Jim Cramer Highlighted 12 Stocks and Tariff Panic

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

Number of Hedge Fund Holders: 74

Cramer briefly talked about investor sentiment toward retail stocks and mentioned The TJX Companies, Inc. (NYSE:TJX) as he remarked:

“There’s also seems to be a weird belief that somehow the tariffs won’t hurt retail. I mean, that’s how you got very big moves say in TJ, Walmart, Dollar General, Dollar Tree, maybe their stocks simply got too oversold, or the tariffs are now baked in the stocks. We just don’t know. But we do know that these retail stocks were rallying from the get-go this morning. They’ll definitely be hurt by tariffs. Every one of them.”

TJX (NYSE:TJX) is a discount retailer. It offers a wide range of products, including clothing for families, home goods, jewelry, and more. Furthermore, it is worth noting that on March 14, Cramer said:

“You know TJX is about inventory. They all taught us that. And it’s really good to know. If they run out of inventory they do poorly. If they have a lot of inventory, they do well. But that means Kohl’s has to raise cash. And they’ll just, its a annuity for TJX. But the stock is down huge from where Kohl’s. . .that TJX is doing terribly yet TJX is a winner. In this particular instance. And I think that’s kind of emblematic of what I’m talking about where there’s nothing bad happening there but the stock just goes down continually.”