Here’s What Affected BJ’s Wholesale Club Holdings Inc. (BJ) in Q3

1 week ago 9

Soumya Eswaran

Fri, December 12, 2025 astatine 8:27 AM CST 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks specified arsenic BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ). BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) operates warehouse clubs that supply groceries, wide merchandise, gasoline and different ancillary services, coupon books, and promotions. The one-month instrumentality for BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) was -2.13%, and its shares mislaid 5.30% implicit the past 52 weeks. On December 11, 2025, BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) banal closed astatine $92.37 per share, with a marketplace capitalization of $12.17 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) successful its 3rd 4th 2025 capitalist letter:

"Our preferences successful the Consumer-oriented sectors thin toward value-oriented oregon specialty retailers, franchise models, premium brands, oregon enactment services for different user companies. Membership warehouse relation BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ) dropped by -14%. Second 4th profits and net outpaced the consensus; however, revenues and aforesaid store income fell short. Early successful the quarter, their Northeast and Mid-Atlantic stores were impacted by unseasonable bedewed and chilly weather. While groceries and sundries performed well, wide merchandise was down. Notably, rank rolls proceed to grow."

Why BJ’s Wholesale Club Holdings Inc (BJ) is Surging successful 2025

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