TJX · 10-Q · 2026Q3 · Full report

Supply Chain and Inventory

TJX COMPANIES INC /DE/ · 2026-08-28 · Importance 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. HomeGoods reported lower supply-chain and store costs and lower freight costs, while higher freight costs affected TJX Canada merchandise margin. The company is also investing in distribution centers, offices, and information technology as part of its operating infrastructure.

Key facts