TJX

Over the past six months, The TJX Companies' stock price has experienced a decline, falling 13.74% in the last three months and approximately 17% since mid-June. This downturn was notably influenced by the company's second-quarter fiscal 2027 earnings report in August 2026. Despite an overall earnings beat and an upward revision of its annual profit forecast, comparable sales for the Marmaxx division grew by only 1%, attributed to a higher average basket size partially offset by a decrease in customer transactions, raising concerns about a potential pullback in U.S. consumer spending. In contrast, the HomeGoods, TJX Canada, and TJX International segments reported strong comparable sales increases. Additionally, TJX reported receiving $331 million in tariff refunds during the second fiscal quarter.