TJX

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TJX Companies (TJX) stock recently closed higher even as broader markets declined, putting fresh attention on upbeat expectations for its upcoming earnings report and what that might mean for valuation and risk. See our latest analysis for TJX Companies. Recent moves in TJX Companies share price have been mixed, with a 7 day share price return of 2.06% offset by a 30 day decline of 5.89%. However, the 1 year total shareholder return of 27.98% and 5 year total shareholder return of 143.65% point to stronger longer term momentum. If TJX’s recent strength has you thinking about what else might be gaining attention, it could be a good time to hunt for off radar opportunities using the 18 top founder-led companies With TJX Companies edging higher as the wider market slipped and trading at about $154.46, the key question is whether to pay up now for that resilience or wait and hope for a cheaper entry as valuation comes into focus next. The most followed narrative currently puts TJX Companies' fair value at $177.63, above the last close at $154.46. This raises a clear question about what assumptions support that gap. Read the complete narrative. Want to see why this narrative thinks TJX can support a richer profit profile, with earnings, margins and valuation all pulling in the same direction? Result: Fair Value of $177.63 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the bullish narrative around TJX Companies could be challenged if shoppers shift faster toward e commerce, or if brands tighten inventory and reduce off price sourcing opportunities. Find out about the key risks to this TJX Companies narrative. While the most popular TJX Companies narrative points to a fair value of $177.63, the current P/E of 29.5x looks expensive versus the US Specialty Retail industry at 20.9x, a peer average of 26.3x, and a fair ratio of 21.5x, which suggests less room for error if sentiment cools. For a closer look at what these valuation gaps might mean in practice, see the See what the numbers say about this price — find out in our valuation breakdown. With sentiment on TJX Companies split between opportunity and risk, this is a moment to move quickly, review the data yourself, and...

It has been about a month since the last earnings report for TJX (TJX). Shares have added about 4% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is TJX due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. The TJX Companies 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.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 the first-quarter fiscal 2027, the company increased its total store count by 48, reaching 5,262....

Interested in Ollie's Bargain Outlet Holdings, Inc.? Here are five stocks we like better. Ollie's Bargain Outlet beat first-quarter earnings expectations by 4 cents per share but missed revenue estimates by roughly $2.7 million. Ollie's shares have fallen nearly 26% over the past year, significantly underperforming discount peers Ross Stores, Burlington, and TJX Companies. Seventeen analysts covering Ollie's hold a consensus Moderate Buy rating, with an average 12-month price target of roughly $125, implying more than 40% upside. Consumers have continued to seek out bargains as higher prices for everyday necessities have strained many household budgets. For years, Ollie's Bargain Outlet (NASDAQ: OLLI) was a big beneficiary of the trend, with shares climbing to an all-time high last summer as investors embraced the discount retailer's value-focused model. → Father's Day Investing: 3 Stocks Built for Long-Term Returns Since then, however, the stock has pulled back sharply. Despite a series of earnings beats and strong stock performance from many of its discount retail peers, investors have remained cautious on Ollie's, raising questions about what it will take for the stock to regain momentum. Ollie's most recent earnings report did little to stoke investor enthusiasm for the stock. On June 3, the company reported first-quarter earnings of 91 cents per share, increasing from 75 cents per share in the year-ago period and topping Wall Street expectations by 4 cents. The quarter marked another earnings beat for the company, extending its streak of better-than-expected earnings. → 3 AI Stocks With Moats That Could Outlast Summer Volatility Revenue came in at approximately $659 million, up more than 14% from the prior-year period, but roughly $2.7 million shy of analyst expectations. While Ollie's has continued to deliver year-over-year sales growth, revenue has not consistently exceeded Wall Street expectations. Comparable-store sales increased 1.7% during the quarter, while gross margin expanded 80 basis points to 41.9%, exceeding the company's expectations. Ollie's continued to expand its footprint, opening 27 new stores during the quarter. The company also repurchased $53 million of stock during the period. → Goldman’s S&P 500 Target Looks More Reachable After the Latest Rally Despite the solid results, the company said it faced headwinds as the quarter progres...

FRAMINGHAM, Mass., June 09, 2026--(BUSINESS WIRE)--The TJX Companies, Inc. (NYSE: TJX) today announced the declaration of a quarterly dividend on its common stock of $.48 per share payable September 3, 2026, to shareholders of record on August 13, 2026. About The TJX Companies, Inc. The TJX Companies, Inc., a Fortune 100 company, is the leading off-price retailer of apparel and home fashions in the U.S. and worldwide. Our mission is to deliver great value to customers every day. We do this by offering a rapidly changing assortment of quality, fashionable, brand name, and designer merchandise at prices generally 20% to 60% below full-price retailers’ regular prices on comparable merchandise. We operate over 5,200 stores across ten countries, including TJ Maxx, Marshalls, HomeGoods, Homesense, and Sierra in the U.S.; Winners, HomeSense, and Marshalls in Canada; TK Maxx and Homesense in Europe; and TK Maxx in Australia. We also operate e-commerce sites for TJ Maxx, Marshalls, and Sierra in the U.S. and three sites for TK Maxx in Europe. Our value mission extends to our corporate responsibility efforts, which are focused on supporting our Associates, giving back in the communities we serve, the environment, and operating responsibly. Additional information about TJX’s press releases, financial information, and corporate responsibility are available at TJX.com. Important Information at Website The Company routinely posts information that may be important to investors in the Investors section at TJX.com. The Company encourages investors to consult that section of its website regularly. View source version on businesswire.com: https://www.businesswire.com/news/home/20260609412700/en/ Contacts Debra McConnellGlobal Communications(508) 390-2323

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. TJX Companies (TJX) just delivered a strong fiscal Q1 2027 update, with 6% comparable sales growth, wider pretax margins, and EPS up 29%, prompting higher full year sales and earnings guidance. See our latest analysis for TJX Companies. The strong Q1 update helped spark a 5.7% one day gain on 20 May, and the stock has kept some of that momentum with a 7 day share price return of 2.4% and a 1 year total shareholder return of 26.1%. The 3 year total shareholder return of over 2x points to longer term compounding that recent quarterly news is now feeding into. If strong execution at TJX has you thinking about where else consumer focused trends might play out, it could be worth scanning 21 top founder-led companies With TJX shares up 26.1% over the past year and trading at US$158.63, along with a price target of US$177.63 and solid recent execution, you have to ask: is there still upside here, or is the market already pricing in future growth? At a last close of $158.63 versus a narrative fair value of $177.63, the current price sits below what the most followed framework considers reasonable, and that gap is built on very specific growth and margin assumptions. Read the complete narrative. There is a full playbook behind that fair value, built on steady top line expansion, firmer margins and a richer earnings multiple than the wider retail group. Curious how those ingredients combine to support a higher long term earnings base and a premium P/E without spelling out every assumption upfront? Result: Fair Value of $177.63 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on store traffic holding up and on continued access to excess branded inventory, both of which could weaken and put pressure on margins and growth expectations. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. That 10.7% gap between the $158.63 share price and the $177.63 fair value sits alongside a much harsher read from simple earnings multiples. TJX trades on a P/E of 30.3x...

Investors were spooked by the prospect that Five Below's growth rate might have reached its peak. Five Below stock sank 14% on Thursday, according to MarketSurge. Meanwhile, adjusted earnings per share were $2.22, 25% above the $1.77 looked for by Wall Street.

Ulta Beauty, Inc. ULTA reported first-quarter fiscal 2026 results, wherein both earnings and revenues surpassed the Zacks Consensus Estimate. The company delivered double-digit sales and earnings growth, driven by broad-based strength across channels and product categories, along with contributions from the Space NK acquisition.The beauty retailer reported first-quarter fiscal 2026 earnings per share of $7.74, beating the Zacks Consensus Estimate of $6.90. The bottom line increased 15.5% from the year-ago quarter’s reported figure of $6.70.Net sales rose 11.1% year over year to $3,163.9 million and surpassed the Zacks Consensus Estimate of $3,113 million. Growth was primarily driven by higher comparable sales, contributions from the Space NK acquisition and sales from new stores. Comparable sales increased 5.3%, supported by a 3.7% rise in average ticket and a 1.6% jump in transactions. Ulta Beauty Inc. price-consensus-eps-surprise-chart | Ulta Beauty Inc. Quote Ulta Beauty’s gross profit increased 13.8% year over year to $1,267.6 million. Gross margin expanded 100 basis points to 40.1% from 39.1%, primarily due to lower inventory shrink and higher merchandise margin. Improvements in inventory productivity and favorable category mix also aided profitability.Selling, general and administrative (SG&A) expenses increased 14.6% to $814.7 million from $710.6 million reported in the prior-year quarter. As a percentage of net sales, SG&A expenses rose to 25.8% from 24.9%. The increase was primarily due to the acquisition of Space NK, strategic enterprise investments and higher store-related expenses, partially offset by leverage in advertising expenses.Operating income surged 11.6% to $448.3 million from $401.8 million in the year-ago quarter. As a percentage of net sales, operating income improved slightly to 14.2% from 14.1% in the prior-year period. Performance was broad-based across all major categories in the quarter. Fragrance remained the strongest category, delivering high-teens comparable sales growth, driven by newness from luxury brands such as YSL, Carolina Herrera, Valentino and Balmain, as well as innovation from exclusive fragrance brand NOYZ.Haircare generated high-single-digit comparable growth, supported by strength in prestige haircare, new and exclusive brands, and healthy demand for hair-treatment products.Makeup posted low-single-digit compara...

Ollie's Bargain Outlet (OLLI) raised its full-year earnings outlook on Wednesday, while the discount

Interested in Burlington Stores, Inc.? Here are five stocks we like better. Burlington Stores reported adjusted EPS of $2.01, a 26% increase year over year, marking its 14th consecutive quarter of double-digit earnings growth. Despite beating estimates and raising full-year guidance, BURL shares initially fell nearly 8% after the report, reflecting elevated investor expectations. Burlington's post-earnings decline contrasted with peers TJX and Ross Stores, whose shares rose more than 5% and 8%, respectively, after their own strong results. Burlington Stores Inc. (NYSE: BURL) delivered another better-than-expected quarter on May 28, marking its 14th consecutive quarter of double-digit earnings growth. The company also raised its full-year outlook as off-price retailers continue to benefit from demand among budget-conscious consumers seeking bargains. Still, it wasn't enough to satisfy investors, as shares fell sharply following the report. → Best Buy’s AI Laptop Boost Sparks Hope for a BBY Turnaround For the quarter, the company reported adjusted earnings per share (EPS) of $2.01, an increase of 26% from year-ago earnings of $1.60 and well above Wall Street’s expectations of $1.77 per share. Revenue rose 14% year over year (YOY) to $2.86 billion, topping analyst estimates by more than $57 million. Comparable-store (comp) sales increased 6% YOY, above the company’s guided range of 2% to 4%, while gross margin expanded 30 basis points to 44.1% of net sales. → 3 Up-and-Coming Stocks That Could Be the Next NVIDIA On the earnings call, Chief Executive Michael O’Sullivan noted, “These results add to an already very impressive track record of consistently converting sales growth into strong margin expansion and earnings flow-through,” noted Chief Executive Michael O’Sullivan on the earnings call. The company also issued second-quarter guidance and raised its full-year sales and earnings outlook. For Q2, Burlington expects comp sales growth of 1% to 3%, with total sales increasing 10% to 12%. Operating margin is expected to expand 30 to 60 basis points YOY, while adjusted EPS is forecast to be between $2.05 and $2.20. → These 3 CLO ETFs Target a Niche Corner of the Fixed-Income Market For the full year, Burlington now expects comp sales growth of 2% to 4%, up from prior guidance of 1% to 3%. Total sales are expected to rise 9% to 11%, up from the prior outlook of 8%...

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.