Episode Details

TJX surprises with a strong Q2 beat, boosting its full-year EPS forecast thanks to a big tariff refund—net sales hit $15B+, comparable store sales up 4%. While the stock dipped slightly due to underwhelming near-term guidance (Marmaxx grew just 1%), HomeGoods and international units surged 6-7%. CEO sees early Marmaxx improvement in Q3, and the company’s doubling down on shareholder returns plus accelerating store openings toward 7,500 global locations by 2028.

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