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Even well after The Hobbit became more or less an official extension of the Legendarium, Tolkien thought that his universe included Giants. In early sketches for The Lord of the Rings, Gandalf was to be held prisoner not by Saruman (who hadn't yet been invented), but by the "Giant Treebeard." Subsequently Bilbo, then Bingo/Frodo, then Legolas and Gimli were supposed to encounter "Giant Treebeard," who morphed from evil to "decent" to good, and eventually of course became an Ent (itself just an Old English word for "giant").
It's also I think the case, even in the context of the published "official canon," that we shouldn't try to fit everything into neat pigeonholes; T himself certainly felt that reality, even feigned reality, was always full of exceptions, enigmas, and "strange creatures beyond count."
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Notice how in the Hobbit movie, PJ turns a distant spectacle into a silly action sequence? You can't put any variation of the words "giant monster" in front of him and not expect a drawn out scene
^^This.
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The entire plot of The Lord of the Rings could be said to turn on what Sauron didn’t know, and when he didn’t know it.
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