On Thursday, Jim Cramer discussed recent retail earnings and pointed out why certain companies continue to perform well. Here’s what the Mad Money host had to say:

“If you want to know what makes a successful retailer, all you have to do is read the conference calls. Everything’s on display, no secret sauces. I’m always telling you to read these transcripts. That’s how you spot the best companies.”

READ ALSO: Jim Cramer Talked About These 10 Stocks Recently and Jim Cramer’s Recent Thoughts on These 15 Stocks.

Cramer noted that retail is one of the simplest sectors to analyze because consumers experience it firsthand. He explained that anyone can walk into a store, observe what seems to be working, and then compare those observations to actual results and stock performance.

In discussing three major retailers that have continued to perform well, Cramer highlighted a factor they share: effective sourcing. He explained that the companies have adapted to challenges like tariffs and supply chain disruptions and also drew from lessons learned during the COVID-19 pandemic. He added:

“They know how to get what they need from all different places. China does play almost no role with any of these…. Unlike so many big box retailers, these all have a lot of room to expand.”

Our Methodology

For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 22. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the first quarter of 2025, which was taken from Insider Monkey’s database of 1,000 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Jim Cramer Talked About These 13 Stocks

13. The TJX Companies, Inc. (NYSE:TJX) 

Number of Hedge Fund Holders: 77

Cramer highlighted that The TJX Companies, Inc. (NYSE:TJX) stock “represents the best value right now,” as he said:

“I want to highlight to you three retailers that reported excellent quarters in just the last couple of days, and only one was recognized as fabulous, that’s Urban Outfitters. One’s holding on with its fingertips, that’s RL, Ralph Lauren. And then a third, TJX, that’s getting sold off, yet presents, I think, now the best buying opportunity… And then there’s the king of value, TJX. While the stock went down today and has been going down since the quarter reported, keep in mind that it regularly sells off after the quarter, as I said to you, even when the earnings are good.

TJX is a simple story. The values here are extraordinary because they’re selling merchandise that retailers had to rapidly get rid of either to bring in new inventory or to pay the bills. I like it much more, for instance, than Ross Stores, also in its cohort, which really disappointed this very evening as opposed to the faux disappointment for TJX.

T.J. Maxx, HomeGoods, Marshals, they’ve got, they’re great value for all income groups, and that’s kind of what makes it such a great shopping experience. TJX told us that things are going terrific, just right now, great guns. I’d say, what the heck is the stock down for? It is time to buy it. It’s one of the most successful retailers of all time… TJX, the company, has more than 5,000 locations, and management thinks there’s room for another 2000 on top of that. Now, some of their brands are dramatically underpenetrated, especially in Europe.

Again, that’s why I think TJX stock represents the best value right now. Look, there are a ton of terrific retailers, but these three really put up amazing numbers, and only one is being recognized. I see that as an opportunity because it’s just a matter of time before Wall Street realizes that the kings of retail came out, showed you their best stuff this quarter, and you want to get into all of them before everybody else figures out what I just told you.”

TJX (NYSE:TJX) is a discount retailer that sells a variety of products such as family apparel, home items, jewelry, and other merchandise.

12. Ralph Lauren Corporation (NYSE:RL)

Number of Hedge Fund Holders: 45

Cramer highlighted that Ralph Lauren Corporation (NYSE:RL) was among the companies that showed Wall Street its “best stuff” when it reported its quarterly earnings.

“I want to highlight to you three retailers that reported excellent quarters in just the last couple of days, and only one was recognized as fabulous, that’s Urban Outfitters. One’s holding on with its fingertips, that’s RL, Ralph Lauren. And then a third, TJX, that’s getting sold off, yet presents, I think, now the best buying opportunity…

Next, we may not associate Ralph Lauren with value, but that’s completely wrong. Unlike pretty much every single retailer I follow, RL has iconic brands that never go out of fashion. They call it timeless. They’re right. I still wear Lauren’s stuff I bought 20 years ago, that makes it valuable…

Look, there are a ton of terrific retailers, but these three really put up amazing numbers, and only one is being recognized. I see that as an opportunity because it’s just a matter of time before Wall Street realizes that the kings of retail came out, showed you their best stuff this quarter, and you want to get into all of them before everybody else figures out what I just told you.”

Ralph Lauren (NYSE:RL) is a well-known brand that designs, markets, and sells lifestyle goods such as clothing, home products, and accessories.