BJ's Wholesale Club Holdings Inc.

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Insight Report | October 3, 2022 Premium

2Q22 US Retail Inventory Tracker: Heading into the Second Half with Inventories Up Strongly

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 2Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates were slightly down year over year.

Market Outlook | September 22, 2022 Premium

Market Outlook: US Mass Merchandisers and Warehouse Clubs—Weathering Post-Pandemic Challenges

In this Market Outlook, we discuss the interconnected US mass merchandiser and warehouse club sectors, presenting our market sizing estimates for 2022 and beyond. We explore notable market factors, e-commerce growth, the competitive landscape and retail innovators.

Deep Dive | September 20, 2022 Premium

2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes

We analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Store Tracker | September 6, 2022 Premium

US Store Tracker Extra, August 2022: Retailers To Close 31 Million Square Feet of Retail Space in 2022

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of August 26, 2022, versus the comparable period in 2021.

Store Tracker | August 26, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 34: US Store Closures Cross 2,000

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Kohl’s and Value City Furniture in the US and Boux Avenue, Dune London and Lakeland, among others, in the UK.

Insight Report | August 23, 2022 Premium

Earnings Insights 2Q22, Week 4: Sales Fall at Kohl’s, Ross and TJX as Shoppers Cut Back; Walmart Revises Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Bath & Body Works, BJ’s Wholesale Club Holdings, Kohl’s and The Home Depot, among others.

Deep Dive | August 9, 2022 Premium

10 Trends in Mass Retail—Dollar Stores, Mass Merchandisers and Warehouse Clubs

As US mass retail moves beyond the pandemic and toward a new set of challenges, we present 10 trends in the industry to explore how retail players can best navigate the path ahead.

Store Tracker | July 6, 2022 Premium

US Store Tracker Extra, June 2022: New Retail Space To Outpace Closed Retail Space by 2X in 2022

The US Store Tracker Extra monthly series offers insight into retailers’ store closure and opening announcements. We include details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings, as of June 24, 2022, versus the comparable period in 2021.

Insight Report | July 4, 2022 Premium

1Q22 US Retail Inventory Tracker: Discretionary Weakness Drives Inventory Surge

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q22 and assess how and why levels are changing. This quarter, overall inventory turnover rates decreased slightly year over year.

Deep Dive | June 23, 2022 Premium

Combating Inflation Costs: Analyzing US Retailers’ Pricing and Operational Strategies

This report analyzes US retailers’ pricing and operational strategies in light of rising costs due to inflation. We assess retailers in several sectors including apparel and footwear specialty retail, beauty retail, department stores, food retail, mass retail and off-price retail, presenting what actions they are taking and how their gross margins have been affected.

Deep Dive | June 22, 2022 Premium

1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient

We analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Store Tracker | June 17, 2022 Premium

Weekly US and UK Store Openings and Closures Tracker 2022, Week 24: Amazon and BJ’s Wholesale Club Announce Store Expansion Plans

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, BJ’s Wholesale Club and Casey’s General Stores, among others, in the US and Boots, Costcutter and Deichmann, among others, in the UK.

Insight Report | May 25, 2022 Premium

Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others.

Insight Report | April 5, 2022 Premium

4Q21 US Retail Inventory Tracker: Inventory Turnover Rates Improve in the Holiday Quarter Despite Supply Chain Disruptions

Our quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 4Q21 and assess how and why levels are changing. This quarter, overall inventory turnover rates increased year over year as well as on a two-year basis for many retailers.

Deep Dive | March 28, 2022 Premium

4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers

We analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.