[출처/시간] MT Newswires - 1:03 PM ET, 05/26/2026
01:03 PM EDT, 05/26/2026 (MT Newswires) -- BJ's Wholesale Club Holdings (BJ) is positioned to return to its long-term growth trajectory by 2027, supported by healthy membership trends and stronger customer engagement, UBS Securities said Sunday in a report.
Early results from BJ's expansion into Texas have been stronger than expected, with membership signups running 33% ahead of plan and 100,000 members already enrolled in the state, UBS said. That performance may bolster confidence in BJ's ability to grow in competitive new markets, the report said.
UBS also pointed to improving general-merchandise sales, noting that category growth accelerated to 7.1% in fiscal Q1, and highlighted additional opportunities tied to tariff-related supplier recoveries, which it expects BJ's to reinvest in pricing to strengthen customer value.
리포트 잘 봤습니다. 경쟁사 비교 차트가 한눈에 들어와서 좋네요. 다음 분기 가이던스가 어떻게 나올지 궁금합니다.
같은 섹터의 ETF 흐름도 함께 보면 더 좋을 것 같습니다.
의견 감사합니다. 곧 섹터 ETF 비교 차트를 별도 임베드로 추가할 예정입니다.