10 Stocks Jim Cramer Talked About & Revealed Why He’s Critical Of OpenAI

4. Walmart Inc. (NYSE:WMT)

Number of Hedge Fund Holders In Q2 2025: 105

Cramer spent quite some time discussing Walmart Inc. (NYSE:WMT) after the firm’s announcement that its CEO Doug McMillon would retire and be replaced by John Furner. The CNBC TV host was torn by the announcement, as while he couldn’t comment on Furner’s potential, his faith in Walmart Inc. (NYSE:WMT) left him forlorn about McMilon’s departure:

“[On management changes] Look, candidly I’ll just, like my show is not about friends, it’s about making money. I think this man’s a remarkable man. A great man. And I was very depressed when I immediately sent it to them, say it ain’t so. Cause this guy’s unbelievable. And anyone who regularly goes there has seen over the last five years has seen the radical change, not small change, radical change, in what he’s done both in prices and in fresh to try to keep the American consumer from being hurt. By the way, I’ll give you the classic example, in fashion, I mean people don’t realize, and I’m sure you can sneer at me. . .I interview people, and at the end of the interview, I get this chance, with the mics off, and all my time all that I ever said. . .have you been to the one on 66 in Jersey, hey how about the one in 22? And more than invariably, he would say, oh yeah that’s it, I’m glad that you liked it, tell me which aisle. People have to go to Walmart to know what this man has done. It is exciting. They have these great features where you know that they’re taking a beating just like when Sam ran it. The staffs are great. It’s just a fabulous institution. Now they’re ensuring me that this fellow Furner is good and there’s no reason for me to think that he’s not. But I wanna just say, that this man, Furner, has big shoes to fill. Because there was a considerable period after Sam retired where I felt that place had lost its way. And now I think it’s just, it’s just a great place to go.

“But there’s no doubt about it, these are the two ways that Americans, I used to talk to the previous administration, I said why don’t you celebrate these guys? But they, they were not fond of business people. I said why don’t you just say these are the guys that are holding our prices down? And they looked at me like I just was a capitalist, which I am, because you see, we have a capitalist system.

“The one I’m most troubled about is Walmart. Because I liked McMillon so much, I don’t know Furner. That I don’t want to buy it and yet I don’t because I think McMillon was a change agent. . .I’ll feel great about Furner when I meet him, and I do want to meet him”