---
title: "Discount Surge Amid Housing Slump Reshapes Retail Landscape"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301685129.md"
description: "Discount retailers TJX and Dollar General gain traction as housing slump pressures Home Depot and Lowe's. Monster Beverage's energy dominance and Yum China's recovery bets highlight sector bifurcation amid shifting consumer priorities and economic headwinds."
datetime: "2026-10-13T09:22:58.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301685129.md)
  - [en](https://longbridge.com/en/news/301685129.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301685129.md)
generator: "portal-rs"
---

# Discount Surge Amid Housing Slump Reshapes Retail Landscape

Value-conscious shopping is redefining U.S. retail dynamics as consumers pivot toward discount models amid economic pressures. TJX Companies (TJX.US) posted 5.98% quarterly revenue growth, with its off-price strategy capturing budget-sensitive shoppers displaced by rising household debt. Dollar General (DG.US) delivered 4.67% revenue growth in Q2, seeing institutional ownership rise as its value proposition resonates with cost-conscious consumers.

Home improvement leaders face contrasting fortunes: Home Depot (HD.US) and Lowe's (LOW.US) both hit 52-week lows despite record Q2 revenues of USD 478.61 billion and USD 259.56 billion respectively. Housing market stagnation continues to delay renovation projects, overshadowing Lowe's drone delivery pilots targeting professional contractors and Home Depot's recent supplier innovation awards.

Specialty sectors show resilience through diversification. O'Reilly Automotive (ORLY.US) reported 12.5% growth in professional sales with aggressive store expansion plans, while Monster Beverage (MNST.US) drove 92.85% of its USD 25.375 billion quarterly revenue through energy drinks. Yum China (YUMC.US) gained 7.35% this week as Deutsche Bank maintained its buy rating, reflecting growing optimism about China's consumption recovery despite soft holiday traffic data showing only 0.6% year-on-year growth.

### Related Stocks

- [MNST.US](https://longbridge.com/en/quote/MNST.US.md)
- [LOW.US](https://longbridge.com/en/quote/LOW.US.md)
- [TJX.US](https://longbridge.com/en/quote/TJX.US.md)
- [ORLY.US](https://longbridge.com/en/quote/ORLY.US.md)
- [DG.US](https://longbridge.com/en/quote/DG.US.md)
- [HD.US](https://longbridge.com/en/quote/HD.US.md)
- [YUMC.US](https://longbridge.com/en/quote/YUMC.US.md)

## Related News & Research

- [Capital Square LLC Makes New $2.50 Million Investment in The Home Depot, Inc. $HD](https://longbridge.com/en/news/302313422.md)
- [Lowe's Companies, Inc. $LOW Shares Sold by Carnegie Investment Counsel](https://longbridge.com/en/news/302520036.md)
- [Did Weak Marmaxx Sales Just Shift TJX Stock's Investment Narrative?](https://longbridge.com/en/news/301970476.md)
- [Kreate Named The Home Depot Partner of the Year for Third Consecutive Year](https://longbridge.com/en/news/302139232.md)
- [RBC Capital maintains Outperform rating on O'Reilly Automotive, $111 price target](https://longbridge.com/en/news/302428760.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**