Inflation has arrived and is unlikely to go away soon, creating demand among investors. The need is for stocks to be more inflation-resistant to reduce broader market volatility.
Today’s inflationary problems are supported by high oil prices. Although the conflict with Iran appears to be over, the damage to the world’s oil infrastructure will continue. Estimates vary but tend to agree: global power is down by double digits, and it will be at least a year before it comes back online in most cases. In extreme cases, estimates reach 5 years.
Oil demand exceeds supply by nearly 1 million barrels per day. This leads to a decline in the stock market and increased pressure on oil prices, which in turn fuels inflation. Inflation-resistant stocks are like that because they cater to the essentials and needs, the things that people and businesses need at all times, no matter how much they cost. This provides pricing power to those companies, supporting their margins and cash flow and generating capital gains that improve investor returns over time.
Ollie’s Bargain Shops: The Cheapest Game on Sale
It’s easy to enter Ollie’s Bargain Outlet NASDAQ: OLLI among the dollar store crowd, as it sells many of the same items. The difference is that Ollie’s is an underground, neighborhood model, while dollar stores are traditional retailers. Ollie’s is not tied to inventory or product lines, it sells what it can find cheaply and provides value to its customers. It’s like a baby TJX Companies, nimble and flexible in the face of consumer storms, taking advantage of deals as they arise.
Ollie’s Bargain Outlet Today
Ollie’s Bargain Outlet
As of 06/18/2026 04:00 PM Eastern
- 52 week interval
- $73.32
▼
$141.74
- The P/E ratio
- 18.99
- Target Value
- $125.13
Among Ollie’s attractions is a debt-free balance sheet and the ability to be self-funded. Catalysts in 2026 include converting currently vacant Big Lots to Ollie format and converting “black rent” costs into revenue-generating square footage, thereby increasing margins. Cash flow is the foundation of this investment idea, as with all deflationary stocks, as it provides the ability to return capital to build value. Ollie’s has not yet paid dividends but may in the future; The main cash return includes share buybacks that have reduced the figure by more than 1% in the next 12 months from the Q1 2026 earnings report.
The analyst group has created a storm for Ollie’s stock by cutting price targets over the past year. However, the market overreacted, falling below the lower end of the price range, setting the stage for a rebound later this year.
The catalyst for the rebound could come from an upcoming earnings release if the company reports turning a black hole or improved sales and margins. As it stands, consensus requires about 60% upside; institutions have shares of almost 100% and, on balance, accumulate in 2026.
Casey’s General Stores: Regular Shopping, No Matter What
Casey’s General Stores NASDAQ: CASY is among the highest quality growth stories on the market today. Expand the network of convenience stores through growth and organic acquisitions, self-financing strategy, and paying investors to own them.
Casey’s General Stores Today
Casey’s General Stores
As of 06/18/2026 04:00 PM Eastern
- 52 week interval
- $490.00
▼
$927.85
- Dividend Yield
- 0.27%
- The P/E ratio
- 43.96
- Target Value
- $925.25
Its advantages include high-profit facilities that enable rapid price response, a rural channel, and high-quality food. It benefits from organic traffic and downstream purchases and is limited by reduced competition from its rural focus.
Highlights for 2026 include the successful integration and acceleration of its Fike acquisition and margin improvement in both domestic and gasoline sales.
Casey’s capital gains include dividends, distribution growth, and share buybacks. Catalysts for 2026 include the resumption of purchases, which were temporarily suspended in 2025 to save money for acquisitions. The story since mid-June is that the number of shares has started to decline on a quarterly and annual basis and is expected to continue to decline for the foreseeable future. The biggest risk is that the company will pause acquisitions again, saving money for acquisitions to build value.
TJX Companies: A Top-Tier Inflation-Fighting Stock
TJX Companies Today
The TJX Companies
As of 06/18/2026 03:59 PM Eastern
- 52 week interval
- $119.84
▼
$170.00
- Dividend Yield
- 1.17%
- The P/E ratio
- 31.81
- Target Value
- $174.58
The TJX Companies NYSE: TJX it’s a quality inflation-fighting stock, and that’s saying something because inflation-fighting stocks are inherently quality stocks. Its strength lies in its scale and reach, as it is the largest retailer of fashion and home goods without price.
It is growing at an industry-leading pace, supported by strong deal volume and consumer traffic. Its highlights include ample on-demand availability, branded merchandise and strong organic traffic. Fiscal Q2 system costs rose more than 6%, above company forecasts, driving a healthy profit margin.
Catalysts for TJX are many, including an increase in approvals for its acquisitions. The company increased its 2026 target by three billion dollars, heading for $3 billion in total purchases or about 1.6% of the mid-June market average. TJX shares are paying dividends and are up 1.2% from the previous trading day. Distribution is also expected to grow; the company maintains a double-digit annual growth rate and has the potential to maintain it in the coming years.
Before you consider Ollie’s Bargain Outlet, you’ll want to hear this.
MarketBeat tracks Wall Street’s top and most effective research analysts and the stocks they recommend to their clients every day. MarketBeat identified five stocks that top analysts are quietly whispering to their clients to buy before the broader market catches on… and Ollie’s Bargain Outlet wasn’t on the list.
Although Ollie’s Bargain Outlet currently has an Average Buy rating among analysts, ratings analysts believe these five stocks are the best.
View Five Stocks Here
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