Home Depot vs TJX
Home Depot and TJX are contrasted on this page to compare business models, financial performance, and market context. The analysis is presented in clear, straightforward terms to support neutral understanding of strategy, operations, and market positioning. Educational content, not financial advice.
Home Depot and TJX are contrasted on this page to compare business models, financial performance, and market context. The analysis is presented in clear, straightforward terms to support neutral under...
Why It's Moving
Home Depot Reaffirms Modest 2025 Growth Amid Holiday Stock Shortages and Social Activism
- Reaffirmed FY2025 outlook expects about 3% total sales growth and a 6% drop in diluted EPS compared to 2024, signaling cautious optimism amid a challenging macro environment.
- Customers faced shortages of oversized holiday decorations, leading to frustration and strong online discussions, which may affect seasonal sales momentum.
- Continuous activist boycotts targeting Home Depot due to allegations of cooperation with ICE in store parking lots are ongoing, potentially creating reputational and sales headwinds during the crucial holiday retail period.
TJX Shares Surge After Strong Q4 Earnings Beat and Aggressive Store Expansion Plans
- Q4 diluted EPS rose 10% year-over-year to $1.23, surpassing estimates and highlighting strong profitability.
- Revenue reached $16.4 billion in Q4, marking a 5% increase year-over-year fueled by effective merchandise flow and holiday shopping momentum in key markets like Europe and Canada.
- TJX plans to open 130 net new stores in fiscal 2026, including expansions across Maramax, HomeGoods, HomeSense, and Sierra brands, supporting broad-based growth and market share gains.
Home Depot Reaffirms Modest 2025 Growth Amid Holiday Stock Shortages and Social Activism
- Reaffirmed FY2025 outlook expects about 3% total sales growth and a 6% drop in diluted EPS compared to 2024, signaling cautious optimism amid a challenging macro environment.
- Customers faced shortages of oversized holiday decorations, leading to frustration and strong online discussions, which may affect seasonal sales momentum.
- Continuous activist boycotts targeting Home Depot due to allegations of cooperation with ICE in store parking lots are ongoing, potentially creating reputational and sales headwinds during the crucial holiday retail period.
TJX Shares Surge After Strong Q4 Earnings Beat and Aggressive Store Expansion Plans
- Q4 diluted EPS rose 10% year-over-year to $1.23, surpassing estimates and highlighting strong profitability.
- Revenue reached $16.4 billion in Q4, marking a 5% increase year-over-year fueled by effective merchandise flow and holiday shopping momentum in key markets like Europe and Canada.
- TJX plans to open 130 net new stores in fiscal 2026, including expansions across Maramax, HomeGoods, HomeSense, and Sierra brands, supporting broad-based growth and market share gains.
Which Baskets Do They Appear In?
Retail Hybrid Model Growth Trends 2025
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Published: October 9, 2025
Explore BasketConsumer Strength: The Retail Rebound
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Published: August 18, 2025
Explore BasketNext-Generation Antibiotic Innovators
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Published: August 12, 2025
Explore BasketWhich Baskets Do They Appear In?
Retail Hybrid Model Growth Trends 2025
Costco's impressive sales growth, fueled by a 26.1% jump in digital demand, highlights the power of blending physical and online retail. This trend creates an investment opportunity in the e-commerce platforms, payment processors, and logistics companies that enable this successful hybrid model for all retailers.
Published: October 9, 2025
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A surprising surge in U.S. retail sales, driven by strong automotive and home furnishing purchases, signals continued consumer strength despite economic headwinds. This theme focuses on retailers and manufacturers in these key discretionary sectors that are benefiting from the robust consumer demand.
Published: August 18, 2025
Explore BasketNext-Generation Antibiotic Innovators
With the FDA granting priority review to GSK's new oral antibiotic for gonorrhea, a new front has opened in the fight against drug-resistant bacteria. This theme focuses on the biotechnology companies developing the next generation of antibiotics to address this critical and growing public health need.
Published: August 12, 2025
Explore BasketPowering The AI Supercluster
OpenAI and Oracle are partnering on a $500 billion project to build a massive AI supercluster in the U.S. This historic infrastructure investment creates a significant opportunity for companies that supply the essential power, cooling, and construction services needed to support this build-out.
Published: July 23, 2025
Explore BasketSkills Over Scrolls: The Trade School Boom
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Published: July 1, 2025
Explore BasketU.S. Homebuilding Rebound
Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.
Published: June 30, 2025
Explore BasketAftermath: Philadelphia Reconstruction
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Published: June 30, 2025
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Tap into the growing strength of America's housing market. Our financial experts have carefully selected companies poised to benefit from the uptick in new home construction and sales, from leading homebuilders to essential material suppliers.
Published: June 30, 2025
Explore BasketSleep Well At Night Portfolio
A collection of premium defensive stocks expertly selected by our analysts to help protect your investments during market turbulence. These industry giants offer stability through consistent earnings, reliable dividends, and proven resilience in any economic climate.
Published: June 18, 2025
Explore BasketEasy Starter Portfolio
Begin your investment journey confidently with this smartly designed collection of stocks. Our professional analysts have carefully selected these assets to give you instant global diversification paired with world-leading companies, creating the perfect foundation for long-term growth.
Published: June 18, 2025
Explore BasketSecond Chance Employers
Looking for investments with heart and smarts? These companies are changing lives through fair chance hiring practices, employing individuals rebuilding their lives after incarceration. Handpicked by our analysts, these forward-thinking businesses aren't just driving social change—they're building loyal workforces that boost their bottom line.
Published: June 17, 2025
Explore BasketCompanies That Give Back
Channel your investments toward companies that make philanthropy a priority. These stocks have been carefully selected by our analysts for their commitment to giving back while building sustainable businesses that could deliver long-term value to investors.
Published: June 17, 2025
Explore BasketProfit Sharers
These established market leaders don't just generate impressive profits—they're committed to sharing that wealth with you. Carefully selected by our analysts, these dividend powerhouses offer both reliable income streams and the stability of industry-leading businesses.
Published: June 17, 2025
Explore BasketGen-X Core Holdings
These iconic brands shaped the digital revolution and suburban lifestyle we know today. Our analysts have carefully selected these enduring market leaders for their proven track records and strong positions in technology, retail, and automotive sectors.
Published: June 17, 2025
Explore BasketPatient Builders
Companies that create lasting value through quality and customer trust rather than chasing quick profits. This carefully curated collection showcases market leaders who've proven that patient, sustainable growth leads to superior long-term returns.
Published: June 17, 2025
Explore BasketBig Payout Candidates
This carefully selected group of companies is flush with cash and primed to reward investors. Each stock has been handpicked by our analysts for its potential to deliver exceptional returns through special dividends or substantial buybacks above their regular shareholder payouts.
Published: June 17, 2025
Explore BasketInvestment Analysis
Pros
- Home Depot benefits from strong brand recognition and a dominant position in the US home improvement retail sector.
- The company maintains robust capital returns, with a solid dividend payout ratio and consistent share buybacks.
- Recent financial results show revenue growth and strong sales in high-value categories, supported by both professional and retail customer demand.
Considerations
- Home Depot faces increasing competition in the home improvement space, which could pressure market share and margins.
- Sales growth is sensitive to housing market trends and consumer spending, making it vulnerable to economic downturns.
- Recent quarters have seen a decline in return on invested capital and some pressure from slower inventory turnover and exchange-rate movements.
TJX
TJX
Pros
- TJX operates a successful off-price retail model with strong margins and a diversified international footprint.
- The company has demonstrated resilience in volatile markets, with lower price volatility compared to many peers.
- TJX maintains a conservative balance sheet and consistently generates strong cash flow from operations.
Considerations
- TJX's business is highly dependent on sourcing inventory at favourable prices, which can be disrupted by supply chain issues.
- The off-price retail sector faces growing competition from both traditional retailers and e-commerce platforms.
- International operations expose TJX to currency fluctuations and geopolitical risks in key markets.
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