Jan. 1, 2026 •
Somewhat-Bearish
A Dick's Sporting Goods store in Burlington, Washington State, is closing its doors, with shoppers having only 48 hours left to find bargains. This closure follows Dick's Sporting Goods' $2.4 billion buyout of Foot Locker, which is expected to result in hundreds of store closures across the country. The company states it will close 275 Foot Locker stores and 125 Champs Sports stores by the end of next year.
Dec. 31, 2025 •
Bullish
Smith Salley Wealth Management has increased its stake in The TJX Companies, Inc. (TJX), making it their 9th largest holding. This comes as TJX exceeded Q3 expectations and received positive ratings from Wall Street analysts, with a consensus "Buy" rating and a price target of $161.50. The company also announced a quarterly dividend.
Dec. 31, 2025 •
Neutral
Ascent Group LLC recently reduced its stake in The TJX Companies by 15.8%, selling 11,245 shares and now holding 59,752 shares valued at approximately $8.64 million. This move coincides with significant insider selling from corporate executives, including CEO Ernie Herrman. Despite these sales, TJX Companies reported stronger-than-expected quarterly results and maintains a consensus "Buy" rating from analysts with an average price target of $161.50.
Dec. 31, 2025 •
Neutral
Kohl's Corp (KSS) stock is trending again as the company attempts a comeback with deals, brand collaborations, and improved online services. While the stock remains volatile and well below past highs, it's attracting attention from both shoppers seeking deals and investors looking for a high-risk turnaround play. The article assesses Kohl's as both a shopping destination and an investment, contrasting its strategy with rivals like Target.
Dec. 30, 2025 •
Neutral
Most major retail chains will be open on New Year's Eve, December 31, 2025, offering shoppers options for last-minute needs or celebratory purchases. While many stores will operate with adjusted hours, a significant number of popular retailers like Walmart, Target, Kohl's, TJ Maxx, Macy's, and Best Buy have confirmed their New Year's Eve schedules. Additionally, many of these stores are also expected to be open on New Year's Day, January 1, 2026.
Dec. 30, 2025 •
Somewhat-Bullish
Ross Stores Inc. excels in the off-price retail sector through a disciplined model of opportunistic buying, lean operations, and a strong value proposition. Despite avoiding e-commerce, the company's "treasure-hunt" physical store experience, focused on brand-name goods at steep discounts, resonates with consumers. This strategy positions Ross Stores favorably against competitors like TJX and Burlington, driving consistent growth and investor confidence in its stock, ROST.
Dec. 30, 2025 •
Somewhat-Bullish
Ross Stores Inc. excels in the retail sector through its disciplined off-price model, offering brand-name goods at significant discounts via its Ross Dress for Less and dd's DISCOUNTS banners. The company's strategy relies on opportunistic purchasing, lean operations, and a resistance to extensive e-commerce, making it resilient in a fluctuating economic environment. This approach has historically translated into strong stock performance and investor confidence, positioning Ross as a formidable competitor against TJX and Burlington.
Dec. 30, 2025 •
Bullish
Mirova US LLC has made The TJX Companies, Inc. (NYSE:TJX) its 7th largest holding, despite reducing its stake by 3.9% in Q3. TJX reported strong Q3 earnings, beating analyst expectations with $1.28 EPS and $15.12 billion in revenue, and has issued positive guidance for Q4 2026 and FY 2026. The company also announced a quarterly dividend of $0.425 per share, contributing to a generally positive Wall Street sentiment with a consensus "Buy" rating and an average price target of $161.50.
Dec. 30, 2025 •
Somewhat-Bullish
Ross Stores Inc. excels in the retail sector through its disciplined off-price model, offering brand-name apparel and home goods at significant discounts. The company operates Ross Dress for Less and dd’s DISCOUNTS, leveraging opportunistic buying, a packaway inventory strategy, and lean in-store experiences. This approach has allowed Ross to thrive in an uncertain economic environment, often outperforming competitors and demonstrating strong financial resilience without relying on e-commerce.
Dec. 30, 2025 •
Bullish
TJX Companies Inc. has outperformed the broader retail sector by leveraging its off-price model, benefiting from value-focused shoppers and effectively managing inventory. Despite a strong stock performance and premium valuation, analysts remain largely bullish, citing resilient traffic and attractive unit economics. The company's future strategy involves geographic expansion, particularly in Europe, and cautious digital integration to further enhance its "treasure hunt" appeal and maintain sustained growth.
Dec. 30, 2025 •
Bullish
TJX Companies Inc. has shown resilience by outperforming the broader retail sector, leveraging its off-price model to thrive even in a cautious consumer environment. The stock has seen significant gains over the past year, trading near its 52-week high, and Wall Street maintains a constructive outlook with predominantly "Buy" ratings, despite its premium valuation. Future growth is expected from strategic expansion in North America, international markets like Europe, and subtle advancements in digital capabilities to enhance its in-store treasure hunt experience.
Dec. 30, 2025 •
Bullish
TJX Companies Inc. stock is approaching record highs due to strong off-price demand, efficient inventory management, and share buybacks, even as the retail sector faces uncertainty. The company's business model, which thrives on acquiring excess inventory at discounts, has led to significant outperformance compared to traditional retailers over the past year. Analysts maintain a bullish outlook, with positive price targets, as TJX navigates market volatility with a defensive growth strategy and disciplined execution.
Dec. 30, 2025 •
Bullish
TJX Companies Inc. has shown impressive outperformance in the retail sector, with its stock reaching new highs as analysts continue to raise their price targets. The off-price model of T.J. Maxx, Marshalls, and HomeGoods has been highly successful, driven by strong comparable-store sales and disciplined inventory management, attracting value-seeking consumers. Despite some valuation concerns, Wall Street remains largely bullish, citing the company's consistent growth, strong balance sheet, and resilient traffic trends as key reasons for optimism.
Dec. 29, 2025 •
Bullish
Jim Cramer praises Urban Outfitters (NASDAQ:URBN) as a "consistently great operator" with all its divisions performing well, despite the CEO's reluctance to engage with him. The company's stock has seen a significant 35% year-to-date increase, fueled by strong third-quarter earnings that surpassed analyst expectations. UBS and Telsey both raised their price targets for URBN following the positive earnings report.
Dec. 29, 2025 •
Neutral
TJX Companies' fourth-quarter fiscal 2026 comparable sales guidance predicts a deceleration despite a strong fiscal third quarter, reflecting management's cautious approach to the holiday season and tougher comparisons. While the company saw robust customer traffic and well-positioned inventory, the outlook remains conservative, balancing recent momentum with potential market uncertainties. Peer comparisons with Burlington Stores and Dollar Tree also reveal measured guidance, yet TJX's stock has outperformed its industry.
Dec. 29, 2025 •
Bullish
Marathon Asset Management Ltd decreased its stake in The TJX Companies, Inc. by 27.1% in Q3, holding shares valued at $18.13 million. Despite this reduction, institutional ownership remains high at 91.09%, with Norges Bank making a significant new investment. Analysts maintain a "Buy" rating for TJX with a consensus price target of $161.50, following strong Q3 results that beat revenue and EPS estimates.
Dec. 29, 2025 •
Somewhat-Bullish
Ethic Inc. reduced its stake in The TJX Companies, Inc. by 4.7% during the third quarter, selling 7,439 shares and holding 151,232 shares valued at $21,859,000. Other institutional investors also adjusted their holdings, while company insiders like CEO Ernie Herrman and Director Amy B. Lane sold shares in November. Analysts currently rate TJX Companies as a "Buy" with an average target price of $161.50.
Dec. 28, 2025 •
Bullish
This article provides a liquidity mapping analysis for Tjx Companies Inc. (NYSE: TJX), indicating a near-term strong sentiment influencing a mid-term neutrality and long-term positive bias. It highlights elevated downside risk due to a lack of additional long-term support signals and presents three AI-generated trading strategies: Long Position Trading, Momentum Breakout, and Risk Hedging. The analysis includes specific entry, target, and stop-loss levels for each strategy, along with multi-timeframe signal analysis.
Dec. 28, 2025 •
Somewhat-Bullish
PineStone Asset Management Inc. has reduced its stake in The TJX Companies, Inc. (NYSE:TJX) by 7.5% in the third quarter, yet still holds a significant position worth $627.09 million. TJX Companies reported strong quarterly earnings, beating analyst expectations, and issued positive guidance for Q4 2026 and FY 2026. Despite insider selling, institutional investors own over 91% of the company's stock, and analysts maintain a "Buy" consensus rating with an average target price of $161.50.
Dec. 28, 2025 •
Somewhat-Bullish
Pacer Advisors Inc. has reduced its stake in The TJX Companies, selling 23,219 shares, though institutional investors still hold a significant portion of the stock. Insiders, including CEO Ernie Herrman and Director Amy B. Lane, have also been net sellers in recent months. Despite insider selling, analysts maintain a "Buy" rating for TJX, and the company has reported strong earnings and declared a quarterly dividend.