TJ Maxx and Marshalls owner hikes outlook as CEO says holiday season is off to a ‘strong start’

News Brief: TJX Raises Outlook on Strong Holiday Start

Summary

TJX Companies, the parent of TJ Maxx, Marshalls, and Home Goods, reported better-than-expected Q3 earnings and revenue, leading it to raise its full-year guidance. The CEO stated the holiday season has begun strongly, though Q4 guidance was slightly below expectations.

Key Points

  • Strong Q3 Performance: EPS of $1.28 vs. $1.22 expected; Revenue of $15.12B vs. $14.85B expected. Comparable sales rose 5%.
  • Raised Full-Year Outlook: Now expects comparable sales to rise ~4% and EPS between $4.63-$4.66, both above prior expectations.
  • Holiday Quarter Guidance: Q4 comparable sales growth forecast of 2%-3% and EPS of $1.33-$1.36, slightly below analyst estimates.
  • Benefiting from Trade-Down: The company continues to attract more affluent shoppers seeking value.
  • Stock Reaction: Shares rose over 2% in premarket trading following the report.

新闻简报:TJX因假日季开局强劲上调业绩展望

总结

TJX公司(TJ Maxx、Marshalls和Home Goods的母公司)公布的第三季度盈利和收入均超预期,因此上调了全年业绩指引。公司CEO表示假日购物季开局强劲,不过第四季度的业绩指引略低于市场预期。

关键点

  • 第三季度业绩强劲: 每股收益1.28美元,预期1.22美元;营收151.2亿美元,预期148.5亿美元。同店销售额增长5%。
  • 上调全年展望: 目前预计同店销售额增长约4%,每股收益在4.63至4.66美元之间,均高于此前预期。
  • 假日季度指引: 预计第四季度同店销售额增长2%-3%,每股收益1.33-1.36美元,略低于分析师预估。
  • 受益于消费降级: 公司持续吸引更多寻求性价比的富裕消费者。
  • 市场反应: 财报发布后,盘前股价上涨超过2%。

Original Article Link: https://www.cnbc.com/2025/11/19/tjx-companies-tjx-earnings-q3-2026.html

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