We recently published Jim Cramer Recently Discussed These 11 Stocks & Said The Robots Are Coming. Walmart Inc. (NYSE:WMT) is one of the stocks Jim Cramer recently discussed.
Walmart Inc. (NYSE:WMT) is one of Jim Cramer’s top retail stocks. Along with Costco, he believes that the firm can leverage its scale and market presence to lower prices for consumers. Walmart Inc. (NYSE:WMT)’s shares are up by a modest 8.5% year-to-date after it recovered from a major 9.9% drop in February and a 12% drop in March. The shares fell in February after the firm’s midpoint 2025 EPS guidance of $2.55 fell short of analyst estimates of $2.76 and fueled concerns about the US consumer’s health. Walmart Inc. (NYSE:WMT) also came in the President’s crosshairs earlier this year after Trump warned the retailer not to raise prices. In his previous comments about the company, Cramer speculated that Walmart Inc. (NYSE:WMT) has negotiated the best deals that it could for its products. Here are his recent thoughts:
“I think that when it comes to inflation. . .Walmart, they are with the people.”
A manager standing in a hypermarket, pointing out items available for wholesale.
Cramer discussed Walmart Inc. (NYSE:WMT) in May and shared how the firm enjoys an advantage over its retail peers:
“I am questioning, how well it’s doing. It’s not big enough. They’re not opening a lot of stores, it’s part of urban strategy that seemed just okay. There were issues even, you know, off of George Floyd, but they recovered very quickly. . . .But I think that that’s more, if you might show some others, yeah Walmart’s really good too, TJX is really good too.
“Go look at the prices, when I. . .would walk with Brian through a Target store, I said this is too high, this is too high, this one’s too high. Where is the 2019? How about 2019 prices? I know that right now Walmart’s got some 2019 prices.
“Look, when you put up a chart of Dollar Tree, Dollar General, not Dollar Tree. Dollar General, I think that if Target can really lower price, you can have a kind of a conversion of. . .
“I’ve gone over this with Brian many times. I think everyone loves to go to Target. They’ve got those great brands that are their own. They have to cut price, cut price, cut price. They have no choice. They have to cut price.
“By the way the retail group is total chaos today. I mean Home Depot’s back down, Lowe’s is down. I thought Lowe’s had a good quarter. Again Target, it’s not existential. They got a really good yield. They’re gonna figure it out. I’m just saying that you’re up against a wall here, and the wall is Walmart.”
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Disclosure: None. This article is originally published at Insider Monkey.
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