Shoppers Note TJX Intimates Shortage
A social media user raised concerns about a perceived shortage of XS intimates at T.J. Maxx and Marshalls stores. The post builds on similar discussions from earlier in the week, suggesting a recurring inventory issue for some customers. The user expressed disappointment and sought to learn if others were experiencing the same problem.
- TJX's off-price business model is built on opportunistic buying from a network of over 21,000 vendors, acquiring merchandise like manufacturer overruns, canceled orders, or excess inventory at steep discounts. This strategy inherently leads to a less predictable mix of sizes and styles compared to traditional retailers who order complete size runs in advance. - The company’s "treasure hunt" shopping experience is fueled by a rapid inventory turnover, averaging every 63 days, which encourages frequent customer visits. New inventory arrives several times a week, meaning specific items and sizes are not consistently restocked. - In its Q1 Fiscal 2026 earnings report, TJX reported that total inventories rose to $7.1 billion, a 7% increase on a per-store basis, which the company views as a strategic advantage for flowing fresh assortments and capitalizing on market opportunities. - The broader apparel industry struggles with inaccurate demand forecasting, which can cause both overstocks and stock-outs of specific sizes. The fashion industry produced an estimated 2.5 to 5 billion items of excess stock in 2023, while simultaneously, retailers like Lululemon have seen growth impacted by stock-outs in key sizes. - There is a growing disconnect between "standard" apparel sizing and actual consumer body shapes. Research indicates the average American woman wears a size 16-18, yet many brands' production runs may not accurately reflect this reality, potentially impacting the availability of both smaller and larger sizes. - Unlike traditional department stores, TJX buyers are in the market weekly and typically purchase goods with a "no return" policy. This allows TJX to negotiate lower prices but also means they are buying what is available from vendors, which may not always be a full assortment of every size.
