Group 1 - Retailers such as Walmart, TJX Companies, and Ross Stores are set to report earnings this week, with expectations that Walmart will perform adequately despite stock volatility [1] - The focus is on sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, which are deemed more reliable for driving returns than valuation alone [1] - The investment strategy emphasizes a long-term approach to U.S. and European equities, particularly in undervalued growth stocks and high-quality dividend growers [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the companies mentioned [2][3]

Exhibit 99.1 CONTACT: Global Communications Wednesday, August 20, 2025 (508) 390-2323 Debra McConnell FOR IMMEDIATE RELEASE THE TJX COMPANIES, INC. REPORTS Q2 FY26 RESULTS; COMP SALES GROWTH OF 4%, PRETAX PROFIT MARGIN OF 11.4%, AND DILUTED EPS OF $1.10 ALL ABOVE PLAN; RAISES FY26 PRETAX PROFIT MARGIN AND EPS GUIDANCE Framingham, MA – The TJX Companies, Inc. (NYSE: TJX), the leading off-price apparel and home fashions retailer in the U.S. and worldwide, today announced sales and operating results for the se ...

Core Viewpoint - TJX Cos. reported earnings and revenue that exceeded Wall Street expectations, leading to an increase in full-year guidance, indicating strong demand across its divisions despite tariff-related cost pressures [1][2][3]. Financial Performance - For fiscal 2026 second quarter, TJX's net income was $1.24 billion, or $1.10 per share, compared to $1.1 billion, or 96 cents per share, a year earlier [4]. - Net sales reached $14.40 billion, a 7% increase from $13.47 billion in the same period last year, with comparable sales growing 4%, surpassing Wall Street estimates of 3.2% [5][8]. Guidance Update - TJX raised its full-year fiscal 2026 earnings guidance to between $4.52 and $4.57 per share, up from the previous range of $4.34 to $4.43 per share [2]. - The company also increased its comparable sales expectations to a 3% rise, compared to the prior guidance of 2% to 3% [2]. Market Position - Analysts suggest that off-price retailers like TJX are better positioned to mitigate tariff costs due to their purchasing strategies, which involve acquiring excess merchandise after importation [6]. - Research notes from UBS and Morgan Stanley indicate that TJX is likely to gain market share from traditional department stores due to this advantage [6]. Investor Sentiment - Following the earnings report, TJX shares rose approximately 4% in premarket trading, reflecting positive investor sentiment [3]. - As of the previous close, TJX shares have increased over 11% this year [7].

Group 1 - The TJX Companies is expected to announce its fiscal second-quarter earnings on August 20, 2025, with analysts forecasting earnings of $1.01 per share and revenue of $14.16 billion, indicating a 4% year-over-year rise in earnings and a 5% increase in sales compared to the previous year [2][3] - The company has a market capitalization of $148 billion, with revenue of $57 billion over the past twelve months, operating profits of $6.3 billion, and net income of $4.8 billion [3] - Historical trends show that TJX stock has gained 65% of the time following earnings announcements, with a median one-day increase of 3.5% and a maximum observed gain of 7% [2][9] Group 2 - Positive one-day returns occurred approximately 65% of the time over the last five years, increasing to 73% when analyzing the last three years [9] - The median of the 13 positive returns is 3.5%, while the median of the 7 negative returns is -3.3% [9] - A strategy for traders is to analyze the correlation between short-term and intermediate-term returns post-earnings, which can help in making informed trading decisions [10]

Core Viewpoint - TJX is expected to report quarterly earnings of $1.01 per share, a 5.2% increase year-over-year, with revenues projected at $14.07 billion, reflecting a 4.5% year-over-year growth [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised down by 0.2%, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue and Sales Projections - Analysts predict 'Net Sales- Marmaxx' will reach $8.79 billion, a 4.1% increase from the previous year [5]. - 'Net Sales- TJX International' is expected to be $1.76 billion, indicating a 5.1% year-over-year change [5]. - 'Net Sales- TJX Canada' is projected at $1.30 billion, reflecting a 4.6% increase year-over-year [5]. - 'Net Sales- HomeGoods' is estimated at $2.24 billion, a 6.5% increase from the year-ago quarter [6]. Comparable Store Sales - The consensus for 'Comparable store sales (YoY change) - Total' is 3.2%, down from 4.0% reported in the same quarter last year [6]. - For 'Comparable store sales (YoY change) - Marmaxx', the estimate is 2.5%, compared to 5.0% in the same quarter last year [7]. Store Expansion - Analysts forecast 41 new stores, up from 29 in the previous year [7]. - The total number of stores is expected to reach 5,162, compared to 5,001 a year ago [7]. - The number of stores for 'U.S. - T.J. Maxx' is projected at 1,343, compared to 1,326 last year [8]. - For 'U.S. - Marshalls', the estimate is 1,239, up from 1,204 in the previous year [8]. Market Performance - TJX shares have returned +8.8% over the past month, outperforming the Zacks S&P 500 composite's +3.3% change [9].

Core Insights - The TJX Companies, Inc. is expected to report growth in both revenue and earnings for the second quarter of fiscal 2026, with revenues estimated at $14.1 billion, reflecting a 4.5% increase year-over-year [1] - The consensus estimate for earnings per share is stable at $1.01, indicating a 5.2% rise compared to the same period last year [2] Group 1: Business Performance - The company has been focusing on providing an exceptional shopping experience and unmatched value, leading to increased customer transactions and loyalty [3] - The apparel and home categories are performing well, with HomeGoods' net sales estimated at $2.2 billion for the fiscal second quarter, up 4.8% year-over-year [3] - TJX anticipates consolidated comparable sales growth of 2-3% and consolidated sales between $13.9 billion and $14 billion for the second quarter [5][10] Group 2: Growth Strategies - The company is benefiting from an aggressive expansion strategy and a growing e-commerce presence, which are contributing to sustained growth [4] - TJX has a strong inventory position, allowing it to capitalize on market opportunities and introduce new product assortments both in stores and online [4] Group 3: Financial Outlook - Earnings per share for the second quarter are projected to be in the range of $0.97 to $1.00, reflecting a year-over-year increase of 1-4% [5][10] - The management has projected a pretax profit margin between 10.4% and 10.5%, which represents a decline of 40-50 basis points from the previous year's margin of 10.9% [6]

The latest edition of Josh Brown's best stocks in the market list has a new entrance. It is uh TJX companies. This is not a big area of the market for me.I don't really talk about retail very often. This is an incredible uh long-term chart, an incredible long-term performer. I know Stephanie has been in this name uh for a long time uh and and has been telling us about this company for years and years and years.Um but I'll make this very simple. You do have consumer trade down right now. They are looking for ...

Core Viewpoint - As consumers seek better value, discount retailers are experiencing improved traffic and sales, indicating a potential shift in consumer behavior that may present buying opportunities for investors in the retail sector Group 1: Target - Target's shares have declined approximately 61% from their peak in 2021 due to issues like inventory loss from theft and weak same-store sales [3] - Despite challenges, Target generated over $4 billion in net profit on $105 billion of revenue in the last year, maintaining its status as a leading discount retailer [3] - The company raised its quarterly dividend by 1.8%, marking 54 consecutive years of increases, and has the capacity to continue this trend as it pays out less than half of its trailing-12-month earnings [4] - Target's digital business is thriving, with same-day delivery services growing by 35% last quarter, and management is optimistic about mitigating inventory issues [4][5] - Full-year adjusted earnings per share (EPS) are expected to be between $7 to $9, which is sufficient to cover the dividend [5] - The stock may be nearing a bottom with a forward dividend yield of 4.38% and a forward price-to-earnings ratio of 14, indicating potential for recovery [6] Group 2: TJX Companies - TJX Companies benefits from consumers seeking value through its off-price merchandise strategy, with successful brands like T.J. Maxx and Marshalls [7] - A $10,000 investment in TJX in 2005 would be worth $279,000 today, highlighting the stock's strong growth potential [7] - The company excels in sourcing quality merchandise at significant discounts, supported by a robust global sourcing channel [8] - TJX has consistently achieved quarterly sales growth over the last 25 years, with the only major decline occurring during the pandemic in 2020 [9] - The company's talent development program promotes internal management, fostering consistent long-term performance [11] - Although the stock is not cheap, management sees strong opportunities for merchandise acquisition and market share growth in the off-price sector [11]

Core Insights - TJX is well-positioned to maintain its earnings-beat streak in upcoming reports, having surpassed earnings estimates by an average of 4.13% in the last two quarters [1][2] Earnings Performance - For the most recent quarter, TJX reported earnings of $0.90 per share, slightly below the expected $0.92, resulting in a surprise of 2.22% [2] - In the previous quarter, TJX exceeded the consensus estimate of $1.16 per share by reporting $1.23, achieving a surprise of 6.03% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for TJX, with a positive Earnings ESP of +1.13%, indicating analysts' bullish sentiment on its near-term earnings potential [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) suggests a strong likelihood of another earnings beat [8] Statistical Insights - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]

Group 1: Target Corp (TGT) - Barclays downgraded Target Corp stock to "underweight" from "equal weight," indicating potential ongoing sales weakness unless a strategy revision occurs [1] - TGT shares are down 0.8% to $102.67, with a 24% year-to-date deficit and on track for its fourth loss in five sessions [2] - The stock has struggled to surpass $110 since March but has remained above $100 this month [2] Group 2: Costco Wholesale Corp (COST) - COST is down 0.1% to $949.69, with a support level forming around the $950 region [3] - The stock is experiencing its fourth loss in five sessions and has recorded a second consecutive weekly loss [3] - Year-over-year, COST shares are up 13.3% [3] Group 3: TJX Companies Inc (TJX) - TJX is outperforming its peers, up 2.3% to $125.01, marking its best single-day percentage gain since May [4] - The stock is bouncing off the $120 region, which has provided support during its June pullback [4] - Over the last 12 months, TJX shares have increased by more than 12% [4]