Jim Cramer says he likes these three smaller plays in battered retail sector - CNBC
"The big four aren't the only retailers that reported this week, and surprisingly, some of the smaller players actually did pretty well," the "Mad Money" host said, referring to retail giants Walmart, Home Depot, Target and Lowe's."These big-box chains are being eaten alive by inflation and changing consumer preferences — people are no longer spending like we're in a pandemic, they're spending like we're back to normal," Cramer said, noting that that has led to excess inventory for these retailers.While that's bad news for names like Target and Walmart, it's a tailwind for discount retailers such as BJ's and TJX, which operates TJ Maxx and Marshalls, Cramer said.