Last updated: February 25, 2026. Coverage Status: 6/10 companies reported.

Live Trends

• While other retailers cited diverging spending between income groups, TJX said that comparable sales growth was the same for shoppers earning above and below $100,000, showing its broad value appeal.
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• Walmart’s share gains with higher-income consumers continued thanks to faster delivery speeds and a larger, more premium product assortment.
• Amazon's planned $200 billion in capital expenditures this year marks a major step-up from 2025, signaling an aggressive effort to match rivals' AI investment pace.

Company-By-Company Updates

TJX

Posted February 25, 2026

By the numbers:

• US net sales: +6.9% to $10.7 billion
• Comparable sales: +5% vs. 3.7% expected
• Total net sales: +8.5% to $17.74 billion vs. $17.36 billion expected
• Earnings per share: $1.43 vs. $1.39 expected

Implications for retailers: TJX’s sales showed no signs of flagging in Q4 as shoppers responded enthusiastically to its treasure hunt experience and diverse brand selection.

Department stores’ declining influence is working in TJX’s favor. The retailer, along with its fellow off-price operators, is winning more spend from shoppers that might previously have gone to Macy’s and Kohl’s. At the same time, it is also benefiting from more favorable buying opportunities in the market, enabling it to cultivate deeper ties with key brand partners.

Looking ahead, the off-price retailer is putting more resources into marketing and store upgrades to attract shoppers and deliver a superior customer experience. It also expects to open 104 stores in the US to take advantage of the market opportunities emerging as competitors retreat.

Go deeper: TJX plans to move aggressively to continue capturing market share. Read online