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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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S4 Ep 17: TJX - Off-Price Retail is Where it's at
Manage episode 394620884 series 2918135
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
72 つのエピソード
S4 Ep 17: TJX - Off-Price Retail is Where it's at
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Manage episode 394620884 series 2918135
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
72 つのエピソード
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