TJX · Consumer

TJX COMPANIES INC /DE/

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-23

• Guidance / OutlookImportance 51 · Surprise 60
  TJX Companies set fiscal 2027 EPS guidance at $5.15 to $5.20. Analysts subsequently raised their EPS estimates for fiscal 2027 and fiscal 2028. The reported guidance and estimate revisions point to expectations for…
• Guidance and OutlookImportance 51 · Surprise 60
  Third-party reporting said TJX expects fiscal 2027 earnings per share of $5.15 to $5.20. The reported outlook followed quarterly EPS of $1.22 and revenue of $15.18 billion, although those historical performance figures…
• Revenue Performance and MixImportance 36 · Surprise 14
  TJX Companies reported quarterly revenue of $15.18 billion for fiscal 2027, up 5.4% year over year. Revenue exceeded analyst estimates, indicating stronger-than-expected quarterly sales performance. The digest did not…
• Distribution ChannelsImportance 31 · Surprise 42
  TJX is increasing digital and social-media engagement to drive repeat visits to its physical stores, particularly during the fall and holiday seasons. The company generated 1.1 billion video views across platforms in…
• Customer Targeting and ExperienceImportance 31 · Surprise 42
  TJX is increasing digital and social-media engagement to support repeat store visits during the fall and holiday seasons. The company reported 1.1 billion video views across platforms during the first half of fiscal…
• Net Income and EPS PerformanceImportance 13 · Surprise 6
  TJX Companies reported quarterly EPS of $1.22, exceeding analyst estimates. The digest did not provide quarterly net income, diluted share count, or a year-over-year EPS comparison. The earnings beat contributed to a…

News · 2026-09-22

• Revenue Performance and MixImportance 36 · Surprise 14
  TJX reported fiscal Q2 2027 revenue of approximately $15.2 billion. Quarterly revenue exceeded consensus estimates, according to the September 22 report. TJX reported fiscal-year net sales of more than $60.4 billion,…
• Store Count and ExpansionImportance 36 · Surprise 50
  TJX is reevaluating the Marshalls retail footprint across the United States, resulting in permanent and temporary closures and store relocations during 2026. The company is simultaneously expanding operations and…
• Customer Targeting and ExperienceImportance 26 · Surprise 30
  TJX is using digital and social-media engagement to encourage repeat visits to its stores. The company is refreshing online assortments and promoting gifting initiatives as part of this engagement strategy. The…
• Quarterly Dividend DeclarationImportance 10 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share. The dividend declaration was reported alongside the company’s fiscal Q2 2027 results. The $0.48 payment represents a recurring cash distribution to shareholders for…

News · 2026-09-18

• Supply Chain OptimizationImportance 23 · Surprise 24
  TJX uses a warehouse-based “hold and flow” distribution model to manage inventory flexibility at its off-price retail stores. The company can hold merchandise in warehouses and dispatch it based on real-time sales…
• Quarterly Dividend DeclarationImportance 12 · Surprise 6
  TJX Companies declared a quarterly dividend of $0.48 per share. The dividend is payable on December 3, 2026. The announcement was reported alongside the appointment of Craig A. Pintoff, but no additional dividend…

News · 2026-09-17

• Quarterly Dividend DeclarationImportance 31 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share payable on December 3, 2026, to shareholders of record on November 12, 2026. The dividend implies an annualized payout of $1.92 per share and a 1.6% yield. The…

News · 2026-09-16

• Guidance / OutlookImportance 47 · Surprise 60
  TJX raised its fiscal 2027 profit and earnings outlook after reporting better-than-expected second-quarter results. The company cited broad divisional growth and higher merchandise margins as drivers of the upgraded…
• Guidance and OutlookImportance 47 · Surprise 60
  TJX raised its fiscal 2027 profit and earnings outlook after better-than-expected second-quarter results. The upgrade was supported by broad divisional growth and higher merchandise margins. Management expects…
• Store Count and ExpansionImportance 34 · Surprise 42
  TJX increased its long-term global store target by 500 locations to 7,500 stores. The company plans to achieve approximately 4% annual store growth beginning in fiscal 2028. The expansion is intended to support…
• Margin DriversImportance 20 · Surprise 24
  TJX reported higher merchandise margins in the second quarter of fiscal 2027. Broad divisional growth and those higher merchandise margins contributed to the company’s better-than-expected quarterly results.…
• Consumer Demand TrendsImportance 20 · Surprise 24
  TJX reported broad-based growth across its divisions in the second quarter of fiscal 2027. Marmaxx was the weakest-performing division, with merchandise-mix issues weighing on its performance. Management expects…
• Quarterly Dividend DeclarationImportance 9 · Surprise 6
  TJX declared a quarterly common-stock dividend of $0.48 per share on September 16, 2026. The dividend is payable on December 3, 2026, to shareholders of record as of November 12, 2026. The $0.48 per-share payment was…

News · 2026-09-15

• Margin DriversImportance 24 · Surprise 24
  TJX International's adjusted margin reached 7.3%. The margin improved alongside solid sales growth. Favorable merchandise margin and expense leverage supported the improvement.
• Competition and Market PositionImportance 24 · Surprise 24
  TJX’s Marmaxx division, comprising TJ Maxx and Marshalls, underperformed relative to expectations. Its sales growth was slower than competitor Ross Stores, raising questions about whether the weakness reflects market…

News · 2026-09-13

• Store Count and ExpansionImportance 20 · Surprise 24
  T.J. Maxx plans to close a prominent three-story store in Boston and another location in Silver Spring, Maryland, during 2026. TJX characterized the closures as routine real-estate management rather than actions driven…

News · 2026-09-12

• Revenue Performance and MixImportance 36 · Surprise 14
  TJX reported recent quarterly revenue growth of 5.4% year over year. The revenue increase exceeded the 3% materiality threshold based on the company’s stated revenue benchmark of 15,180. Quarterly EPS also exceeded…

News · 2026-09-11

• Quarterly Earnings PerformanceImportance 42 · Surprise 14
  TJX reported quarterly revenue of $15.18 billion, up 5.4% year over year. Quarterly EPS was $1.22, exceeding analyst expectations. The reported results indicate continued year-over-year sales growth, although the…
• Product Launch and TransitionImportance 31 · Surprise 42
  TJX is expanding discounted luxury merchandise across TJ Maxx and Marshalls, including brands such as Gucci and Givenchy. The strategy targets financially comfortable consumers who are not wealthy as luxury-brand sales…

News · 2026-09-10

• Supply Chain Tariff ImpactImportance 17 · Surprise 24
  Third-party reporting states that TJX benefited from tariff refunds referenced in its recent reports. The reporting does not specify the tariff jurisdictions, refund amount, or timing for TJX. It contrasts TJX with…

News · 2026-09-08

• Store Count and ExpansionImportance 39 · Surprise 50
  TJX increased its long-term global store target by 500 locations to 7,500 stores. The company plans to accelerate annual store-opening growth to 4% beginning in fiscal 2028. Expansion opportunities include rural…
• Competition and Market PositionImportance 17 · Surprise 24
  Ross Stores and Burlington Stores are also pursuing aggressive store-growth strategies in the off-price retail market. Their expansion plans increase competitive pressure as TJX targets 7,500 global locations. TJX's…

News · 2026-09-07

• Competition and Market PositionImportance 17 · Surprise 24
  Ross Stores and Burlington Stores are also pursuing aggressive store-growth strategies in the off-price retail market. Their expansion plans increase competitive pressure as TJX targets 7,500 global locations. TJX's…

News · 2026-09-04

• Revenue Performance and MixImportance 42 · Surprise 14
  TJX reported second-quarter fiscal 2027 revenue of $15.18 billion, up 5.4% year over year. Second-quarter EPS was $1.22, exceeding analyst estimates. The Marmaxx division experienced softer comparable-store sales and…

News · 2026-09-03

• Consumer Demand TrendsImportance 20 · Surprise 24
  TJX's Marmaxx division experienced soft comparable-store sales, creating concern because the division contributes significantly to company revenue and EBIT. Third-party commentary attributed the operating issue to…
• Competition and Market PositionImportance 17 · Surprise 24
  Ross Stores and Burlington Stores are also pursuing aggressive store-growth strategies in the off-price retail market. Their expansion plans increase competitive pressure as TJX targets 7,500 global locations. TJX's…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share. The dividend was reported in connection with the company’s recent quarterly results and implies annualized distributions of approximately $1.92 per share. Multiple…

News · 2026-09-01

• Same-Store Sales GrowthImportance 25 · Surprise 32
  TJX Companies’ HomeGoods division reported a 7% comparable-sales increase. The increase was supported by a higher average basket size and rising transaction counts. Momentum was broad-based across HomeGoods merchandise…
• Consumer Demand TrendsImportance 25 · Surprise 32
  TJX’s HomeGoods division reported a 7% comparable-sales increase. Momentum was broad-based, with both higher basket sizes and rising transaction volumes. Strength extended across multiple merchandise categories,…

News · 2026-08-30

• Revenue Performance and MixImportance 36 · Surprise 14
  TJX reported quarterly revenue of $15.18 billion, up 5.4% year over year. Revenue exceeded analyst expectations during the quarter. The digest does not provide revenue by segment, geography, or product category, so no…
• Net Income and EPS PerformanceImportance 18 · Surprise 14
  TJX reported quarterly earnings of $1.22 per share. EPS exceeded the analyst consensus of $1.19 by $0.03 per share, or approximately 2.5%. The digest does not disclose net income, operating income, or a year-over-year…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  TJX declared a quarterly dividend of $0.48 per share. The stated quarterly rate implies annualized dividends of $1.92 per share if maintained for four quarters. The digest does not state the payment date, record date,…

10-Q · 2026-08-28

• Stock Repurchase ProgramImportance 73 · Surprise 66
  TJX paid $1.4 billion to repurchase and retire 8.9 million shares during the first six months of fiscal 2027, compared with $1.1 billion for 9.2 million shares in the prior-year period. Management currently plans to…
• Capital Expenditure OutlookImportance 68 · Surprise 42
  TJX’s fiscal 2027 capital expenditures primarily support store improvements and renovations, new stores, distribution centers, offices, and information technology. Management expects full-year fiscal 2027 capital…
• Segment ProfitabilityImportance 62 · Surprise 58
  Marmaxx second-quarter segment profit increased to $1.424 billion from $1.254 billion, and its margin expanded to 15.6% from 14.2%, primarily from tariff refunds and higher markon. HomeGoods margin expanded to 17.6%…
• Supply Chain Tariff ImpactImportance 59 · Surprise 60
  TJX continues monitoring U.S. tariffs on imports from China and other countries, trade negotiations, retaliatory measures, judicial review, and alternative merchandise sources. In February 2026, the U.S. Supreme Court…
• Geographic Revenue PerformanceImportance 54 · Surprise 40
  TJX International was the fastest-growing segment, with second-quarter net sales up 11% to $2.1 billion and first-half sales up 12% to $4.0 billion, supported by comparable-sales growth in Europe and Australia. TJX…
• Dividend DeclarationImportance 53 · Surprise 22
  TJX declared dividends of $0.960 per share for the first six months of fiscal 2027, up 12.9% from $0.850 per share in the prior-year period. The second-quarter declared dividend increased to $0.480 per share from…
• Net Income and EPS PerformanceImportance 52 · Surprise 30
  Six-month net income increased 25.1% to $2,852 million from $2,279 million, and diluted earnings per share increased 26.2% to $2.55 from $2.02. Second-quarter net income increased 22.3% to $1,520 million from $1,243…
• Gross Margin DriversImportance 50 · Surprise 58
  Second-quarter cost of sales, including buying and occupancy costs, declined to 66.6% of sales from 69.3%, a 2.7-percentage-point improvement. Six-month cost of sales declined to 67.6% from 69.9%, supported by tariff…
• Capital Expenditures ProgramImportance 44 · Surprise 24
  TJX spent $1,159 million on property additions during the first six months of fiscal 2027, compared with a lower prior-year amount that is not displayed in the filing excerpt. Net property increased to $8,567 million…
• Store Count and ExpansionImportance 39 · Surprise 50
  As of August 1, 2026, TJX’s store count and selling square footage each increased approximately 3% year over year. The company operated approximately 5,200 stores across Marmaxx, HomeGoods, TJX Canada, and TJX…
• Revenue Performance and MixImportance 37 · Surprise 32
  Second-quarter fiscal 2027 net sales increased 5% to $15.2 billion from $14.4 billion, reflecting 4% consolidated comp sales growth, 2% non-comp sales growth, and a 1% negative foreign-currency impact. Six-month net…
• Liquidity and Cash PositionImportance 37 · Surprise 6
  TJX held $6.0 billion of cash as of August 1, 2026, including $1.6 billion held by foreign subsidiaries and approximately $730 million considered indefinitely reinvested. No short-term bank borrowings or commercial…
• Operating Expense TrendsImportance 33 · Surprise 50
  Second-quarter SG&A increased to 20.3% of net sales from 19.5%, while the six-month ratio increased to 19.9% from 19.5%. The increases were driven by $112 million of incremental compensation accruals related to IEEPA…
• FX / Currency ImpactImportance 31 · Surprise 32
  Foreign currency reduced consolidated second-quarter fiscal 2027 net sales by 1%, while having a neutral impact for the first six months. The second-quarter impact included a 2% negative effect on TJX Canada sales and…
• Supply Chain and InventoryImportance 31 · Surprise 32
  Consolidated average per-store inventories, including inventory held at distribution centers but excluding goods in transit and e-commerce inventory, increased 2% year over year at the end of the second quarter.…
• Pillar Two Global Minimum TaxImportance 29 · Surprise 24
  Multiple countries have enacted legislation implementing the OECD’s 15% global minimum tax regime, known as Pillar Two, effective January 1, 2024. A comprehensive Side-by-Side Package released in January 2026…
• Income Tax Rate ChangesImportance 25 · Surprise 32
  The second-quarter effective income tax rate increased to 24.7% from 24.5% because of higher nondeductible items and foreign withholding taxes, partly offset by greater excess tax benefits from share-based…
• Competition and Market PositionImportance 10 · Surprise 6
  TJX describes itself as the leading off-price apparel and home fashions retailer in the U.S. and worldwide. Its value proposition is merchandise priced generally 20% to 60% below comparable regular prices at full-price…
• Products and TechnologyImportance 10 · Surprise 6
  TJX sells rapidly changing assortments of apparel, home fashions, and other merchandise. All stores except HomeGoods and HomeSense/Homesense sell both apparel and home fashions, while HomeGoods and HomeSense/Homesense…
• Distribution ChannelsImportance 10 · Surprise 6
  TJX distributes merchandise through a predominantly store-based off-price model supplemented by six e-commerce sites. Marmaxx operates TJ Maxx and Marshalls stores plus tjmaxx.com and marshalls.com, while Sierra…
• Geographic Market CommentaryImportance 10 · Surprise 6
  TJX operates across the United States, Canada, Europe, and Australia through four reportable segments. Its international retail footprint includes TK Maxx, Homesense, tkmaxx.com, tkmaxx.de, and tkmaxx.at in Europe and…
• Fuel Cost PressureImportance 10 · Surprise 6
  TJX hedges portions of estimated U.S. diesel-fuel requirements because independent freight carriers apply mileage surcharges based on diesel prices. The company generally intends to hedge approximately 80% of estimated…