Earnings Feed

Consumer

BJ's digital business grew 34% in Q2 2025, representing a significant acceleration and a generational shift in member engagement.
Over 50% of active members now regularly use the BJ app, indicating deep digital integration.
Management views digital growth as a key driver of long-term relevance and value creation for members.
The company leverages digital to enhance convenience through services like BOPIC, ExpressPay, and same-day delivery, which are expanding rapidly.

GCO

Consumer

Journeys has successfully achieved four consecutive quarters of positive comps, driven by a strategic focus on product diversification and newness.
The company has expanded its target market at Journeys to include a broader teen audience, increasing the total addressable market by 6 to 7 times.
Recent market research and campaigns like 'Life on Loud' are aimed at attracting a wider, style-conscious teen demographic.
The store remodels to the Journeys 4.0 format have significantly boosted traffic, conversion, and transaction size, with over 55 stores converted so far.
The company plans to open more than 80 Journeys 4.0 stores by year-end, emphasizing a modern aesthetic and enhanced customer experience.
This transformation aims to serve a larger, more diverse customer base and to leverage the strength of premium footwear brands.