| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'27 | August 19, 2026 | 7/12 | 2 high, 2 medium, 1 low flags | 0 | 0 | Call sheet → |
| Q1'27 | May 20, 2026 | 9/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Q4'26 | February 25, 2026 | 9/12 | 1 medium, 6 low flags | 5 | 0 | Call sheet → |
| Q1'26 | May 21, 2025 | 10/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Q4'25 | 2025-02-26 | 9/12 | 1 high, 4 medium, 2 low flags | 6 | 0 | Call sheet → |
| Q3'25 | November 20, 2024 | 10/12 | 2 medium, 4 low flags | 4 | 0 | Call sheet → |
| Q2'25 | August 21, 2024 | 7/12 | 4 medium, 4 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'27 | Pending | Marmax comp sales would rebound to 2‑3% YoY by Q4 (implied from Q1 confidence) Q2 delivered only 1% comp sales, management now says improvement will start in Q3 but no hard target confirmed |
| Q1'27 | Pending | 146 net new stores for fiscal 27 Reaffirmed guidance, on track with Q1 openings including Spain launch |
| Q1'27 | Exceeded | Share buybacks $2.5-2.75B Increased to $2.75-3.0B to buy more at favorable stock levels |
| Q1'27 | Exceeded | Consolidated sales $62.7-63.3B Raised to $63.2-63.7B range after strong Q1 |
| Q1'27 | Exceeded | Full year pretax margin 11.7-11.8% Raised to 11.9-12.0% range driven by Q1 outperformance |
| Q1'27 | Exceeded | Full year comp sales growth of 2-3% Raised full year guidance to 3-4% after Q1 6% performance |
| Q1'27 | Delivered | Open first stores in Spain in spring Delivered - opened first Spain store in Q1 with 'terrific customer response' |
| Q4'26 | Pending | Spain entry in 2026 Refined to 'spring 2026' with 5 stores, on track |
| Q4'26 | Delivered | Strong performance across all divisions All divisions delivered 4%+ comps |
| Q4'26 | Delivered | Continue to offset tariff pressure in Q4 Management confirmed successful mitigation |
| Q4'26 | Exceeded | Full year comp sales increase by 4% Delivered 5% for full year |
| Q4'26 | Exceeded | Q4 pretax profit margin 11.7-11.8% Delivered 12.2%, 40-50 bps above high end |
| Q4'26 | Exceeded | Q4 comp sales guidance of 2-3% Delivered 5% comp, 200-300 bps above guidance |
| Q1'26 | Delivered | Maintain expense discipline while investing in growth SG&A improved 10bp for full year despite wage pressures |
| Q1'26 | Delivered | International expansion in Spain and through partnerships Spain timeline confirmed for 2026, partnerships progressing |
| Q1'26 | Delivered | Strong inventory position for spring selling Inventory up 15% with management highlighting 'outstanding availability' |
| Q1'26 | Exceeded | HomeGoods margin improvement trajectory 10.2% margin (+70bp) exceeded expectations in tough home category |
| Q1'26 | Delivered | Continue gaining market share across all geographies All divisions posted positive comps driven by transaction growth |
| Q1'26 | Pending | Navigate China tariff environment successfully Q2 will be the test - they're taking the hit but maintaining full year guide |
| Q4'25 | Exceeded | Continue seeing significant opportunity to grow store base Raised long-term potential from ~5,800 to 7,000 stores, added Spain market |
| Q4'25 | Delivered | Flow fresh merchandise multiple times a week Transaction-driven comps suggest inventory freshness strategy working |
| Q4'25 | Delivered | European team efforts and strong results driving TJX International Maintained 7% comp at TJX International, consistent with Q3 strength |
| Q4'25 | Exceeded | Confident in our plans for the fourth quarter and always will strive to beat them Beat guidance on sales, margins, and EPS - delivered on confidence |
| Q4'25 | Delivered | Outstanding availability of goods for holiday season Strong Q4 performance across divisions suggests merchandise flow executed well |
| Q4'25 | Exceeded | The fourth quarter is off to a strong start Q4 comp of 5% well exceeded expectations and Q3 optimism proved conservative |
| Q3'25 | Exceeded | See HomeGoods as highly differentiated with significant opportunity HomeGoods segment margin jumped 200 bps, reached 1,000 store milestone |
| Q3'25 | Delivered | Well positioned to take advantage of outstanding availability in marketplace Gross margin up 50 bps, merchandise margin specifically improved |
| Q3'25 | Exceeded | Confident we will continue to be attractive shopping destination internationally TJX International delivered 7% comp vs 1% in Q2, major acceleration |
| Q3'25 | Mixed | Continue to see numerous opportunities to keep growing our largest division (Marmaxx) Marmaxx comp decelerated to 2% from 5%, though still positive |
| Q3'25 | Pending | Confident we will have an exciting assortment throughout fall and holiday seasons Holiday season still underway, but Q4 guidance suggests confidence maintained |
| Q3'25 | Delivered | Third quarter is off to a strong start Q3 came in at high end of comp guidance with strong profitability beat |
| Q2'25 | Delivered | Maintain strong financial position for growth investment BFL investment and Mexico JV show continued capital deployment |
| Q2'25 | Exceeded | Confidence in 2-3% comp guidance for full year Delivered 4% in Q2 but only guided Q3 to 2-3%, suggesting caution |
| Q2'25 | Pending | Look at ways to increase profitability over long term Added 'not be complacent' language suggests this is harder than expected |
| Q2'25 | Delivered | Continue to emphasize value proposition through marketing Extensive discussion of marketing across demographic segments |
| Q2'25 | Delivered | Flow fresh assortments throughout spring and summer Inventory per store improved from -5% to -2%, suggesting successful flow-through |
| Q2'25 | Delivered | Second quarter off to a good start Q2 comps of 4% beat their plan, confirming the momentum |
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