We hosted a dinner with TJX management on Tuesday, 9/3, in conjunction with our 2024 Global Retail Conference. In attendance were John Klinger (SEVP & CFO), Debra McConnell (SVP , Botte (VP , Trinh (Investor Relations Manager). On balance, the company struck a constructive tone on the outlook for the business, noting ongoing opportunity for market share gains and continued transaction-driven sales growth as a result of strong execution. Other topics discussed include merchandising / buying, margin recovery, shrink, international, and other growth drivers. Our key takeaways are below.