Everyone's freaking out about the consumer apocalypse while completely ignoring the off-price retail fortress 🔥 TJX posted in annual revenue with net margin — that's higher than most full-price retailers drowning right now. The beauty of off-price retail: when consumers get squeezed, they don't stop shopping — they trade down to you. When luxury brands need to dump excess inventory, you get the merchandise. Revenue growth of in this environment is actually impressive. Most discretionary names are bleeding. The market's pricing this like another struggling retailer when it's actually the beneficiary of everyone else's pain. Classic quality-valuation mismatch.

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