Loading
Sentiment · FY2027 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I did also recently notice an updated TJ Maxx agreement with a lower APR”
An analyst notes an updated TJ Maxx (TJX) cardholder agreement carrying a lower APR, implying a pricing rollback on the Synchrony-issued TJ Maxx program.
“Just this week, actually, we signed 3 JOANN boxes, 2 coming in late last night, both with TJX, and we actually signed those deals in under 10 days from when they approved it at REC committee to when we actually had a fully executed deal, which is absolutely extraordinary.”
TJX moved fast to backfill vacated JOANN boxes at Kimco centers, signing 2 leases in under 10 days, evidence of strong retailer demand for Kimco real estate.
“Our largest tenant by ABR is TJX, which makes up 2.6% of our base rent and is considered a likely net beneficiary amid the economic uncertainty triggered by the tariffs.”
TJX is Federal Realty's largest tenant by annualized base rent (2.6%), viewed as a likely beneficiary of tariff-driven trade-down shopping.
“In the Middle East, Brands for Less stores continue to perform well, and they have plans to continue opening stores across that region.”
TJX holds a minority investment in Middle East off-price retailer Brands for Less, which is performing well and expanding stores.
“Obviously, Walmart pulled forward their Black Friday.”
An analyst notes Walmart pulled forward Black Friday, framing competitive promotional timing in the holiday season.
“I also want to reiterate our excitement for our joint venture with Grupo Axo in Mexico and our investment in Brands For Less in The Middle East.”
TJX reiterated its minority investment in Brands For Less (private) as its vehicle for participating in Middle East off-price retail growth.
“I also want to reiterate our excitement for our joint venture with Grupo Axo in Mexico and our investment in Brands For Less in The Middle East.”
TJX highlighted its joint venture with Grupo Axo (private) as its vehicle for participating in off-price retail growth in Mexico.
“our newly formed joint venture with GrupoWaxo in Mexico and our recent investment in Brands for Less in the Middle East. We see both of these as a great way to participate in the growth of off-price in different areas of the world.”
TJX made a recent investment in Brands for Less, an off-price retailer in the Middle East, to participate in the region's off-price growth.
“our newly formed joint venture with GrupoWaxo in Mexico and our recent investment in Brands for Less in the Middle East. We see both of these as a great way to participate in the growth of off-price in different areas of the world.”
TJX formed a new joint venture with Mexican retailer Grupo Axo to participate in off-price retail growth in Mexico.
“Through our JV with Grupo Axo and our investment in brands for less, we'll now be participating in the growth of off-price in Mexico the UAE, Saudi Arabia and beyond.”
TJX's minority investment in brands for less gives it off-price exposure to the UAE, Saudi Arabia and other new markets.
“Through our JV with Grupo Axo and our investment in brands for less, we'll now be participating in the growth of off-price in Mexico the UAE, Saudi Arabia and beyond.”
TJX's new joint venture with Grupo Axo gives it off-price exposure to Mexico as part of a broader international growth push alongside the Spain expansion.
TJX closed an outstanding FY2026 with 5% comp growth in Q4 as full-year net sales surpassed $60 billion for the first time, while adjusted pretax margin expanded 60 basis points on merchandise margin gains and shrink improvement. HomeGoods reached $10 billion with its margin gap narrowing against Marmaxx. Management introduced FY2027 EPS guidance of $4.93-$5.02 representing 4-6% growth, planning 146 net new stores toward a 7,000-location long-term target.
Demand | Margin | Competitive Dynamics | Revenue Growth | Pricing | Trade Tariffs | Geographic Expansion | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 6 | 5 | 4 | 5 | 1 | 3 | 1 | |
| 2025Q4 | 3 | 5 | 3 | 2 | 1 | 1 | 3 | 1 |
| 2026Q1 | 2 | 6 | 1 | 1 | 4 | 5 | 2 | |
| 2026Q2 | 5 | 5 | 2 | 3 | 3 | 3 | 2 | |
| 2026Q3 | 5 | 4 | 3 | 2 | 4 | 2 | 1 | |
| 2026Q4 | 4 | 3 | 5 | 1 | 1 | 1 | 1 | |
| 2027Q1 | 8 | 4 | 3 | 2 | 2 | 1 | 2 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Demand | 6 | 3 | 2 | 5 | 5 | 4 | 8 |
| Margin | 5 | 5 | 6 | 5 | 4 | 3 | 4 |
| Competitive Dynamics | 4 | 3 | 1 | 2 | 3 | 5 | 3 |
| Revenue Growth | 5 | 2 | 1 | 3 | 2 | 1 | 2 |
| Pricing | 1 | 4 | 3 | 4 | 1 | 2 | |
| Trade Tariffs | 1 | 1 | 5 | 3 | 2 | 1 | 1 |
| Geographic Expansion | 3 | 3 | 2 | 2 | |||
| Cost Pressure | 1 | 1 | 2 | 1 | 1 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Binetti | Evercore ISI | 9 (0%) |
| Matt Boss | JPMorgan | 9 (0%) |
| Paul Lejuez | Citigroup | 9 (0%) |
| Lorraine Hutchinson | Bank of America | 7 (0%) |
| Adrienne Yih | Barclays | 6 (17%) |
| Brooke Roach | Goldman Sachs | 6 (0%) |
| Alex Straton | Morgan Stanley | 5 (0%) |
| Jay Sole | UBS | 5 (0%) |
| Mark Altschwager | Robert W. Baird | 4 (0%) |
| Ike Boruchow | Wells Fargo | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 9 (0%) |
| Citigroup | 1 | 9 (0%) |
| Evercore ISI | 1 | 9 (0%) |
| Bank of America | 1 |
| 7 (0%) |
| Barclays | 1 | 6 (17%) |
| Goldman Sachs | 1 | 6 (0%) |
| Morgan Stanley | 1 | 5 (0%) |
| UBS | 1 | 5 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TJX TJX Companies | 9 | +9.2% | |
| LULU Lululemon Athletica | 3 | +4.3% | |
| ROST Ross Stores | 10 | +20.6% |