Jim Cramer Reveals What’s Next After Tariffs & Discusses These 10 Stocks

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

Number of Hedge Fund Holders In Q4 2024: 74

The TJX Companies, Inc. (NYSE:TJX) is an off-price retailer whose shares are up by a modest 1.3% year-to-date. The stock has suffered in 2025 primarily due to weakening investor sentiment about consumer health driven by high inflation and recessionary concerns. In his previous comments, Cramer pointed out that a lot of The TJX Companies, Inc. (NYSE:TJX)’s share price movements and financial performance depend on inventory management. As investors underwent a bloodbath on Thursday, here’s what he said:

“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.”