Two Retailers, One Big Worry

Two retailers moving in different directions have at least one thing in common: They are terrified of a border-adjusted tax. Target Corp. and Best Buy Co., both set to report earnings this week, are among a group of retailers that sent executives to meet with President Donald Trump earlier this month, lobbying against higher taxes on imports.

Jim Cramer — Border Tax Issues Boosting Retail, for Now

Retail stocks including Walmart , PVH Corp. , Best Buy , Nike are on the move Tuesday after President-elect Donald Trump said the U.S. dollar is too strong and the proposed Border Adjustment Tax is “too complicated.” What should investors infer? That perhaps the potential import tariffs or other border taxes will be more difficult to institute than previously thought, TheStreet’s Jim Cramer, co-manager of the Action Alerts PLUS portfolio , said on CNBC’s “Stop Trading” segment.