TJX

Walmart and Target are among the retailers that should be capable of finding their niche in an ever-shifting consumer landscape.

Costco Wholesale Corporation COST reported third-quarter fiscal 2026 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate. The company delivered solid year-over-year growth in revenues and earnings, supported by healthy traffic trends, higher average ticket, strong digitally enabled demand, membership growth and robust performance across key merchandise categories.Costco’s focus on delivering value, quality and newness continues to resonate with members. Management highlighted record gasoline volumes during the quarter as members increasingly turned to Costco for fuel savings amid elevated gas prices.The company continued rolling out technology enhancements, including expanded mobile cake ordering, broader international deployment of shopping-cart pre-scan technology and increased use of app-based notifications. Management also highlighted growing opportunities from artificial intelligence-driven product search and personalized product recommendations, which generated higher conversion rates during the quarter. Costco posted quarterly earnings of $4.93 per share, which came ahead of the Zacks Consensus Estimate of $4.91. The figure improved 15.2% year over year, up from $4.28 per share in the prior-year period.Total revenues, comprising net sales and membership fees, increased 11.6% year over year to $70,527 million, surpassing the Zacks Consensus Estimate of $69,505 million. Net sales grew 11.6% to $69,154 million. The strong top-line performance was driven by healthy comparable sales growth, robust membership trends and continued momentum in digital channels.Comparable sales jumped 9.8% year over year, or 6.6% excluding the impacts of gasoline price changes and foreign exchange fluctuations. Global traffic, or shopping frequency, rose 2.4%, while average ticket increased 7.3%, reflecting higher spending levels and a favorable merchandise mix. Adjusted ticket growth, excluding gasoline and foreign exchange impacts, was 4.2%. Digitally enabled comparable sales surged 21.5%, underscoring continued strength in Costco’s e-commerce platform and member engagement initiatives. Site and app traffic increased by 37%.Regionally, comparable sales increased 9.4% in the United States, 10.7% in Canada and 11.2% in Other International markets. Excluding gasoline and foreign exchange impacts, comparable sales rose 6.8%, 6.2% and 5.9%, respectiv...

On Thursday, Dollar Tree stock jumped almost 20% after beating analyst expectations for revenue and earnings.

TJX’s first quarter results were marked by stronger-than-expected sales and profitability, driven by broad-based comp sales growth across all divisions and robust customer traffic. Management attributed the outperformance to a compelling value proposition, effective merchandising, and high inventory availability. CEO Ernie Herrman emphasized that “each of our divisions delivered strong comp sales growth and drove increases in customer transactions,” fueled by balanced gains in both average basket size and transaction counts. The company also noted that both apparel and home categories performed well, supported by efficient expense management and favorable fuel hedges. Is now the time to buy TJX? Find out in our full research report (it’s free). Revenue: $14.32 billion vs analyst estimates of $13.98 billion (9.2% year-on-year growth, 2.4% beat) EPS (GAAP): $1.19 vs analyst estimates of $1.01 (18.1% beat) Adjusted EBITDA: $2.02 billion vs analyst estimates of $1.77 billion (14.1% margin, 14% beat) EPS (GAAP) guidance for the full year is $5.12 at the midpoint, roughly in line with what analysts were expecting Operating Margin: 11.8%, up from 10% in the same quarter last year Locations: 5,262 at quarter end, up from 5,121 in the same quarter last year Same-Store Sales rose 6% year on year (3% in the same quarter last year) Market Capitalization: $175.8 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Lorraine Hutchinson (Bank of America) asked if increased transactions reflected consumer trade-down or shifting preferences. CEO Ernie Herrman explained there was no change in customer behavior, with balanced growth across all income groups and divisions. Brooke Roach (Goldman Sachs) inquired about the impact of fuel costs on margins and the benefit from fuel hedges. CFO John Klinger detailed that current guidance assumes flat fuel prices, and the Q1 fuel hedge benefit has already been realized. Matthew Boss (JPMorgan) questioned the durability of comp sales growth and whether new customer acquisition was a key driver. Herrman emphasized the strategic focus on both acquiring new, younger customers and increasing fre...

As Burlington Stores, Inc. BURL prepares to unveil its first-quarter fiscal 2026 earnings on May 28, before the opening bell, investors are eager to see if the company can beat market expectations. The Zacks Consensus Estimate for revenues stands at $2,805 million, indicating 12% growth from the prior-year quarter. The consensus mark for earnings has inched up a penny to $1.77 per share over the past seven days, suggesting a 10.6% increase from the year-ago period.BURL has a trailing four-quarter earnings surprise of 13.8%, on average. In the last reported quarter, the company’s bottom line outperformed the Zacks Consensus Estimate by a margin of 4%. Image Source: Zacks Investment Research As investors prepare for Burlington Stores’ first-quarter results, the question looms regarding earnings beat or miss. Our proven model predicts that an earnings beat is likely for Burlington Stores this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here. You can see the complete list of today’s Zacks #1 Rank stocks here.Burlington Stores has a Zacks Rank #2 and an Earnings ESP of +6.34%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Burlington Stores, Inc. price-consensus-eps-surprise-chart | Burlington Stores, Inc. Quote Burlington Stores’ first-quarter performance is likely to have benefited from the continued execution of its Burlington 2.0 strategy. Management has been focused on strengthening execution across merchandising, planning, inventory management and store operations, while also improving localization capabilities to better align assortments with regional demand patterns. The company also entered the year with fresher assortments and higher in-store inventory levels, positioning it well to capture demand during the spring selling season. We expect comparable store sales to increase 3.5% during the quarter under review. Another likely growth driver is Burlington Stores’ focus on elevating its merchandise assortment with better brands, improved fashion content and stronger value offerings. Management had earlier highlighted encouraging customer response to higher-quality branded merchandise offered at compelling values. Burlington also appeared well-positioned to benefit from favorable tax refu...

Interested in Target Corporation? Here are five stocks we like better. Walmart, Home Depot, and other retailers say consumers remain active but increasingly price-sensitive. Buy-Now-Pay-Later delinquencies are rising sharply, signaling growing financial stress among lower-income consumers. Investors may need a more selective approach toward retail and consumer-facing stocks in a bifurcated economy. The stock market and the economy are not the same thing, but in 2026, they share one trait: skepticism. Despite blockbuster earnings reports from companies like NVIDIA (NYSE: NVDA), Palantir Technologies (NASDAQ: PLTR), and Alphabet (NASDAQ: GOOGL), this may be the most reluctant bull market in history. That doesn’t mean investors are leaving the market, but the concentration of market winners is still not broadly expanding to other sectors. The recent retail earnings reports aren’t going to change that. On the surface, the consumer looks resilient. The retail sales data continues to at least meet, if not exceed, expectations. However, all may not be as it seems. Retail giants like Walmart Inc. (NASDAQ: WMT), Home Depot (NYSE: HD) and TJX Companies (NYSE: TJX) have been telling a cautious story. → Voya Financial Grows Earnings Across All 3 Business Segments Consumers are still spending, but with real intentionality. And since investors are also consumers, it may be getting harder to separate the two. The investor deciding whether to add a retail stock to their portfolio and the shopper deciding whether to remodel their kitchen are, increasingly, the same person making the same calculation: is now the right time to commit? The word "choiceful" has become part of the retail lexicon. Walmart used it explicitly on its Q1 earnings call to describe a customer who is still showing up but making sharper trade-offs at every price point. Management also pointed to consumers shifting toward private-label brands, even among higher-income consumers. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Home Depot offered one of the more telling data points of the earnings season: same-store sales growth remained modest, with customers completing smaller repair and maintenance projects while continuing to defer large remodels. Lowe's (NYSE: LOW) also spoke of a consumer who is engaged but not confident. Both stocks have held up reasonably well because repair-and...

Interested in Walmart Inc.? Here are five stocks we like better. Despite all three posting solid results, TJX Companies rose 5.6% after earnings, while Walmart fell 7.3% and Target dropped 3.9%. Walmart maintained its fiscal 2027 outlook after a roughly 25% six-month rally, giving investors little reason to push shares higher. TJX raised full-year sales and EPS growth guidance and increased its share buyback spending plans by $250 million, to as much as $3 billion. Retail earnings season delivered a clear reminder that good results are not always enough. Walmart (NASDAQ: WMT), Target (NYSE: TGT) and TJX Companies (NYSE: TJX) all posted solid quarterly numbers recently, but investors reacted to the reports very differently. → Voya Financial Grows Earnings Across All 3 Business Segments For Walmart and Target, strong sales growth was overshadowed by already-elevated expectations and lingering guidance concerns. For TJX, a cleaner setup, stronger outlook and larger buyback plan gave the market a reason to reward the stock. Arguably, the biggest disappointment from the latest round of retail store earnings reports was Walmart. Overall, WMT stock dropped 7.3% after it released earnings on May 21. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns But the problem wasn’t that Walmart's business wasn't performing well—it most certainly was. The company saw revenues grow by over 7% year-over-year (YOY), or 5.9% on a constant currency basis, to $177.75 billion. This marked Walmart's fastest revenue growth since calendar Q1 2023. Adjusted earnings per share (EPS) also rose solidly by 8% YOY. Both figures slightly beat Wall Street estimates. But investors wanted more than a solid quarter. They wanted Walmart to also raise its forward expectations. → Ross Stores Earnings Beat Sends Stock To New Highs Prior to its post-earnings decline, Walmart shares had delivered a total return of approximately 25% over the past six months. This was nearly double the S&P 500’s return of around 13% over the same period. Walmart, however, maintained its full-year fiscal 2027 outlook. And after the stock’s sharp rally, that decision left investors with little incremental reason to keep bidding shares higher. Note that the company’s fiscal reporting period is several quarters ahead of the calendar year period. The company continues to expect full-year adjusted EPS in the...

Interested in Ross Stores, Inc.? Here are five stocks we like better. Ross Stores delivered another strong earnings beat in the first quarter, as broad-based customer traffic growth helped drive a 21% jump in revenue and a 17% increase in comparable store sales. The company issued upbeat second-quarter guidance and raised its full-year outlook after reporting stronger-than-expected margins and earnings in the first quarter. While analysts see more limited upside after the stock’s massive multiyear rally, the latest earnings beat and raised guidance helped push shares to a new all-time high following the report. Ross Stores Inc. (NASDAQ: ROST) demonstrated once again that bargain hunting is alive and well in today's economy. The off-price retailer posted strong first-quarter results on May 21 as higher customer traffic across the board helped drive growth. The results also extended the company's streak of better-than-expected earnings and helped reignite momentum in the stock. → Voya Financial Grows Earnings Across All 3 Business Segments Shares, which had pulled back recently as investors took a breather after an impressive run, rose nearly 7% and hit a new all-time high following the report. Revenue for the quarter rose 21% year over year to $6.01 billion, topping analyst estimates by $369 million. Comparable store sales increased 17% from the prior-year period. Customer traffic was the primary driver of the strong sales trend, though the company said higher tax refunds also helped support consumer spending. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns On the earnings call, Chief Executive James Conroy said the increase in traffic was broad-based among demographic groups. "We saw healthy increases in customer count on a comp store basis across income levels, ethnicities, and all age groups, including the young customers." The strong sales performance also helped drive meaningful margin expansion. Operating margin came in at 13.4%, well above the company's estimate of 11.8% to 12.1%. Net income rose to $650 million from $479 million last year, while earnings per share increased to $2.02 from $1.47 in the prior-year period, and easily topped Wall Street expectations of $1.73 per share. → 3 Rare Earth Stocks That Win No Matter What China Does Next Ross Stores also provided upbeat second-quarter guidance and raised its full-year outlook...

The TJX Companies, Inc. (NYSE:TJX) just released its first-quarter report and things are looking bullish. TJX Companies beat earnings, with revenues hitting US$14b, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 18%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Taking into account the latest results, the consensus forecast from TJX Companies' 19 analysts is for revenues of US$64.1b in 2027. This reflects an okay 4.1% improvement in revenue compared to the last 12 months. Statutory per share are forecast to be US$5.20, approximately in line with the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of US$63.9b and earnings per share (EPS) of US$5.11 in 2027. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates. View our latest analysis for TJX Companies The analysts reconfirmed their price target of US$177, showing that the business is executing well and in line with expectations. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on TJX Companies, with the most bullish analyst valuing it at US$197 and the most bearish at US$125 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that TJX Companies' revenue growth will slow down substantially, with revenues to the end of 2027 expected...

Ross Stores earnings growth accelerated again after strong results from off-price peer TJX, after Walmart warned on Q2 amid high gas prices.

The TJX Companies, Inc. TJX posted first-quarter fiscal 2027 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Both metrics also increased from the year-ago quarter. The company raised its fiscal 2027 guidance. The TJX Companies’ fiscal first-quarter earnings per share (EPS) were $1.19, up 29% from the year-ago quarter. The metric also beat the Zacks Consensus Estimate of $1.01 per share. The TJX Companies, Inc. price-consensus-eps-surprise-chart | The TJX Companies, Inc. Quote Net sales came in at $14,323 million, registering an increase of 9% year over year and surpassing the Zacks Consensus Estimate of $13,998 million.In the Marmaxx (the United States) division, the company’s net sales were $8,650 million, up 7% year over year. Net sales amounted to $2,506 million, up 11% year over year, in the HomeGoods (the United States) division. TJX Canada’s net sales were $1,285 million, up 12% from the figure reported in the year-ago period. TJX International’s (Europe & Australia) net sales were $1,882 million, up 13% year over year.The company witnessed a 6% jump in consolidated comparable store sales, supported by strong performance in every division. Comparable store sales rose 6% at Marmaxx (the United States), 9% at HomeGoods (the United States), 7% at TJX Canada and 4% at TJX International (Europe & Australia).The TJX Companies’ pretax profit margin was 12%, up 1.7 percentage points from the year-ago quarter’s level. The increase is driven by expense leverage from stronger-than-planned sales, favorable fuel hedges and better-than-anticipated merchandise margins.The gross profit margin was 31.3%, up 1.8 percentage points year over year, mainly driven by higher merchandise margins, favorable inventory and fuel hedge impacts, and expense leverage from stronger sales performance.The company’s selling, general and administrative costs, as a percent of sales, were 19.5%, a 0.1 percentage point increase. During first-quarter fiscal 2027, this Zacks Rank #3 (Hold) company increased its total store count by 48, reaching 5,262.The TJX Companies ended the quarter with cash and cash equivalents of $5,580 million, long-term debt of $1,871 million and shareholders’ equity of $10,403 million. It generated an operating cash flow of $1,119 million in the first quarter of fiscal 2027.In the fiscal first quarter, the company returned $1.1 billion to...

Target (TGT) came out swinging this quarter as the retailer boasted adjusted earnings of $1.71 per share (vs. Bloomberg estimates of $1.43) and revenue of $25.44 billion (vs. estimates of $24.1 billion). Coresight Research founder and CEO Deborah Weinswig comments on the progress that Target CEO Michael Fiddelke has made in the store's turnaround plan. Fiddelke told Yahoo Finance that the company saw "broad-based" strength across its customers as it prioritized pricing on everyday items.