From Yahoo Finance: 2025-04-10 09:12:00

President Trump’s aggressive tariffs on China-made goods could benefit off-price retailers like TJ Maxx and Ross. They often source from U.S. middlemen, avoiding direct imports from China. Tariffs impact only a small portion of their merchandise. Off-price stores offer discounts of 20-60%, attracting bargain-seeking shoppers. Trump’s new tariffs on Vietnam and Indonesia paused, increasing Chinese imports tariffs to 125%.

Off-price retailers like TJX and Burlington are set to benefit from Trump’s changes in import duties. They keep lean inventory levels, leading to faster product turnover. In contrast, traditional retailers like Kohl’s and Macy’s have seen increased inventory days. Off-price retailers are well-positioned to capitalize on market disruptions and changing consumer behavior. Shopper traffic at off-price stores has increased, while visits to Nike stores declined.

Read more: US off-price chains poised to win as tariffs play to strengths in sourcing, inventory