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S4 Ep 17: TJX - Off-Price Retail is Where it's at

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Manage episode 394620884 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

TJX, Marshalls, Home Goods, and Sierra is a >$100B retail brand that has compounded at a above-market rate for many decades. With over 3500 stores worldwide, this model can keep growing over time. Solid management team that is always looking for new, interesting concepts and strong capital allocation decisions at the core. The stock is well positioned for today's stingy consumer spending environment. For more information on investing in leading brands: https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

72 episoade

Artwork
iconDistribuie
 
Manage episode 394620884 series 2918135
Content provided by Eric Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

TJX, Marshalls, Home Goods, and Sierra is a >$100B retail brand that has compounded at a above-market rate for many decades. With over 3500 stores worldwide, this model can keep growing over time. Solid management team that is always looking for new, interesting concepts and strong capital allocation decisions at the core. The stock is well positioned for today's stingy consumer spending environment. For more information on investing in leading brands: https://www.globalbrandsmatter.com/dynamic-portfolio

  continue reading

72 episoade

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