North MIAMI Beach, Florida, TJ Maxx & Homegoods Discord Severy Store, furniture display and a welcome mark.
Jeff Greenberg Gety pictures
TJX companies Publishing a quarter of a better holiday is fully paid through customer transactions, indicating that the giant outside the price still takes the market share of stores and other stores where consumers who realize the prices are looking for deals.
Beat the TJ Maxx, Marshal's and Home Gotels forecast in Wall Street in the upper and lower lines, but gave cautious instructions for the current fiscal year and the current quarter.
For the 2026 fiscal year, TJX plans for similar sales between 2 % and 3 %, less than Wall Street expectations by 3.4 %, according to Street Accountount. Its financial profit instructions 2026 range between $ 4.34 and $ 4.43 per share are much lower than $ 4.59 per share, according to LSEG, and her forecast for its current quarter appears to be weaker than expected as well.
TJX expects that similar sales range between 2 % and 3 %, behind street account estimates by 3.4 %, and the arrow's profits are expected to range between 87 and 89 cents. Analysts were looking for 99 cents per share, according to Lseg.
The company said in a press statement that strong exchange rates and unwanted exchange rates will weigh 3 % in the fiscal year 2026.
Here is how TJX did in the fourth quarter of 2025, compared to what Wall Street expected, based on a survey of analysts by LSEG:
- Arrow's profits: $ 1.23 For $ 1.16 expected
- profit: 16.35 billion dollars for 16.20 billion dollars expected
The company's net income for three months, which ended on February 1, was $ 1.40 billion, or $ 1.23 per share, and almost flat compared to $ 1.40 billion in the previous year, or $ 1.22 per share, a year ago.
Sales did not change mainly at $ 16.35 billion, compared to $ 16.41 billion in the previous year. In the previous period, TJX benefited from an additional sale week that he did not have in the fiscal year 2025.
The haven behind TJ Maxx, Marshall's and Homegoods on the incentive growth path over the past two years, as consumers search for cheaper options amid constant enlargement, high interest rates and Unconfirmed economic outlook.
Shoppers who have long went to department stores such as Messiand Cole And even a deduction goal They looked at TJX to buy clothes not only, but also home commodities and other estimated elements they want but are not ready to pay a full price.
This commercial impact was a blessing for TJX, and even as it started slowing down, it is one of the few retailers who benefit from President Donald Trump's policies. To avoid paying high duties for imports outside China, and It is possible that Mexico and Canada areSome companies were storage And excessive connections.
If they are not able to finally sell through this stock and end up needing to liquidate it in channels outside the price, it may be useful for TJX, which has long benefited from the supply chain disorders and other “chaos” in the market, and its CEO Erni Hermann Tell the analysts in November When the company informed the profits of the third fiscal quarter.
As TJX growth slowed in the United States, expansion began to expand abroad. It took a share in the brands for a lower, and a series outside the Dubai -based price, and also plans to enter Spain early next year.
