American importers face the highest average tariff rates at a stage of nearly 100 years after President Trump’s stumbling in India, and companies soon reconcile with a difficult option: take a blow from additional costs or pass the burden on their customers.
To date, it has been a mixture of both, but retail companies have begun to bust because their margins could not support the constantly increasing import taxes.
However, not every company in the sector is struggling; These three companies saw their shares Hit new levels at all This month, thanks to the work strategies that help them avoid the largest definitions.
Companies that avoid definitions can expand margins
The definitions are naturally identified on companies that rely heavily on imported materials, but their effect is often widely throughout the economy. Knowing that their competitors will have to raise prices to protect their margins, local producers often raise their prices, as they can use additional revenues to expand their margins.
Put your demonstration hat and imagine two companies that sell similar products for $ 20 per piece. The company A 80 % of its materials from a country with a tariff is 25 %, while the company imports 20 % with the same customs tariff. Company A will need to raise its price by $ 4 to maintain its margin, because most of its materials will be subject to definitions.
However, the company can keep its margins with only one dollar price.
If the company A is receiving $ 24 for its product, the company B can raise its prices to $ 23 and keep an additional dollar as a profit. The B company now does not have a more competitive price, but it also has a more fundamental margin.
This concept is more clear in the retail sector, where margins are thin and fierce competition.
Three giants of retail with minimal winds of tariffs
We have identified three main retailers who have successful strategies to reduce customs tariffs, and their shares were rewarded in 2025 with new levels ever. Strong technical and basic trends are expected to continue to lead these shares to the top throughout the remaining period of the year.
EBY: Providing a platform instead of goods
Today’s website
As of 08/29/2025 04:00 pm
- 52 weeks
- $ 56.33
▼
101.15 dollars
- Profit
- 1.28 %
- P/E ratio.
- 19.96
- The target price
- 78.89 dollars
Ebay Inc. Nasdak: eBay He has It reached its highest levels ever Thanks to its successful platform that strikes buyers and sellers.
It is likely to be aware of the EBay bidding process: potential customers offer an element (similar to a silent auction) until the time of sale is running out, and at this point the element is granted to the highest bidder.
EBY collects fees from sellers for each element that has been sold on its platform, such as the insertion fee to open the final value of the value when selling an element.
However, since EBay does not have or keep any stock, it does not pay any tariff; All import fees are the responsibility of both parties that begin the transaction.
The EBay business model has led a strong profit growth, and its net margin is 20 %, which is a huge number of retail stores. Although 51 % on an annual basis (YTD), the arrow is still trading with only 20x profits, which is much lower than the average industry of 35x.
The upper trend is clear on the daily scheme, but one of the anxious areas is the level of support on a simple moving average for 50 days (SMA). EBay shares erupted higher than the direction after the company’s fourth and bottom profits won the company, but returning to SMA for 50 days possible from here.
Jarrar supply company: reliable local sources
Trapping the tractor today
As of 08/29/2025 04:00 pm
- 52 weeks
- 46.85 dollars
▼
$ 63.99
- Profit
- 1.49 %
- P/E ratio.
- 30.30
- The target price
- 61.80 dollars
Jarrar supply company Nyse: tsco More than just an agricultural equipment store. It is a brand of lifestyle with dedicated customers. The farmer depends on the national level on the tractor supplies of the equipment, machines, animal feed and other agricultural supplies.
Thanks to the local resource model, TSCO estimates that only 12 % of its sales come from imported products.
The company published Standard sales of $ 4.44 billion In the second quarter of 2025, the new arrow was recently raised to the highest new level ever. The golden cross now shows the rise on the daily chart, which is certainly happy to share TSCO shareholders.
The last golden cross was formed for TSCO in early 2024, and the stock gained 30 % in less than 10 months later.
TJX: Buying excess clothes avoids importing taxes
TJX Companies Inc. Nyse: tjx He has the preferred trio of shops in TJ Maxx, Marshalls and Homegoods. TJX uses a similar business model in all three: determining the excessive or excessive stockpile of other retailers and its purification with a discount.
In this model, definitions are in fact the back wind because they often create chaos when senior retailers put orders.
These requests are submitted months ago, and with the Trump tariff policy quickly, these retailers have to cancel or liquidate goods.
The supply chain disorders are a TJX feature, which benefits from the opportunity to obtain branded goods at a severe discount.
TJX shares increased this summer thanks to the rhythm of the second quarter profits, which included sales of 4 % companies and The guidance rises to $ 59.6 billion in revenues of the entire year.
As RSI and MACD pointed out, upward technical trends also indicate more upward trend. The tariffs do not disappear soon, so TJX momentum is likely to continue with consumer feeling more pressure on bargaining hunting.
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