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$TJX

Offprice retail is on sale -TJX ROST BURL

Offprice retail is on sale -TJX ROST BURL
Members Public

First of all I apologize for the title. Seriously. I've made an investment into the three off-price retail leaders TJX, ROST, and BURL.  While many (most?) apparel retailers have been disastrous long term investments, off price retailers TJX and ROST have been structural winners/disruptors (moreso than online retailers like

Eric J Bokota
$TJX
TJX results

TJX results
Members Public

TJ Maxx reported 4Q/FY results.  While TJX shares have done well since I first wrote about the company, this is the market starting to look forward to brighter days in 2022 and beyond. Current results remain weak due: -store closures overall stores were closed for 13% of the quarter

Eric J Bokota
$TJX
TJX - following up after 3Q

TJX - following up after 3Q
Members Public

All in my thesis appears on track.  3Q results themselves were decent considering the reluctance consumers have to make non-essential shopping trips.  Same store sales comps were -5% year over year.  As we’ve seen throughout retail since the onset of the pandemic, home (HomeGoods same store sales were up

Eric J Bokota
$TJX
TJX: Long Term Winner strengthened by COVID & selling at a discount

TJX: Long Term Winner strengthened by COVID & selling at a discount
Members Public

Note: A draft was sent to our FREE Actionable Investment Idea Newsletter subscribers on Friday.  If you like being in the know and want FREE weekend reading, be sure to sign up NOW (note that you must confirm your email address within 8 minutes of signing up, otherwise you have

Eric J Bokota
$TJX