11 Fresh Stocks On Jim Cramer’s Radar

2. The TJX Companies, Inc. (NYSE:TJX)

Number of Hedge Fund Holders In Q2 2025: 73

The TJX Companies, Inc. (NYSE:TJX)’s shares, like those of its off-price retail peers, are in the green in 2025. They have gained 12.9% year-to-date, and have been driven by strong earnings catalyzed by spending by budget-conscious Americans. The TJX Companies, Inc. (NYSE:TJX)’s stock jumped by 2.7% in August after the firm’s second-quarter earnings beat estimates and the low end of its full-year earnings guidance beat analyst estimates. Cramer discussed the spending at The TJX Companies, Inc. (NYSE:TJX):

“I mean I would say that if you default to the companies that have reported in the last 24 hours, actually not a bad bunch to default to, what you find out is that what are the American people doing? Well the American people are shopping at Ollie’s, and at Dollar Tree and Dollar General, and Five Below, and at TJX, and at Roth Stores. And that is a sign that the American people do not feel very secure. And that’s something that Home Depot said, they don’t feel very secure. That is going to keep projects on the sidelines and keep people from spending the way that they would like.

“That place is extraordinary. The bargains there are extraordinary.”

Earlier, Cramer asserted that he’d rather buy The TJX Companies, Inc. (NYSE:TJX) than Kohl’s:

“Kohl’s, I don’t know, I mean this is one, you can say, clock is right twice a day, but I will tell you, they did say, they saw resilience with customers. Does have a new CEO. I’ve seen a lot of good things happening, but I don’t want to jump all over it because in the end it is brick and mortar, I’d rather be in TJX.”