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Source document· November 26, 2025

Popular TJMaxx rival stumbles as customer trends shift

View original at finance.yahoo.com
Popular TJMaxx rival stumbles as customer trends shift There's nothing better than flipping through the racks and finding the perfect style at the perfect price…
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  • Our comp trend then picked up to mid-single-digits in mid-October once the weather cooled, and that strong trend has continued through the first three weeks of November

    80% confidence

  • Over 98% of clothing sold in the U.S. is imported from abroad. U.S. fashion apparel companies are likely to be among the hardest hit by the tariff increase, particularly since Mexico and China are two of the leading apparel-sourcing destinations for the country

    80% confidence

  • Furniture and furnishings prices are running 6.54% higher than they would be absent tariffs this year

    80% confidence

  • Clothing prices are 8.9% higher this year than they would be without tariffs

    80% confidence

  • Wages only increased by 2% and 1%, respectively, for middle- and lower-income workers, trailing inflation

    80% confidence

  • We are very pleased with our new store opening program and performance, our weather-adjusted comp growth, and the rapid progress we are making in expanding our margin. As discussed previously, we expect our operating income to grow to approximately $1.6B by 2028

    80% confidence
Popular TJMaxx rival stumbles as customer trends shift — Source | Via News | ViaNews Market