Although earnings season has slowed, there are still plenty of big-name companies left to report. One such stock is Costco Wholesale (COST) - Get Report . Shares are up 7.7% on the year and investors hope that momentum continues when the company reports on Thursday after the close.

"Costco will be great," TheStreet's Jim Cramer, manager of the Action Alerts PLUS portfolio, said from the floor of the New York Stock Exchange Wednesday.

The former Action Alerts PLUS portfolio holding has been a great performer and that should continue going forward, he reasoned. Costco, along with Walmart (WMT) - Get Report and Home Depot (HD) - Get Report have been set to triumph over a retail environment that's been dominated by Amazon (AMZN) - Get Report .

Almost every other retail has had an uphill battle, but Costco is one of the few where that's not the case. An increase in membership prices will leave the company in an even better state, Cramer explained.

Analysts expect Costco to earn $1.31 per share on $28.52 billion in revenue for the most recent quarter.

Pivoting to Best Buy (BBY) - Get Report , it too has been able to defy investor expectations. Shares are up 20% on the year and an eye-popping 67% over the past 12 months. The company will report earnings on Thursday before the open

The Nintendo (NTDOY) Switch gaming console was enough to make an impact at Target (TGT) - Get Report , Cramer noted, so it's likely that it will help boost Best Buy.

The company will likely report good results, but investors should use caution, he said. There's been a lot of "hot money" in Best Buy, Cramer reasoned. Initially, the stock could pop on earnings, but it may decline as these short-term investors and traders start to lock in profits, he concluded.

Analysts expect Best Buy to earn 40 cents per share on $8.27 billion in revenue.

Over on Real Money, Jim Cramer gives advice to investors looking at how to play the Trump Trade. Get his insights or analysis with a free trial subscription to Real Money.

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At the time of publication, Cramer's Action Alerts PLUS had no position in any companies mentioned.