Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal. In this episode, we rank 12 major discount retailers from S to F tier based primarily on business quality. We look at margins, returns on capital, competitive advantages, private-label strategies, store expansion and the business models that separate the strongest operators from the struggling ones. We also dig into why TJX’s opportunistic buying model is so effective, what makes Costco and Walmart difficult to compete with, and why aggressive store expansion has backfired for some retailers. Stocks discussed: DLTR, DOL.TO, FIVE, DG, SVV, WINA, TJX, TGT, WMT, COST, MRU.TO, L.TO Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

Tier Ranking 12 Discount Retail Stocks From Best to Worst

The Canadian Investor

[SPEAKER_A] They had to close 130 stores, lost $7 billion, 18,000 jobs. Absolute nightmare.

[SPEAKER_B] Sales grew at a massive 23% in their latest quarter. They've grown comparable sales in the double digits for the 5th straight quarter. This is absolutely crazy. I couldn't believe it because this is a company that's been around for some time, and to be able to do that makes them such a compelling play is that they're a bit of a vulture the way they operate. It's an amazing business model. So think about Winners. So you might go to Winners and you'll see like these pair of shoes and there's size 6, 7, and 13. That's all they have. But what they end up doing is they're essentially opportunistic when large retailers or large clothing companies have too much inventory and they need to get rid of it. TJX can just swoop in and say, we'll take whatever. We don't care if you have weird sizes available, even like sometimes weird colors. They've had instances where the original price tags for the new item was still there and their price was higher than the original. It doesn't look good, right? You're supposed to be like kind of a thrift store, secondhand store, and you're selling things more expensive than people paid for it. Welcome to The Canadian Investor Podcast. I'm Simon Bilodeau. I'm back with Dan Kent. We have a really fun episode here. We will be tier ranking discount retailers. So it's a really fun episode to do. I think people will enjoy it because, you know, it's fun to look at. There is visual. It will be available on YouTube. So make sure you subscribe to our channel if you haven't already. And just some quick housekeeping.

Tier Ranking 12 Discount Retail Stocks From Best to Worst

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Tier Ranking 12 Discount Retail Stocks From Best to Worst

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.