12 Stocks Jim Cramer Talked About

7. Dollar Tree, Inc. (NASDAQ:DLTR)

Number of Hedge Fund Holders In Q1 2025: 67

Dollar Tree, Inc. (NASDAQ:DLTR) is a discount retailer whose shares have performed well in 2025 and have gained 49% year-to-date. The stock has benefited from the firm’s decision to spin off some business units and strong earnings reports. In his previous comments about Dollar Tree, Inc. (NASDAQ:DLTR), Cramer has dismissed the firm’s claims of a slowdown in US consumer spending. This time, he commented that President Trump’s Big Beautiful Bill could ignite the retail sector, and investors who were buying Dollar Tree, Inc. (NASDAQ:DLTR)’s shares were mistaken:

“I think it could propel things. I think it could also propel retail. People are very worried about retail. I think, and they’re like, they’re huddled around Dollar Tree. I think that’s a big mistake.

“[On upgrade by Barclays] Well those are people who really genuinely believe that the consumer’s going to be much poorer in the second [half of 2025]. And those people will be proven wrong too.”

In his previous remarks, Cramer discussed Dollar Tree, Inc. (NASDAQ:DLTR) and US consumer spending:

“I had a, this outfit called HundredX on last night, it was a terrific Goldman guy who’s left Goldman to do this. Robert Pace. The indications of spend for the consumer, it’s going up. I mean, nothing is as it seems. I mean his work is just superb and it just says, right now the consumer is actually looking to spend more, maybe much more. That’s not what you get from Dollar Tree.”