12:00 PM EDT, 08/22/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our 12-month target by $10 to $127, 25x our FY 27 (Jan.) EPS of $5.07 (down a penny; FY 26 cut to $4.34 from $4.58). This multiple represents a premium to BJ's historical average but a discount to peers. We revise our FY 26 EPS more sharply than FY 27, driven by softer-than-expected FQ2 (Jul-Q) club comps, where adverse weather (cities like Boston saw a record 13 consecutive rainy weekends) weighed on general merchandise (GM) sales (-2.2% GM comps). We're also lowering our forecast for the back half of the year as BJ will likely reinvest more in price as the impact of tariffs take effect. Yet, we maintain our Buy rating, as we believe BJ's value proposition and long-term growth plans remain intact. Memberships continue to grow (now at 8M), which pairs nicely with the recent increase in fees and this quarter's uptick in higher-tier membership penetration (now 41%; up 50 bps Q/Q). We continue to see about 5% club unit growth per year, as the warehouse model is well aligned to shifting demographics and consumer buying habits.