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Jim Cramer believes that Walmart Inc. (WMT) is experiencing a "weird tariff perception," as investors perceive the company as not fully passing on tariff costs to consumers. Despite its modest 6.9% year-to-date gain, Walmart's shares dipped in August due to struggles with profitability during its second quarter. Cramer notes that Walmart and Costco are among the best inflation fighters, as they have not raised prices.

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