TJX Companies Q4 comp sales up 5% as full-year revenue tops $60 billion

TJXTJX

TJX Companies reported Q4 comp sales rose 5% year-over-year and full-year net sales surpassed $60 billion, with double-digit earnings-per-share growth exceeding initial guidance. The company plans to invest in store remodels and new prototypes while leveraging strong merchandise availability to drive market share gains in fiscal 2026.

1. Fourth-Quarter Financial Results

In Q4, TJX Companies achieved a 5% comparable sales increase across all divisions, with sales, profitability, and earnings per share all outperforming expectations. The strong comp performance reflects customer response to the company’s assortment and value proposition during the holiday season.

2. Fiscal 2025 Milestones

For the full year, net sales exceeded $60 billion for the first time, while comp sales rose 5% and EPS grew in double digits, surpassing initial guidance. The company credited market share gains and new shopper acquisition in every operating country for the record performance.

3. Outlook and Strategic Initiatives

Entering fiscal 2026, TJX plans to continue investing in store remodels and new prototype formats to enhance the treasure-hunt shopping experience. Management highlighted strong branded merchandise availability and plans to flow fresh assortments to stores and online to maintain momentum.

Sources

F