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Sentiment · FY2027 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Paul Lejuez | Citigroup | 10 (0%) |
| Matt Boss | JPMorgan | 10 (0%) |
| Michael Binetti | Evercore ISI | 10 (0%) |
| Lorraine Hutchinson | Bank of America | 8 (13%) |
| Brooke Roach | Goldman Sachs | 7 (14%) |
| Adrienne Yih | Barclays | 6 (17%) |
| Alex Straton | Morgan Stanley | 6 (0%) |
| Jay Sole | UBS | 6 (0%) |
| Mark Altschwager | Robert W. Baird | 4 (0%) |
| Ike Boruchow | Wells Fargo | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Citigroup | 1 | 10 (0%) |
| Evercore ISI | 1 | 10 (0%) |
| JPMorgan | 1 | 10 (0%) |
| Bank of America | 1 |
| 8 (13%) |
| Goldman Sachs | 1 | 7 (14%) |
| Barclays | 1 | 6 (17%) |
| Morgan Stanley | 1 | 6 (0%) |
| UBS | 1 | 6 (0%) |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $14.06B | +6.0% | $1.14 | +10.7% | 31.6% | 12.0% | 9.2% | $624M |
| FY2025 Q4 | $16.35B | -0.4% | $1.23 | +0.8% | 30.5% | 11.3% | 8.6% | $2.19B |
| FY2026 Q1 | $13.11B | +5.1% | $0.92 | -1.1% | 29.5% | 10.0% | 7.9% | $-103M |
| FY2026 Q2 | $14.40B | +6.9% | $1.10 | +14.6% | 30.7% | 11.2% | 8.6% | $1.33B |
| FY2026 Q3 | $15.12B | +7.5% | $1.28 | +12.3% | 33.0% | 13.0% | 9.5% | $1.00B |
| FY2026 Q4 | $17.74B | +8.5% | $1.58 | +28.5% | 30.9% | 13.3% | 10.0% | $2.69B |
| FY2027 Q1 | $14.32B | +9.2% | $1.19 | +29.3% | 31.3% | 11.8% | 9.3% | $457M |
| FY2027 Q2 | $15.18B | +5.4% | $1.36 | +23.6% | 33.4% | 13.1% | 10.0% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
TJX delivered an outstanding first quarter with 6% comp sales growth well above the 2-3% plan, driven equally by higher basket and increased transactions across all divisions. Pretax profit margin expanded 170 basis points to 12% on merchandise margin improvement, favorable fuel hedges, and expense leverage, lifting EPS 29% to $1.19. HomeGoods was the standout at 9% comp with 270bps of margin expansion, while TJX International opened its first store in Spain to strong customer response. Management raised full-year EPS guidance to $5.08 to $5.15 representing 7% to 9% growth, though embedded elevated diesel fuel costs in the back-half plan.
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 |
What TJX and other companies said about each other on FY2027 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In Mexico, we are very pleased with our joint venture with Akzo and the Promoter Stores.”
TJX's Mexico joint venture partner (Grupo Axo) is helping combine TJX merchandising with local operating knowledge; TJX is optimistic on the long-term Mexico opportunity.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TJX TJX Companies | 9 | +9.2% | |
| LULU Lululemon Athletica | 3 | +4.3% | |
| ROST Ross Stores | 10 | +20.6% |