TJX Companies Stock Outlook: Is Wall Street Bullish or Bearish?

Core Viewpoint - TJX Companies, Inc. is a leading off-price retailer with a market cap of $164.1 billion, known for offering brand-name and designer merchandise at discounted prices, and has shown strong performance in the retail sector [1]. Group 1: Company Performance - TJX has outperformed the broader market and sector peers, with stock prices increasing by 18.7% over the past 52 weeks and 16.7% over the past six months, compared to the S&P 500 Index's gains of 15.4% and 9.4% respectively [2]. - The company has also surpassed the Consumer Discretionary Select Sector SPDR Fund's performance, which saw a 5% increase over the past 52 weeks and 7.9% over the past six months [3]. Group 2: Business Model and Strategy - The resilient off-price retail model of TJX has attracted value-conscious consumers during inflation and economic uncertainty, supported by strong customer traffic and disciplined inventory management [4]. - Effective cost controls, opportunistic buying, and consistent margin expansion have contributed to solid earnings growth and enhanced profitability [4]. Group 3: Financial Outlook - For fiscal 2026, analysts project an EPS of $4.67 for TJX, reflecting a year-over-year increase of 9.6%, with a strong history of surpassing earnings estimates in the past four quarters [5]. - The consensus rating among 20 analysts covering TJX stock is a "Strong Buy," with 17 "Strong Buys," one "Moderate Buy," and two "Holds" [5].