TJX · News · 20261105N

Competition and Market Position

TJX COMPANIES INC /DE/ · 2026-11-05 · Importance 10 · Surprise 6

UBS identified a store-productivity gap between Ross Stores and TJ Maxx. The bank said Ross could pursue productivity improvements through merchandising, in-store execution, and marketing under CEO James Conroy. Ross’s third-quarter results and comparable sales were expected to provide an early test of its strategy.

Key facts

• Over the past month, TJX shares returned 4.3%, compared with a 2% decline for the Zacks S&P 500 composite and an 11.5% gain for the Zacks Retail - Discount Stores industry. source