Albertsons Companies, Inc. (NYSE:ACI) is one of the stocks Jim Cramer recently talked about. A caller asked whether to hold the stock after the failed merger and Amazon’s launch of its grocery business. Cramer commented: “I don’t like Albertsons here because of exactly what you just said. I think that’s the worry. I do like Kroger. But you know what’s come down just so badly, and we’ve been buying is Costco. I mean, it’s almost as if Costco’s not a good company, and it’s a very good company. That’s the on ...

Group 1: Company Performance - TimesSquare Capital Management reported a gross return of 11.28% and a net return of 11.02% for its "U.S. Small Cap Growth Strategy" in Q2 2025, compared to the Russell 2000 Growth Index return of 11.97% [1] - BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) had a one-month return of -5.27% but gained 20.67% over the last 52 weeks, closing at $97.44 per share with a market capitalization of $12.838 billion on September 10, 2025 [2] - BJ's Wholesale Club reported net sales of approximately $5.3 billion in Q2 2025, reflecting a growth of 3.4% year-over-year [4] Group 2: Investment Insights - The investment strategy for BJ's Wholesale Club focuses on value-oriented or specialty retailers, with strong momentum in consumables despite a slight decline in seasonal big-ticket categories [3] - Management's decision to maintain full-year guidance was viewed as conservative, and the company added to its position in BJ's following a -6% pullback [3] - Although BJ's is not among the 30 most popular stocks among hedge funds, it saw an increase in hedge fund portfolios holding its stock from 43 to 44 in the last quarter [4]

Core Viewpoint - JD.com is expected to report first-quarter 2025 results on May 13, with revenue estimates of $40.2 billion, reflecting an 11.63% year-over-year growth, and earnings per share estimated at $1.05, indicating a 34.62% increase from the previous year [1] Financial Performance - The Zacks Consensus Estimate for JD's earnings per share for the current quarter is $1.05, consistent with previous estimates [2] - JD's earnings surprise history shows a 13.33% surprise in the last quarter, with an average surprise of 25.23% over the last four quarters [4] Growth Factors - JD.com experienced a strong fourth quarter in 2024, with revenues growing 13% year-over-year and non-GAAP net profit increasing by 34% [6] - The top-line growth in Q4 was driven by a 16% increase in electronics and home appliances revenues and an 11% rise in general merchandise revenues, supported by government stimulus and improved supply chain capabilities [7] Challenges - Sales of home appliances in early 2025 were negatively impacted due to demand being pulled forward into late 2024 [7] - The Jingxi business segment faced a significant revenue decline of 31% year-over-year, with a widening non-GAAP operating loss due to adjustments and a focus on lower-tier markets [8] - JD's aggressive investments in AI and robotics, while aimed at improving operational efficiency, are expected to increase short-term operating expenses [9] Market Position - JD.com shares have declined 19.1% over the past three months, underperforming the Internet - Commerce industry and major indices [11] - The current forward 12-month P/E ratio for JD is 7.28X, significantly lower than the industry average of 21.31X, indicating a potentially undervalued position relative to expected earnings growth [14] Investment Considerations - Despite strong year-over-year growth expectations, JD.com faces near-term challenges from Jingxi adjustments, pulled-forward demand, and rising expenses from AI and logistics investments [18] - The stock remains unattractive for investors until clearer recovery indicators emerge [19]