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.
根據昨天強勁的第二季度業績，幾家分析師提高了The TJX Companies，Inc.(NYSE:TJX)的目標價。
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報告的EPS爲$0.96（+13%），銷售額達到$134.68億，超出預期，主要得益於可比店鋪銷售的4%增長。
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.
儘管稍微沒達到預期，該公司將FY25每股收益預期提高至$4.09-$4.13，並預計第三季度每股收益在$1.06和$1.08之間。
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.
美銀證券分析師Lorraine Hutchinson將目標價從115美元上調至135美元，同時維持買入評級，反映出對銷售和盈利能力的增強信心。分析師寫道，強勁的季度業績證實了其市場份額的增長和對消費者的吸引力。
Better buying and tailored merchandising strategies are enhancing markon and lowering markdown rates for TJX, adds the analyst.
分析師補充道，更好的採購和精細化的商品推銷策略正在增強TJX的利潤率（markon）並降低降價率。
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預計，這些因素加上有選擇的價格上漲，將提升商品利潤率。分析師將FY25每股收益預測上調了1%，達到$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將其目標價從134美元上調至148美元（來自於134美元），Jefferies將其目標價從130美元上調至140美元（來自於120美元），TD Cowen將其目標價從120美元上調至125美元（來自於120美元），而Loop Capital將其目標價從125美元上調至140美元（來自於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分析師Dana Telsey將目標價從128美元上調至134美元，同時重申跑贏大市評級。
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.
分析師表示，TJX連續超額盈利表明其價值主張得到了消費者的認可，這得益於一個有利的購買環境，滿足了增加的流量。
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.
分析師補充說，憑藉強勁的季度業績和提高的FY24指引，TJX將繼續通過穩定的銷售額增長和新店開業獲得有利可圖的市場份額，包括其5,0萬億.山店。
The analyst writes that the company is well-positioned this fiscal year to attract value-seeking consumers across all income brackets.
分析師認爲，該公司在本財年內具備吸引所有收入階層中尋求價值的消費者的良好位置。
Telsey slightly raised the FY24 EPS estimate to $4.15 (from $4.13 earlier, compared to the previous consensus estimate of $4.13.
特爾西輕微提高FY24每股收益估計至4.15美元（較之前的4.13美元，與之前的共識估計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，重申跑贏市場評級，Evercore ISI Group將價格目標上調至138美元（從126美元），BMO Capital上調至133美元（從116美元），Baird上調至128美元（從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).
投資者可以通過Segall Bryant & Hamill Trust Segall Bryant & Hamill Select Equity ETF (零售指數etf-vaneck)和VanEck Retail ETF (納斯達克)獲得該股票的曝光機會。
Price Action: TJX shares are down 0.53% at $119.59 at the last check Thursday.
價格走勢：TJX股票在週四尾盤報119.59美元，下跌0.53%。
Photo via Wikimedia Commons
照片通過Wikimedia Commons
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