TJX raised its fiscal 2027 earnings-per-share forecast to $5.31-$5.36 from $5.08-$5.15, citing resilient demand at its off-price retail stores as budget-conscious consumers seek more deals. Shares of the Framingham, Massachusetts-based company fell 4.6% in premarket trading after it projected third-quarter adjusted diluted EPS of $1.30-$1.32, excluding a 6-cent expected net benefit from tariff refunds, below the $1.35 analyst consensus from LSEG. TJX reaffirmed its forecast for annual comparable-store sales growth of 3% to 4%. The company received aggregate refunds of $331 million during the quarter for part of the IEEPA tariffs it had previously paid, while economic uncertainty linked to U.S. import tariffs and the Iran war has pushed lower-income consumers toward discount retailers.