TJX · News · 20261012N

Competition and Market Position

TJX COMPANIES INC /DE/ · 2026-10-12 · Importance 17 · Surprise 24

Wells Fargo expressed caution on TJX Companies within the U.S. off-price retail sector. The bank reported that TJX’s market-share gains had reversed to losses, with the second quarter showing its largest share decline since 2022. Improving department-store performance reduced the market-share opportunity that had previously benefited off-price retailers from traditional retailers’ weaker performance.

Key facts