Tariffs haven’t touched th༒e outlook at TJ Maxx and Marshalls🥂. 

The TJX Companies (TJX), the parent company of the off-price stores, repeated the same full-year forecast it gave last quarter while 澳洲幸运5开奖号码历史查询:releasing its first-quartಞer results on 🐭Wednesday. The company still expects comparable sales to grow 2% to 3% year-over-year in fiscal year 2026, giving investors $4.34 to $4.43 diluted 澳洲幸运5开奖号码历史查询:earnings per share (EPS), according to press releases.

The most recent outlook assumes tariffs remain at their current levels, TJX said. (As of this writing, those are 10% on goods from many nations and 30% o🐼n imports from China.) Deficit-based tariffs on many U.S. trade partners were not yet unveiled when TJX released its 2026 estimates in February.

“The Company’s full year Fiscal 2026 guidance assumes that it can offset the significant incremental pressure it has experienced and continues ༒to expect from tariffs,” TJX said in its release Wednesday.

Tariffs, however, dented Target’s (TGT) forecast, the 澳洲幸运5开奖号码历史查询:retailer announced Wednesday. The company expects to end its 2025 fiscal year with sales down by a low, single-digit percent, rather than the net sales growth of about 1% announced in March. Target also moved down the range of adjusted EPS it expects to $7 to $9 from $8.80 to $9.80, according to press releases.

“This wider range reflects the expected impact of tariffs and he🧸ightened uncertainty regarding the economy and consumer spe𒈔nding,” CFO Jim Lee said on an earnings conference call, according to a transcript made available by AlphaSense. 

Raising prices “is the very last resort” Target will take to mitigate tariffs, which the compa🔴ny expects it can “offset the vast majority” of, CEO Brian Cornell said during the earnings call. Target is trying to avoid price increases by working with vendors, potentially shifting where some goods are produced and adjusting the assortment of merchandise sold. 

Still, the shift i📖n trade policy may weigh on consumers and depr♓ess demand for discretionary items, executives said.

"For several years now, we've seen pressure in our discretionary businesses, as spending adjusted down from elevated levels during the pandemic," Cornell said, according to the transcript.