$TJX

Jim Cramer praised Ross Stores (ROST) for its strong performance, citing 13% revenue growth and 10% same-store sales growth in Q2. ROST shares are up 25% YTD, while TJX (TJX) shares are down 4%. ROST guided FY EPS of $8.61-$8.77, but faces inventory and cost challenges. TJX reported weaker Q2 sales and tight Q3 margin guidance.

TJX Companies reported Q2 2027 earnings with $15.2B revenue (up 5% YoY) and $1.52B net income (up 22%). Despite raising full-year guidance, two analysts downgraded the stock, driving a 15% decline in August. The company's stock trades under NYSE ticker TJX.

Goldman Sachs warns of underperformance in consumer stocks, with the retail group down 6.5% in August. Hedge fund exposure to retail stocks has dropped to multi-year lows, driven by high gasoline prices and inflation. Ten consumer stocks have seen significant pullbacks from their summer peaks, ranging from -13% to -45%.

TJX Companies' HomeGoods division reported a 7% rise in comparable sales for Q2 fiscal 2027, with net sales increasing 10% to $2.51 billion. The growth was driven by higher average basket sizes and more customer transactions, with strong performance across all categories and regions. Over the first half of fiscal 2027, comparable sales rose 8%, and net sales increased 10% to $5.01 billion.

Jim Cramer reclassified Caterpillar (CAT) as a data center stock due to its 29% Power Generation revenue growth, driven by AI infrastructure demand. CAT's shares surged 90% over the past year. Cramer suggested replacing CAT with TJX (TJX) and Wells Fargo (WFC) for diversification. Generac (GNRC) and Micron (MU) also saw gains from AI-related demand. CAT reported $20.54B in Q2 2026 revenue, up 24% YoY, with a forward P/E of 32.

Jim Cramer highlights key market events for Monday, including oil price increases, bond yields, and corporate earnings. Chevron trades above $200. Nvidia sees analyst support despite recent sell-off. Key events include earnings from Broadcom, Palo Alto Networks, and Dell, and conferences from CrowdStrike. Analysts adjust price targets for Dell, TJX, Walmart, and Affirm.

Health Canada and the CFIA issued recall notices for various products and food items sold at major Canadian retailers, including Walmart, Canadian Tire, and Amazon. Affected items include LED lights, air sprays, herbal drinks, and dog food. Approximately 30,000 units of the products were sold in Canada from May 2024 to March 2026. Consumers are advised to stop using the products and return them for a refund.

Retailers have received tariff refunds, boosting profits and margins. Home Depot ($730M), Walmart ($2.9B), TJX ($331M), Lowe's ($80M), Target ($752M), and Kohl's ($100M) reported varying uses. Some cut prices, others improved margins. The refunds may skew earnings comparisons.

TJX Companies, owner of T.J. Maxx and other brands, has seen a 20% stock decline despite a 100% five-year gain. The company beat earnings but missed estimates, raising concerns about its premium valuation. Analysts project 12.1% earnings growth in 2027 and a price target of $172, implying 27.6% upside. Risks include inflation and softer same-store sales.

After the Supreme Court struck down Trump's tariffs, companies like Walmart, Amazon, and Apple received billions in refunds. Walmart ($2.9B) cut prices on items, Amazon ($600M) absorbed costs, and Apple ($2.2B) plans U.S. reinvestment. Target ($994M) and Home Depot ($730M) also lowered prices. Consumers unlikely to get direct refunds.