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Just For You 3 Tariff-Proof Retailers Making New All-time HighsWritten by Dan Schmidt. Published 9/1/2025. 
Key Points - Tariffs are beginning to hit specific sectors, but few harder than retailers with thin margins.
- The market has rewarded companies with business models that avoid tariff impacts.
- eBay, Tractor Supply Co., and TJX Companies have little dependence on imports and their stocks are breaking out to new highs.
American importers are facing the highest average tariff rates in nearly 100 years following President Trump's recent tariff increase on Indian imports. Businesses now confront a tough choice: absorb added costs and watch margins shrink or pass the burden on to customers. So far, they've done a bit of both, but many retailers are beginning to buckle as their margins come under pressure from ever-higher import taxes. Not every company in the sector is struggling, however. Three retailers have seen their stocks hit new all-time highs this month thanks to strategies that sidestep most of the tariffs. Companies That Avoid Tariffs Can Expand Margins Tariffs hit businesses that rely heavily on imported materials the hardest, but they ripple across the entire economy. Domestic producers often raise their prices when competitors are forced to pass on higher costs, using the extra revenue to expand their own margins. Consider two companies selling a product for $20. Company A imports 80% of its materials from a country with a 25% tariff, while Company B imports only 20% under the same rate. To maintain its margin, Company A must raise its price by $4, but Company B needs to increase its price by just $1. If Company A charges $24, Company B can charge $23 and pocket an extra $2 as profit. Not only is Company B's price more competitive, but its margin is also stronger. In the retail sector, where margins are thin and competition is fierce, this dynamic becomes even more pronounced. Three Retail Giants With Minimal Tariff Headwinds Below are three major retailers whose tariff-mitigation strategies have propelled their stocks to new highs in 2025. Strong technical and fundamental trends suggest these uptrends may continue through year-end. eBay: Providing a Platform Instead of Merchandise eBay Inc. (NASDAQ: EBAY) has reached new all-time highs thanks to its online marketplace that connects buyers and sellers without ever owning inventory. On eBay, sellers list items for auction, and buyers place bids until the listing closes. eBay then collects insertion fees for listing an item and final value fees when the sale completes. Because eBay never holds merchandise, it pays no import duties—those costs fall entirely on the transacting parties. 
eBay's asset-light model has driven strong earnings growth and a net margin above 20%—remarkable for a retailer. Despite a 51% year-to-date gain, the stock trades at just 20x earnings versus the industry average of 35x. Technically, EBAY broke out above its 50-day simple moving average (SMA) after a strong Q2 earnings beat, but a retest of that SMA could present a buying opportunity. Tractor Supply Co.: Reliable Domestic Sourcing Tractor Supply Co. (NASDAQ: TSCO) is more than a farm equipment retailer—it's a lifestyle brand serving rural communities with machinery, animal feed, and agricultural supplies. Thanks to its focus on domestic sourcing, only about 12% of its merchandise is imported. The company reported record Q2 sales of $4.44 billion in Q2 2025, and a new uptrend has pushed the stock to a fresh all-time high. A bullish Golden Cross on the daily chart is now in place, which could energize TSCO shares even further. The last Golden Cross for TSCO appeared in early 2024, preceding a 30% gain in under 10 months. 
TJX: Buying Excess Apparel Avoids Import Taxes The TJX Companies Inc. (NYSE: TJX) owns TJ Maxx, Marshalls, and HomeGoods, catering to bargain hunters with overstock and excess inventory from other retailers. When tariffs spike and major chains adjust or cancel orders, TJX swoops in to buy brand-name merchandise at steep discounts. What proves disruptive for others is a tailwind for TJX's off-price model. 
TJX shares have surged this summer after a Q2 earnings beat featuring 4% comp sales growth and a guidance boost to $59.6 billion in full-year revenue. Bullish RSI and MACD readings also point to further upside. With tariffs unlikely to subside soon, TJX's momentum as consumers hunt for bargains is likely to continue.
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