美国服装和家居时尚零售商 TJX 上调了年度可比销售额和利润预测，原因是第一季度 “above-plan” (Q1), 净销售额增长 9%，盈利增长 29%。
US apparel and home fashions retailer TJX raised its annual comparable sales and profit forecasts due to an “above-plan” first-quarter (Q1), with net sales rising 9% and earnings jumping 29%.
TJX 报告第一季度净销售额为 $143 亿,，净利润为 2413 亿%，摊薄每股收益为 $1.19,，高于 2026 年第一季度的 240.92%。
TJX reported net sales for Q1 of $14.3bn, whilst net income was $1.3bn and diluted earnings per share were $1.19, up from $0.92 in Q1 2026.
TJX 首席执行官埃里克·赫尔曼 (Eric Herman) 表示，公司的增长是由“ 客户交易,” 的增长推动的，而可比商店销售额在综合基础上增长了 6%。
TJX CEO Eric Herman said the company的 growth was driven by an increase in “customer transactions,” with comparable store sales rising 6% on a consolidated basis.
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HomeGoods led the way with a 9% comparable sales gain, followed by TJX Canada at 7% and Marmaxx, which includes T.J. Maxx 和 Marshalls, 为 6%。 International operations posted 4% comparable growth.
HomeGoods led the way with a 9% comparable sales gain, followed by TJX Canada at 7% and Marmaxx, which includes T.J. Maxx and Marshalls, at 6%. International operations posted 4% comparable growth.
TJX的 部门在第一季度的净销售额也有所增长。 Marmaxx 上涨 7% 至 $8,650, 家居用品上涨 11% 至 $2,506,，TJX Canada 和 TJX International 涨幅最大，分别为 12% ( $1,285) 和 13% ($1,882)。
TJX的 divisions also experienced an increase in net sales in Q1. Marmaxx jumped 7% to $8,650, Homegoods increased 11% to $2,506, and TJX Canada and TJX International saw the biggest jumps by 12% ( $1,285) and 13% ($1,882).
Herman 指出，有利的购买条件使公司, 受益，批发市场上品牌商品的供应充足，使公司能够以较低的成本采购优质产品并支持商品利润。
Herman noted that favourable buying conditions had benefited the business, with strong availability of branded merchandise in the wholesale market allowing the company to source premium products at lower costs and support merchandise margins.
Gross profit margin for Q1 was 31.3%, up 1.8 percentage points versus last year的 29.5%, driven by an increase in merchandise margin, a benefit from favourable inventory and fuel hedges, and expense leverage on sales.
Herrman 表示: “I 对我们第一季度的业绩非常满意。销售额, 税前利润率, 和每股收益都远高于我们的计划。在整个季度,，我们遍布全球的团队成功地执行了我们的折扣基本原则，以实现我们的价值使命，并每天为客户提供令人兴奋的寻宝购物体验。我们所有的部门都实现了强劲的可比销售增长和客户交易增加。”
Herrman stated: “I am extremely pleased with our first quarter performance. Sales, pretax profit margin, and earnings per share were all well above our plan. Throughout the quarter, our teams around the globe successfully executed on our off-price fundamentals to deliver on our value mission and offer an exciting treasure-hunt shopping experience to customers every day. All of our divisions delivered strong comparable sales growth and increases in customer transactions.”
展望未来
Looking ahead
For the second quarter of Fiscal 2027, TJX is planning consolidated comparable sales to be up 2% to 3%, pretax profit margin to be in the range of 11.4% to 11.5%, and diluted earnings per share to be in the range of $1.15 to $1.17.
For full year Fiscal 2027, the company is raising its consolidated comparable sales outlook from 3% to 4%. The retailer is expecting its pretax profit margin outlook to be in the range of 11.9% to 12.0% and is raising its diluted earnings per share outlook to be in the range of $5.08 to $5.15.
TJX的 2027 财年全年展望现在假设今年剩余时间内燃料成本将上升，并且与之前的展望相比，税前利润率和稀释每股收益将不利。
TJX的 full-year Fiscal 2027 outlook now assumes that a higher cost of fuel will be in place for the remainder of the year and that it will be unfavorable to pretax profit margin and diluted earnings per share versus its previous outlook.
“第二季度有一个良好的开端,，我们对计划继续推动销售并吸引消费者关注我们的零售横幅的举措感到兴奋,” Herman 继续说道。
“The second quarter is off to a good start, and we are excited about the initiatives we have planned to keep driving sales and attract consumers to our retail banners,” continued Herman.
“Going forward, we are convinced that the flexibility and resiliency of our off-price business model will continue to be a tremendous advantage. We are energised by the opportunities we see to drive sales, continue expanding our global footprint, and capture additional market share around the world for many years to come.”
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