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Recent Articles
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Dividend Increases/Decreases for the Week of October 3
Oct 3, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Dividend Increases/Decreases for the Week of September 26
Sep 26, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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TJX Companies Is a Standout in Retail
Sep 25, 2025
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Image Source: TradingView.
During the second quarter, TJX Companies returned ~$1 billion to shareholders through share repurchases ($515 million) and dividends ($474 million). Total inventories as of August 2, 2025, were $7.4 billion compared to $6.5 billion at the end of the second quarter of last year. Management noted that the increased inventory position reflects “excellent buying opportunities” and that the company is “very well-positioned to flow fresh assortments to its stores and online throughout the fall and holiday season.” During the second quarter, TJX Companies generated $1.8 billion in operating cash flow and ended the quarter with $4.6 billion of cash. Looking to full year fiscal 2026, the company raised its diluted earnings per share outlook to be in the range of $4.52-$4.57, an increase of 6%-7% over last year’s mark. TJX Companies is a standout in retail, but its shares are not cheap. Shares yield 1.2% at the time of this writing.
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Starbucks’ Turnaround Continues
Sep 25, 2025
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Image Source: TradingView.
During the fiscal third quarter, Starbucks opened 308 net new stores, ending the period with 41,097 stores. The company ended the quarter with 17,230 stores in the U.S. and 7,828 in China. Consolidated net revenues beat expectations in the quarter, increasing 4%, to $9.5 billion, or a 3% increase on a constant currency basis. Its non-GAAP operating margin, however, contracted 660 basis points, to 10.1%. Non-GAAP earnings per share of $0.50 declined 46% over the prior year and missed expectations. The coffee giant ended the quarter with $17.3 billion in short- and long-term debt and $4.7 billion in cash and investments. Starbucks’ global same store sales have now fallen for six consecutive quarters, but we expect improvement as the company heads into fiscal 2026. Shares yield 2.9% at the time of this writing.
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