TJX Companies (TJX) Buy, Sell or Hold

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TJX Companies (TJX)

131.63

+0.04 (0.03%)

as of Sep 24, 2026, 8:00:00 pm Market Open.

119 watching

BUY

Made a new high today. Strong earnings and good performance. Happy to own it.

DON'T BUY

Disconnect between a company and the stock. Trading at high end of multiple range, now at a 35% premium to the market. Price has already baked in investors using it as a place to hide out for an upcoming downturn.

BUY

Upgraded today. TJX will benefit from consumers trading down and from new home sales. Also, they benefit from excess inventory in the sector. Not cheap, but still likes it. Can do 2-3% comps over long term, and shipping costs are coming down.

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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

Last month, TJX's $0.76 beat the street's $0.71, though revenues just missed the hoped-for $11.82 billion by a hair. TJX trades at 23.44x, which is right below its five-year median and well below its five-year mathematical average of 88.93x. Its beta of 0.91 offers some stability, though it pays only a 1.73% dividend yield, not ideal for Canadian income seekers. However, TJX keeps delivering , boasting three beats and one in-line quarter in the past year. Shipping rates have declined and foot traffic is up, and should rise this summer. Stockchaser Trevor Rose feels optimistic about the company's outlook.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

TJX reported EPS of $0.76 vs $0.71 expected. Revenues of $11.78 mln were just shy of expectations at $11.82 mln, but essentially in-line and raised their annual profit guidance. The quarter was helped by freight rates coming down and they also noted an uptick in traffic recently. The results looked fine here and the outlook sounds optimistic even in the face of a more conservative expectation for Q2.
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BUY ON WEAKNESS

Good business during recession or, tough economic times (discount prices).
If economy recovers, won't perform as well.
Wait for share price to fall before buying (currently expensive).
Overall, a strong business.

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.

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TJX Companies (TJX)