American Invest Hub
  • Politics
  • Investing
  • Business
  • Latest News

American Invest Hub

  • Politics
  • Investing
  • Business
  • Latest News
Business

TJX and ROST: off-price retailers set to gain from Trump tariffs

by admin April 4, 2025
April 4, 2025
TJX and ROST: off-price retailers set to gain from Trump tariffs

President Trump sent global financial markets tumbling down this week as he announced steep new tariffs on a whole bunch of countries, including a 34% duty on China and 20% on the EU.

Amidst the chaos, there are two US based retailers that actually stand to benefit from Trump’s trade policies: TJX and Ross Stores – according to Citi analyst Paul Lejuez.

Lejuez expects the aforementioned two retail stocks to outperform and end this year on a strong note.

Here’s why the Citi analyst is bullish on TJX and ROSS and what these two retailers have in stores for investors in 2025.

TJX Companies Inc (NYSE: TJX)

TJX shares have already rallied more than 10% over the past month, but the Citi analyst continues to see significant further upside in the discount retailer.

“Tariffs are likely to create significant disruption in the market, greatly increasing the availability of product available to off-pricers at attractive prices,” Paul Lejuez told clients in a research note.

Lejuez upgraded TJX stock this week to “buy” and raised his price target on it to $140 that indicates potential for another 12% upside from current levels.

The Citi analyst touted the retailer’s strong holiday season in his report, adding the momentum will likely continue as consumers trade down to discounters amidst fears of a recession ahead.

Additionally, TJX stock currently pays a dividend yield of 1.36% that makes it all the more attractive to own at current levels, especially if you’re betting on a slowdown in the back half of 2025.

Wall Street at large shares Paul Lejuez’s optimism on TJX Companies as evidenced in the analysts’ consensus “overweight” rating on the retail stock at the time of writing.

Ross Stores Inc (NASDAQ: ROST)

Citi is bullish on Ross shares amidst tariffs headwinds and the related concerns of a potential economic slowdown in the coming months for similar reasons as TJX Companies.

Plus, the American chain of discount department stores has lost more than 15% this year, which makes it relatively more attractive in terms of valuation as well.

“We view off-price as defensively positioned in the near term, but well-positioned for continued growth in the long-term as other retailers struggle and close stores,” he wrote in a report this week.

Paul Lejuez sees mounting challenges for retailers ahead, leading to potential store closures if tariffs weaken the overall consumer environment.

He raised ROST stock in his research note as well to “buy” and raised his price target to $146 that signals a well over 10% upside from current levels.

Much like TJX, Dublin-headquartered Ross Stores Inc also currently pays a dividend yield of 1.23% that makes it attractive for those interested in setting up a new source of passive income.

The post TJX and ROST: off-price retailers set to gain from Trump tariffs appeared first on Invezz

0
FacebookTwitterGoogle +Pinterest
previous post
BP chairman Helge Lund out as green energy strategy collapses
next post
Dow Jones to rise as fear and greed index slips: needs to hit $38,900 first

Related Posts

AstraZeneca commits $50B to US expansion amid Trump...

July 22, 2025

Indian markets close: Sensex slips, Nifty below 24.3K...

April 24, 2025

GE Aviation stock gets overbought and overvalued: is...

September 24, 2024

Analyst: ‘make me CEO, I can turn around...

July 5, 2025

Groupon stock price has become overbought: is it...

June 15, 2025

Germany says DeepSeek illegally sends data to China,...

June 28, 2025

China lifts ban on Boeing jet deliveries after...

May 13, 2025

Meta’s $72B AI gamble: visionary empire or another...

June 10, 2025

Anora’s Oscar triumph: how the low-budget indie film...

March 3, 2025

Trump blames ‘globalists’ for stock market sell-off: ‘There’ll...

March 7, 2025

    Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.


    By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

    Latest News

    • Bulgaria plans for continuous oil supply for Lukoil-owned refinery after US sanctions

      October 26, 2025
    • Apple Q4 earnings preview: here’s what to expect

      October 26, 2025
    • France’s offshore wind ambitions stalled by political turmoil

      October 26, 2025
    • Europe bulletin: Zelensky calls for more weapons, Russia warns against EU sanctions

      October 26, 2025
    • US digest: Jeffries endorses Mamdani, Ford’s stock surge, US sanctions Colombian president

      October 26, 2025

    Categories

    • Business (4,373)
    • Investing (3,014)
    • Latest News (2,103)
    • Politics (1,541)
    • About us
    • Contact us
    • Privacy Policy
    • Terms & Conditions

    Disclaimer: americaninvesthub.com, its managers, its employees, and assigns (collectively “The Company”) do not make any guarantee or warranty about what is advertised above. Information provided by this website is for research purposes only and should not be considered as personalized financial advice. The Company is not affiliated with, nor does it receive compensation from, any specific security. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendation. Any investments recommended here should be taken into consideration only after consulting with your investment advisor and after reviewing the prospectus or financial statements of the company.

    Copyright © 2025 americaninvesthub.com | All Rights Reserved