Lowe's - Lowe's reported Q4 adjusted EPS of $1.98, exceeding the expected $1.94, but the stock fell due to weak guidance for FY26 [1] - Revenue for Q4 was $20.58 billion, reflecting a year-over-year growth of 10.9%, primarily driven by acquisitions [1] - Comparable sales increased by only 1.3%, with contributions from Pro, online, and home services [1] - For FY26, Lowe's guided total sales between $92 billion to $94 billion and adjusted EPS of $12.25 to $12.75, indicating minimal growth compared to FY25's $12.28 [1] - The adjusted operating margin contracted by 41 basis points year-over-year to 9.02% [1] - CEO Marvin Ellison highlighted ongoing pressures in the housing market, with housing starts down 5.8% year-over-year through December 2025 [1] TJX Companies - TJX reported a strong Q4 performance with adjusted EPS of $1.43, surpassing the estimate of $1.39, while the GAAP figure was $1.58, including a one-time litigation settlement [1] - Full-year revenue exceeded $60 billion for the first time, with a 5% growth in comparable sales, driven by HomeGoods and TJX Canada [1] - The adjusted pretax profit margin expanded by 60 basis points to 12.2% [1] - For FY27, TJX guided for comp sales growth of 2% to 3% and adjusted EPS of $4.93 to $5.02, along with a 13% increase in dividends to $0.48 per share [1] - CEO Ernie Herrman expressed confidence in the strong start to Q1 and the availability of quality merchandise [1]

Financial Data and Key Metrics Changes - Fourth quarter sales reached $17.7 billion, a 9% increase year-over-year, with consolidated comp sales up 5% [9][10] - Full-year net sales surpassed $60 billion, marking a 7% increase from the previous year, with full-year comp sales also up 5% [6][12] - Adjusted diluted earnings per share for the fourth quarter was $1.43, up 16% from $1.23 last year, and for the full year, it was $4.73, an 11% increase from $4.26 [11][14] Business Line Data and Key Metrics Changes - Marmaxx's full-year sales grew to $36.6 billion with comp sales up 4% [16] - HomeGoods surpassed $10 billion in annual sales, with comp sales increasing 5% [17] - TJX Canada reported full-year sales of $5.6 billion and comp sales up 7% [18] - TJX International's full-year sales grew to $8 billion, with comp sales up 4% [19] Market Data and Key Metrics Changes - The company experienced strong comp sales growth across all divisions, with each division achieving at least 4% growth [16] - The availability of quality branded merchandise in the marketplace remains high, supporting sales growth [8][21] Company Strategy and Development Direction - The company aims to grow its global store base to 7,000 stores, with plans to open 146 net new stores in fiscal 2027 [23][33] - A focus on delivering value and a diverse merchandise mix is central to the company's strategy, appealing to a wide customer demographic [21][23] - The company is committed to enhancing the in-store shopping experience through remodels and new prototypes [7][49] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in attracting new shoppers and capturing additional market share, citing a strong start to fiscal 2026 [6][7] - The company is monitoring the impact of tariffs and believes it can offset any pressure on its business [28][29] - Management highlighted the importance of flexibility in operations to adapt to market changes and consumer preferences [24][25] Other Important Information - The company generated $6.9 billion in operating cash flow and returned $4.3 billion to shareholders through buybacks and dividends [15] - Full-year adjusted gross margin was 31%, up 40 basis points from the previous year, driven by improved merchandise margins and shrink favorability [12][13] Q&A Session Summary Question: Update on pricing actions and customer reactions - Management indicated that pricing actions are selective and based on market competition, with customer perception of value improving [36][38] Question: Ability to accelerate global offense and first-quarter performance - Management noted a strong start to the first quarter, with continued focus on marketing and brand partnerships to drive sales [44][51] Question: SG&A leverage and traffic versus ticket metrics - SG&A leverage was impacted by incentive accruals, with both transactions and ticket sizes increasing, particularly in most divisions [64][66] Question: Merchandise margin improvement opportunities - Management highlighted flexibility in sourcing and operational efficiencies as key drivers for future merchandise margin improvements [88][90] Question: Macro environment and strategy adjustments - Management emphasized a more aggressive approach to marketing and store openings to capture market share amid changing consumer dynamics [110][116]

Financial Data and Key Metrics Changes - Q4 net sales reached $17.7 billion, a 9% increase year-over-year, with consolidated comp sales up 5% [9][10] - Full-year net sales surpassed $60 billion, marking a 7% increase from the previous year, with full-year comp sales also up 5% [6][12] - Adjusted diluted earnings per share for Q4 was $1.43, a 16% increase from $1.23 last year, and for the full year, it was $4.73, up 11% from $4.26 [11][13] Business Line Data and Key Metrics Changes - Marmaxx's full-year sales grew to $36.6 billion with comp sales up 4%, while HomeGoods surpassed $10 billion in annual sales with a 5% comp sales increase [15][16] - TJX Canada reported full-year sales of $5.6 billion and a 7% increase in comp sales, while TJX International saw sales grow to $8 billion with a 4% comp sales increase [17][18] Market Data and Key Metrics Changes - The company experienced strong comp sales growth across all divisions, with each division achieving at least 4% comp sales growth [12][15] - The availability of quality branded merchandise in the marketplace remains strong, contributing to the company's ability to attract new shoppers [8][20] Company Strategy and Development Direction - The company aims to grow its global store base significantly, with plans to open 146 net new stores, bringing the total to over 5,300 stores [31][32] - A focus on delivering value and an exciting shopping experience is central to the company's strategy, with ongoing investments in store remodels and new prototypes [7][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic challenges and capitalize on market disruptions, particularly in the luxury retail sector [42][44] - The company anticipates overall comp sales growth of 2%-3% for fiscal 2027, with consolidated sales expected to be between $62.7 billion and $63.3 billion [26][27] Other Important Information - The company generated $6.9 billion in operating cash flow and returned $4.3 billion to shareholders through buybacks and dividends [14][32] - The company is evaluating the potential impact of recent tariff rulings but expects to offset any pressure on its business [28] Q&A Session Questions and Answers Question: Can you update us on pricing actions and customer reactions? - Management indicated that pricing actions are selective and based on market conditions, with customer perception of value remaining strong [34][36] Question: What is the ability to accelerate global offense in the current market? - Management highlighted aggressive marketing strategies and a focus on leveraging relationships with branded vendors to capture market share [42][44] Question: Can you discuss SG&A leverage and traffic versus ticket metrics? - Management noted that SG&A leverage was impacted by incentive accruals, with both transactions and ticket sizes increasing, although HomeGoods transactions were flat [62][63] Question: How favorable was the stronger AUR in margin delivery? - Management stated that the stronger AUR was driven by basket size rather than transactions, with opportunities for merchandise margin improvement identified [82][86] Question: What are the macroeconomic considerations for strategy this year? - Management emphasized a bullish outlook on market share growth, leveraging experienced teams and aggressive marketing to navigate the current macro environment [108][114]

Financial Data and Key Metrics Changes - Fourth quarter net sales reached $17.7 billion, a 9% increase year-over-year, with consolidated comp sales up 5% [9][10] - Full year net sales surpassed $60 billion, marking a 7% increase from the previous year, with full-year comp sales also up 5% [6][12] - Adjusted diluted earnings per share for the fourth quarter was $1.43, up 16% from $1.23 last year, and for the full year, it was $4.73, an 11% increase from $4.26 [11][13] Business Line Data and Key Metrics Changes - Marmaxx's full-year sales grew to $36.6 billion with comp sales up 4% [16] - HomeGoods surpassed $10 billion in annual sales with a comp sales increase of 5% [18] - TJX Canada reported full-year sales of $5.6 billion and comp sales growth of 7% [19] - TJX International's sales grew to $8 billion with comp sales up 4% [20] Market Data and Key Metrics Changes - The company experienced strong comp sales growth across all divisions, with each division achieving at least 4% growth [15] - The availability of quality branded merchandise in the marketplace remains strong, contributing to the company's positive performance [8][21] Company Strategy and Development Direction - The company aims to continue expanding its store base globally, with a long-term potential to grow to 7,000 stores [22][23] - A focus on delivering value and a diverse merchandise mix is central to the company's strategy, appealing to a wide customer demographic [21][22] - The company plans to invest in store remodels and new prototypes to enhance the customer shopping experience [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in attracting new shoppers and capturing additional market share, citing a strong start to the first quarter of 2026 [6][7] - The company is optimistic about its ability to navigate macroeconomic challenges and capitalize on market disruptions [44][45] - Management highlighted the importance of flexibility in operations and the strength of its talent pool as key drivers for future growth [24][25] Other Important Information - The company generated $6.9 billion in operating cash flow and returned $4.3 billion to shareholders through buybacks and dividends [14] - Full-year guidance for fiscal 2027 anticipates consolidated sales between $62.7 billion and $63.3 billion, with comp sales growth of 2%-3% [26][27] Q&A Session Questions and Answers Question: Can you update us on pricing actions and customer reactions? - Management indicated that pricing actions are selective and based on market conditions, with customer perception of value improving over the last six months [34][36] Question: What is the ability to accelerate global offense in light of market disruptions? - Management emphasized aggressive marketing strategies and a focus on driving top-line growth, leveraging strong vendor relationships to capture market share [43][45] Question: Can you elaborate on SG&A leverage and traffic versus ticket metrics? - Management noted that SG&A leverage was impacted by incentive accruals, with both transactions and ticket sizes increasing, although HomeGoods transactions were flat [63][64] Question: How favorable was the stronger AUR in margin delivery? - Management stated that the stronger AUR was driven by basket size rather than transactions, with opportunities for merchandise margin improvement identified in a glutted market [82][88] Question: Is there an opportunity for HomeGoods to catch up to Marmaxx level margins? - Management expressed satisfaction with HomeGoods' improvements but did not commit to specific margin targets, noting ongoing efforts to enhance profitability [96][100]

Core Insights - The TJX Companies, Inc. (TJX) reported fourth-quarter fiscal 2026 results with both earnings and sales exceeding expectations, showing year-over-year growth [1][2]. Financial Performance - Earnings per share (EPS) reached $1.43, a 16% increase from the previous year, surpassing the Zacks Consensus Estimate of $1.38 [2]. - Net sales totaled $17,743 million, reflecting a 9% year-over-year increase and exceeding the Zacks Consensus Estimate of $17,453 million [2]. Segment Performance - In the Marmaxx division (U.S.), net sales were $10,655 million, up 7% year over year [3]. - HomeGoods (U.S.) division net sales were $3,093 million, an 8% increase year over year [3]. - TJX Canada reported net sales of $1,612 million, an 11% increase from the previous year [3]. - TJX International (Europe & Australia) net sales were $2,383 million, up 15% year over year [3]. Comparable Store Sales - Consolidated comparable store sales increased by 5%, with Marmaxx up 5%, HomeGoods up 6%, TJX Canada up 7%, and TJX International up 4% [4]. Profit Margins - The adjusted pretax profit margin was 12.2%, a 0.6 percentage point increase from the previous year, driven by lower inventory shrink expenses and operating leverage [5]. - The adjusted gross profit margin was 31.1%, also up 0.6 percentage points year over year, primarily due to a higher merchandise margin [6]. Financial Health - The total store count increased by 129 to reach 5,214 [7]. - Cash and cash equivalents stood at $6.2 billion, with long-term debt of $1.9 billion and shareholders' equity of $10.2 billion [7]. - Operating cash flow for fiscal 2026 was $6.9 billion [7]. Shareholder Returns - In the fourth quarter, the company returned $1.26 billion to shareholders, including $784 million for share repurchases and $472 million in dividends [8]. - For fiscal 2026, total shareholder returns amounted to $4.3 billion, with $2.5 billion spent on repurchasing 18.5 million shares and $1.8 billion in dividends [8]. Future Projections - For fiscal 2027, TJX projects consolidated comparable sales growth of 2% to 3%, a pretax profit margin of 11.7% to 11.8%, and EPS in the range of $4.93 to $5.02 [11]. - For the first quarter of fiscal 2027, the company expects comparable sales to increase by 2% to 3% and EPS of 97 cents to 99 cents [11].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for being a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Core Viewpoint - TJX, the parent company of TJ Maxx, reported a triple beat in its fourth-quarter results, indicating strong performance metrics, but the stock price declined due to a disappointing outlook [1] Financial Performance - The company achieved a triple beat, which typically refers to exceeding earnings, revenue, and guidance expectations [1] - Despite the strong quarterly results, the outlook provided by the company did not meet market expectations, leading to a decrease in share price [1] Market Reaction - Following the announcement of the fourth-quarter results, shares of TJX, which operates in the off-price apparel and home-fashions sector, experienced a decline [1]

Global Communications Wednesday, February 25, 2026 Exhibit 99.1 CONTACT: (508) 390-2323 Debra McConnell FOR IMMEDIATE RELEASE THE TJX COMPANIES, INC. REPORTS Q4 AND FULL YEAR FY26 RESULTS; Q4 COMP SALES GROWTH, PRETAX PROFIT MARGIN, AND DILUTED EPS ALL WELL ABOVE PLAN; EXPECTS TO INCREASE DIVIDEND BY 13% AND BUY BACK $2.50 TO $2.75 BILLION OF STOCK IN FY27 Q4 and full year FY26 adjusted results throughout this press release exclude a net benefit from a litigation settlement related to credit card interchang ...

Core Viewpoint - TJX Cos has forecasted annual sales and profit below Wall Street estimates, indicating strained discretionary spending among budget-conscious consumers amid economic uncertainty [1][2] Group 1: Sales and Profit Forecast - The company expects annual comparable sales to rise between 2% and 3%, lower than analysts' average estimate of 3.5% growth [3] - Earnings per share for fiscal 2027 are forecasted to be between $4.93 and $5.02, compared to analysts' average estimate of $5.18 per share [3] Group 2: Market Conditions and Competition - There are growing concerns over declining discretionary purchases as living costs rise, leading to smaller basket sizes and softer demand among lower-income shoppers [2] - The company faces intense competition from rivals such as Ross Stores, Burlington Stores, Amazon.com, and fast-fashion chains like Shein, all expanding their discount offerings [3] Group 3: Recent Performance and Market Reaction - TJX reported a quarterly comparable sales increase of 5%, exceeding the estimate of 3.6% growth [4] - Adjusted earnings per share for the fourth quarter were $1.43, surpassing the expectation of $1.39 per share [5] - Overall store traffic increased by 2.8% at TJ Maxx and 3.3% at Marshalls compared to the previous year, boosted by the holiday season [5] - The company announced an additional share repurchase plan of up to $3 billion [5]

Core Insights - TJX Cos., the parent company of T.J. Maxx, experienced a significant increase in profit and sales during the fourth quarter, indicating strong performance in the discount retail sector [1] - The company is continuing to gain market share, reflecting its competitive positioning within the industry [1] - However, TJX Cos. has provided guidance suggesting that growth may slow slightly in the upcoming quarters, indicating potential challenges ahead [1] Company Performance - The fourth quarter saw a notable jump in both profit and sales for TJX Cos., showcasing the effectiveness of its business strategy [1] - The company’s ability to capture market share highlights its strong brand presence and operational efficiency in the discount retail market [1] Industry Outlook - The guidance for slightly slower growth suggests that while the discount retail sector remains robust, there may be external factors influencing future performance [1] - The overall trend in the discount retail industry appears to be one of resilience, but caution is warranted as growth rates may moderate [1]