The TJX Companies, Inc. (TJX) stock is currently trading at a forward P/E ratio of 27.34, offering a 13.8% discount compared to the Zacks Retail - Discount Stores’ average of 31.71. This makes TJX stock appear undervalued, especially compared to major industry players like Burlington Stores, Inc. (BURL) at 32.01 and Costco Wholesale Corporation (COST) , which has a higher P/E ratio of 53.63. While TJX's lower valuation might catch the attention of value-focused investors, it may also reflect market caution ...

财务表现 - 第三季度净销售额增长6%至141亿美元[86] - 第三季度同店销售额增长3%[86] - 第三季度稀释每股收益为1.14美元，同比增长10.7%[86] - 第三季度税前利润率为12.3%，同比增加0.3个百分点[86] - 第三季度销售成本比率为68.4%，同比下降0.5个百分点[86] - 第三季度销售、一般及行政费用比率为19.5%，同比增加0.1个百分点[86] - 第三季度库存同比下降2%[86] - 第三季度通过股票回购和股息向股东返还9.97亿美元[86] - 第三季度净收入为13亿美元，每股稀释收益为1.14美元，去年同期为12亿美元，每股稀释收益为1.03美元[106] - 前三季度净收入为35亿美元，每股稀释收益为3.03美元，去年同期为31亿美元，每股稀释收益为2.65美元[106] - Marmaxx第三季度净销售额为84亿美元，同比增长4%，同店销售额增长2%[111] - Marmaxx前三季度净销售额为246亿美元，同比增长5%，同店销售额增长3%[112] - HomeGoods第三季度净销售额为24亿美元，同比增长7%，同店销售额增长3%[116] - HomeGoods前三季度净销售额为65亿美元，同比增长6%，同店销售额增长3%[116] - TJX Canada第三季度净销售额为14亿美元，同比增长5%，同店销售额增长2%[120] - TJX Canada前三季度净销售额为37亿美元，同比增长4%，同店销售额增长3%[120] - Marmaxx第三季度分部利润率为14.3%，同比增长0.3个百分点[113] - HomeGoods第三季度分部利润率为12.3%，同比增长2个百分点[117] - 第三季度净销售额为19亿美元，同比增长16%[125] - 前三季度净销售额为51亿美元，同比增长9%[125] - 第三季度同店销售额增长7%，前三季度同店销售额增长4%[125] - 第三季度电子商务销售额占净销售额不到4%[125] - 第三季度分部利润率从5.4%提升至7.3%[126] - 前三季度分部利润率从3.4%提升至5.3%[126] 现金与现金流 - 截至2024年11月2日，公司持有47亿美元现金，其中17亿美元由外国子公司持有[129] - 前三季度经营活动产生净现金流入34亿美元，同比增长155百万美元[130] - 前三季度投资活动产生净现金流出16亿美元，主要用于资本支出[131] - 前三季度融资活动产生净现金流出27亿美元，主要用于股票回购和股息支付[133] 市场扩展与投资 - 公司计划于2027年进入西班牙市场[86] - 公司通过与Grupo Axo的合资企业投资1.92亿美元，持有49%的股权[87]

2024 was the year of the off-price retail shopping trend in the retail sector that found consumers flocking to retailers offering brand-name apparel at deeply discounted prices. Consumers embraced the thrill of the treasure hunt, religiously showing up on delivery drop days at TJX Companies Inc. NYSE: TJX and Ross Stores Inc. NASDAQ: ROST. These off-price retailers took market share away from big box and discount retailers, as evidenced in the earnings reports and stock price drops in shares of Target Co. N ...

Kohl's TodayKSSKohl's$15.25 -0.18 (-1.17%) 52-Week Range$14.22▼$29.60Dividend Yield13.11%P/E Ratio6.87Price Target$17.22Add to WatchlistDespite a tough macroeconomic environment, some retailers in the retail/wholesale sector are thriving in the sweet spot intersection of "off-price” boulevard and “trade down” street. Consumers are flocking to retailers embracing either or both of these trends, like TJX Companies Inc. NYSE: TJX and Ross Stores Inc. NASDAQ: ROST. However, some discount retailers can't seem t ...

文章核心观点 - 零售公司支付股息具有吸引力 近年来,一些零售公司,从大型商店到在线商家,继续为投资者提供增长乐观情绪,展示出更大的股息增长和投资组合多元化空间 [1] 行业分析 - 零售行业中,一些公司从大型商店到在线商家,近年来持续为投资者提供增长乐观情绪 [1] 公司分析 - 零售公司展示出更大的股息增长和投资组合多元化空间 [1]

As consumers remain cautious with their spending amid ongoing economic pressures, leading retail companies encountered a mixed landscape in the third quarter. Ross Stores, TJX Companies and Gap reported varying results, with some challenges tied to shifting consumer behaviors and signs of resilience in the off-price and value segments.Ross Stores Faces Slower Sales Growth, Merchandising ChallengesIn its third-quarter earnings report, Ross Stores reported sales reaching $5.1 billion, a slight increase from $ ...

Following my coverage on The TJX Companies (NYSE: TJX ) in Sep'24, in which I recommended a hold rating as the share price has already rallied to a level where I felt the upside wasI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies with steady long-te ...

Retailers and industry trade groups are sounding the alarm about how President-elect Donald Trump's proposed tariffs could lead to higher prices. However, officials from TJ Maxx's parent company have a different take, saying the discount retailer may actually benefit.  TJX Companies Inc. CEO Ernie Herrman said on an earnings call with analysts on Wednesday that when there is "chaos" in the market, it usually presents an "opportunity for us."His comment was in reference to a question about whether tariffs co ...

TJX Companies, Inc. TJX reported better-than-expected earnings for its third quarter on Wednesday.The company reported third-quarter earnings per share of $1.14 (+11%), beating the street view of $1.09. Quarterly sales of $14.06 billion (+6%) beat the analyst consensus estimate of $13.95 billion.TJX Companies reported a 3% increase in consolidated comparable store sales at the high end of the company's plan, driven entirely by higher customer transactions."I want to specifically highlight our European team ...

Goldman Sachs analyst Brooke Roach reiterated the Buy rating on TJX Companies, Inc. TJX with a price forecast of $137.Yesterday, the company reported third-quarter earnings per share of $1.14 (+11%), beating the street view of $1.09. Quarterly sales of $14.06 billion (+6%) beat the analyst consensus estimate of $13.95 billion.TJX Companies reported a 3% increase in consolidated comparable store sales at the high end of the company’s plan, driven entirely by higher customer transactions.Roach remains optimis ...