Market volatility and weak Treasury auction suggest slowing consumer spending. Retail ETFs like RTH, ONLN, and IBUY are adapting to this shift in demand.
Telsey analyst maintains Outperform rating on TJX with price forecast of $145, following Q1 results that beat estimates. Strong operational execution and off-price retail environment support company's performance.
U.S. equities trading was mixed on Wednesday, with major indices showing limited movement by midday as investors remained cautious amid renewed concerns over fiscal policy, which pressured Treasury bonds and the dollar.
TJX Companies Inc (TJX) shares are trading lower on Wednesday morning after reporting strong earnings in the first quarter of FY26. Sales and comp store sales saw growth, exceeding analyst estimates and the company expects to continue this trend in the second quarter and full year of FY26. The company also plans to offset any financial pressures caused by tariffs. Stock is down 1.88% at $132.39.
Off-price retail company TJX (NYSE:TJX) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 5.1% year on year to $13.11 billion. On the other hand, next quarter’s revenue guidance of $13.8 billion was less impressive, coming in 2% below analysts’ estimates. Its GAAP profit of $0.92 per share was in line with analysts’ consensus estimates.
TJX Companies (NYSE:TJX) meets key quality investing criteria with strong ROIC, profit growth, and cash flow. While valuation is high, its financial health and competitive position make it worth considering for long-term portfolios.
