TJX Companies Gains Analyst Confidence With Consecutive Earnings Beats And Market Share Growth
TJX Companies Gains Analyst Confidence With Consecutive Earnings Beats And Market Share Growth
Several analysts raised their price targets for The TJX Companies, Inc. (NYSE:TJX) following yesterday's strong second-quarter results.
根据昨天强劲的第二季度业绩，几家分析师提高了The TJX Companies，Inc.(NYSE:TJX)的目标价。
TJX reported EPS of $0.96 (+13%) and $13.468 billion in sales, which exceeded estimates, driven by a 4% rise in comparable store sales.
TJX报告的EPS为$0.96（+13%），销售额达到$134.68亿，超出预期，主要得益于可比店铺销售的4%增长。
The company raised its FY25 EPS outlook to $4.09-$4.13 and expects third-quarter EPS between $1.06 and $1.08, despite slightly missing estimates.
尽管稍微没达到预期，该公司将FY25每股收益预期提高至$4.09-$4.13，并预计第三季度每股收益在$1.06和$1.08之间。
BofA Securities analyst Lorraine Hutchinson raised the price target to $135 from $115 while maintaining a Buy rating, reflecting an increased confidence in sales and profitability. The analyst writes that a strong quarter confirms its market share gains and consumer appeal.
美银证券分析师Lorraine Hutchinson将目标价从115美元上调至135美元，同时维持买入评级，反映出对销售和盈利能力的增强信心。分析师写道，强劲的季度业绩证实了其市场份额的增长和对消费者的吸引力。
Better buying and tailored merchandising strategies are enhancing markon and lowering markdown rates for TJX, adds the analyst.
分析师补充道，更好的采购和精细化的商品推销策略正在增强TJX的利润率（markon）并降低降价率。
Hutchinson anticipates these factors, combined with selective price increases, to boost merchandise margins. The analyst raised the FY25 EPS estimate by 1% to $4.12.
Hutchinson预计，这些因素加上有选择的价格上涨，将提升商品利润率。分析师将FY25每股收益预测上调了1%，达到$4.12。
Apart from this, maintaining a Buy rating, UBS boosted the price target to $148 (from $134), Jefferies to $140 (from $130), TD Cowen to $125 (from $120), and Loop Capital to $140 (from $125).
此外，UBS将其目标价从134美元上调至148美元（来自于134美元），Jefferies将其目标价从130美元上调至140美元（来自于120美元），TD Cowen将其目标价从120美元上调至125美元（来自于120美元），而Loop Capital将其目标价从125美元上调至140美元（来自于125美元）。
Telsey Advisory Group analyst Dana Telsey increased the price target to $134 from $128 while reiterating the Outperform rating.
Telsey Advisory Group分析师Dana Telsey将目标价从128美元上调至134美元，同时重申跑赢大市评级。
The analyst says that TJX's consecutive earnings beats show that its value proposition resonates with consumers, supported by a favorable buying environment that meets increased traffic.
分析师表示，TJX连续超额盈利表明其价值主张得到了消费者的认可，这得益于一个有利的购买环境，满足了增加的流量。
With a strong quarterly performance and raised FY24 guidance, TJX is set to continue gaining profitable market share through consistent comp gains and new store openings, including its 5,000th store, adds the analyst.
分析师补充说，凭借强劲的季度业绩和提高的FY24指引，TJX将继续通过稳定的销售额增长和新店开业获得有利可图的市场份额，包括其5,0万亿.山店。
The analyst writes that the company is well-positioned this fiscal year to attract value-seeking consumers across all income brackets.
分析师认为，该公司在本财年内具备吸引所有收入阶层中寻求价值的消费者的良好位置。
Telsey slightly raised the FY24 EPS estimate to $4.15 (from $4.13 earlier, compared to the previous consensus estimate of $4.13.
特尔西轻微提高FY24每股收益估计至4.15美元（较之前的4.13美元，与之前的共识估计4.13美元相比）。
Moreover, reaffirming an Outperform rating, Evercore ISI Group increased the price target to $138 (from $126), BMO Capital to $133 (from $116), and Baird to $128 (from $113).
此外，重申跑赢市场评级，Evercore ISI Group将价格目标上调至138美元（从126美元），BMO Capital上调至133美元（从116美元），Baird上调至128美元（从113美元）。
Investors can gain exposure to the stock via Segall Bryant & Hamill Trust Segall Bryant & Hamill Select Equity ETF (NYSE:USSE) and VanEck Retail ETF (NASDAQ:RTH).
投资者可以通过Segall Bryant & Hamill Trust Segall Bryant & Hamill Select Equity ETF (零售指数etf-vaneck)和VanEck Retail ETF (纳斯达克)获得该股票的曝光机会。
Price Action: TJX shares are down 0.53% at $119.59 at the last check Thursday.
价格走势：TJX股票在周四尾盘报119.59美元，下跌0.53%。
Photo via Wikimedia Commons
照片通过Wikimedia Commons
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