LikeFolio's Landon Swan sees strong consumer demand for TJX (TJX) and off-price retail as shoppers trade down and embrace the treasure hunt at TJ Maxx and Marshalls. He argues the stock's recent stumble came down to execution, not demand, leaving shares looking undervalued. Swan points to Ross Stores (ROST) as the leader on pure demand tailwinds, while noting a fickle retail environment where even iconic brands like Nike (NKE) and Lululemon (LULU) can't take success for granted.