Benioff also touted some of his company's recent client acquisitions including Philips Electronics, luxury retailer Burberry and General Electric. He said whether you're talking about a next-generation consumer electronics company, or a next-generation retailer or manufacturer, everyone is building their customer relationship system on the Salesforce platform.
Executive Decision: Patrick Doyle
For his second "Executive Decision" segment, Cramer checked in with Patrick Doyle, president and CEO of Domino's Pizza (DPZ), a stock that's risen 20% since Cramer last spoke with Doyle in October. Domino's just released strong earnings and instituted a new dividend, bringing its yield to 1.6%.
Doyle said that new technology and better recipes have been the winning combination for Domino's, and since his company still only has 10% of all pizza sales in the U.S., there's still a long way to go. He touted Domino's introduction of pan pizza as another bright spot for the company, as pan pizzas have always been one area that they haven't been servicing.
Doyle also noted that for the first time, Domino's is allowing customers to save their profiles online, including credit card information, which will make the company's online ordering system even more streamlined and convenient than before.When asked about the company's newly-instituted dividend, Doyle said that after Domino's refinanced its debt last year, they began looking seriously as a dividend and there's still plenty of cash left over for stock buybacks and other initiatives. Cramer continued his recommendation of Domino's.
Lightning RoundIn the Lightning Round, Cramer was bullish on Hain Celestial Group (HAIN), American Railcar (ARII) and SeaDrill Limited (SDRL). Cramer was bearish on CommonWealth REIT (CWH).
Executive Decision: Cheryl BachelderFor his third and final "Executive Decision" segment, Cramer welcomed back Cheryl Bachelder, CEO of AFC Enterprises (AFCE), a stock that's up 14% since Cramer last spoke with Bachelder, but also one that fell 5% in today's trading after analysts were disappointed with the company's store growth and full-year guidance. Bachelder commented on a few of the analysts' concerns, saying that her company did close 2% of their locations last year, but most of those were underperforming international locations. However here in the U.S., she said that Popeye's remains in the top three restaurants as far as new unit growth. She added that Popeye's is now advertising on a national level and is seeing tow-year comparable store sales up 10% as a result.
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