TJX Companies
Founded in 1987, TJX Companies is the world's largest off-price apparel and home fashions retailer, operating more than 5,000 stores across nine countries. In fiscal 2025, the company generated roughly $56 billion in sales. TJX operates through four segments: Marmaxx (61% of sales), HomeGoods (17%), TJX Canada (9%), and TJX international (13%). Its off-price model emphasizes branded merchandise at meaningful discounts, driving high traffic and rapid inventory turnover.www.tjx.com
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Search complete. 72 mentions across 37 episodes found for "TJX Companies".
Oct 29, 2026
Reagan RustGUEST
Afterwards, I had done an internship they offered me.
Reagan RustGUEST
I was at TJX Companies for my first year out of college.
Reagan RustGUEST
I was so excited to play in the CWHL.
Reagan RustGUEST
I don't know if you remember those days, but they were just playing in like open facilities, just where children play.
Becky SchillingPANELIST
Their head of marketing basically said they want more people to see them and remember them and come in.
Becky SchillingPANELIST
And when you're going into new markets, they're going against TJX and Ross.
Becky SchillingPANELIST
And so awareness is the name of the game.
Suzy DavidkhanianHOST
For me, I think it's clever maybe because it's the holidays and the halls and they're leaning into so many cultural things and moments.
Bonny van RestHOST
That's always going to have the type of action that we want to spark, right? So When it comes to your leadership journey, and correct me if I'm wrong, but I think you had an entrepreneurial career.
Bonny van RestHOST
You went to Sears, Indigo, and now you're at TJX today.
Bonny van RestHOST
Yes.
Bonny van RestHOST
When you look back at your kind of leadership journey, and I think, I mean, I don't know, you're the same, but you might not even call it that, right? But in hindsight, everything kind of probably fed into like you becoming the leader you are today.
Bonny van RestHOST
There is some like analytical knowledge sharing in there for sure, but very anchored in that, like people focused and potentially kind of, or building around relationships.
Dani RomboughGUEST
Yeah.
Dani RomboughGUEST
And I think luckily, I mean, at TJX, a huge piece is the relationships and networking.
Dani RomboughGUEST
And I've really leaned into it even more since being there.
Carl QuintanillaHOST
UBS goes to buy.
Jim CramerHOST
You know, there's an example of the previous king was TJX.
Jim CramerHOST
They're saying that Conroy, it's not a one-hit wonder that he really has something going at Ross.
Jim CramerHOST
This would be something I historically have liked Ross for, but...
Jim CramerHOST
My charitable trust loves TJX.
Jim CramerHOST
And this is like Ross coming in from nowhere as if we've got a brand new golfer who is just passing all the golfers.
Jim CramerHOST
And I just am shocked that this is not a one-hit wonder.
David FaberHOST
You did?
Jason HallGUEST
We've talked a lot about Nike on this show and the challenges that they've had.
Jason HallGUEST
So we know there's business challenges there, but then there's also industry challenges, right? I've talked a lot about TJX companies, for example.
Jason HallGUEST
They highlighted last quarter that traffic was flat.
Jason HallGUEST
That's a business that almost always reports growing traffic.
Jason HallGUEST
There are great businesses online.
Jason HallGUEST
that the cycle is not favorable or the macro is not favorable.
Jason HallGUEST
And instead of trying to precisely predict what's going to happen with the macro or the near-term cycle, getting it directionally right by buying those great companies like TJX, Or in home building, it's an ugly time in home building.
Jason HallGUEST
Meritage Homes has long outperformed the industry.
Michael InmanGUEST
analytically we have access to data that tells us how many dollars are leaking out of Macomb.
Michael InmanGUEST
People are taking those dollars and going to some other place to spend money at a TJX brand store, whether that's Marshalls, HomeGoods, or TJ Maxx itself.
Michael InmanGUEST
And we were able to convince many local businesses that if more people are coming into Macomb because TJ Maxx is here, they're more likely to stop at your place just right across the street.
Michael InmanGUEST
And you should enjoy a bump from that as well.
Suzy DavidkhanianGUEST
The idea that a customer didn't know, like a regular consumer didn't know, that Sam's Club and Walmart are part of the same company for me is kind of not that different than...
Suzy DavidkhanianGUEST
There was a long time ago in my previous life where folks wanted to look at the market share of TJX.
Suzy DavidkhanianGUEST
And we were like, on the Consumer Insights team, we were like, no, a customer doesn't know that Marshalls and TJ Maxx are the same company.
Suzy DavidkhanianGUEST
And so that's not who you're competing with.
Matt PowersGUEST
Give us the list then.
Matt PowersGUEST
What couple names are you looking at in particular? There's a bunch, but first is TJX, TJ Maxx.
Matt PowersGUEST
Stock's been on a tear the past month, up somewhere around 15%, 16%.
Matt PowersGUEST
They beat earnings the past four quarters straight, and they're looking at double-digit earnings growth moving into next year.
Matt PowersGUEST
Again, you could have a pretty average year here towards the end of the year on the S&P and into next year and have decent returns if you're owning the right group.
Dominic ChuCORRESPONDENT
All right.
Dominic ChuCORRESPONDENT
TJX and Prologis.
Dominic ChuCORRESPONDENT
Matt Powers with the trade there.
Dan NathanHOST
You just used the example of Procter.
Dan NathanHOST
You had a note out on Worth Charting, I think on Monday, looking at Walmart and TJX.
Dan NathanHOST
And I think Walmart, you know, the move over the last kind of month or excuse me, last few weeks looks exactly like Procter.
Dan NathanHOST
And yeah, so so talk to me a little bit about this one, because, you know, some would think in this environment that, you know, over the last year or so that you would have thought that Walmart would be a bit of a safety trade in obviously that feels like what's going on over the last couple of weeks.
Carter Braxton WorthGUEST
You'll see that you'll see the case of Walmart.
Carter Braxton WorthGUEST
It's overshot 100 a bit.
Carter Braxton WorthGUEST
And you'll see the case of TJX.
Carter Braxton WorthGUEST
It hasn't quite made it there.
Dean WehrliHOST
now it's it's net positive isn't
Tom HobanGUEST
it oh yeah now we've got we've got folks lining up at the door to come in and okay you know once the public center came in in 2021 and started functioning at a high level know and then starbucks came in right these big bell cows and then you had the tjx companies come in across the street you know with with uh with an ace hardware marshall's a home goods ulta once those big names come in then the bell cows ring and all the all the lemmings follow them so we've got we've got a lot of retail demand at babcock ranch uh we've got very strong demographics as well babcock ranch so our our incomes are like 160 000 right so i think that'll work yeah retailers love that we have very i didn't
Dean WehrliHOST
see the gucci but i expect to is that soon
Tom HobanGUEST
I'm not making any promises on the Gucci, but we got a lot more retailers coming in.
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