Company: TJX
Filing Date: 2025-08-29
Form Type: 10-Q
Source: 0000109198-25-000054
Chunk: 104

Company: TJX COMPANIES INC /DE/
Filing Date: 2025-08-29
Form: 10-Q
Item: Part I, Item 2
Chunk 104
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2% of Marmaxx’s net sales for both the second quarter and first six months of fiscal 2026 and fiscal 2025, and did not have a significant impact on year-over-year segment margin comparisons.

29

HomeGoods

 Thirteen Weeks EndedTwenty-Six Weeks EndedU.S. dollars in millionsAugust 2,2025August 3,2024August 2,2025August 3,2024Net sales$2,286 $2,101 $4,540 $4,180 Segment profit$228 $191 $458 $389 Segment profit margin10.0 %9.1 %10.1 %9.3 %Comp sales5 %2 %5 %3 %Stores in operation at end of period:HomeGoods952 930 Homesense76 62 Total1,028 992 Selling square footage at end of period (in millions):HomeGoods17 17 Homesense2 1 Total19 18 

Net Sales

Net sales for HomeGoods were $2.3 billion for the second quarter of fiscal 2026, an increase of 9%, compared to $2.1 billion for the second quarter of fiscal 2025. This increase in the second quarter reflects a 5% increase from comp sales and a 4% increase from non-comp sales.

Net sales for HomeGoods were $4.5 billion for the first six months of fiscal 2026, an increase of 9%, compared to $4.2 billion for the first six months of fiscal 2025. This increase in the first six months reflects a 5% increase from comp sales and a 4% increase from non-comp sales.

For both the second quarter and first six months of fiscal 2026, the increase in comp sales was driven by an increase in customer transactions. Geographically, comp sales growth was strongest in the South, Midwest and West regions for the second quarter of fiscal 2026 and in the West region for the first six months of fiscal 2026.

Segment Profit Margin

Segment profit margin increased to 10.0% for the second quarter of fiscal 2026 compared to 9.1% for the same period last year. This increase in segment profit margin for the second quarter of fiscal 2026 was primarily driven by lower supply chain costs and favorable merchandise margin. Merchandise margin reflects lower markdowns partially offset