| Stage | TJX | % of rev | ROST | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $15.2B | 100.00% | $6.3B | 100.00% | TJX ×2.42 |
| Gross profit | $5.1B | 33.41% | $2.1B | 33.83% | ROST +0.4pp |
| Operating income | $2.0B | 13.09% | $1.1B | 17.62% | ROST +4.5pp |
| Pre-tax income | $2.0B | 13.29% | $1.1B | 18.11% | ROST +4.8pp |
| Net income | $1.5B | 10.01% | $851M | 13.59% | ROST +3.6pp |
| Stage | TJX | ROST | Gap · A − B |
|---|---|---|---|
| Revenue | $15.2B100.00% | $6.3B100.00% | TJX ×2.42 |
| Gross profit | 33.41%$5.1B | 33.83%$2.1B | ROST +0.4pp |
| Operating income | 13.09%$2.0B | 17.62%$1.1B | ROST +4.5pp |
| Pre-tax income | 13.29%$2.0B | 18.11%$1.1B | ROST +4.8pp |
| Net income |
| 10.01%$1.5B |
| 13.59%$851M |
| ROST +3.6pp |
TJX · GIII 10-KMar 24 '26
“TJX Companies accounted for approximately 11.4% of our net sales in fiscal 2026.”
ROST · GIII 10-KMar 24 '26
“In addition, sales to Ross Stores accounted for an aggregate of 11.0% of our net sales in fiscal 2026.”
TJX · CAL 10-KApr 2 '26
“Our most significant customers include Famous Footwear and many of the nation's largest retailers, including online retailers such as Amazon.com, Nordstrom.com and Zappos.com; national chains such as Nordstrom Rack, DSW, TJX Corporation (including TJ Maxx and Marshalls), Kohl's and Ross Stores; department stores such as Nordstrom, Macy's and Dillard's; mass merchandisers such as Walmart; and independent retailers such as QVC Group, Inc., which operates QVC and Home Shopping Network.”
ROST · CAL 10-KApr 2 '26
“Our most significant customers include Famous Footwear and many of the nation's largest retailers, including online retailers such as Amazon.com, Nordstrom.com and Zappos.com; national chains such as Nordstrom Rack, DSW, TJX Corporation (including TJ Maxx and Marshalls), Kohl's and Ross Stores; department stores such as Nordstrom, Macy's and Dillard's; mass merchandisers such as Walmart; and independent retailers such as QVC Group, Inc., which operates QVC and Home Shopping Network.”
TJX · LCUT 10-KMar 12 '26
“During the year ended December 31, 2025, sales to TJX accounted for 11% of consolidated net sales.”
ROST · LCUT 10-KMar 12 '26
“The Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).”