Jim Cramer Says “We Have No Idea What’s Really Going To Happen” and Discusses These 12 Stocks

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

Number of Hedge Fund Holders In Q4 2024: 74

The TJX Companies, Inc. (NYSE:TJX) is the off-price retailer whose shares have gained a modest 3.8% year-to-date. However, May has been full of trouble for the firm as the stock has lost 6.8% since the firm’s first-quarter earnings report. As part of the results, The TJX Companies, Inc. (NYSE:TJX) highlighted its struggles with weak consumer sentiment that other retailers are battling as well. It warned that merchandise it had on order before President Trump’s tariff announcements would suffer from price hikes in the second quarter. In his previous remarks, Cramer cautioned viewers to not read too much into the post-earnings share price weakness as the stock always behaves that way. Here are his recent thoughts about The TJX Companies, Inc. (NYSE:TJX):

“Against that, TJX did a solid beat and raise and as always, they guided lower. TJX usually goes down two to three points, but its four today. And then goes down maybe a point tomorrow. And by the end of next week, not his week, it could be at 136.

“They actually had the best comps.”

One key aspect of The TJX Companies, Inc. (NYSE:TJX) that Cramer has regularly discussed in his morning show is the firm’s ability to benefit from tariffs. The CNBC host believes that the retailer can find itself in a position to buy excess inventory in the US due to over-ordering generated by tariffs. Here’s what Cramer said about The TJX Companies, Inc. (NYSE:TJX) in April immediately after the Liberation Day announcements:

“But let me give an example about what I say the market’s wrong. You gotta be careful. TJX is the principal beneficiary. Because everyone’s gonna take in a lot of inventory because they’re trying to get in fast. And then they won’t be able to sell everything so they’ll give it to TJX. That is what I call a winner. Okay.”