Squawk on the Street CNBC Investing Club: Cramer’s Morning Take on TJX 2/25/26
Feb 25, 2026
Discussion of TJX’s same-store sales strength across multiple regions. Talk about earnings that beat expectations helped by a litigation benefit. Conversation on the company’s track record of under-promising and over-delivering. Notes on merchandise availability and cautious reactions to lighter guidance.
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TJX Delivering Remarkable Same-Store Growth
- TJX is outperforming peers with unusually strong same-store sales across formats.
- U.S. MarMax (TJ Maxx/Marshalls) +5%, U.S. HomeGoods +6%, Canada +7%, International +4%, numbers described as "radically great."
Cramer's Marshalls Visit Illustrates Merchandising Strength
- Jim Cramer shared a personal visit to Marshalls to illustrate merchandise strength.
- He highlighted HomeGoods and Marshalls performance as evidence of exceptional product availability and appeal.
Take TJX Guidance With A Grain Of Salt
- Treat light near-term guidance from TJX with caution because the company historically under-promises and over-delivers.
- Earnings topped consensus after excluding a litigation benefit and management said Q1 is off to a strong start.