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25.11.25 - 20:12
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Consumer Strain Moves Beyond Low-Income Into Heart Of Middle Class (ZeroHedge)
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Consumer Strain Moves Beyond Low-Income Into Heart Of Middle Class
Goldman Sachs Managing Director Kate McShane provided clients with a summary of key takeaways from her meetings with the investor-relations and management teams of Bath & Body Works, BJ's Wholesale Club, The Home Depot, Lowe's, Target, Walmart, and Williams-Sonoma.
McShane noted that nearly every retailer warned of weak consumer demand, especially among squeezed lower-income households.
Low to middle-income consumers remain fragile, value-driven, and cautious ahead of the holiday shopping season that begins Friday.
One commentary that stood out the most came from Advance Auto Parts.
She noted, "They're seeing lower- to middle-income consumers decrease their spending across general merchandise."
Here's the breakdown:
McShane's note reinforces our earlier consumer notes, showing a clear tale of two worlds: one where wealthy households remain healthy, while working-class consumers bear the brunt of financial ...
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21.11.25 - 12:48
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BJ′s Wholesale Club Holdings, Inc. Announces Third Quarter Fiscal 2025 Results (Business Wire)
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BJ's sees continued strength in membership, powering gains in sales, traffic and market share
Adjusted EPS guidance increased
Third Quarter Fiscal 2025 Highlights
Comparable club sales increased by 1.1% year-over-year
Comparable club sales, excluding gasoline sales, increased by 1.8% year-over-year, with a two-year stack of 5.5%
Membership fee income increased by 9.8% year-over-year to $126.3 million
Digitally enabled comparable sales growth was 30%, reflecting two-year stacked comp growth of 61%
Earnings per diluted share of $1.15 and adjusted earnings per diluted share(a) of $1.16
On track to add seven new clubs in the fourth quarter
MARLBOROUGH, Mass.--(BUSINESS WIRE)--BJ's Wholesale Club Holdings, Inc. (NYSE: BJ) (the “Company”) today announced its financial results for the thirteen weeks and thirty-nine weeks ended November 1, 2025.
“Our business continues to perform well in a volatile environment and we are maintaining an unwavering focus on what matters most: taking care of families who dep...
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