TJX (TJX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individual inves ...

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities reported a strong but volatile performance in the fourth quarter, with the S&P 500 Index returning 2.7% while the benchmark Russell Midcap Growth Index declined 3.7%. In this environment, a balanced, highly active share approach resulted in Strategy’s third consecutive quarter of outperformance, capturing early mom ...

Group 1 - More than 13,000 Isla Rae-branded wireless chargers sold in the U.S. have been recalled due to explosion risks while in use, posing fire and burn hazards [1][5] - The chargers were sold at T.J. Maxx and Marshalls for $15 between June 2024 and November 2025, available in white, pink, and purple [2] - An additional 7,000 chargers were sold in Canada, compatible with magnetic charging systems and identified by model number RM5PBM [5] Group 2 - Customers are advised to stop using the chargers immediately and request a refund, with specific disposal instructions for the lithium-ion batteries [8][10] - The U.S. Consumer Product Safety Commission has reported no injuries related to the chargers thus far [10]

TJX (TJX) closed the most recent trading day at $158.25, moving +2.73% from the previous trading session. This move outpaced the S&P 500's daily gain of 0.01%. At the same time, the Dow added 0.55%, and the tech-heavy Nasdaq lost 0.44%. Coming into today, shares of the parent of T.J. Maxx, Marshalls and other stores had lost 1.05% in the past month. In that same time, the Retail-Wholesale sector gained 1.61%, while the S&P 500 gained 0.86%. The investment community will be paying close attention to the earn ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about TJX (TJX) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.TJX currently has an average brokerage recommendation (ABR) of 1.25, ...

德意志银行估计，"大美丽法案"将使退税额增加约550亿美元(2024年的退税总额为4610亿美元)。 该行预期，退税将主要惠及面临生活成本挑战以及补充营养援助计划(SNAP)和医疗补助(Medicaid)缩减 的中低收入消费者；而消费力一直保持韧性的富裕家庭，则应会从州和地方税(SALT)扣除额的增加中 获益。 智通财经APP获悉，德意志银行恢复了对全球品牌、折扣零售以及专业美妆领域重点个股的覆盖。该行 表示，在经历了零售业表现出人意料强劲的一年(消费端相对具有韧性，且定价与利润率环境有所改善) 之后，其正带着乐观情绪跨入2026年，并预期宏观环境虽会有波动，但总体将呈现"风险偏好"状态。 分析师克里斯蒂娜·卡泰指出，由于天气基数有利以及退税额度增加，上半年营收趋势将保持稳健，这 被视为推动同店销售增长的动力。此外，贸易政策不确定性的减弱以及货币政策带来的持续利好也被视 为积极因素。 卡泰在报告中写道："此外，如果最高法院判定关税合法性违宪，将推动我们覆盖的零售商上调2026年 的业绩预期(我们估计，零售商目前平均需多支付20%的关税；如果《国际紧急经济权力法》被推翻， 可能会实施为期150天的15%通用关税 ...

Core Insights - The TJX Companies, Inc. has provided cautious guidance for fourth-quarter fiscal 2026 comparable sales growth of 2% to 3%, indicating a slowdown from the 5% increase in the fiscal third quarter and below the 5% growth in the fourth quarter of fiscal 2025 [1][8] Group 1: Q3 Performance and Inventory - In the third quarter, TJX exceeded its performance expectations, driven by strong customer traffic and consistent demand for branded merchandise at attractive prices [2] - The company reported broad-based shopper engagement across various regions and income groups, supported by frequent store visits and a steady flow of fresh merchandise [2] - TJX entered the fourth quarter with well-positioned inventory, ensuring strong availability of branded merchandise for the holiday season [2] Group 2: Fourth Quarter Outlook - Despite favorable operating conditions, the fourth-quarter comparable store sales outlook reflects a conservative approach, considering the impact of last year's stronger performance and uncertainty around holiday sales patterns [3][4] - The guidance for fourth-quarter sales growth incorporates recent momentum while acknowledging tougher comparisons, resulting in cautious but balanced expectations [4] Group 3: Peer Comparison - Burlington Stores, Inc. reported a modest third-quarter performance with a 1% increase in comparable store sales and guided for fourth-quarter growth of 0% to 2% [5] - Dollar Tree, Inc. achieved a 4.2% increase in comparable store sales in the third quarter and guided for fourth-quarter growth of 4% to 6% [6] Group 4: Valuation and Estimates - TJX shares have increased by 4% over the past month, outperforming the industry growth of 0.9% [7] - The company trades at a forward price-to-earnings ratio of 31.05X, higher than the industry average of 29.91X [9] - The Zacks Consensus Estimate for TJX's fiscal 2026 and 2027 EPS has decreased by 1 cent each to $4.66 and $5.10, respectively, over the past 30 days [10]

Amazon - Amazon has deployed over 1 million robots in its warehouses, projected to save up to $4 billion annually in fulfillment costs, with expectations of significantly lifting operating margins for the retail segment by 2030 [1] - The company is investing heavily in AI, with planned capital expenditures projected at $125 billion in 2025, focusing on custom silicon chips to enhance performance and reduce costs compared to competitors [2] - Amazon's advertising segment is the fastest-growing, with annualized revenue expected to exceed $60 billion in 2025, potentially approaching $100 billion annually in the coming years [3] - Amazon Web Services (AWS) remains the primary profit engine, accounting for approximately 30% of the global cloud infrastructure market [4] - In Q3 2025, Amazon reported revenue of $180.2 billion, a 13% year-over-year increase, with net income rising 38% to $21.2 billion [7] Vertex Pharmaceuticals - Vertex Pharmaceuticals has a trailing-10-year return of around 90%, driven by its cystic fibrosis drug franchise and expansion into the rare disease market [8] - The company is diversifying its portfolio with late-stage clinical programs targeting kidney disease, pain management, and type 1 diabetes, supported by a solid balance sheet and substantial free cash flow [9] - Vertex is launching Casgevy, a gene-editing therapy for sickle cell disease, and Journavx, a non-opioid medicine for pain management, with significant market interest and regulatory approvals [10][11] - The company reported revenue of over $3 billion in Q3 2025, an 11% increase from the previous year, and is positioned for significant growth through innovation and diversification [14] TJX Companies - TJX Companies has seen a nearly 150% increase in stock value over the last five years, attributed to its effective off-price retail model [15] - The company plans to expand its store footprint to 7,000 globally, enhancing its physical presence in existing and new markets [16] - TJX's business model encourages frequent shopper visits due to its ever-changing inventory and unique product offerings, appealing to cost-conscious consumers [17] - In Q3 2026, TJX reported earnings per share of $1.28 on $15.1 billion in revenue, reflecting year-over-year increases of 12% and 7% respectively [19]

Group 1: TJX Companies Overview - TJX Companies has a unique retail model that performs well in various economic conditions, achieving a 30% gain in 2025 [1] - The company operates off-price retail chains such as TJ Maxx, Home Goods, and Marshalls, utilizing a "treasure hunt" model that attracts customers to physical stores [3][4] - In the fiscal third quarter of 2025, comparable sales increased by 5% year over year, and earnings per share (EPS) rose by 12% to $1.28, both exceeding expectations [5] Group 2: Market Position and Future Outlook - TJX's business model is particularly effective during high inflation periods, making it a strong "recession-proof" stock [4] - Management is optimistic about future growth, with CEO Ernie Herrman highlighting the potential for market share capture and global expansion [5] Group 3: Comparison with Urban Outfitters - Urban Outfitters has shown remarkable performance, with a stock increase of 224% over the past three years, significantly outpacing TJX's gains [8] - Urban Outfitters trades at a P/E ratio of less than 15, which is less than half of TJX's P/E ratio of 35, indicating a potential investment opportunity [8] - In the fiscal third quarter of 2026, Urban Outfitters reported a 12.3% increase in sales and an 8% rise in comparable sales, with EPS increasing by 16% to $1.28 [9][10]

Core Viewpoint - TJX Companies is a leading player in bargain retail with a strong track record of stock performance, having not experienced a negative annual price movement since 2008 and achieving two consecutive years of over 30% share price gains [1][3] Group 1: Stock Performance and Projections - Shares of TJX currently trade around $156, with a potential target of $200 by 2026, representing a 28% increase [1] - Sixteen analysts have a consensus rating of "strong buy" for TJX stock heading into 2026, with the highest price target set at $181 [3] - The company is expected to close its fiscal year 2026 with five consecutive years of growth in revenue, net income, and dividends [3] Group 2: Company Growth and Market Position - TJX Companies has a market capitalization of $175 billion and a gross margin of 30.87% [4][5] - The company plans to open over a thousand additional retail locations across its subsidiaries, aiming for a total of 7,000 stores [5] - The current dividend yield stands at 1.05%, indicating a commitment to returning value to shareholders [5]