The TJX Companies, Inc. TJX is extending its customer reach through digital and social media. The company looks to keep its retail banners visible to shoppers and support repeat store visits. In the second quarter of fiscal 2027 earnings call, TJX said that for the fall and holiday seasons, it plans to use a mix of marketing channels, with a strong emphasis on digital and social media. Its campaigns are designed to reinforce the company’s value positioning through entertaining content that connects with shoppers across a broad range of age and income groups.
The scale of that digital activity is already substantial. In the first half of fiscal 2027, TJX recorded 1.1 billion video views across Facebook, Instagram, TikTok, Pinterest and YouTube. HomeGoods contributed more than 300 million additional views, bringing the referenced total to roughly 1.4 billion. TJX also reported that video completion rates on TikTok and YouTube were significantly above industry benchmarks, with viewers staying through most of the videos.
The digital push also supports TJX’s online assortment, with new brands added to U.S. e-commerce sites for TJ Maxx, Marshalls and Sierra to bring greater freshness to online shoppers. Beyond expanding its online presence, TJX’s integrated marketing efforts are designed to attract new customers and maintain engagement with existing shoppers. Its frequently changing merchandise mix and gifting initiatives are also intended to encourage more frequent store visits during the fall and holiday shopping seasons.
How TJX Compares With ROST and BURL
Ross Stores ROST is seeing marketing efforts support customer traffic and engagement. In the second quarter of fiscal 2026, Ross Stores’ comparable sales rose 10%, primarily driven by customer traffic, with gains from new and lapsed shoppers and more frequent trips by existing customers. The retailer also reported strong engagement with new creative messaging and a tweaked media mix. Ross Stores indicated its marketing efforts are reaching younger customers.
Burlington Stores, Inc. BURL is working to strengthen marketing as it seeks to raise brand awareness and reshape perceptions. According to its second quarter of fiscal 2026 press release, Burlington Stores has been testing ways to step up marketing over the past six to 12 months and expects to roll out programs in coming quarters. In the fiscal second quarter, Burlington Stores’ comparable sales rose 2%, driven mainly by higher basket size, while transactions were relatively flat.
TJX’s Price Performance, Valuation and Estimates
Shares of TJX Companies have fallen 6.9% in the past month compared with the industry’s decline of 8.5%.
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From a valuation standpoint, TJX trades at a forward price-to-earnings ratio of 23.59X, down from the industry’s average of 26.78X.
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The Zacks Consensus Estimate for TJX Companies’ fiscal 2027 and 2028 earnings per share has inched up 4 cents each to $5.22 and $5.74, respectively, in the past 30 days.
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TJX currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The TJX Companies, Inc. (TJX): Free Stock Analysis Report
Ross Stores, Inc. (ROST): Free Stock Analysis Report
Burlington Stores, Inc. (BURL): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).