meta_pixel
Tapesearch Logo
Log in
Squawk on the Street

CNBC Investing Club: Cramer’s Morning Take on TJX 2/25/26

Squawk on the Street

CNBC

News, Investing, Business

4.0566 Ratings

🗓️ 25 February 2026

⏱️ 2 minutes

🧾️ Download transcript

Summary

Cramer says this retail giant is head and shoulders above the competition. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Jim Kramer here to share a short preview of my take on the market from today's members-only

0:07.1

CNBC Investing Club morning meeting.

0:09.5

Join the club for full access to the morning meeting every day at 1020 a.m.

0:14.7

Visit CnBC.com slash morning take to sign up today.

0:19.4

That's one word, morning take to sign up today. That's one word morning tape. Why don't we talk about

0:26.3

TJX earnings? Yeah, this is really important. Yeah, this is really important because I, okay,

0:32.7

this will only be up more, I mean, the conference call is going on. 11 o'clock. And that people, that scares people. But here's what you need to know. I want people to understand that the way you look at retail is to look at same store sales, how a store did the next year from the previous year. U.S. Marmax up 5% that's, you know, T.J. Max. And Marshalls. Marshals. I was at Marshalls the other day. U.S. Home Goods up 6%. That's extraordinary. TGX. Canada's not that big up seven. International up four. No one, no stores are doing those numbers. Those are radically great numbers. People loved Home Depot because they were doing like one. So people have to recognize TGS is just head and shoulders above everybody.

1:12.4

Yeah.

1:12.6

And look, earnings, it's the same story.

1:14.6

If you back out a 15 cent benefit they got from a litigation sentiment, $1.43.

1:19.7

Consensus was $1.39.

1:21.7

They guided $1.33 to $1.36.

1:24.3

So $7.

1:25.5

Above the high end of the guide, which is why when you see perhaps a light

1:30.1

guide for Q1 as well as the full year, you have to take it with a grain of salt. This is what the

1:35.2

company usually does. They under promise. They over-deliver. And yes, in the press release,

1:40.4

they say the first quarter is off to a strong start, which that's a good sign, and the

1:44.3

availability of quality merchandise continues to be outstanding, and then longer term,

1:48.7

looking for opportunities to increase market share. It's just excellent, excellent.

1:54.5

All opinions expressed by Jim Kramer on this podcast and in connection with the CNBC

1:58.2

Investing Club are solely Kramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously

2:04.6

disseminated by Kramer on television radio, internet, or another medium. No specific outcome or profit is

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.