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. 305 mentions across 147 episodes found for "TJX Companies".
Sep 13, 2026
Andrew KeeneGUEST
So first trade will be officially announced.
Andrew KeeneGUEST
It's to buy the TJX 121, 2028, 190 calls for 220.
Andrew KeeneGUEST
And one thing I look at here is I look at a delta and then I look at the ATR, okay? This is just, you don't have to know any of this, but this is just the way my brain works because I'm a math guy.
Andrew KeeneGUEST
The delta is 13, the ATR is $3, okay? We do the math of that, 13 times $3 is about 50 cents.
Andrew KeeneGUEST
And then again, at like 75 cents, I would put on a full position.
Andrew KeeneGUEST
So usually the way these things work is I put on an initial position and then I'll add to it and then I'll add to it again.
Andrew KeeneGUEST
But that is the first trade to buy TJX 121, 2028, 190 calls.
Bridget BennettHOST
I want to talk a little bit more about TJX right now because we've got some viewers who are interested in trade.
Travis HoiumHOST
What are you looking at?
Jason HallGUEST
Uh, TJX companies.
Jason HallGUEST
TJX.
Jason HallGUEST
So at the, the last segment we were talking about, you know, that I'm looking for companies that the, the macro factors aren't great for some of their customers, and it's kinda spooked the market a little bit.
Jason HallGUEST
The stock's down a ton, and it just reported really, really good results.
Jason HallGUEST
So you have a company that's outperforming its sector that's dealing with some temporary macro things.
Jason HallGUEST
They could last multiple quarters or even, you know, multiple years.
Jason HallGUEST
But long term, we've seen TJ- TJX operate through these environments and be a huge winner.
Mike CaseyGUEST
But, you know, we were just shy of our fifth year anniversary when 9-11 came.
Mike CaseyGUEST
And she had just started at TJX about six weeks before.
Mike CaseyGUEST
And she had been asked to go on the trip the week before.
Mike CaseyGUEST
They added her with six other colleagues from TJX.
Mike CaseyGUEST
And, you know, it was just one of those unbelievable, unfortunate things when it all came together the way it did.
Mike CaseyGUEST
Laura,
Jim CramerHOST
I review each of the charitable trust positions on the call.
Jim CramerHOST
This time it was pretty clinical, until I got to TJX, the off-price retailer.
Jim CramerHOST
Candidly, I lost it on TJX.
Jim CramerHOST
I've owned the stock for the trust for as long as I can remember, and I've never felt so worried about this franchise.
Jim CramerHOST
They have a bunch of divisions, but the biggest one, Marmaxx, consisting of TJ Maxx and Marshalls, really blew it.
Jim CramerHOST
The company's almost always about the best in the industry, crushing Burlington and Ross stores.
Jim CramerHOST
But this time, shockingly, Ross stores upside surprised.
Jim CramerHOST
It crushed TJX, much better than expected.
Hannah HorvathHOST
Yeah, and that pickiness, I think, is creating some very clear winners and losers in the retail sector.
Hannah HorvathHOST
You know, on one end you have the value, right? Dollar General and Dollar Tree have posted sal- sales growth, and stores like Ross and TJX have also been benefiting from that bargain hunting.
Hannah HorvathHOST
And then you have the other end, which is premium, and that also really seems to be working here.
Hannah HorvathHOST
You know, for example, Bloomingdale's comps jumped more than 11%, Blue Mercury grew 6%, and Macy specifically in the report called out that strength between middle and upper-income shoppers.
Melissa LeeHOST
Yes
Mike SantoliHOST
... otherwise resilient consumer stocks like TJX and McDonald's that we've talked about.
Melissa LeeHOST
I mean, TJX since the beginning of August, I mean, it's just like a rollover.
Mike SantoliHOST
It's just blood lower, yeah
Melissa LeeHOST
... also Costco, like some of these ones that have been sort of the executors and not necessarily like a stellar stock returns for this year-
Frank CurzioHOST
But it seems like it's down every single month for the past four years.
Frank CurzioHOST
But you know what surprised me? TJX and Burlington.
Frank CurzioHOST
TJX is down 20%, Burlington down 33%.
Frank CurzioHOST
These are supposed to be great plays on rising inflation since they sell brand name clothes and products at a steep discount.
Frank CurzioHOST
But when I see these names getting hit, it's kind of like a bigger signal going, watch out, man.
Jim CramerHOST
But it reverberates through retail in a lot of ways.
Jim CramerHOST
I mean, home goods is still very strong for TJX.
Jim CramerHOST
How long does this stay very strong if we continue to have fewer trades? How is RH going to do when you have fewer trading? Here I'm thinking about trading of homes.
Jim CramerHOST
And the answer is not well.
7 MINS LATER
Jim CramerHOST
Yeah.
Jim CramerHOST
They're doing the right thing, and they're going to win a lot of customers, but they are probably eating much more of this margin than anybody else is.
Carl QuintanillaHOST
The TJX or the Walmarts of the world, yes.
Jim CramerHOST
Yeah, TJX was just plain old horrible
Jay CulbertHOST
That was easy for me to say, right? Immunotherapy manufacturing, as well as some of the most highly controlled laboratory environments in the industry.
Jay CulbertHOST
He currently serves as field engineering manager at the TJX Companies.
Jay CulbertHOST
John Gendron, welcome to Facility Rockstars.
Jonathan GendronGUEST
Jay, thank you for having me.
13 MINS LATER
Jay CulbertHOST
I just heard your empathy come through in that answer too, again.
Jay CulbertHOST
So yeah, well, well done.
Jay CulbertHOST
How about a challenging situation? Like it could have been at TJX where you are now or a previous life and location.
Jay CulbertHOST
Like what would you say is the most challenging either situation that you and your team have ever faced? And you know, how'd you handle it?
Frank CurzioHOST
You have Tapestry owns Kate Spade and Coach down 30%, Yeti down 23%, Lulu, which has just been a disaster, down 24%, but it seems like it's down every single month for the past four years.
Frank CurzioHOST
But you know what surprised me? TJX and Burlington.
Frank CurzioHOST
TJX is down 20%, Burlington down 33%.
Frank CurzioHOST
These are supposed to be great plays on rising inflation since they sell brand name clothes and products at a steep discount.
Frank CurzioHOST
Uh, but when I see these names getting hit, it's kind of like a bigger signal going, watch out, man.
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