Cramer explained that Vipshop is the largest discount retailer in China. The company's flash-sale business model is seeing huge demand and little competition from traditional retail channels. Shares are up 29% since Cramer recommended the stock in May and currently trade at 43 times the company's earnings.
JD.com is most like our own Amazon.com (AMZN). The company buys wholesale and sells at retail through its huge online store, a model with lots of growth potential.
Finally there's Baidu, the Chinese Google (GOOGL) with nearly 75% of all search traffic in China. Shares are up 1,400% since the market bottom in 2009 and currently trade at 26 times earnings with a 36% growth rate.
Executive Decision: Sally Smith
For his "Executive Decision" segment, Cramer went on location to sit down with Sally Smith, president and CEO of Buffalo Wild Wings (BWLD), at the company's newest restaurant in Manhattan. Shares of Wild Wings fell sharply, down 14% after the company reported earnings earlier this week.Smith responded to the sharp decline by saying Wild Wings had a great quarter and actually increased its guidance, but shares have traditionally been volatile around the earnings and this quarter saw shares run up big going into the release and expectations were running very high. Smith said the decline did not concern her, however, as she remains focused on long-term growth. Wild Wings has many new initiatives working toward that long-term growth, including a new larger stadium-inspired restaurant design as well as a smaller footprint design that will led itself well to smaller towns that cannot support their bigger restaurants. Smith said Wild Wings could potentially grow to 4,500 locations if the smaller design proves successful. Also on the menu at Wild Wings is a new focus on guest experience, making sure you're seated at the right table, next to the right TV, so you can see the game you want to see. The company is also introducing new phone and tablet apps to increase the camaraderie and spirit of competition as the games progress. Read More: Warren Buffett's Top 10 Dividend Stocks Finally, Smith also mentioned international growth as another positive for the company, as well as its new PizzaRev concept, based in Los Angeles.
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