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.
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.
Must Read: 10 Stocks Carl Icahn Loves in 2014
At the time of publication, Cramer's Action Alerts PLUS owned shares of PVH.
-- Written by Bret Kenwell in Petoskey, Mich.