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President Donald Trump's latest prices are about to shake the retail industry, but Citi says that TJX companies are in a privileged position to enjoy chaos. The new Citigroup has improved TJX – The parent company of Marshalls, Home Goods and TJ Maxx – To buy neutral on Thursday. Analysts said that Trump's steepest rates could shake the retail market and flood retailers at reduced prices with a wave of quality stocks. In addition, with prices ready to raise prices among traditional retailers, Citi analysts think that more buyers will be hunting for good deals – and this is exactly where TJX channels are known to excel through clothes, interior decoration and more. “We consider the price outside the price as defensively positioned in the short term, but well positioned for continuous long -term growth, because other retailers fight and close stores”, a trend that could continue if consumer spending is weakening, have added analysts. The company has increased its price of courses on TJX stocks $ 140 per share by $ 128 and also increased its projections for sales and margins of comparable stores. Trump's price announcement on Wednesday included a 10% basis on all imports in the United States, as well as higher and specific rights to the country on dozens of countries that should launch next week. China is facing a rate of 34% – bringing its total rate rate to 54% since Trump returned to the White House in January – while Vietnam, Taiwan and Europe also see strong hikes. The basic rate should come into force on Saturday while the higher rates will be in force on April 9. Retail and clothing stocks take a hit on Thursday. A Popular Fund negotiated on the stock market following the retail industry is down approximately 7.5%. Target and Nike dropped around 10%. Macy's shares fell by more than 13%, while Kohl wrapped around 25%. Walmart resists relatively OK, down approximately 1%. But the actions of TJX Front the trend, earning more than 1% Thursday. This decision in TJX is a reflection that many investors agree with Citi – and our own long -standing vision on the company being a skilled operator capable of prospering during difficult times for other retailers. It was true during the disruption of the pandemic era supply chain and historically high inflation. And now, the new tariff challenges are playing again in its strength. The upgrade of TJX from Citigroup, Citigroup, has a meaning. “TJX is the main beneficiary” of the prices, said Jim Thursday on CNBC. “Everyone will take a lot of inventory because they try to do it quickly, and then they will not be able to sell everything, so they give it to all. This is what I call a winner.” Jim also argued that investors cannot group all retailers in terms of how prices will affect them because their commercial models, supply chains and their customer bases differ. Fortunately, this appears in stock performance. In addition to the outperformance of TJX on Thursday, his other name of Costco portfolio strikes the retail crisis and is near the top of the club ranking. Jim also identified Costco as a retailer outside competition despite the prices, saying that his membership model helps increase the wider challenges in the sector. The emphasis put by Costco on the offer of great value to buyers, just like TJX, should call even more if prices are increasing elsewhere. We keep our purchase rating 1 equivalent on TJX and our price target of $ 140 per share, although Jim said at the morning meeting that he could see him even higher than that. We bought TJX shares on March 11. For Costco, we also maintain our price objective of $ 1,100 with our note 1. (Jim Cramer's Charitable Trust is long tjx, Cost. See here for a full list of actions.) As abonary at the CNBC Investing Club of Jim Cramer, you will receive a commercial alert before Jim does a business. Jim is waiting for 45 minutes after sending a commercial alert before buying or selling a stock in the portfolio of his charitable trust. If Jim spoke of a stock on CNBC TV, he waits 72 hours after issuing the commercial alert before running the trade. The above information of investment clubs is subject to our terms and conditions and our privacy policies, as well as our warning. No obligation or fiduciary duty exists, or is created, due to your reception of the information provided in relation to the investment club. No specific result or profit is guaranteed.
An external view of a TJ Maxx store in Selinsgrove.
Paul Weaver | Sopa images | Lightrocket | Getty images
The last of President Donald Trump price are ready to shake the retail industry, but Citi says TJX Companies is in a privileged position to enjoy chaos.
