TJXTJX Companies

1 paragraph in Risk Factors of the 10-K filed Mar 31, 2026 with nothing like it in the 10-K filed Apr 2, 2025. Quoted exactly. Paragraphs that were only edited are under 10-K change.

Compared with the Risk Factors in the latest 10-K of the other 46 Consumer discretionary companies: a paragraph with at least half its words the same at another company is called similar, and the companies are listed under it. A paragraph most of them have is marked boilerplate. No line means no other company has one like it. This counts text; it does not say how serious a risk is.

Day-to-day operations, including our ability to receive products from our vendors or third-party service providers or to transport products to our stores or to our e-commerce customers could be adversely affected, transportation to and from our stores (by customers or Associates) could be limited, or we could temporarily close stores or facilities within our distribution network in the affected areas or in areas served by affected facilities for a short or extended period of time.

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New in the latest 10-Q

6 paragraphs in the 10-Q filed Aug 28, 2026 with nothing like them in the 10-Q filed May 29, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.

Financial statements and notes

Adjustments to reconcile net income to net cash provided by operating activities:

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During the second quarter of fiscal 2027, the Company completed the stock repurchase program that was previously announced in February 2025.

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The amount of refunds may not equal the full amount of IEEPA related tariffs paid, and any refunds remain subject to further legal, regulatory or administrative developments. TJX continues to monitor ongoing legal, administrative and regulatory processes.

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The Thirteen Weeks (second quarter) and Twenty-Six Weeks (six months) Ended August 1, 2026

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The Thirteen Weeks (second quarter) and Twenty-Six Weeks (six months) Ended August 2, 2025

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During the second quarter of fiscal 2027, we have received $331 million of IEEPA related tariff refunds eligible under phases 1 and 2 of the CBP process, which includes an immaterial amount of interest, and recognized the benefit within Cost of sales, including buying and occupancy costs. As a result of these tariff refunds, we have accrued incremental expenses of $112 million for year-end incentive compensation and discretionary bonuses for eligible Associates globally which impact both Cost of sales, including buying and occupancy costs and SG&A costs. The net benefit of tariff refunds was $219 million for the second quarter of fiscal 2027.

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The 10-Q's risk factors against the 10-K

Item 1A of the 10-Q filed Aug 28, 2026 against Item 1A of the 10-K filed Mar 31, 2026. A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed. Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed, Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal (cut words struck through, new words highlighted and underlined). Text on the page, not a score; each links to the filing at sec.gov.

What the 10-Q itself says about its risk factors:
There have been no material changes to the risk factors disclosed in the “Risk Factors” section of our Annual Report on Form 10-K for the year ended January 31, 2026, as filed with the Securities and Exchange Commission on March 31, 2026.

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1 paragraph in the 10-Q's Item 1A, and none of them adds, rewords or quietly edits a paragraph of the 10-K's.