Jim Cramer Discussed These 11 Restaurants and Retail Stocks

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

Number of Hedge Fund Holders: 63

Cramer noted that bargain lovers flock to The TJX Companies, Inc. (NYSE:TJX) and has previously called the stock an “investing club favorite”.

“This bargain-seeking crowd loves to shop at TJX. Oh yeah, TJ Maxx, right next to us, which is offering bargains unlimited.”

TJX Companies (NYSE:TJX) is a well-established off-price retailer, recognized for providing a wide variety of products, including family apparel, home goods, jewelry, and other merchandise. During the company’s third-quarter earnings call, management expressed confidence in its position to continue benefiting from the global growth of the off-price retail sector. The company sees significant potential to further strengthen its leadership within this space.

In November, the company announced its plans to expand its T.K. Maxx brand into Spain, a move the company believes will capitalize on the appeal of its off-price model. Management noted that the company’s approach, offering fashion and popular brands at affordable prices, has the potential to succeed in any market where consumers are looking for such offerings. The first T.K. Maxx stores are expected to open in Spain in early 2026, with the company seeing the possibility of opening over 100 stores in the country over the long term.

Furthermore, TJX Companies (NYSE:TJX) raised its earnings per share forecast for the year. It now expects annual earnings per share to fall between $4.15 and $4.17, an increase from its previous forecast range of $4.09 to $4.13. Despite these upward revisions, the company has kept its target for comparable store sales growth at 3% annually, maintaining a steady growth expectation for its business.