TJX Is Winning - But Your Retail ETF Might Be Missing The Move

Benzinga_recent_news

2025/08/22

Off-price shopping is trending, and ETFs may be the greatest beneficiaries. The TJX Companies Inc. TJX, which owns T.J. Maxx, Marshalls, HomeGoods, Homesense, and Sierra, experienced a solid second ...

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The TJX Companies Inc. TJX, which owns T.J. Maxx, Marshalls, HomeGoods, Homesense, and Sierra, experienced a solid second ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/25/08/47263958/tjx-is-winning-but-your-retail-etf-might-be-missing-the-move\">网页链接</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TJX Is Winning - But Your Retail ETF Might Be Missing The Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTJX Is Winning - But Your Retail ETF Might Be Missing The Move\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga_recent_news</strong><span class=\"h-time small\">2025-08-22 00:05</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Off-price shopping is trending, and ETFs may be the greatest beneficiaries. The TJX Companies Inc. TJX, which owns T.J. Maxx, Marshalls, HomeGoods, Homesense, and Sierra, experienced a solid second ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/25/08/47263958/tjx-is-winning-but-your-retail-etf-might-be-missing-the-move\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.benzinga.com/etfs/sector-etfs/25/08/47263958/tjx-is-winning-but-your-retail-etf-might-be-missing-the-move\">Benzinga_recent_news</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989772923.USD","symbol_name":"CPR Invest - Climate Action A2 Acc USD-H","start_time":0,"source_url":"https://www.benzinga.com/etfs/sector-etfs/25/08/47263958/tjx-is-winning-but-your-retail-etf-might-be-missing-the-move","article_id":"2561607492","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/08/21/The-Sign-Outside-The-Tjx-Corporate-Headq.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/etfs/sector-etfs/25/08/47263958/tjx-is-winning-but-your-retail-etf-might-be-missing-the-move","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2561607492","pubTimestamp":1755792300,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Off-price shopping is trending, with TJX Companies Inc (TJX) as a major beneficiary. Placer.ai reports a jump in visits to TJX stores, while rival Ross Stores Inc (ROST) may reinforce this trend. ETFs with off-price exposure may perform better.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","BK4585":"ETF&股票定投概念","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","FDN":"First Trust Dow Jones Internet I","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4592":"伊斯兰概念","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","TJX":"The TJX Companies Inc.","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4094":"服装零售","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC"},"translate_title":"TJX正在获胜-但您的零售ETF可能会错过这一走势","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TJX":1,"FDN":1},"content_text":"Off-price shopping is trending, and ETFs may be the greatest beneficiaries. The TJX Companies Inc. TJX, which owns T.J. Maxx, Marshalls, HomeGoods, Homesense, and Sierra, experienced a solid second quarter as consumers hunted for deals in a challenging spending environment.\nPlacer.ai reports indicated a jump in visits to TJX stores during Q2 2025 versus last year:\nHomeGoods: Total visits up 11.1%, same-store visits up 7.4%\nHomesense: Total up 22.6%, same-store up 3.5%\nMarshalls: Total up 6.9%, same-store up 5.2%\nSierra: Total up 25.1%, same-store up 4.1%\nT.J. Maxx: Total up 6.6%, same-store up 5.9%\nTo put these numbers in perspective, off-price rival Ross Stores Inc. ROST also registered impressive traffic gains: overall visits up 5.8% in Q2, with a substantial 7.1% increase in July alone.\nAll that foot traffic meant results. TJX’s Q2 comparable sales grew 4%, and net sales increased 7%. The company lifted full-year guidance, a reminder that value-driven shopping is structural rather than a seasonal pop.\nPlacer.ai Head of Analytical Research R.J. Hottovy pointed out that the divide has starkly appeared:\nWinners: Value-focused off-price chains, such as TJX, which benefit as consumers stretch their budgets.\nLaggards: Target Corp TGT, which saw a decline in traffic due to weakness in non-essential categories. Home Depot Inc. HD and Lowe’s Companies Inc. LOW experienced only modest growth, driven by small, necessary projects rather than large-ticket renovations.\nIn other words, consumers are still spending, but they're trading down.\nRoss, which reports on Thursday, could reinforce that message. Placer.ai analysis showed Ross outpacing its peers (Burlington and Citi Trends) in customer loyalty, with close to 29% of shoppers visiting Ross stores two or more times per month during Q2. If earnings top estimates, it would validate the off-price momentum that TJX has already affirmed.\nThis consumer divide has direct implications for ETF investors:\nOff-price exposure ETFs might perform better. SPDR S&P Retail ETF XRT, VanEck Retail ETF RTH, and Direxion Daily Retail Bull 3X Shares RETL all own TJX and Ross, so they have upside potential in case the off-price rally extends.\nOn the other hand, ETFs that are heavily invested in discretionary giants may lag. The Consumer Discretionary Select Sector SPDR Fund XLY and Vanguard Consumer Discretionary Index ETF VCR tilt heavily toward Amazon.com Inc AMZN, Target, Home Depot, and Lowe's. With discretionary weakness dragging those retailers, these ETFs could face headwinds even if parts of the retail sector are thriving.\nOff-price retailing is demonstrating uncommon vitality when overall discretionary spending is moderating. For ETF investors, the choice is stark: choose funds with TJX and Ross exposure and you can potentially harvest the shift of consumers to value. Hold more general retail or consumer discretionary ETFs, and those store bargains won’t necessarily end up as bargains in your portfolio.\nRead Next: \nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}