Home / Business and Economy / TJX Companies Shakes Off Tariff Woes, Wins Over Cramer
TJX Companies Shakes Off Tariff Woes, Wins Over Cramer
5 Sep
Summary
- TJX's shares gained 14% YTD, but lagged other off-price retailers
- Company beat Q2 revenue and EPS estimates, raised full-year guidance
- Cramer believes TJX benefits from value-conscious consumer spending
In the past few months, The TJX Companies, Inc. (NYSE:TJX) has managed to overcome the challenges posed by tariffs and emerge as a standout performer in the off-price retail sector. As of September 5th, 2025, the company's shares have gained 14% year-to-date, though they had previously lagged behind some of its competitors.
However, TJX appears to have put the impact of tariffs behind it. In its fiscal Q2 earnings report released in August, the firm beat analyst revenue and EPS estimates and increased its fiscal full-year EPS guidance to $4.52 and $4.57 from an earlier $4.34 and $4.43. This strong performance has caught the attention of prominent investor Jim Cramer, who believes that TJX is benefiting from the spending habits of value-conscious consumers.
Cramer has previously commented on the business environment for TJX amidst inflation-constrained consumer spending, noting that the American people are "shopping at Ollie's, and at Dollar Tree and Dollar General, and Five Below, and at TJX" as a sign that they "do not feel very secure" about the economy. This trend appears to be working in TJX's favor, as the company continues to cater to the needs of budget-conscious shoppers.
