BJ的批发俱乐部超出了顶线和底线预期;启动了24财年展望

2026-05-22 18:55

BJ’s Wholesale Club press release (BJ): Q1 Non-GAAP EPS of $1.10 beats by $0.06.
Revenue of $5.53B (+9.9% Y/Y) beats by $100M.
Comparable club sales increased by 6.3% year-over-year.
Comparable club sales, excluding gasoline sales, increased by 1.5% year-over-year.
Membership fee income increased by 9.9% year-over-year to $132.4 million.
Digitally enabled comparable sales growth was 28%, reflecting two-year stacked comp growth of 63%.
The Company opened one new club and six new gas stations.
Outlook: On March 5, 2026, the Company provided the following guidance for fiscal 2026:
- Comparable club sales, excluding the iBJ’s Wholesale Club pact of gasoline sales, to increase 2.0% to 3.0% year-over-year
- Adjusted EPS to range from $4.40 to $4.60 vs. consensus of $4.52
- Capital expenditures of approximately $800 million, reflecting continued investment in new club openings and enhancements across our distribution network, including the ambient distribution center

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