.7 billion deployed over three years on real estate, debt reduction, and buybacks. 管理层将关税视为潜在的通货膨胀和需求风险。 Management cited tariffs as a potential inflation and demand risk.