Discount and off-price retailers expected to thrive amidst economic uncertainty

From Yahoo Finance: 2025-04-07 13:09:00

Discount and off-price retailers are gaining favor as recession fears rise. Dollar General and Dollar Tree stocks rose after upgrades from Citi analyst Paul Lejuez. Dollar General faces minimal tariff risk with only 10% of sales affected. Walmart’s investor day could impact Dollar General’s strategy. TJX and Ross Stores are also poised to benefit in the current retail environment. Off-price retailers like TJ Maxx emphasize value and could see increased market share. Supply chain disruptions from tariffs may benefit discounters like TJX and BURL. Ross Stores CEO prioritizes marketing and store experience to drive growth. Tax refunds may provide a boost to retailers like Five Below. Refund amounts are up nearly 4% compared to last year.Overall, discount and off-price retailers are expected to thrive amidst the current economic uncertainty.



Read more at Yahoo Finance: Off-price and discount retailers poised to outperform as Trump tariffs continue to batter markets