Discount Retailers Poised to Thrive in Stock Market as Americans Seek Bargains
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Source: MarketWatch
Changing Shopping Habits: Affluent Americans are altering their shopping behaviors to seek better prices amid economic changes.
Consumer Confidence Decline: There is a noted decline in consumer confidence, despite ongoing economic growth and low unemployment rates.
Inflation and Wage Growth: Stubbornly high inflation coupled with declining wage growth is impacting consumer spending patterns.
Market Enthusiasm for Discount Retailers: The stock market is showing increased interest in discount retailers as a response to these economic factors.
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Analyst Views on BJ
Wall Street analysts forecast BJ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BJ is 107.36 USD with a low forecast of 90.00 USD and a high forecast of 139.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
10 Buy
6 Hold
1 Sell
Moderate Buy
Current: 91.580
Low
90.00
Averages
107.36
High
139.00
Current: 91.580
Low
90.00
Averages
107.36
High
139.00
About BJ
BJ’s Wholesale Club Holdings, Inc. is an operator of membership warehouse clubs concentrated primarily on the eastern half of the United States. The Company provides a wide assortment of fresh foods, produce, a full-service deli, fresh bakery, household essentials and gas. It also offers technology, home decor, apparel, seasonal items, among others. It groups its merchandise offerings into two divisions: perishables, grocery and sundries, and general merchandise and services. Perishables, grocery, and sundries consist of meat, produce, dairy, deli and frozen products, packaged foods, beverages, detergents, disinfectants, paper products, beauty care, adult and baby care, and pet foods. General merchandise and services consist of electronics, apparel, seasonal goods, small appliances, televisions, furniture, optical, tires and third-party gift cards. It offers specialty services, such as full-service optical centers, tire installation services, a propane tank filling service, and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BJ's Wholesale Club Announces Q4 2025 Earnings Release Date
- Earnings Release Schedule: BJ's Wholesale Club will release its Q4 fiscal 2025 financial results on March 5, 2026, before market open, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Details: A conference call will be held on the same day at 8:30 AM ET, with participants able to dial (833) 470-1428 or +1 (929) 526-1599, reflecting the company's efforts to enhance investor engagement.
- Webcast Availability: The live audio webcast of the call will be accessible on the company's investor relations website and will remain available for replay for one year, showcasing the company's dedication to information dissemination.
- Company Background: Since pioneering the warehouse club model in New England in 1984, BJ's Wholesale Club now operates 261 clubs and 199 BJ's Gas® locations across 21 states, highlighting its solid position and market influence in the retail sector.

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- Jefferies Downgrades BJ's Wholesale: Jefferies downgrades BJ's Wholesale from Buy to Hold, citing slower growth and increased risks in competitive markets, which may lead to underperformance and affect investor sentiment.
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