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Wednesday's Bonus Article 3 Inflation-Fighting Stocks Built for Higher Oil PricesSubmitted by Thomas Hughes. Publication Date: 6/21/2026. 
Key Points- Elevated oil prices stemming from damaged global energy infrastructure are fueling persistent inflation, creating demand for inflation-resistant stocks with pricing power.
- TJX Companies, the largest off-price retailer, posted fiscal Q2 comps above 6% and targets up to $3 billion in share buybacks for 2026.
- Ollie's Bargain Outlet and Casey's General Stores offer inflation resilience through debt-free or self-funded models, share buybacks, and opportunistic growth strategies.
- Special Report: The company SpaceX cannot operate without
Inflation is here and unlikely to disappear soon, creating a need among investors for inflation-resistant stocks to help offset broader market volatility.
Today’s inflation concerns are underpinned by elevated oil prices. Although the Iran conflict appears to be winding down, the damage to global oil infrastructure will remain. Estimates vary, but they generally agree that global energy capacity is down by double digits, and in most cases, it will take at least a year to come back online. In extreme cases, estimates run as high as five years.
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. Watch Marc Chaikin's free presentation and get his full buy-and-sell list today Oil demand is outpacing supply by nearly 1 million barrels per day. That is leading to declining stockpiles and upward pressure on oil prices, which in turn fuels inflation. Inflation-resistant stocks tend to cater to essentials and necessities—things that people and businesses need all the time, regardless of price. That gives these companies pricing power, supports margins and cash flow, and enables capital returns that can boost investor returns over time.
Ollie’s Bargain Outlets: A Cheap Play on Off-Price RetailIt’s easy to lump Ollie’s Bargain Outlet (NASDAQ: OLLI) in with the dollar store crowd, since it sells many of the same items. The difference is that Ollie’s operates a bargain-basement closeout model, whereas dollar stores are traditional retailers. Ollie’s is not tied to inventory or product lines; it sells what it can find cheaply and passes the savings on to customers. It is more like a smaller TJX Companies, nimble and flexible in the face of consumer headwinds, and opportunistically taking advantage of deals as they arise.
Among Ollie’s attractions are its debt-free balance sheet and its ability to self-fund growth. Catalysts in 2026 include converting currently vacant Big Lots locations to the Ollie’s format and turning "dark-rent" expense into revenue-generating square footage, thereby widening margins. Cash flow is central to this investment thesis, as it is for all inflation-fighting stocks, because it enables value-building capital returns. Ollie’s does not yet pay dividends but may in the future; for now, capital returns consist of share buybacks that reduced the share count by more than 1% on a trailing 12-month basis as of the Q1 2026 earnings report.
The analysts' group created a headwind for Ollie’s stock by lowering price targets over the past year. However, the market overreacted, pushing the stock below the low end of the price target range and setting the stage for a rebound later this year.
A catalyst for a rebound could come in an upcoming earnings release if the company reports converted dark space or improved sales and margins. As it stands, the consensus calls for about 60% upside; institutions own nearly 100% of the shares and, on balance, are accumulating in 2026.

Casey’s General Stores: Generally a Buy, No Matter WhatCasey’s General Stores (NASDAQ: CASY) is one of the highest-quality growth stories in the market today. It is expanding its network of convenience stores through organic growth and acquisitions, self-funding the strategy, and paying investors to own it.
Its advantages include high-turnover items that allow for rapid price responses, a rural moat, and high-margin prepared food items. It also benefits from organic traffic and trade-down shopping, with an edge stemming from diminished competition in its rural-oriented footprint.
Highlights in 2026 include the successful and rapid integration of its Fike’s acquisition and margin improvements in both inside sales and fuel sales.
Casey’s capital return includes dividends, dividend growth, and share buybacks. 2026 catalysts include the resumption of buybacks, which were paused in 2025 to conserve capital for acquisitions. As of mid-June, the share count had resumed its decline on a quarterly and year-over-year basis and is expected to keep falling for the foreseeable future. The biggest risk is that the company will pause buybacks again to preserve capital for another value-building acquisition.

The TJX Companies: Top-Tier Inflation-Fighting Stock
The TJX Companies (NYSE: TJX) is a top-tier inflation-fighting stock, and that is saying something because inflation-fighting stocks are inherently high-quality stocks. Its strength lies in its scale and reach, as it is the largest off-price retailer of fashion and home goods.
It is growing at an industry-leading pace, underpinned by robust deal volume and consumer traffic. Highlights include ample availability of in-demand branded merchandise and strong organic traffic. Fiscal Q2 systemwide comps increased by more than 6%, well above company forecasts, driving a healthy profit margin.
TJX’s catalysts are numerous, including an increase in its buyback authorization. The company raised its 2026 target by a quarter-billion dollars, targeting up to $3 billion in total purchases, or about 1.6% of the mid-June market cap. TJX’s dividend is also attractive, yielding 1.2% at record-high share prices. The distribution is also expected to grow; the company maintains a double-digit compound annual growth rate and has the capacity to sustain it in the coming years.

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