Who are TJX Companies Inc's suppliers?

10 disclosed: Agree Realty Corp, Lifetime Brands, Inc, Brixmor Property Group Inc. and 7 more; largest disclosed share 11.40% of GIII's revenue.

TJXNYSERetail-Family Clothing Stores

TJX Companies Inc

140.29

−1.10 · −0.78%

post 140.31 +0.02%

Closed19:05 ET

Open142.32Volume4.8MMkt cap$154.3BP/E25.65EPS5.47Div yield1.29%

Day140.00 – 144.128%52-wk122.78 – 169.4738%

TJX

TJX Companies Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±4.3%implied · report alone

8Q avg ±2.3%·×1.83·rich

134.31146.31

straddle ±5.5%

spot 140.31exp Nov 20ATM strike 140ATM straddle 9.15IV 34%

Oct 30 closereport share · term structure

Expected move

Inputs

Next report

Nov 18

before open · in 19 days

est.Q3 FY27

Earnings

Next report

Last report

−4.21%

vs ±3.3% implied · ×1.27

shaded = implied · ▲▼ = realized

Aug 19 '26 · confirmed2 of 8 at or beyond implied

History

Largest filed tie

11.40%

of G-III Apparel Group revenue

supplierGIII 10-K

Largest filed tie

13F top-10 QoQ

−0.14%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

2,762 managers

Top fund weight

3.92%

TJX weight · XLY

N-PORTJun 30 '26

11 funds

Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied

Who supplies TJX Companies, and who buys from it

TJX Companies has 10 disclosed suppliers and 0 disclosed customers in SEC filings.

Supply chain

SEC EDGAREDGAR · Apr 15 '26

Sources

Suppliers10Customers0

TJX

—

+2 more

CAL

PECO

suppliercustomer2°second-degree (Extended)Full map

Thick line = filed share ·Moves · 21:07 ETSources

Supply chain

SEC EDGAR

Dependency

3 filed sharesSources

20×skew · share of GIII revenue ÷ share of TJX revenue

Counterparty% of their revenue% of TJX revenueSkewRoleFilingDate

GIIIG-III Apparel11.40%0.56%derived20×derivedsupplierGIII 10-Kfiled Mar 24 '26Source

LCUTLifetime Brands11.00%0.12%derived93×derivedsupplierLCUT 10-Kfiled Mar 12 '26Source

UEUrban Edge Properties5.60%0.04%derived128×derivedsupplierUE 10-Kfiled Feb 11 '26Source

0.56% = GIII FY revenue × 11.40% ÷ TJX FY revenue · 20× = 11.40% ÷ 0.56% · Source: SEC EDGAR

Sources for TJX relationships

SEC EDGAR · verbatim disclosure

Sources for TJX relationships

EDGAR · verbatim disclosure · 10Show sources· 10

GIIIG-III Apparel Group Ltdsupplier

SentenceTJX Companies accounted for approximately 11.4% of our net sales in fiscal 2026.

GIII: 11.40%of GIII revenuedisclosed
TJX: 0.56%of TJX revenuederived

basisGIII FY2025 revenue $3.0BTJX FY2026 revenue $60.4B

GIII 10-Kaccession 0001104659-26-033891filed Mar 24 '26GIII

LCUTLifetime Brands, Incsupplier

SentenceDuring the year ended December 31, 2025, sales to TJX accounted for 11% of consolidated net sales.

LCUT: 11.00%of LCUT revenuedisclosed
TJX: 0.12%of TJX revenuederived

basisLCUT FY2025 revenue $648MTJX FY2026 revenue $60.4BFY mismatch

LCUT 10-Kaccession 0000874396-26-000008filed Mar 12 '26LCUT

UEUrban Edge Propertiessupplier

SentenceThe TJX Companies is our largest tenant and accounted for approximately $26.5 million, or 5.6%, of our total revenue for the year ended December 31, 2025.

UE: 5.60%of UE revenuedisclosed
TJX: 0.04%of TJX revenuederived

basisUE FY2025 revenue $472MTJX FY2026 revenue $60.4BFY mismatch

UE 10-Kaccession 0001611547-26-000022filed Feb 11 '26UE

NYCAmerican Strategic Investment Co.supplier

SentenceThe City of New York - The Department of Youth and Community 7.8% CVS 7.6% United States General Services Administration 7.2% NYS Licensing 6.4% Marshalls 5.2%

NYC: 5.20%of NYC annualized rentdisclosed
TJX: —of TJX revenue

NYC 10-Kaccession 0001628280-26-025292filed Apr 15 '26NYC

WHLRWheeler Real Estate Investment Trust, Inc.supplier

TableTenants Category Annualized Base Rent ($ in 000s) Percentage of Total Annualized Base Rent Total Occupied Square Feet Percentage of Total Leasable Square Feet Annualized Base Rent Per Occupied Square Foot Food Lion Grocery $ 4,179 6.0 % 484,000 6.9 %

Tenants	Category	Annualized Base Rent ($ in 000s)	Percentage of Total Annualized Base Rent	Total Occupied Square Feet	Percentage of Total Leasable Square Feet	Annualized Base Rent Per Occupied Square Foot
TJX Companies (2)	Discount Retailer	1,245	1.8%	195,000	2.8%	6.38

WHLR: 1.80%of WHLR annualized base rentdisclosed
TJX: —of TJX revenue

WHLR 10-Kaccession 0001527541-26-000050filed Mar 5 '26WHLR

AHRTAH Realty Trust, Inc.supplier

Table…in our retail and office operating property portfolios, based on ABR as of December 31, 2025 ($ in thousands)

Tenant (1)	Number of Leases	Lease Expiration	ABR	% of Total ABR/AQR
The TJX Companies	5	2034	1,566	0.8%

AHRT: 0.80%of AHRT annualized base rentdisclosed
TJX: —of TJX revenue

AHRT 10-Kaccession 0001569187-26-000019filed Feb 26 '26AHRT

supplier

ADCAgree Realty Corp

SentenceTJX Companies 19,614 3.2 %

ADC 10-Kaccession 0001558370-25-000803filed Feb 11 '25ADC

BRXBrixmor Property Group Inc.

SentenceAs of December 31, 2025, our three largest tenants by annualized base rent ("ABR") were The TJX Companies, Inc. ("TJX"), The Kroger Co. ("Kroger"), and Burlington Stores, Inc. ("Burlington").

BRX 10-Kaccession 0001581068-26-000007filed Feb 9 '26BRX

CALCaleres Inc

SentenceOur 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.

CAL 10-Kaccession 0000014707-26-000053filed Apr 2 '26CAL

PECOPhillips Edison & Company, Inc.

SentenceTJX Companies 7,147 1.4 % 597 1.8 % 20

PECO 10-Kaccession 0001476204-25-000030filed Feb 11 '25PECO

Order: filed share, then A–Z, unlisted last

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders

Dependency

Sources

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders