TJX
Market read
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
Invalidation: The isolated read changes if TJX's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“This increase in segment profit margin for the first six months of fiscal 2027 was driven by a net benefit from tariff refunds, favorable merchandise margin, expense leverage on higher comp sales and lower supply chain and store costs, partially offset by inc…”10-Q · Aug 28, 2026 ↗
“Interest (Income) Expense, net The components of interest (income) expense, net are summarized below: Thirteen Weeks Ended Twenty-Six Weeks Ended In millions August 1, 2026 August 2, 2025 August 1, 2026 August 2, 2025 Interest expense $ 20 $ 19 $ 40 $ 39 Capi…”10-Q · Aug 28, 2026 ↗
“Within merchandise margin, higher markon was driven by the positive impact of transactional foreign exchange on the cost of merchandise.”10-Q · Aug 28, 2026 ↗
“Within merchandise margin, higher markon was driven by the positive impact of transactional foreign exchange on the cost of merchandise , partially offset by higher freight costs.”10-Q · Aug 28, 2026 ↗
Valuation discipline
Price/sales 2.4× · EV/sales 2.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for TJX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for TJX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Bank, as administrative agent, the lenders party thereto, HSBC Bank USA, National Association and Wells Fargo Bank, National Association, as co-syndication agents, and Bank of America, N.A., Deutsche Bank Securities, Inc., and JPMorgan Chase Bank, N.A., as co…”
“Bank, as administrative agent, the lenders party thereto, HSBC Bank USA, National Association and Wells Fargo Bank, National Association, as co-syndication agents, and Bank of America, N.A., Deutsche Bank Securities, Inc., and JPMorgan Chase Bank, N.A., as co…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
TJX is currently a Leader in the organic co-movement group Defensive Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for TJX; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.