$TJX — ADD 📊 | 6 MONTHS THESIS

$TJX — ADD 📊 | 6 MONTHS THESIS 🎯 FQ1 FY2027 (ends Apr) | reported May 20 | Rev $14.3B | EPS $1.19 vs $1.01 🟢 💡 Consensus anticipated only modest comp growth, but the 6% Q1 beat and significant margin expansion suggest earnings power is undervalued. The variant view: TJX can compound EPS at low-double digits, justifying a higher forward multiple even from 32.5x trailing. 📉 Reward/risk: 2.5:1 🏢 Business Quality: 8/10 - Wide-moat off-price leader with consistent high-teens ROIC, strong inventory management, and defensive positioning in economic cycles. 📊 Valuation: fair to slightly rich — trading at 32.5x trailing P/E (at historical median but only one data point), which is above typical retail but peer... 🔮 Catalyst: Ongoing positive estimate revisions and sustained strong comp sales prints in subsequent months 📊 Our read: ADD. Full analysis → https://stockduty.xyz/s/TJX0617

🎯 FQ1 FY2027 (ends Apr) | reported May 20 | Rev $14.3B | EPS $1.19 vs $1.01 🟢