Much of retail has been thrashed thanks to the rise of e-commerce and Amazon (AMZN) - Get Report . But not every retailer has suffered. Burlington Stores (BURL) - Get Report stock is still up 12% on the year and a whopping 70% over the past 12 months. With earnings due Thursday before the open, investors will hope that momentum continues.

This has been one of the stronger off-price retailers out there, TheStreet's Jim Cramer, manager of the Action Alerts PLUS portfolio, said from the floor of the New York Stock Exchange Wednesday. Ross Stores (ROST) - Get Report put up a "very good number," and Cramer expects similar results for Burlington.

The company is taking advantage of the weakness in department stores. Burlington is able to scoop up tons of merchandise at a cheap price and sell it to its customers, who also get a good deal, he added.

Analysts expect Burlington to earn 70 cents per share on $1.36 billion in revenue for the most recent quarter.

Ulta Beauty (ULTA) - Get Report has also been hot. Despite Wednesday's near-4% fall, shares are still up about 10% on the year and 35% over the past 12 months. The company reports earnings on Thursday after the close.

Prior to the selloff over the past few days, Ulta has been on fire, Cramer reasoned. For that reason, shares could initially pop after strong earnings. But the stock could pullback as traders lock in profits from the move higher.

Just know that if that's the case, it's not indicative of Ulta's business, it's just the "hot money" cooling off a bit as short-term investors take profits, he concluded.

Analysts expect Ulta to earn $1.80 per share on $1.27 billion in revenue for the most recent quarter.

Image placeholder title

At the time of publication, Cramer's Action Alerts PLUS had no position in any companies mentioned.