Key Takeaways TJX to report Q4 results on Feb. 25, with revenues seen near $17.4 billion, up 6.4% Y/Y.Earnings per share are expected at $1.38, a 12.2% rise from the prior-year period.Higher wages, freight, shrink and tariff costs may pressure TJX's profitability in Q4.The TJX Companies, Inc. (TJX) is likely to register top and bottom-line growth when it reports fourth-quarter fiscal 2026 earnings on Feb. 25. The Zacks Consensus Estimate for quarterly revenues is pegged at $17.4 billion, which indicates a 6 ...

Governance Updates - Citi Trends, Inc. announced a series of governance updates, including a Board transition and a change in Finance Committee leadership [1] - The company has extended its cooperation agreement with Fund 1 Investments, LLC [1] Leadership Changes - Wes Calvert has departed from the company, indicating a significant leadership change [1]

Core Viewpoint - Burlington Stores, Inc. is set to release its fourth quarter and fiscal year 2025 results on March 5, 2026, before the U.S. stock market opens, followed by a conference call to discuss the results at 8:30 a.m. Eastern Time [1] Group 1: Financial Results Announcement - The company will announce its fourth quarter and fiscal year 2025 results on March 5, 2026 [1] - A conference call will be held at 8:30 a.m. Eastern Time on the same day to discuss the results [1] Group 2: Conference Call Details - U.S. toll-free dial-in for the conference call is 1-800-715-9871 with a passcode of 3196665, and the international dial-in number is 1-646-307-1963 [2] - A live webcast of the conference call will be available on the investor relations page of the company's website [2] Group 3: Replay Information - A replay of the conference call will be available starting at 11:30 a.m. ET on March 5, 2026, until March 12, 2026, at 11:59 p.m. ET [3] - The U.S. toll-free replay dial-in number is 1-800-770-2030, and the international replay dial-in number is 1-609-800-9909, with the same passcode of 3196665 [3] Group 4: Company Overview - Burlington Stores, Inc. is a nationally recognized off-price retailer with fiscal 2024 net sales of $10.6 billion [6] - The company operates 1,211 stores across 46 states, Washington D.C., and Puerto Rico, offering high-quality branded merchandise at discounts of up to 60% off other retailers' prices [6]

Prior to the pandemic, which tipped many retailers into bankruptcy, Moody’s vulnerable retailer list leaned more heavily toward apparel and department stores. Now, Sokolyanska sees a mix of sectors represented, including retail-adjacent companies.“The defaults in the retail sector remain elevated and our list of at-risk retailers is as long today as it was last year,” Raya Sokolyanska, vice president of corporate finance at Moody’s Ratings, said.As for retailers currently at risk, they’re facing many of the ...

Company Overview - Ollie's Bargain Outlet Holdings, Inc. is a leading discount retailer specializing in brand name closeouts and excess inventory, operating over 450 stores across 29 states in the eastern and central United States [6][9] - The company reported a total revenue of $2.54 billion and a net income of $223.60 million for the trailing twelve months (TTM) [4] - As of February 11, 2026, the stock price was $113.75, reflecting a one-year price change of 10.00%, which underperformed the S&P 500 by 4.39 percentage points [8] Recent Transaction - Geneva Capital Management LLC disclosed the sale of 95,151 shares of Ollie's Bargain Outlet Holdings, with an estimated transaction value of $11.47 million based on the quarter's average share price [2] - The quarter-end value of the OLLI stake shifted by $31.64 million, influenced by both the share sale and stock price movement [2] Investment Implications - Following the sale, Geneva Capital Management's stake in Ollie's now represents 2.13% of reportable assets under management (AUM), down from 2.34% prior to the sale [8] - The fund's top five holdings post-filing include NYSE: RBC at $231.31 million (4.3% of AUM), NASDAQ: ROAD at $197.68 million (3.7% of AUM), and others, indicating a diversified investment strategy [8] - The sale occurred amid a downturn for Ollie's stock, which has reversed course since August 2022, likely due to increasing valuation concerns, although the modest trimming of shares suggests continued confidence in the company [10]

Core Viewpoint - The TJX Companies, Inc. plans to release its fourth quarter and full year Fiscal 2026 sales and earnings results on February 25, 2026, before 9:30 a.m. ET [1] Group 1: Earnings Announcement - The conference call to discuss the results will be held at 11:00 a.m. ET on the same day, led by CEO Ernie Herrman [2] - A real-time webcast of the call will be available to the public at TJX.com, with a replay option available until March 3, 2026 [2] Group 2: Company Overview - The TJX Companies, Inc. is a leading off-price retailer of apparel and home fashions, operating over 5,100 stores across nine countries [3] - The company offers a rapidly changing assortment of quality, fashionable, brand name, and designer merchandise at prices generally 20% to 60% below full-price retailers [3] - TJX operates various retail brands including TJ Maxx, Marshalls, HomeGoods, and others, along with e-commerce sites for several of its brands [3]

Core Insights - Ross Stores, Inc. (ROST) operates off-price retail apparel and home fashion stores, valued at $61.8 billion by market cap, offering designer products at discount prices [1] Performance Overview - ROST shares have outperformed the broader market, gaining 30% over the past year compared to the S&P 500 Index's 15.4% increase [2] - Year-to-date, ROST stock is up 6.1%, surpassing the S&P 500's 1.1% gains [2] - ROST has also outperformed the SPDR S&P Retail ETF (XRT), which gained about 11.8% over the past year, with ROST's year-to-date returns exceeding the ETF's 3.3% gains [3] Financial Results - On November 20, 2025, ROST reported Q3 results with an EPS of $1.58, exceeding Wall Street expectations of $1.40, and revenue of $5.6 billion, surpassing forecasts of $5.4 billion [5] - ROST expects full-year EPS to be between $6.38 and $6.46 [5] Analyst Expectations - For the current fiscal year ending in January, analysts expect ROST's EPS to grow 2.4% to $6.47 on a diluted basis, with a strong earnings surprise history [6] - Among 19 analysts covering ROST, the consensus rating is a "Strong Buy," with 15 "Strong Buy" ratings and four "Holds" [6] Price Targets - Corey Tarlowe from Jefferies Financial Group reiterated a "Buy" rating on ROST with a price target of $210, suggesting a potential upside of 9.9% [8] - The mean price target is $196.93, representing a 3% premium to current levels, while the highest price target of $221 indicates an upside potential of 15.6% [8]

Financial Performance - Costco's revenue and earnings have grown at CAGRs of 9.18% and 13.26% over the past 10 years, with the most recent quarter showing a beat on both revenue and earnings [1][6] - For the first quarter ended Nov. 23, 2025, Costco's total revenue was $67.3 billion, an increase of 8.3% year-over-year, and earnings per share rose to $4.50, exceeding expectations of $4.27 [6] - Net cash from operating activities increased to $4.7 billion from $3.3 billion in the prior year, with a cash balance of $16.2 billion and no short-term debt [7] Stock Valuation and Ratings - Costco's market cap is $436.4 billion, with the stock up 5% over the past year and a current dividend yield of 0.53% [2] - Analysts have assigned a consensus rating of "Moderate Buy" for COST stock, with a mean target price of $1,043.32, indicating an upside potential of about 6.1% from current levels [8] Business Model and Market Position - Founded in 1983, Costco operates a membership-only wholesale club model, offering a wide range of products at low prices and is a global leader in membership warehouse retailing [3] - The company has been raising dividends consecutively for 21 years, with a payout ratio of just under 30%, indicating room for growth [2]

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. The liquidation of Saks Off 5th digital operations has been approved by the U.S. Bankruptcy Court for the Southern District of Texas in Houston, undoing part of the unusual breakup five years ago of Saks’ online and offline retail operations. In 2021 Saks Fifth Avenue spun off the e-commerce operations of full-line Saks Fifth Avenue, then followed suit at its off-p ...

Market Overview - US stocks experienced a sharp decline amid rising market speculation and geopolitical tensions related to President Trump's plans for Greenland [1][2] - A 10% tariff on eight NATO members was announced, potentially increasing to 25% if no agreement is reached regarding Greenland [2] Investment Strategy - Investors are advised to consider taking profits from significant stock gains, particularly those that have surged this year, to safeguard against potential market volatility [3][6] - Cramer emphasized that profits are only realized when gains are locked in, suggesting a strategic move to convert a portion of stock holdings into cash [3][6] Stock Performance Insights - Cramer identified 30 US stocks with market caps over $1 billion that have gained at least 50% year-to-date, but many lack earnings and have minimal sales, indicating a speculative market environment [4] - Cramer previously warned about overheated markets and recommended selling stocks with weak earnings, noting that many have since declined significantly [5] Current Stock Recommendations - Cramer highlighted a cautious investment approach, raising cash in anticipation of buying opportunities due to market volatility [7] - Shares of Alphabet were purchased during market fluctuations, and Meta Platforms is viewed as no longer expensive despite recent losses [8] - Cramer expressed a bullish outlook on TJX Companies, predicting it will benefit from potential market changes due to the expected bankruptcy of Saks Global [9]