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Shares of Burlington Stores (BURL - Get Report) and TJX (TJX - Get Report) are on the rise Tuesday after an analyst upgrade cited the growing appeal of the two discount-clothing retailers as the trade war drives costs higher for consumers.

Burlington's stock jumped 2.7% to $197.45 after UBS analyst Jay Sole boosted his rating on the Burlington, N.J., company to neutral from sell, while hiking his price target to $200 from $121.

TJX's stock enjoyed a modest bump, rising 0.8% to $55.89 after the UBS analyst made the same upgrade on the Framingham, Mass., retailer.

While tariffs have hit traditional retailers hard, they have provided a big opportunity for Burlington, which has seen market-share gains as shoppers seek out less expensive alternatives, according to UBS.

The UBS report also sees TJX benefiting from some of the same gains for similar reasons, given its value-for-less approach.

Both stocks have been on a roll in 2019, outperforming the retail sector's modest single-digit gains this year.

Shares of Burlington Stores have surged more than 30% since March 18, when they were trading at $145.45. TJX has had a bumpier ride, though it is still up from where it was six months ago, when it closed at $52.35.

By contrast, stocks of the other mainstream retailers have struggled in 2019. Tariffs from the U.S.-China trade war have boosted costs for consumers, while anxiety in the industry is high regarding the future of traditional brick-and-mortar retailers as e-commerce siphons ever greater numbers of shoppers from the malls.

Nordstrom (JWN - Get Report) , Dillard's (DDS - Get Report) and Kohl's (KSS - Get Report)  shares took a beating Tuesday. Shares of Nordstrom dropped 9.8% to $32.10, Dillard's fell 8.1% to $59.83, while Kohl's dropped 4.4% to $50.81.