Jim Cramer Talked About These 8 Stocks

3. Walmart Inc. (NYSE:WMT)

Number of Hedge Fund Holders: 88

Cramer mentioned that he likes Walmart Inc. (NYSE:WMT) and remarked:

“I like Walmart… We cannot believe the buys. We love going to Walmart. A lot of the rich guys in New York, they don’t even know what Walmart is. That’s how we got the edge on ’em.”

Walmart (NYSE:WMT) is a leading name in the retail industry, offering a wide variety of products that cater to the diverse needs of consumers. The company has managed to perform well despite the challenges of an inflationary environment, largely due to its strength in groceries and its ability to leverage economies of scale. These advantages allowed it to outperform competitors on price while also passing price increases to its customers. Over the past year, the stock has seen a significant surge, rising by more than 75%.

A key factor in the company’s recent success has been its focus on expanding its digital capabilities. With e-commerce becoming an increasingly important part of the business, it has been able to tap into higher-margin opportunities, such as digital advertising. During the third quarter of fiscal 2025, the company’s advertising revenue grew by 28%, driven in part by a 50% increase in international growth, particularly in India with Flipkart. Walmart Connect, its digital advertising platform, also had a strong quarter, growing by 26%.

Walmart (NYSE:WMT) has also made significant strides in improving its delivery options, positioning itself ahead of its competitors in this area. During the third quarter, delivery sales in the U.S. grew at a faster rate than in-store sales. Store-fulfilled deliveries alone increased by nearly 50%, surpassing a $2.5 billion monthly run rate. The company has now seen 12 consecutive months of deliveries exceeding $2 billion.