Core Insights - The holiday shopping season is showing strong performance for TJX Companies, with fiscal third-quarter results exceeding expectations on both revenue and earnings [1][3] Financial Performance - TJX reported a net income of $1.44 billion, or $1.28 per share, compared to $1.30 billion, or $1.14 per share, from the previous year [3] - Sales increased to $15.12 billion, reflecting a 7% rise from $14.06 billion a year earlier [3][8] - Comparable sales rose by 5%, surpassing expectations of 3.7% growth [4] Guidance and Expectations - For the current quarter, TJX anticipates comparable sales growth between 2% and 3%, which is below the expected 3.1% [2] - Earnings per share guidance for the current quarter is projected between $1.33 and $1.36, slightly below the expected $1.37 [2] - For fiscal 2026, the company expects comparable sales to rise by 4%, exceeding the anticipated 3.4% growth [5] Market Position and Consumer Behavior - The off-price retail sector is benefiting from value-seeking consumers, particularly during uncertain economic times, which tends to drive shoppers towards discount retailers [6] - Higher tariffs are viewed positively by TJX, as they may encourage consumers to shop at off-price stores due to increased prices elsewhere [7]

The discount retailer continues to win over inflation-weary shoppers with its value and deals. ...

该公司还预计，2026财年第四季度同店销售额将增长2%-3%，税前利润率为11.7%-11.8%，摊薄后每股 收益为1.33-1.36美元(市场普遍预期为1.37美元)。 该公司表示，其发布的2026财年第四季度及全年业绩指引基于以下假设——截至2025年11月19日的美国 进口关税水平将在本财年剩余时间内维持不变。该公司预计，在2026财年第四季度能够持续抵消关税带 来的预期压力。 TJX是全美最大的鞋服配饰家居类折扣零售商，旗下运营着TJ Maxx和Marshalls等连锁品牌。该公司的 连锁门店通过收购全价店滞销库存，以折扣价销售设计师产品与品牌商品。该公司第三季度营收超出市 场预期，表明在美国经济显现压力迹象之际，消费者正转向更实惠的购物选择。 展望未来，TJX目前预计，2026财年全年同店销售额将增长4%，此前预期为增长3%;预计全年税前利润 率为11.6%，此前预期为11.4%-11.5%;预计全年摊薄后每股收益为4.63-4.66美元，好于市场普遍预期的 4.60美元，此前预期为4.52-4.57美元。 智通财经APP获悉，美国折扣零售商TJX(TJX.US)公布了好于预期的2026财年第三季度 ...

Shares of the parent company of T.J. Maxx and Marshalls climbed into record territory as quarterly results beat on all the key metrics, as customers continued to flock to its off-price goods. ...

TJX Cos raised annual profit forecast on Wednesday, anticipating that its broad sourcing strategy and seasonal inventory will attract bargain-hunting shoppers to its off-price stores. ...

The TJX Companies, Inc. (NYSE:TJX) will release earnings results for the third quarter, before the opening bell on Wednesday, Nov. 19.Analysts expect the Framingham, Massachusetts-based company to report quarterly earnings of $1.22 per share, up from $1.14 per share in the year-ago period. The consensus estimate for TJX's quarterly revenue is $14.86 billion. Benzinga Pro data shows $14.06 billion in quarterly revenue a year ago.On Aug. 20, TJX posted better-than-expected second-quarter earnings and raised 2 ...

Core Insights - TJX Companies, Inc. is set to release its third-quarter earnings results on November 19, with analysts expecting earnings of $1.22 per share, an increase from $1.14 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $14.86 billion, compared to $14.06 billion in the previous year [1] Earnings Performance - In the second quarter, TJX reported better-than-expected earnings and raised its EPS guidance for 2026 [2] - Following the announcement, TJX shares rose by 0.3%, closing at $145.58 [2] Analyst Ratings - Telsey Advisory Group maintained an Outperform rating with a price target of $155 [4] - TD Cowen raised its price target from $160 to $162 while maintaining a Buy rating [4] - Wells Fargo increased its price target from $130 to $140, maintaining an Equal-Weight rating [4] - BTIG initiated coverage with a Buy rating and a price target of $165 [4] - JP Morgan raised its price target from $148 to $149 while maintaining an Overweight rating [4]

In its upcoming report, TJX (TJX) is predicted by Wall Street analysts to post quarterly earnings of $1.22 per share, reflecting an increase of 7% compared to the same period last year. Revenues are forecasted to be $14.88 billion, representing a year-over-year increase of 5.8%.The current level reflects an upward revision of 0.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections ...

Core Insights - The TJX Companies, Inc. is expected to report growth in both revenue and earnings for the third quarter of fiscal 2026, with projected revenues of $14.88 billion, reflecting a 5.8% increase year-over-year [1][9] - The consensus estimate for earnings per share is $1.22, indicating a 7% rise compared to the same period last year [2][9] - The company has a history of exceeding earnings expectations, with a trailing four-quarter earnings surprise average of 5.4% [2] Business Performance - TJX has benefited from a strong off-price retail model, attracting consumers looking for branded merchandise at competitive prices, leading to increased customer traffic and transactions across all divisions [3] - The company has leveraged its flexible buying model and global vendor network to provide fresh assortments, which has positively impacted its performance [3] - Strong inventory management and the ability to capitalize on favorable buying opportunities have also contributed to the company's success [4] Sales and Earnings Projections - TJX anticipates consolidated comparable sales growth of 2-3% and total sales between $14.7 billion and $14.8 billion for the third quarter [5] - Earnings per share are projected to be in the range of $1.17 to $1.19, representing a 3-4% increase year-over-year [5] Cost Pressures - The company is facing challenges from rising expenses, particularly in store wages and payroll costs, which have raised concerns [6] - Tariff impacts are also a concern for the company, with management projecting a pretax profit margin of 12% to 12.1%, a decline of 20-30 basis points from the previous year's margin of 12.3% [6] Earnings Expectations - The current model predicts an earnings beat for TJX, supported by a positive Earnings ESP of +2.87% and a Zacks Rank of 3 [7]

Core Insights - The Retail-Wholesale sector is expected to show growth in sales and earnings, influenced by consumer sentiment and spending trends [1][2] - The sector anticipates a year-over-year top-line growth of 6.2% and a bottom-line increase of 15.3% for the third quarter [2] - Companies with earnings beat potential have been identified, including Dollar General, Burlington Stores, Urban Outfitters, and TJX Companies [3] Sector Performance - Retail earnings are expected to reflect changing consumer spending patterns, with a shift towards essentials and value-oriented products due to inflation [4] - Persistent inflation continues to impact consumer budgets, leading to lower demand in discretionary categories [5] - The back-to-school season and early holiday promotions may help sustain sales in apparel, electronics, and personal care categories [5] Operational Challenges - Services and labor costs, particularly in logistics and staffing, are affecting operating margins [6] - Retailers focusing on strategic pricing and supply-chain management are better positioned to maintain market share [6] E-commerce Growth - The growth of e-commerce, supported by improved delivery times and AI-driven recommendations, is crucial for retail success [7] - Companies investing in online shopping experiences and loyalty programs gain a competitive advantage [7] Inventory Management - Efficient inventory management is key to retail profitability, with advanced analytics helping optimize stock levels [8] - Supply-chain complexities pose risks that may limit the benefits of improved demand planning [8] Company-Specific Insights - **Dollar General**: Zacks Rank 2, Earnings ESP of +12.31%, with a consensus estimate of $0.95 EPS, indicating a 6.7% increase year-over-year [10][12] - **Burlington Stores**: Zacks Rank 3, Earnings ESP of +3.24%, with a consensus estimate of $1.59 EPS, suggesting a 2.6% increase year-over-year [13][14] - **Urban Outfitters**: Zacks Rank 3, Earnings ESP of +6.24%, with a consensus estimate of $1.19 EPS, indicating an 8.2% increase year-over-year [15][16] - **TJX Companies**: Zacks Rank 3, Earnings ESP of +2.87%, with a consensus estimate of $1.22 EPS, suggesting a 7% increase year-over-year [17][18]