Then there's the issue of execution. Cramer said that GNC seems to have a better understanding of what its customers want, catering more toward sports products that keep customers coming back regularly for more.
Finally, when looking at these companies' valuations, GNC trades at just 16 times earnings with a 24% growth rate, compared to 21 times earnings at Vitamin Shoppe with a 21% growth rate. That's why when it comes to the vitamin market, GNC is both the better company and the better stock, Cramer concluded.
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer told viewers to stick with the "big data" theme after companies like F-5 Networks (FFIV) and VMWare (VMW) both posted great earnings. He said the big-data trend is a fabulous secular growth story that's strong enough to trump the Spanish bond auctions and even the latest unemployment data of the day.
Cramer said that Salesforce.com (CRM) and Red Hat (RHT) both remain strong players in the big-data and cloud-computing space, but so are companies like EMC (EMC), the Action Alerts PLUS holding that owns most of VMWare, and of course, Intel (INTC), which makes the chips that power most data center servers.
"That's how you make real money," Cramer concluded.