$TJX Tape Reports
Per Ticker.id: $TJX Tape Reports — 11 podcast mentions across 6 podcasts (30 days), latest 2026-08-26 18:00 UTC.
I think it was really about 50/50, to be honest. You know, that initial pop that we saw after the news came out, the initial pop in bonds and rates going down, you know, I think after that was digested in the news, the market said, yeah, maybe that's really not going to work. And as the yields started to climb again and, you know, then like you said, we got that Walmart report. I think there's some definite pressure on there, on the consumer. You know, we've talked a while for the consumer trading down, meaning that some of the, the lower cost retailers like a Target, a Walmart, a TJX, that that's the place they're going to. But, you know, then we get what happened last week here. So I think overall we've got to be very, very careful on how the consumer feels and what their retail spending is like.
Scott Bauer — IBKR Podcasts · Is Nvidia More Important Than the Fed Right Now? · 2026-08-26No, absolutely. I think consumer tastes change. You know, sneakers were the biggest must-have discretionary item. They're simply not that anymore. We'll see when Best Buy reports. Is some of that discretionary purchasing gone to electronics? You know, maybe it has. You know, people change and whoever's winning changes. Walmart has been a fantastic player, for example. They've done amazing in their business. And yet when the report came out, they were down 9% in one day, one of the worst days in Walmart stock's history. Meanwhile, Target, which has been beaten down terribly and actually underperformed for a long time, is doing a much better job this year, and they're up something like 60% this year. And their stock, of course, was up sharply on their results last week. TJX, one of the, one of the big winners consistently year over year over year, came out with a report that wasn't that bad, but their stock went down. Meanwhile, Ross Stores, their big competitor, had over a 10% same-store sales gain and their stock shot up, you know, so, so the consumer is there, they're shopping. There's no doubt retail sales in July were up 5% year over year. The consumer is not sick, but they're choosy. They want value. And for discretionary items, they want innovation. And innovation is not there. They are not buying.
Jerry Storch — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Funny you mention that because we were making a list of drawdowns in consumer. Depot down 24, McDonald's down 20. Costco down 15, TJX down 18. I won't even do Nike. I mean, that's a pretty bearish consumer case.
Carl Quintanilla — Squawk on the Street · 9AM Hour: Stocks and Bessent After the Sell-Off, Oil Prices and the Trump Effect, Walmart Price Target Cut Parade 8/21/26 · 2026-08-21The woes of retail earnings continue. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors Jon Quast and Matt Frankel. So today on the docket, we're going to talk about drone delivery, which is becoming a big topic in the, in the DoorDash and the Ubers of the world. And there's been a lot of deals going on in that market lately. And we're also going to hit some reader questions. Questions at the end of our show. But as we're getting started, we're still in earnings season and a lot of the big box retailers have been reporting this week. We've had a sprinkling of them so far. Home Depot was on Tuesday. We discussed that and the Wednesday crew talked about Target's earnings yesterday, but we got a little bit more of the story with Walmart, Lowe's, and TJX Companies, the parent company of TJ Maxx. They all reported earlier today or after the close yesterday. Guys, a lot of stuff to cover here, but Matt, what were, what were some of the numbers that you saw and what were some of the reactions that you thought of when you, you looked at these numbers?
Tyler Crowe — Motley Fool Hidden Gems Investing · Is AI the Answer to Big-Box Retail’s Woes? · 2026-08-20Well, I mean, the, the big thing is that the, the headline numbers are deceiving. Tariff refunds, pretty much every retailer got them. And it made the bottom line numbers look a little better than they should have. And the market knows that the market's not rewarding it by any means, but we'll get to that. There, there was a common theme of general strength for the second quarter. Home Depot, for example, reported its strongest comp sales number since, you know, the third quarter of 2022. Target, which is in the process of a turnaround, reported comp sales in the 3.8% ballpark, a nice improvement. TJX, they beat and raised 4% comp growth. And it's worth mentioning that, you know, inflation's running around 3%, so this was actual real growth ahead of the inflation rate. So that's nice to see. Walmart was the disappointment and kind of an outlier here. Comps were 2.6%. They fell a little short of expectations. I'm not even sure they beat inflation, as did their third quarter guidance. That was a disappointment. And this was somewhat of a surprise to me. I mean, I expected Walmart to be a little more resilient in times of uncertain consumer spending. I mean, in 2008, Walmart was the best performing stock in the S&P, and It was because of people needed to cut back and things were expensive. Walmart is the most important of all of these retailers, in my opinion. It gives a read on low to middle income households, and that's really my biggest worry in the economy right now. It's not how the people at the top are doing, it's how the people in the middle are doing, and Walmart is really a good indicator there.
Matt Frankel — Motley Fool Hidden Gems Investing · Is AI the Answer to Big-Box Retail’s Woes? · 2026-08-202 minutes here, 3 minutes there. Where does the day go? First though, let's do the numbers. Dow Industrials up 119 points on the day, 0.2%, 53,463. The Nasdaq gained 41 points, that is 0.2%, 26,331. S&P 500 up 16 points, also 0.2%, 770.7. TJX Companies, parent of TJ Maxx and HomeGoods and Marshalls, they raised their full-year profit forecast today. TJX plunged 4.2% because capitalism, that's the way it works. Competitor Burlington Stores increased 0.2% on the day. Justin was talking about prices for imported goods. Manufacturers often use raw parts that are imported. Caterpillar, maker of agriculture and construction equipment, slumped 2.9% on the day. You are listening to Marketplace.
Kai Ryssdal — Marketplace · Let's import some inflation · 2026-08-19This is a big week for big retailer earnings. After Home Depot today, we're going to get Target and TJX and Lowe's tomorrow, Walmart on Thursday. One might imagine that this is a really challenging environment for those giant multichannel retailers. They sell all kinds of different products and rely on a broad swath of consumers to drive their sales, even as the companies deal with higher transportation costs and staggered supply chains and Yes, still tariffs. Also, those consumers themselves are facing sharply higher gas prices, high interest rates, stagnant wages compared to inflation, also sluggish job market. We talked about that a bunch. Turns out, though, as Marketplace's Mitchell Hartman reports, big retail is doing all right.
Kai Ryssdal — Marketplace · Got beef? · 2026-08-18Another of this week's earnings reports will give us a look into the state of the consumer. We're going to get Walmart, Home Depot, Lowe's, Target, TJX among the retailers due out with some quarterly results. We'll start with Home Depot tomorrow, Jim.
Carl Quintanilla — Squawk on the Street · 9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26 · 2026-08-17