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A. SUMMARY OF ACCOUNTING POLICIES
BASIS OF PRESENTATION:
The consolidated financial statements of The TJX Companies,
Inc. (TJX) include the financial statements of all of TJXs
subsidiaries, including its foreign subsidiaries, all of which
are wholly owned. All of TJXs activities are conducted
within its subsidiaries and are consolidated in these financial
statements. All intercompany transactions have been eliminated
in consolidation. The notes pertain to continuing operations
except where otherwise noted.
FISCAL YEAR: TJXs
fiscal year ends on the last Saturday in January. The fiscal
years ended January 26, 2002 (fiscal 2002), January 27, 2001
and January 29, 2000 each included 52 weeks.
USE OF ESTIMATES:
The preparation of the financial statements, in conformity
with accounting principles generally accepted in the United
States, requires management to make estimates and assumptions
that affect the reported amounts of assets and liabilities,
and disclosure of contingent liabilities, at the date of the
financial statements as well as the reported amounts of revenues
and expenses during the reporting period. TJX considers the
more significant accounting policies that involve management
estimates and judgments to be those relating to inventory
valuation, accounting for taxes and to reserves for discontinued
operations. Actual results could differ from those estimates.
REVENUE RECOGNITION:
TJX records revenue at the time of sale and receipt of merchandise
by the customer, net of a reserve for estimated returns. TJX
estimates returns based upon its historical experience.
CASH, CASH EQUIVALENTS AND
SHORTTERM INVESTMENTS: TJX
generally considers highly liquid investments with an initial
maturity of three months or less to be cash equivalents. TJXs
investments are primarily highgrade commercial paper,
institutional money market funds and time deposits with major
banks. The fair value of cash equivalents approximates carrying
value. During September 1999, TJX received 693,537 common
shares of Manulife Financial Corporation (Manulife). The shares
reflected ownership interest in the demutualized insurer due
to policies held by TJX. These securities were recorded at
market value upon receipt resulting in an $8.5 million pretax
gain. TJX classified the Manulife common shares as availableforsale
at January 29, 2000 and included them in other current assets
on the balance sheets. During fiscal 2001, TJX sold the Manulife
shares for $9.2 million and realized a gain of $722,000. Availableforsale
securities are stated at fair market value with unrealized
gains or losses, net of income taxes, included as a component
of accumulated other comprehensive income (loss). Gains or
losses are included in net income when the securities are
sold, disposed of or permanently impaired, resulting in a
related reclassification adjustment to accumulated other comprehensive
income (loss).
MERCHANDISE INVENTORIES:
Inventories are stated at the lower of cost or market. TJX
uses the retail method for valuing inventories on the firstin
firstout basis. TJX almost exclusively utilizes a permanent
markdown strategy and lowers the cost value of the inventory
at the time the retail prices are lowered in its stores.
INTEREST:
TJXs interest expense, net was $25.6 million, $22.9
million and $7.3 million in fiscal years 2002, 2001 and 2000,
respectively. Interest expense is presented net of interest
income of $15.0 million, $11.8 million and $13.1 million in
fiscal years 2002, 2001 and 2000, respectively. TJX capitalizes
interest on borrowings during the active construction period
of major capital projects. Capitalized interest is added to
the cost of the related assets. TJX capitalized interest of
$222,000 and $311,000 in fiscal 2002 and 2001, respectively.
No interest was capitalized in fiscal 2000.
DEPRECIATION AND AMORTIZATION:
For financial reporting purposes, TJX provides for depreciation
and amortization of property by the use of the straightline
method over the estimated useful lives of the assets. Buildings
are depreciated over 33 years, leasehold costs and improvements
are generally amortized over the lease term (typically 10
years) or their estimated useful life, whichever is shorter,
and furniture, fixtures and equipment are depreciated over
3 to 10 years. Depreciation and amortization expense for property
was $183.1 million for fiscal year 2002, $169.1 million for
fiscal year 2001, and $154.2 million for fiscal year 2000.
Amortization expense for property held under a capital lease
was $1.5 million in fiscal year 2002. Maintenance and repairs
are charged to expense as incurred. Significant costs incurred
for internally developed software are capitalized and amortized
over three to five years. Upon retirement or sale, the cost
of disposed assets and the related accumulated depreciation
are eliminated and any gain or loss is included in net income.
Debt discount and related issue expenses are amortized to
interest expense over the lives of the related debt issues
or to the first date the holders of the debt may request TJX
to repurchase such debt. Preopening costs are expensed
as incurred. |