<p><strong>TJX Companies Inc (NYSE: TJX)</strong> 的股票在周四早盘交易中大幅下跌，尽管该公司在周一报告了 乐观的第一季度业绩。</p>
<p>以下是关键分析师见解：</p>
<ul>
<li>BTIG 分析师 Robert Drbul 重申了买入评级，同时将目标价从 185 美元上调至 190 美元。</li>
<li>BofA Securities 分析师 Lorraine Hutchinson 维持买入评级，目标价为 175 美元。</li>
</ul>
<p>查看 其他分析师股票评级。</p>
<p><strong>BTIG：</strong> TJX Companies 报告显示销售和利润均超出预期。交易量和购物篮大小推动了同店销售。Drbul 在一份报告中表示：“各收入层次和地理区域的表现都很强劲，没有消费者疲软的迹象。”</p>
<p>分析师表示，公司有多项策略来推动同店销售的强劲增长并获得市场份额，包括：</p>
<ul>
<li>营销：管理层针对广泛的客户群体，预计今年将推出新的营销活动和合作伙伴关系。</li>
<li>商品：随着公司规模的扩大，产品供应正在改善。这使得公司能够 “在各收入层次保持强大的价值主张。”</li>
<li>门店：公司正在投资培训以改善店内体验。国际门店扩张仍然是 “关键增长领域”。</li>
</ul>
<p>TJX Companies 表示，第二季度开局良好，并提高了其 2027 财年的指导，分析师补充道。</p>
<p><strong>BofA Securities：</strong> TJX 报告净销售额为 143 亿美元，同比增长 9%。同店销售从去年的 3% 加速至 6%，Hutchinson 说。毛利率扩大了 180 个基点，达到 31.3%，她写道：“这得益于商品毛利的上升、有利的燃料对冲和更强销售的杠杆效应。”</p>
<p>在之前的季度中，票据大小推动了同店销售的增长。这一次，增长在客流量和票据之间保持平衡。Hutchinson 指出，各类商品、地区和收入层次的表现都很强劲。管理层预计未来将有强劲的新客户获取。年轻客户是 “长期参与和重复消费的重要驱动因素，” 她补充道。</p>
<h2>TJX <strong>价格动态</strong></h2>
<p>截至周四发布时，TJX Companies 的股票下跌了 1.20%，报 157.32 美元。</p>
<p><strong>另请阅读：</strong>
<strong>价格敏感的购物者正蜂拥而至 TJX</strong></p>
<p><em>图片来源：Shutterstock</em></p>

TJX零售

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<p>尽管 TJX Companies 的第一季度业绩强劲，股价仍然下跌，分析师们维持了买入评级。BTIG 的 Robert Drbul 将目标价上调至 190 美元，指出公司整体表现强劲且没有消费者疲软的迹象。美银的 Lorraine Hutchinson 维持 175 美元的目标价，提到销售增长 9% 和毛利率改善。该公司正专注于市场营销、商品供应和店内体验以推动增长，并预计将实现强劲的客户获取</p>

<p>Shares of <strong>TJX Companies Inc (NYSE: TJX)</strong> tanked in early trading on Thursday, despite the company Monday reporting upbeat first-quarter results.</p>
<div class="lb-trans"><p><strong>TJX Companies Inc (NYSE: TJX)</strong> 的股票在周四早盘交易中大幅下跌，尽管该公司在周一报告了 乐观的第一季度业绩。</p>
</div><p>Here are the key analyst insights:</p>
<div class="lb-trans"><p>以下是关键分析师见解：</p>
</div><ul>
<li>BTIG analyst Robert Drbul reiterated a Buy rating, while lifting the price target from $185 to $190.</li>
<li>BofA Securities analyst Lorraine Hutchinson maintained a Buy rating and price target of $175.</li>
</ul>
<div class="lb-trans"><ul>
<li>BTIG 分析师 Robert Drbul 重申了买入评级，同时将目标价从 185 美元上调至 190 美元。</li>
<li>BofA Securities 分析师 Lorraine Hutchinson 维持买入评级，目标价为 175 美元。</li>
</ul>
</div><p>Check out other analyst stock ratings.</p>
<div class="lb-trans"><p>查看 其他分析师股票评级。</p>
</div><p><strong>BTIG:</strong> TJX Companies reported a beat on both sales and margins. Transactions and basket size drove comps. &#34;Performance was strong across all income cohorts and geographic regions, with no signs of consumer weakness,&#34; Drbul said in a note.</p>
<div class="lb-trans"><p><strong>BTIG：</strong> TJX Companies 报告显示销售和利润均超出预期。交易量和购物篮大小推动了同店销售。Drbul 在一份报告中表示：“各收入层次和地理区域的表现都很强劲，没有消费者疲软的迹象。”</p>
</div><p>The analyst stated that the company has several strategies to drive comp strength and gain market share, including:</p>
<div class="lb-trans"><p>分析师表示，公司有多项策略来推动同店销售的强劲增长并获得市场份额，包括：</p>
</div><ul>
<li>Marketing: Management is targeting a broad customer demographic, with new campaigns and partnerships expected this year.</li>
<li>Merchandise: Product availability is improving as the company scales. This enables the company to &#34;maintain a strong value proposition across income cohorts.&#34;</li>
<li>Stores: The company is investing in training to improve in-store experience. International store expansion remains a &#34;key area of growth.&#34;</li>
</ul>
<div class="lb-trans"><ul>
<li>营销：管理层针对广泛的客户群体，预计今年将推出新的营销活动和合作伙伴关系。</li>
<li>商品：随着公司规模的扩大，产品供应正在改善。这使得公司能够 “在各收入层次保持强大的价值主张。”</li>
<li>门店：公司正在投资培训以改善店内体验。国际门店扩张仍然是 “关键增长领域”。</li>
</ul>
</div><p>TJX Companies indicated that it had made a good start to the second quarter and raised its fiscal 2027 guidance, he added.</p>
<div class="lb-trans"><p>TJX Companies 表示，第二季度开局良好，并提高了其 2027 财年的指导，分析师补充道。</p>
</div><p><strong>BofA Securities:</strong> TJX reported net sales of $14.3 billion, up 9% year-on-year. Comp sales accelerated to 6% from 3% last year, Hutchinson said. Gross margin expanded 180 basis points (bps) to 31.3%, &#34;driven by merchandise margin upside, favorable fuel hedges, and leverage on stronger sales,&#34; she wrote.</p>
<div class="lb-trans"><p><strong>BofA Securities：</strong> TJX 报告净销售额为 143 亿美元，同比增长 9%。同店销售从去年的 3% 加速至 6%，Hutchinson 说。毛利率扩大了 180 个基点，达到 31.3%，她写道：“这得益于商品毛利的上升、有利的燃料对冲和更强销售的杠杆效应。”</p>
</div><p>In previous quarters, ticket size drove comp growth. This time, growth is balanced between traffic and ticket. Hutchinson noted strength across categories, geographies, and income cohorts. Management expects strong new customer acquisition ahead. Younger customers are “an important driver of longer-term engagement and repeat traffic over time,&#34; she added.</p>
<div class="lb-trans"><p>在之前的季度中，票据大小推动了同店销售的增长。这一次，增长在客流量和票据之间保持平衡。Hutchinson 指出，各类商品、地区和收入层次的表现都很强劲。管理层预计未来将有强劲的新客户获取。年轻客户是 “长期参与和重复消费的重要驱动因素，” 她补充道。</p>
</div><h2>TJX <strong>Price Action</strong></h2>
<div class="lb-trans"><h2>TJX <strong>价格动态</strong></h2>
</div><p>Shares of TJX Companies had declined by 1.20% to $157.32 at the time of publication on Thursday.</p>
<div class="lb-trans"><p>截至周四发布时，TJX Companies 的股票下跌了 1.20%，报 157.32 美元。</p>
</div><p><strong>Read Also:</strong>
<strong>Price-Weary Shoppers Are Flocking To TJX In Droves</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>价格敏感的购物者正蜂拥而至 TJX</strong></p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

分析师称 TJX 公司未发现消费者疲软的迹象