Mark Alschwager (Baird)

Focus Areas2 topics

Margin2Pricing1

Trends2 quarters

Questions per Quarter

Companies Covered

Question History2 questions

TJXTJX Companies2 quarters

2025 Q4

on segment margins, the delta between HomeGoods and Marmaxx is the narrowest we've seen in some time. Just talk about the key drivers to narrowing that gap and whether you expect that convergence t...

MarginView in transcript →

2025 Q1

how are you thinking about AUR in 2026? And the strong mark on performance, what's driving that?

MarginPricingView in transcript →