TJX Companies (TJX) Buy, Sell or Hold

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TJX Companies (TJX)

164.13

-2.19 (1.32%)

as of Jun 17, 2026, 8:00:00 pm Market Open.

116 watching

Investor Insights

Jun 17, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Experts hold a predominantly positive outlook on TJX Companies as it continues to demonstrate strong performance amid concerns regarding consumer spending. The company has effectively navigated tariff impacts, benefiting from purchasing goods with pre-paid tariffs and avoiding additional costs. Recent metrics, including a 15.7% increase in stock value this year and a same-store sales growth projection of 4% by 2025, reinforce its position as a leader in the off-price retail sector. Analysts, while cautious about the broader consumer market and economic conditions, remain optimistic about TJX's ability to maintain its momentum, particularly with positive Black Friday numbers and a focus on heavy share buybacks. Many believe that the stock, despite high valuation ratios, is worth the premium due to its quality and strong fundamentals.

Consensus

Buy

Valuation

Overvalued

Similar

ROST,Ross

TOP PICK

Major player in discount retail business.
Believes large market for small purchases in retail sector.
Not worried about the threat of online shopping.
Lots of shoppers still spending money on discount items.

Premium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Problem is, the street already knows this and has driven up TJX shares near 52-week highs from $56 to $80 in the last quarter. The stock has settled around $80 for the past month. However, there's still some room to grow because of this recessionary tailwind. Company earnings are expected to rise 40% in coming years, so there's a lot of optimism in this name. Its loyalty card program continues to attract customers across various demographics including Gen Z'ers and millennials who enjoy treasure hunting among the hand-me-down wares. The company is expanding, but not recklessly, increasing square footage by 1% quarter-over-quarter most recently.

BUY

They bought a lot of excess inventory this year, and he expects more buying because some retailers won't survive. Because their prices are so low, this will be a winner in 2023 as consumers trade down during the slowdown.

BUY

TJX and Dollar General are the names you need to look at in retail now, though the market has been anti-retail. PE's may be high, but they benefit from the economic environment.

BUY

They reported a strong quarter and confident forecast today. They offer hand-me-down merchandise from other retailers. Ideal in inflationary times when consumers are trading down.

TOP PICK

Believes company will preform well regardless of recession. Middle income customs will shop at discounted retailers. Increase in foot traffic likely during a recession. Lower cost of goods as high end retail sells slow inventory to company.

WAIT

Well managed. Be careful of timing. Trading at 20x earnings, which is a bit rich for the growth metrics. Are they going to be as popular once we come out of a recession? Consumers will probably gravitate to the higher-end brands.

PARTIAL SELL

He doesn't own much of this anymore, because their return on assets started to collapse.

BUY

Consumers are not buying household goods anymore, but experiences. So, there's an excess of inventory. Therefore, the excess retailers are the place to be, including Ollie's Bargain Outlet and TJX. These off-price chains are in a great position to pick up inventory. However, TJX just reported a weak report--disappointing sales, US same-store sales down 5%, dragged down by home goods. However, earnings beat slightly. Then again, they cut their full-year and earnings forecast. He likes TJX a lot, and now it's an opportunity. The conference call was encouraging. Even after this decline, this sells at only 22x earnings. They can add inventory now and make a killing at Christmastime.

BUY

Wait until they report on Wednesday, then do some buying. They make out like a bandit only when normal retailers need to dump their excess inventory which is happening now.

DON'T BUY

Likes it, but they have a lot of European exposure, so it's not as trustworthy as it used to be.

BUY

Ross and TJX benefit from oversupply in retail, and we've seen oversupply in many retail names.

WATCH

She's surprised that TJX's numbers (and retail) are up. After all, you have to go to their stores to spend; they don't have much e-retailing. She's looking at this as well as luxury clothing retailing. Louis Vuitton is down 25% since the start of February probably because people feel less wealthy than they were. She suspects this feeling extends to the lowest-end customer, too. Retail stocks should be cheap, but those with good balance sheets will be fine.

BUY

Allan Tong’s Discover Picks Reopening retail stocks have slid lately, so this a buying opportunity. TJX hit $73.78 on May 7 and now trades below $65. One caveat, though, is that TJX’s PE now stands at 52.7x, higher than the sector’s 32.5x. Attribute their PE to high growth expectations, but analysts foresee a forward PE of 22.94x. To be prudent, buy an initial position on a pullback, then see how TJX performs before buying a second tranche. Read 3 Retail Stocks to Buy Now: Ready, Set, Shop for our full analysis.

SELL

They have done stunningly well over the last 20 years but for a large company it gets increasingly difficult to grow at decent rates, so he is thinking of selling it.

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