Box(BOX) MarketBeat·2025-01-03 12:46Group 1: Walmart - Consumer spending remains strong, positioning Walmart for sustained growth and margin expansion in 2025 [1] - Walmart is forecasted to grow its top line by nearly 5% due to international expansion and non-core businesses, with earnings expected to grow at twice that rate [2] - The company has a reliable dividend yield of 0.92% and a long history of dividend increases, with a payout ratio of 34.02% [3] Group 2: TJX Companies - TJX Companies is well-positioned to benefit from price-conscious consumers, sustaining growth through volume sales and traffic rather than higher prices [5] - The company has ample merchandise options post-COVID-19, allowing it to focus on desirable brands while maintaining margin strength [6] - TJX Companies is expected to see increased cash flow and a healthy balance sheet, with equity rising nearly 20% year-to-date [7] Group 3: Dick's Sporting Goods - Dick's Sporting Goods has established itself as a leading omnichannel retailer, sustaining growth and healthy capital returns [10] - Revenue and earnings are expected to grow mid-single-digit in 2025, supported by strong market share gains [11] - The company has a dividend yield of 1.94% and is aggressively increasing its distribution at a high-double-digit CAGR, backed by a healthy balance sheet [12]