TJXTJX Companies

Consumer discretionary · Apparel Retail · NYSE

TJX and 9 peers, year by year

The 9 Consumer discretionary companies closest to TJX in revenue over the last twelve months. Every number is from the 10-K and links to it in SEC's Inline XBRL viewer.

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Each company's latest fiscal year
Company	Year	Revenue	Sales growth	Gross margin	Operating margin	Net margin	FCF margin	Return on equity	Debt / equity
TJX TJX Companies	FY2026	$60.4B	+7.1%	-	-	9.1%	8.1%	53.9%	0.28
NKE Nike, Inc.	FY2026	$46.4B	+0.2%	42.9%	-	6.7%	4.7%	20.9%	0.53
BBY Best Buy	FY2026	$41.7B	+0.4%	22.5%	3.3%	2.6%	3.0%	36.1%	0.40
SBUX Starbucks	FY2025	$37.2B	+2.8%	-	7.9%	5.0%	6.6%	n/m	n/m
LOW Lowe's	FY2025	$86.3B	+3.1%	33.5%	11.8%	7.7%	8.9%	n/m	n/m
DHI D. R. Horton	FY2025	$34.3B	−6.9%	-	-	10.5%	9.6%	14.8%	-
LEN Lennar	FY2025	$34.2B	−3.5%	-	-	6.1%	0.1%	9.5%	0.27
BKNG Booking Holdings	FY2025	$26.9B	+13.4%	-	32.8%	20.1%	33.8%	n/m	n/m
MCD McDonald's	FY2025	$26.9B	+3.7%	-	46.1%	31.9%	26.7%	n/m	n/m
CCL Carnival Corporation	FY2025	$26.6B	+6.4%	-	16.8%	10.4%	9.8%	22.5%	2.23

Revenuepeer median $34.3B

Sales growthpeer median +2.8%

Gross marginpeer median 33.5%

NKE 42.9%
LOW 33.5%
BBY 22.5%
TJX -
SBUX -
DHI -
LEN -
BKNG -
MCD -
CCL -

Operating marginpeer median 14.3%

MCD 46.1%
BKNG 32.8%
CCL 16.8%
LOW 11.8%
SBUX 7.9%
BBY 3.3%
TJX -
NKE -
DHI -
LEN -

Net marginpeer median 7.7%

FCF marginpeer median 8.9%

Return on equitypeer median 20.9%

Debt / equitypeer median 0.47

CCL 2.23
NKE 0.53
BBY 0.40
TJX 0.28
LEN 0.27
SBUX n/m
LOW n/m
DHI -
BKNG n/m
MCD n/m

RevenueSales growthGross marginOperating marginNet marginFree cash flowFCF marginReturn on equityDebt / equityEPS (diluted)

Revenue, FY2015 to FY2026

Revenue as reported in the 10-K.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	$30.9B	$33.2B	$39.0B	$41.7B	$32.1B	$48.5B	$49.9B	$54.2B	$56.4B	$60.4B
NKE May	-	$32.4B	$36.4B	$39.1B	$37.4B	$46.7B	$51.2B	$51.4B	$46.3B	$46.4B
BBY Jan	-	$39.5B	$42.2B	$42.9B	$43.6B	$51.8B	$46.3B	$43.5B	$41.5B	$41.7B
SBUX Sep	$19.2B	$21.3B	$24.7B	$26.5B	$23.5B	$32.3B	$36.0B	$36.2B	$37.2B	-
LOW Jan	$59.1B	$65.0B	$71.3B	$72.1B	$89.6B	$97.1B	$86.4B	$83.7B	$86.3B	-
DHI Sep	$10.8B	$12.2B	$16.1B	$17.6B	$20.3B	$33.5B	$35.5B	$36.8B	$34.3B	-
LEN Nov	$9.5B	$10.9B	$20.6B	$22.3B	$22.5B	$33.7B	$34.2B	$35.4B	$34.2B	-
BKNG Dec	$9.2B	$10.7B	$14.5B	$15.1B	$6.8B	$17.1B	$21.4B	$23.7B	$26.9B	-
MCD Dec	$25.4B	$24.6B	$21.3B	$21.4B	$19.2B	$23.2B	$25.5B	$25.9B	$26.9B	-
CCL Nov	$15.7B	$16.4B	$18.9B	$20.8B	$5.6B	$12.2B	$21.6B	$25.0B	$26.6B	-
Peer median	$15.7B	$21.3B	$21.3B	$22.3B	$22.5B	$33.5B	$35.5B	$36.2B	$34.3B	-

Sales growth, FY2015 to FY2026

Revenue against the fiscal year before.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	-	+7.2%	+8.7%	+7.0%	−23.0%	+51.1%	+2.9%	+8.6%	+4.0%	+7.1%
NKE May	-	-	+6.0%	+7.5%	−4.4%	+4.9%	+9.6%	+0.3%	−9.8%	+0.2%
BBY Jan	-	-	+7.0%	+1.7%	+1.8%	+9.5%	−10.6%	−6.1%	−4.4%	+0.4%
SBUX Sep	-	+11.2%	+10.4%	+7.2%	−11.3%	+11.0%	+11.6%	+0.6%	+2.8%	-
LOW Jan	-	+10.1%	+3.9%	+1.2%	+24.2%	+0.8%	−11.0%	−3.1%	+3.1%	-
DHI Sep	-	+12.3%	+14.0%	+9.5%	+15.5%	+20.5%	+5.9%	+3.8%	−6.9%	-
LEN Nov	-	+15.6%	+62.7%	+8.2%	+1.0%	+24.1%	+1.7%	+3.5%	−3.5%	-
BKNG Dec	-	+16.5%	+14.6%	+3.7%	−54.9%	+56.0%	+25.0%	+11.1%	+13.4%	-
MCD Dec	-	−3.1%	−7.9%	+0.5%	−10.1%	−0.2%	+10.0%	+1.7%	+3.7%	-
CCL Nov	-	+4.3%	+7.8%	+10.3%	−73.1%	+538%	+77.5%	+15.9%	+6.4%	-
Peer median	-	+11.2%	+7.8%	+7.2%	−4.4%	+11.0%	+9.6%	+1.7%	+2.8%	-

Gross margin, FY2015 to FY2026

Gross profit / revenue.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	-	-	-	-	-	-	-	-	-	-
NKE May	-	46.2%	43.8%	44.7%	43.4%	46.0%	43.5%	44.6%	42.7%	42.9%
BBY Jan	-	23.3%	23.4%	23.2%	23.0%	22.5%	21.4%	22.1%	22.6%	22.5%
SBUX Sep	-	-	-	-	-	-	-	-	-	-
LOW Jan	34.8%	33.3%	32.1%	31.8%	33.0%	33.2%	33.4%	33.3%	33.5%	-
DHI Sep	-	-	-	-	-	-	-	-	-	-
LEN Nov	-	-	-	-	-	-	-	-	-	-
BKNG Dec	93.1%	96.1%	-	-	-	-	-	-	-	-
MCD Dec	-	-	-	-	-	-	-	-	-	-
CCL Nov	-	-	-	-	-	-	-	-	-	-
Peer median	-	39.8%	32.1%	31.8%	33.0%	33.2%	33.4%	33.3%	33.5%	-

Operating margin, FY2015 to FY2026

Operating income / revenue.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	13.3%	12.8%	12.2%	-	-	-	-	-	-	-
NKE May	-	-	-	-	-	-	-	-	-	-
BBY Jan	-	3.5%	4.4%	4.4%	4.6%	5.9%	3.9%	3.6%	3.0%	3.3%
SBUX Sep	18.8%	19.6%	15.7%	15.4%	6.6%	14.3%	16.3%	15.0%	7.9%	-
LOW Jan	8.4%	9.0%	5.6%	8.8%	10.8%	10.5%	13.4%	12.5%	11.8%	-
DHI Sep	-	-	-	-	-	-	-	-	-	-
LEN Nov	15.1%	14.3%	12.0%	12.5%	15.5%	-	-	-	-	-
BKNG Dec	35.3%	27.1%	36.8%	35.5%	−9.3%	29.9%	27.3%	31.8%	32.8%	-
MCD Dec	28.1%	31.5%	41.5%	42.5%	38.1%	40.4%	45.7%	45.2%	46.1%	-
CCL Nov	16.4%	18.7%	17.6%	15.7%	−158.4%	−36.0%	9.1%	14.3%	16.8%	-
Peer median	17.6%	18.7%	15.7%	15.4%	6.6%	12.4%	14.8%	14.6%	14.3%	-

Net margin, FY2015 to FY2026

Net income / revenue.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	7.4%	6.9%	7.9%	7.8%	0.3%	6.8%	7.0%	8.3%	8.6%	9.1%
NKE May	-	11.6%	5.3%	10.3%	6.8%	12.9%	9.9%	11.1%	7.0%	6.7%
BBY Jan	-	2.3%	2.4%	3.4%	3.5%	4.7%	3.1%	2.9%	2.2%	2.6%
SBUX Sep	14.4%	13.2%	18.3%	13.6%	3.9%	10.2%	11.5%	10.4%	5.0%	-
LOW Jan	4.3%	4.8%	3.2%	5.9%	6.5%	6.6%	8.9%	8.3%	7.7%	-
DHI Sep	6.9%	7.3%	9.1%	9.2%	11.7%	17.5%	13.4%	12.9%	10.5%	-
LEN Nov	8.5%	8.3%	8.2%	8.3%	11.0%	13.7%	11.5%	11.1%	6.1%	-
BKNG Dec	27.7%	19.9%	27.5%	32.3%	0.9%	17.9%	20.1%	24.8%	20.1%	-
MCD Dec	17.8%	19.0%	27.9%	28.2%	24.6%	26.6%	33.2%	31.7%	31.9%	-
CCL Nov	11.2%	17.0%	16.7%	14.4%	−182.9%	−50.1%	−0.3%	7.7%	10.4%	-
Peer median	11.2%	11.6%	9.1%	10.3%	6.5%	12.9%	11.5%	11.1%	7.7%	-

Free cash flow, FY2015 to FY2026

Cash from operations minus capital spending.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	$2.1B	$2.6B	$3.0B	$2.8B	$4.0B	$2.0B	$2.6B	$4.3B	$4.2B	$4.9B
NKE May	-	$2.3B	$3.9B	$4.8B	$1.4B	$4.4B	$4.9B	$6.6B	$3.3B	$2.2B
BBY Jan	-	$694.0M	$1.5B	$1.6B	$1.8B	$2.5B	$894.0M	$675.0M	$1.4B	$1.3B
SBUX Sep	$2.4B	$3.3B	$10.0B	$3.2B	$114.2M	$2.6B	$3.7B	$3.3B	$2.4B	-
LOW Jan	$3.6B	$4.5B	$5.0B	$2.8B	$9.3B	$6.8B	$6.2B	$7.7B	$7.7B	-
DHI Sep	$644.3M	$545.8M	$477.1M	$764.9M	$1.3B	$413.6M	$4.2B	$2.0B	$3.3B	-
LEN Nov	−$511.0M	$431.4M	$1.6B	$1.4B	$4.1B	$3.2B	$5.1B	$2.2B	$28.2M	-
BKNG Dec	$3.0B	$3.8B	$4.9B	$4.5B	−$201.0M	$6.2B	$7.0B	$7.9B	$9.1B	-
MCD Dec	$4.7B	$4.2B	$4.2B	$5.7B	$4.6B	$5.5B	$7.3B	$6.7B	$7.2B	-
CCL Nov	$2.3B	$2.1B	$1.8B	$46.0M	−$9.9B	−$6.6B	$997.0M	$1.3B	$2.6B	-
Peer median	$2.4B	$2.3B	$3.9B	$2.8B	$1.4B	$3.2B	$4.9B	$3.3B	$3.3B	-

FCF margin, FY2015 to FY2026

Free cash flow / revenue.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	6.7%	7.8%	7.6%	6.8%	12.4%	4.1%	5.3%	8.0%	7.4%	8.1%
NKE May	-	7.0%	10.8%	12.2%	3.7%	9.5%	9.5%	12.9%	7.1%	4.7%
BBY Jan	-	1.8%	3.4%	3.7%	4.2%	4.9%	1.9%	1.6%	3.4%	3.0%
SBUX Sep	12.8%	15.3%	40.3%	12.2%	0.5%	7.9%	10.2%	9.2%	6.6%	-
LOW Jan	6.1%	6.8%	7.0%	3.9%	10.3%	7.0%	7.2%	9.2%	8.9%	-
DHI Sep	6.0%	4.5%	3.0%	4.3%	6.5%	1.2%	11.7%	5.5%	9.6%	-
LEN Nov	−5.4%	3.9%	7.6%	6.3%	18.3%	9.5%	14.8%	6.3%	0.1%	-
BKNG Dec	32.8%	35.0%	33.7%	29.8%	−3.0%	36.2%	32.8%	33.3%	33.8%	-
MCD Dec	18.6%	17.2%	19.9%	26.8%	24.1%	23.7%	28.5%	25.7%	26.7%	-
CCL Nov	14.3%	12.6%	9.5%	0.2%	−177.3%	−54.3%	4.6%	5.2%	9.8%	-
Peer median	12.8%	7.0%	9.5%	6.3%	4.2%	7.9%	10.2%	9.2%	8.9%	-

Return on equity, FY2015 to FY2026

Net income / shareholders' equity at the year end.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	52.9%	51.0%	60.6%	55.0%	1.5%	54.7%	55.0%	61.3%	58.0%	53.9%
NKE May	-	30.7%	19.7%	44.6%	31.5%	39.6%	36.2%	39.5%	24.4%	20.9%
BBY Jan	-	20.5%	27.7%	44.3%	44.3%	81.3%	50.8%	40.6%	33.0%	36.1%
SBUX Sep	47.4%	47.9%	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
LOW Jan	33.3%	48.0%	63.5%	n/m	n/m	n/m	n/m	n/m	n/m	-
DHI Sep	12.7%	13.0%	16.3%	16.2%	20.0%	30.2%	20.9%	18.8%	14.8%	-
LEN Nov	14.2%	13.0%	11.6%	11.6%	13.7%	19.1%	14.8%	14.1%	9.5%	-
BKNG Dec	29.0%	21.7%	45.5%	82.0%	1.2%	109.9%	n/m	n/m	n/m	-
MCD Dec	63.9%	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
CCL Nov	7.4%	12.3%	12.9%	11.8%	−49.8%	−86.2%	−1.1%	20.7%	22.5%	-
Peer median	29.0%	21.1%	19.7%	30.2%	16.9%	34.9%	20.9%	20.7%	22.5%	-

Debt / equity, FY2015 to FY2026

Total debt / shareholders' equity at the year end.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	0.38	0.49	0.44	0.38	1.04	0.56	0.53	0.39	0.34	0.28
NKE May	-	0.17	0.39	0.38	1.20	0.62	0.64	0.62	0.60	0.53
BBY Jan	-	0.35	0.38	0.42	0.37	0.41	0.42	0.38	0.41	0.40
SBUX Sep	0.40	0.61	8.07	n/m	n/m	n/m	n/m	n/m	n/m	-
LOW Jan	1.65	2.44	4.45	9.28	15.16	n/m	n/m	n/m	n/m	-
DHI Sep	-	-	-	-	-	-	-	-	-	-
LEN Nov	-	-	-	0.60	0.41	-	-	0.15	0.27	-
BKNG Dec	0.70	0.63	0.98	1.29	2.46	4.49	n/m	n/m	n/m	-
MCD Dec	3.40	n/m	n/m	n/m	n/m	n/m	n/m	n/m	n/m	-
CCL Nov	0.37	0.42	0.42	0.45	1.31	5.07	4.55	3.05	2.23	-
Peer median	0.70	0.51	0.70	0.53	1.26	2.55	0.64	0.50	0.51	-

EPS (diluted), FY2015 to FY2026

Diluted earnings per share, on today's share count after splits.

Company	FY2015	FY2016	FY2018	FY2019	FY2020	FY2022	FY2023	FY2024	FY2025	FY2026
TJX Jan	$1.67	$1.73	$2.43	$2.67	$0.07	$2.70	$2.97	$3.86	$4.26	$4.87
NKE May	-	$2.16	$1.17	$2.49	$1.60	$3.75	$3.23	$3.73	$2.16	$2.10
BBY Jan	-	$2.56	$3.26	$5.20	$5.75	$9.84	$6.29	$5.68	$4.28	$5.04
SBUX Sep	$1.82	$1.90	$3.24	$2.92	$0.79	$2.83	$3.58	$3.31	$1.63	-
LOW Jan	$2.73	$3.47	$2.84	$5.49	$7.75	$10.17	$13.20	$12.23	$11.85	-
DHI Sep	$2.03	$2.36	$3.81	$4.29	$6.41	$16.51	$13.82	$14.34	$11.57	-
LEN Nov	$3.39	$3.86	$5.44	$5.74	$7.85	$15.72	$13.73	$14.31	$7.98	-
BKNG Dec	$49.45	$42.65	$83.26	$111.82	$1.44	$76.35	$117.40	$172.69	$165.57	-
MCD Dec	$4.80	$5.44	$7.54	$7.88	$6.31	$8.33	$11.56	$11.39	$11.95	-
CCL Nov	$2.26	$3.72	$4.44	$4.32	−$13.20	−$5.16	−$0.06	$1.44	$2.02	-
Peer median	$2.73	$3.47	$3.81	$5.20	$5.75	$9.84	$11.56	$11.39	$7.98	-

Fiscal years are lined up as each company's 10-K names them; the month next to a ticker is when its year ends. Hover a number for the XBRL line items and the filing; click it to open the filing on sec.gov. "n/m" means not meaningful: equity below zero, or a base so close to zero that the ratio says nothing. The peer median leaves out TJX and needs at least three peers with the number. P/E, P/S and P/FCF at each year end appear here once the site has daily prices. What the same companies write about AI, tariffs and more →

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