1437 ET - UBS分析师在一份报告中表示,BJ's具备良好的市场前景,能够受益于消费者转向俱乐部渠道寻求价值的更广泛趋势,即便销售显示出一些波动。分析师指出,BJ's的会员需求旺盛,并在新旧俱乐部中以健康的速度增长,预计今年的续费率达到90%。这应该有助于缓解人们对Costco近期退缩是否暗示俱乐部渠道出现更广泛问题的担忧。他们表示:“当前经济环境的波动似乎并没有影响消费者在俱乐部会员中找到的价值。”另外,他们还指出,在最新的季度中,BJ's在所有收入群体中都实现了会员增长。(kelly.cloonan@wsj.com)
(结束) 道琼斯新闻社
2025年11月24日 14:37 ET (19:37 GMT)
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