Upgrade TJX Companies to buy, targeting a 10% 1-year return as fundamentals and growth drivers strengthen. TJX's consistent traffic-led comparable sales growth, especially among younger consumers, de-risks the brand and supports long-term relevance. HomeGoods' transformation into a year-round destination drives recurring traffic and smooths seasonal volatility, enhancing TJX's growth outlook.
The TJX Companies is set to make the holidays exciting with fresh, branded merchandise at unbeatable prices, multi-channel marketing and a focus on younger shoppers.
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TJX posts 4% comp sales growth in the second quarter, lifting full-year EPS outlook as strong results span U.S., Canada, Europe and Australia.
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Here is how TJX (TJX) and Ulta Beauty (ULTA) have performed compared to their sector so far this year.
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TJX Companies NYSE: TJX stock price action following the Q2 earnings release is mixed, suggesting it could be time to sell this stock, but all other indications disagree. The chart price action includes a significant pre-market surge, a gap higher, and a subsequent intraday sell-off that left the market well off the highs.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
The TJX Companies, Inc. delivered strong Q2-2026 results, beating earnings and revenue estimates, and raised guidance, reflecting resilient business execution and robust shareholder returns. Key quality metrics—revenue growth, margins, and return on invested capital—remain healthy, supporting TJX's status as a high-quality business despite a modest slowdown. Dividend growth remains robust at 13.3%, with a healthy payout ratio, providing ongoing flexibility for future increases.
The TJX Companies, Inc. (NYSE:TJX ) Q2 2026 Earnings Conference Call August 20, 2025 11:00 AM ET Company Participants Debra McConnell - Senior Vice President of Global Communications Ernie L. Herrman - CEO, President & Director John Klinger - Senior Executive VP & CFO Conference Call Participants Adrienne Eugenia Yih-Tennant - Barclays Bank PLC, Research Division Alexandra Ann Straton - Morgan Stanley, Research Division Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Dana Lauren Telsey - Telsey Advisory Group LLC John David Kernan - TD Cowen, Research Division Lorraine Corrine Maikis Hutchinson - BofA Securities, Research Division Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Matthew Robert Boss - JPMorgan Chase & Co, Research Division Michael Charles Binetti - Evercore ISI Institutional Equities, Research Division Paul Lawrence Lejuez - Citigroup Inc. Exchange Research Operator Ladies and gentlemen, thank you for standing by.