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Posted by
Two Blokes Jun 24 -
Filed in
Stock
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Upgrading BJ's to a buy as earnings quality and membership model support a premium valuation, comparable to Costco, not traditional grocers. Core traffic trends are robust and increasingly driven by essential grocery and sundries, reflecting deeper consumer relevance and sustainable share gains. Digital acceleration and store expansion are delivering strong growth, with digital comps up 35% and new stores performing well, fueling the long-term outlook.
