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Jim Cramer's Mad Dash: Back-to-School Shopping Helps Kohl's, PVH and J.C. Penney

NEW YORK (TheStreet) -- Back-to-school shopping is strong this year, says TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio

On CNBC's "Cramer's Mad Dash" segment, Cramer attributed strong back-to-school retail sales to lower gasoline prices and a stronger labor market. PVH (PVH) had struggled in the previous three quarters, but did very well on its most recent earnings report.

Read More: 10 Stocks Carl Icahn Loves in 2014

Cramer said that J.C. Penney (JCP) and Kohl's (KSS) -- two retailers that sell PVH's products -- are also doing well, and that J.C. Penney is in the midst of a "major comeback."

Read More: BMW's Electric Car Crushes Tesla on the Sales Charts

Macy's (M) is also doing well, Cramer concluded, but he said that the company faces tougher comparable-store sales than many of its peers.

At the time of publication, Cramer's Action Alerts PLUS owned shares of PVH.

-- Written by Bret Kenwell in Petoskey, Mich.

Follow @BretKenwell

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