BJ's Wholesale Club Holdings, Inc. Common Stock (BJ)

Goldman Sachs analyst Brooke Roach warns that U.S. tariff hikes will significantly impact retail, with China's tariff rate soaring to 54% and key sourcing nations like Vietnam (46%) and Cambodia (49%) facing steep increases. Apparel and footwear tariffs will average 38%, forcing brands to adjust pricing and negotiate costs.

Discover the dominating factor in the current drop and why a potential weakness is looming in the S&P 500.

February's Consumer Price Index (CPI) rose 2.8% year-over-year, with core CPI at 3.1%. While both headline and core indices saw a 0.2% month-over-month increase, they underperformed expectations. Price changes were observed across categories, including deflation in TVs, and price increases in Appliances and Pet Food, signaling a gradual easing of inflationary pressures, according to J.P. Morgan analyst Christopher Horvers.

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One commenter BJ’s has less “downside risk”

For fiscal 2025, it projected comparable club sales to increase 2.0% to 3.5% year-over-year.

Tough Day for US Markets: Falling Stocks, Weak Dollar, and Concerns Over Trump’s Trade Policies

BJ earnings call for the period ending December 31, 2024.

Membership-only discount retailer BJ’s Wholesale Club (NYSE:BJ) met Wall Street’s revenue expectations in Q4 CY2024, but sales fell by 1.5% year on year to $5.28 billion. Its non-GAAP profit of $0.93 per share was 6.4% above analysts’ consensus estimates.

All three major indices remain in the red midday Thursday, after trimming earlier losses which saw the Dow Jones down more than 600 points at session lows. The major averages lost more than 2% this week as U.S.

BJ's Wholesale Club reported a 1.4% revenue decline for Q4, totaling $5.28 billion, surpassing analyst expectations. Comparable club sales rose 4%, while membership fee income increased by 7.9%. Adjusted EPS of $0.93 beat estimates. BJ's expects FY25 adjusted EPS of $4.10 - $4.30 and expects comparable sales growth of 2%-3.5%, excluding gasoline sales.

U.S. stock futures fell on Thursday following Wednesday’s relief after a two-day fall. Futures of all four benchmark indices fell in premarket trading. President Donald Trump’s administration postponed implementation of auto tariffs by one month on Wednesday after the tariffs on Canada, Mexico, and China were implemented on Tuesday.

Membership-only discount retailer BJ’s Wholesale Club (NYSE:BJ) will be announcing earnings results tomorrow before market hours. Here’s what to look for.

A fundamental analysis of (NYSE:BJ): Reasonable growth and debt and a high ROIC for BJ'S WHOLESALE CLUB HOLDINGS (NYSE:BJ).