Off-price retailers emerge as rare winners in trade war

Off-price retailers like T.J. Maxx, Marshall’s, Ross and Burlington are poised to emerge as winners of the U.S.-China trade war because of their somewhat bulletproof sourcing strategy, multiple CEOs demonstrated on recent earnings calls. 

These retailers buy unsold or excess inventory from brands and other retailers, meaning most of their supply chains start and end in the U.S. Only 6% of Burlington’s total products are directly imported from outside the U.S, so a “small percentage” is affected by tariffs, according to CEO Tom Kingsbury. 

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