TJX keeps the bargain hunters coming back

Treasure hunt, still undefeated

TJX is doing what it does best: turning other retailers' excess inventory into a very profitable shopping safari. The company raised its full-year guidance after a solid quarter, which tells investors demand for off-price bargains is holding up even when consumers are acting a little picky.

Why this matters

For a retailer, guidance is the real mic drop. When TJX says business is strong enough to raise its outlook, that usually means the bargain-bin crowd isn't just browsing — they're buying.

The investor takeaway

A few things jump out:

• Shoppers are still trading up to value, even if the economy feels wobbly.
• TJX's model gives it a nice cushion when consumers get selective.
• Better guidance can be the market's way of saying, "the treasure chest is still full."

Big picture: if the consumer is getting choosier, TJX is often one of the first places they end up. And right now, that looks like a pretty good place to be.