Discount retailers mitigate the effects of tariffs.

In the third quarter, TJX Cos., Ross, and Burlington, the major off-price retailers in the U.S., successfully navigated new tariffs, maintaining their margins through effective inventory management and pricing strategies. TJX achieved the best results, with a net income increase of 11% and a gross margin rise to 32.6%. Ross managed to partially offset tariff impacts, resulting in a 10% sales growth, while Burlington's sales rose 7% but fell short of expectations due to deliberate inventory reductions to mitigate tariff effects. All three companies remain cautious about future pricing strategies in response to ongoing tariff changes.