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Graded daily on value C, growth C+, profitability B, momentum C, revisions C-. Sector-relative, identical for every user.
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Key events, in time order
DCF value $116.61, shares ~11% above
New stores show growth in rural, urban, proven markets
Stock rebounds from deeply oversold levels, up 2.92% in a day, after falling ~20% in a month
Board elected Pintoff as director on Sept 16
International adjusted margin up 210bps YoY to 7.3%, net sales $2.09B
Adjusted EPS raised to $5.15-$5.20; comp sales up 4%
Higher basket, rising transactions and strength across categories signal core business resilience
Multiple independent sources cite analyst upgrades and falling option IV, suggesting stabilizing sentiment post-selloff.
Q2 beat with +4% comps and $1.22 adj. EPS; FY guidance raised to $5.15-$5.20
Q2 EPS and revenue beat, but weak Q3 guidance triggered a drop; analysts cut forecasts yet remain bullish.
Consolidated Q2 comp sales increased 4%, above plan, with HomeGoods up 7%, TJX International up 7%, and TJX Canada up 6%.
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice