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Which podcasts are discussing BJ?
4 ATTRIBUTED IDEAS · 1 EPISODE · 1 SHOW
The shows
Barron's Streetwise
Where the discussion went deepest
14 AUGTODAYBARRON'S STREETWISE · 27:30
14 AUGTODAYBARRON'S STREETWISE · 25:00
BJ's SKU rationalization to boost margins
“The bull case argued for BJ's: a new merchant from Sam's Club is leading a SKU rationalization effort, reducing the item count from ~7,000 towards ~6,000 to improve operational efficiency and margins, similar to Costco's model.”
Ode to BJ’s Wholesale
In depth · 4/5Verify in source →
14 AUGTODAYBARRON'S STREETWISE · 31:00
BJ's valuation discount to Costco too wide
“The thesis presented was that BJ's trades at a significant discount to Costco (roughly half the forward P/E multiple) and, while it should never trade at parity, argues for some multiple appreciation given the strength of the warehouse club model.”
Ode to BJ’s Wholesale
Substantive discussion · 3/5Verify in source →
14 AUGTODAYBARRON'S STREETWISE · 20:00
BJ's advantages: smaller packs, coupons, curbside
“The discussion framed BJ's competitive advantages as including smaller pack sizes for mid-sized families, acceptance of manufacturer coupons, and curbside delivery to your vehicle - features Costco lacks.”
Ode to BJ’s Wholesale
Notable comment · 2/5Verify in source →
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