June 30, 2025 02:51 AM GMT Retail & Internet | North America Temu Survey: Further Slippage Latest AlphaWise and 3P data indicates policy changes continue to impact Temu demand. Household purchases are at a nadir, purchase expectations trail competitors, and 3P data shows declines. Dollar Stores stand to be the biggest beneficiaries, though the policy environment is still uncertain. M This is our tenth Temu usage/adoption survey note following our deep dive. Demand for Temu continued to decline in June, indi ...

Key Takeaways TJX delivered 3% comparable sales growth in Q1, driven entirely by higher customer traffic. All four segments, led by HomeGoods and international units, contributed to the sales gain. Management guided for 2-3% comparable sales growth in the second quarter of fiscal 2026.The TJX Companies, Inc. (TJX) delivered comparable store sales growth of 3% in the first quarter of fiscal 2026, with all four major divisions contributing to the gain. The growth was entirely driven by increased customer tr ...

Core Viewpoint - Wall Street has experienced a strong recovery due to easing trade tensions, particularly the U.S.-China trade truce and the U.S.-UK deal, which has fostered optimism in the stock market. However, uncertainties regarding Trump and Fed policies persist, making dividend investing an attractive option for consistent income [1]. Dividend Growth Strategy - Dividend investing provides a reliable income source, especially when focusing on stocks with a strong history of year-over-year dividend growth, which can lead to higher returns compared to simple dividend-paying stocks [2][4]. - Stocks with a solid history of dividend growth are typically mature companies, offering protection against market volatility and economic uncertainty while providing consistent payout increases [4][5]. Selection of Dividend Growth Stocks - Three dividend growth stocks identified as compelling picks are Qifu Technology Inc. (QFIN), The TJX Companies Inc. (TJX), and UGI Corporation (UGI) [3]. - Qifu Technology, a credit-tech platform in China, has an estimated earnings growth rate of 22.4% for the year and an average earnings surprise of 14.46% over the last four quarters, with a Zacks Rank of 1 and a Growth Score of B [10]. - TJX Companies, a leading off-price retailer, has an estimated earnings growth rate of 3.99% for the fiscal year ending January 2026 and an average earnings surprise of 5.47% in the past four quarters, holding a Zacks Rank of 2 and a Growth Score of A [11]. - UGI Corporation, a holding company in the energy sector, has seen a positive earnings estimate revision of 3 cents for the fiscal year ending September 2025, with a Zacks Rank of 2 and a Growth Score of B [12][13]. Investment Criteria - The selection criteria for dividend growth stocks include a 5-Year Historical Dividend Growth greater than zero, 5-Year Historical Sales Growth greater than zero, and 5-Year Historical EPS Growth greater than zero, indicating solid growth in dividends, revenues, and earnings [6][7]. - Additional criteria include a Price/Cash Flow ratio less than the industry average, a 52-Week Price Change greater than the S&P 500, and a top Zacks Rank, which collectively narrow down the stock universe to high-potential candidates [8][9].