The Motley Fool on $BJ (Oct 29, 2026)
BJ's Wholesale is a good, economically valued AI-risk hedge: acceptable growth, a Costco-like model at about half Costco's rating, smaller at 268 stores and 8.5 million members, gaining share for 15 consecutive quarters, and 27% own-brand sales supporting margins. Growth is modest—25 to 30 stores over two years, about 5% annually—but it should remain a great business in ten years, since digital/AI ordering still requires store pickup.
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Okay , Arrow number four, B.J.'s Wholesale. Why would they thrive if the AI bubble burst ?
If you are looking for acceptable growth, good valuation, and complete avoidance of AI risks, then you should head towards "Begies". Thus, it can be considered an economical version of "Cusco".
"Bee Geez" has half that rating with a very similar business model. Although the Bee Gees are much smaller. With 268 stores and 8.5 million members, it is much smaller than Costco.
However, it is gaining market share, having increased its share for 15 consecutive quarters. This is good.
Yes, and it has a very similar reach to its own brands. So, about 27% of the products they sell are their own brands, and that provides a slightly better profit margin , which is also good.
Growth is not necessarily large. It is looking to open only 25 to 30 stores over the next two years, compared to the current 268 stores, representing an annual growth of approximately 5%. Not many new stores, but still,
This type of company is the one that will continue to exist. It may not be a huge growth machine, but it will still be a great business ten years from now. Yes, and it has digital platforms.
She already has that. It uses artificial intelligence in its digital platform, as a mini shopping assistant, and everyone has that now. What's interesting about what I just said is that most digital orders are still picked up from the store .
Therefore, most of the time people come to the store to pick up their orders. They are simply adding the convenience of ordering via the app or other means. Therefore, this is an interesting part of this work.
Yes, as I said, artificial intelligence does not change this reality. He's not going anywhere. People still need to go to the store for many things.
Okay, tell us what you think about these four choices. Disney, C Limited, Alphabet, and B.J.'s Wholesale. If the AI bubble were to burst somehow, would these stocks be strong performers?