TJX Companies, Inc. (TJX) reported strong 5% consolidated comparable sales in Q3 fiscal 2026, driven by impressive performances in its Marmaxx apparel (6% growth) and HomeGoods (5% growth) divisions. The company's growth is attributed to higher customer transactions, increased average basket size, disciplined pricing, and broad-based category strength, suggesting sustained operating momentum. While Walmart (WMT) also saw solid comparable sales, and Burlington Stores (BURL) experienced a rebound in mid-October, TJX's price performance and valuation metrics appear favorable.

TJX零售

<p>TJX Companies, Inc. (TJX) 在 2026 財年第三季度報告了強勁的 5% 合併可比銷售額，這得益於其 Marmaxx 服裝部門（增長 6%）和 HomeGoods 部門（增長 5%）的出色表現。公司的增長歸因於客户交易量的增加、平均購物籃大小的提升、定價的嚴格控制以及各類產品的廣泛強勁表現，表明運營勢頭持續。儘管沃爾瑪（WMT）也實現了穩健的可比銷售，而伯靈頓商店（BURL）在十月中旬經歷了反彈，但 TJX 的價格表現和估值指標似乎更具優勢</p>

隨着 Marmaxx 和 HomeGoods 的出色表現，TJX 第三季度的銷售勢頭會繼續嗎？