China’s jaw-dropping 84% retaliatory tariffs have lit a fire under U.S. markets—and not just in the way you’d expect. While many companies are ducking for cover, some stocks are getting a rare tailwind from the chaos. Investors looking for upside amid the trade flare-up may want to shift their gaze to sectors where tariffs are giving certain names a leg up.
Dollar Tree Could See Foot Traffic Jump
Tariffs tend to hit consumer wallets first. When imported goods get pricier, shoppers hunt for better value. Enter Dollar Tree (DLTR), where everything is already cheap. According to The Motley Fool, this discount giant could benefit from a wave of value-conscious spending as middle-income shoppers stretch their budgets further. The stock is also one of the most defensive in its category—historically outperforming in uncertain macro environments.
Carvana May Gain on Used Car Substitution
New cars assembled with foreign parts could soon carry heavier price tags. That spells opportunity for Carvana (CVNA), the online used car platform. When new vehicles become less affordable, used car dealers usually pick up the slack. If tariffs push up component costs, Carvana could see an uptick in demand from buyers trading down.
MP Materials Aligns with National Supply Goals
MP Materials (MP), which mines and processes rare earths, fits right into Washington’s push for domestic critical materials. As the U.S. aims to cut dependence on Chinese minerals, MP could be a strategic winner. The company is the only large-scale U.S. supplier of rare earths—essential for EVs, wind turbines, and defense tech. Investors see it as a national security play, not just a commodities one.
MercadoLibre Stands to Benefit from Supply Chain Shifts
Finally, MercadoLibre (MELI) might be based in Latin America, but it could become a go-to partner as U.S. firms reroute supply chains. The e-commerce giant is already building logistics infrastructure across the region. Analysts said MELI’s position outside the U.S.-China trade tension puts it in a prime spot to pick up cross-border commerce.
While tariffs often spell trouble, not all stocks suffer equally. Investors scouting for bright spots amid the disruption can track real-time analyst ratings, insider activity, and fundamental data for all these names using the TipRanks Stocks Comparison tool.
