TJX (TJX) Stock Price Drops As Margin Durability Questions Grow

Simply Wall St.08-21

TJX Companies stock has been soft all week and slipped another 2.6% today, even as the latest quarter reinforced why many investors view it as the off price retail bellwether. Q2 revenue came in at US...

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Q2 revenue came in at US...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/tjx-tjx-stock-price-drops-as-margin-durability-questions-gro\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TJX (TJX) Stock Price Drops As Margin Durability Questions Grow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTJX (TJX) Stock Price Drops As Margin Durability Questions Grow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-21 09:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/tjx-tjx-stock-price-drops-as-margin-durability-questions-gro><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TJX Companies stock has been soft all week and slipped another 2.6% today, even as the latest quarter reinforced why many investors view it as the off price retail bellwether. Q2 revenue came in at US...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/tjx-tjx-stock-price-drops-as-margin-durability-questions-gro\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2506952097.USD","symbol_name":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/tjx-tjx-stock-price-drops-as-margin-durability-questions-gro","article_id":"2661825934","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/306688-main-header/1756202935158"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-tjx/tjx-companies/news/tjx-tjx-stock-price-drops-as-margin-durability-questions-gro","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2661825934","pubTimestamp":1787275272,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"TJX Companies stock has been soft all week and slipped another 2.6% today, even as the latest quarter reinforced why many investors view it as the off price retail bellwether. Q2 revenue came in at US$15.2b with consolidated comparable store sales up 4%. Adjusted pretax margin reached 11.9%, which management flagged as strong enough to raise full year margin and earnings guidance.\nThe gap between a falling share price and firmer profitability is now the core question for you. Is this just...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4585":"ETF&股票定投概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","BK4592":"伊斯兰概念","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","BK4588":"碎股","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","TJX":"The TJX Companies Inc.","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4094":"服装零售","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD"},"translate_title":"随着利润率可持续性问题的加剧，TJX (TJX) 股价下跌","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TJX":1.5},"content_text":"TJX Companies stock has been soft all week and slipped another 2.6% today, even as the latest quarter reinforced why many investors view it as the off price retail bellwether. Q2 revenue came in at US$15.2b with consolidated comparable store sales up 4%. Adjusted pretax margin reached 11.9%, which management flagged as strong enough to raise full year margin and earnings guidance. The gap between a falling share price and firmer profitability is now the core question for you. Is this just sentiment, or is the market starting to question how durable that margin story really is? Love TJX Companies profit margins but concerned about how long that strength can hold in a softer share price? You may want to benchmark it against list of solid balance sheet and fundamentals stocks (50 results). AdvertisementQ2 2027 Earnings Summary  Revenue (Q2 2027 vs Q2 2026): US$15,180m vs. US$14,401m (up about 5%) Net Income (Q2 2027 vs Q2 2026): US$1,520m vs. US$1,243m (up about 22%) Basic EPS (Q2 2027 vs Q2 2026): US$1.36 vs. US$1.11 (up about 22%) Same Store Sales Growth (Q2 2027 vs Q2 2026): 4% vs. 4% (steady year on year)  Prefer clean charts instead of another dense page of TJX Companies numbers and jargon-filled commentary? See the full visual picture of the company with an at-a-glance view of its valuation through our company report for TJX Companies. NYSE:TJX Trailing 12-Month Revenue & Expenses Breakdown as at Aug 2026 TJX margin story meets, but does not exceed, bullish bar Bulls argue that TJX Companies can pair steady global store growth with resilient merchandise margins and convert that into rising earnings. Q2 hits several of those milestones. Revenue reached US$15.2b with 4% comps, which lines up with the off price market share story. Adjusted pretax margin of 11.9% and a full year margin upgrade directly support the claim that “smart” buying and favorable buying conditions can keep profitability firm. The narrative also leans on broad based strength across banners and geographies. That shows up in strong comps at HomeGoods, Canada and International, as well as solid segment margins there. However, Marmaxx comps of 1% and flat margin highlight that merchandising execution is not flawless. The raised full year EPS and margin guidance is a clear positive checkpoint for the bullish thesis. The mixed division picture means investors still need proof that all banners can deliver at the same time. Compare that margin story with how Wall Street is reacting to the recent share price weakness. See the consensus price target analysis for TJX Companies to gauge whether analysts think TJX Companies still lines up with the bullish thesis.\nTJX bearish worries get some support from guidance The bearish view says TJX faces macro and cost headwinds that could cap upside even if execution looks solid. Q2 does not fully disprove that. Adjusted pretax margin reached 11.9% and full year margin guidance moved up, yet management still guides Q3 margin to decline 30 to 40 bps year on year to 12.3% to 12.4% even on 2% to 3% comps. That aligns with the concern that wage, FX and other costs limit near term earnings acceleration. Marmaxx is the second weak spot for the bears to point to. Comps of 1% with flat margin and management’s admission of self inflicted merchandising issues show execution is not flawless at the largest division. With the stock down about 11% over 90 days, the reaction suggests the market is treating these misses and softer Q3 guidance as evidence that expectations had run ahead of delivery. After cost pressures, merchandising issues at Marmaxx and an unstable dividend record, review our independent risk analysis for TJX Companies which shows 2 important warning signs to uncover any deeper weaknesses.\nStay Ahead With Simply Wall St If the gap between TJX Companies solid margins and its softer recent share price has your attention, register for free with Simply Wall St and add it to your Watchlist to track price against fair value and watch for a more attractive entry point. When you decide to own the stock, use the Portfolio Command Center to cut through noise and focus on the key updates that matter for your holdings. For a longer term plan, tap into the Community to see how other investors are thinking about TJX Companies and similar stocks. By spotting potential catalysts and risks early, you give yourself a better chance to act ahead of the wider market. Seeking Alternatives Beyond TJX Companies? Fresh stock ideas can move quickly once momentum builds. Use these curated screeners before the crowd catches on and the best entry points start dropping out of reach. Act now.  Chase dependable income streams by scanning a curated set of high yield opportunities through the 12 dividend fortresses. Spot early movers in AI infrastructure by reviewing the hand picked opportunities powering tomorrow’s data backbone with the 54 AI infrastructure stocks. Position ahead of potential commodity breakouts by scanning producers in the 31 elite gold producer stocks while many remain under the radar for now.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if TJX Companies might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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