No matter what industry you're in, if your company doesn't have a digital strategy, you're cooked. That was Jim Cramer's takeaway from the Salesforce.com (CRM) - Get Report Dreamforce conference this year. Cramer told his Mad Money viewers Tuesday that technology is now allowing companies to play offense and defense at the same time.
Nowhere is this more evident than the recently announced partnership between Salesforce and Google (GOOGL) - Get Report , which is offering combined analytic and cloud services to rival Amazon (AMZN) - Get Report , something that furniture retailers like RH (RH) - Get Report , Williams-Sonoma (WSM) - Get Report and Wayfair (W) - Get Report may appreciate after rumors that Amazon may be entering their space.
It's also apparent with the rumored deal between Walt Disney (DIS) - Get Report and Twenty-First Century Fox (FOX) - Get Report , which if true, would be both an offensive and a defensive move against Netflix (NFLX) - Get Report .
Technology is not always a good thing though, as Cramer explained that today's 13% plunge in Priceline (PCLN) and 2.7% fall in rival Expedia (EXPE) - Get Report are examples of what happens when you constantly need to spend to build a better mousetrap than your competitors.
Executive Decision: Adobe Systems
In his first of three "Executive Decision" segments, Cramer sat down with Shantanu Narayen, chairman, president and CEO of Adobe Systems (ADBE) - Get Report , a stock that's soared 75% so far in 2017.
Narayen said that Adobe's Creative Cloud suite of applications continues to put more power in the hands of people with stories to tell and is revolutionizing our digital world. Every company needs to become digital, he continued, regardless of what industry they're in.
Adobe has been in a unique position to grow both its top and bottom lines, Narayen said, and they've been able to capitalize on partnerships with Microsoft (MSFT) - Get Report , where both companies have a shared vision of empowering customers with the best tools available.
This upcoming holiday season will be the biggest ever for online shopping, Narayen said, adding that mobile is poised to surpass PCs as the preferred ordering method for the first time.
Finally, Narayen noted that Adobe believes in progress for everyone, which is why his company donates 1% of net profits to underprivileged children every year.
Cramer and the AAP team have gone bargain hunting: they are buying more shares of First Data (FDC) - Get Report . Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
Executive Decision: Royal Caribbean Cruises
In his second "Executive Decision" segment, Cramer spoke with Richard Fain, chairman and CEO of Royal Caribbean Cruises Ltd. (RCL) - Get Report , which just posted an eight-cents-a-share earnings beat that sent shares up a quick 3.1%.
Fain said the fundamentals in the cruise business are very strong, and even with the hurricane damage in the Caribbean, his company was able to post solid results. He said many ports in the affected areas are already coming back and those that are being rebuilt will be better than ever.
New ships, new experiences and new technology is what's driving growth, Fain explained, as passengers now expect to be able to instantly post their adventures to social media. Fain was also bullish on growth in China, where he said Royal Caribbean is "in it for the long-term."
When asked about growth in 2018, Fain explained that their forecasting methods have proven to be very accurate and bookings for next year are already looking better than this year.
Executive Decision: New Relic
For his final "Executive Decision" segment, Cramer also welcomed Lew Cirne, founder and CEO of New Relic Inc. (NEWR) - Get Report , the cloud application monitoring provider with shares that have soared 80% so far this year.
Cirne explained that New Relic allows its customers to move fast with confidence, knowing that their critical systems are online and performing as they should. Every second, the New Relic cloud received 1.5 billion data points, Cirne said, and it can often predict problems before those problems even become visible to customers.
Companies like Twenty-First Century Fox deliver content to 170 countries around the globe and New Relic makes sure that content is delivered seamlessly. Cirne said that this year's World Series also took advantage of New Relic's services.
When a service goes down, companies don't just lose a few orders, Cirne said; many times that customer may never come back. That makes instrumentation and measurement vital for every enterprise.
In his "No-Huddle Offense" segment, Cramer opined on the stunning 29% plunge in Red Robin Gourmet Burgers (RRGB) - Get Report after the restaurant chain finally came clean and told investors what we all suspected: Consumer habits are indeed changing.
Red Robin simply told us what we already knew. There are too many restaurants out there at a time when many customers would rather order take-out than dine in. That was clearly apparent in the company's 2.5% decline in dine-in sales as compared to the 40% growth in off-premise sales. As a result, Red Robin paused their expansion plans to focus on dealing with these changing trends, only to see investors flee in panic.
There are many challenges for restaurants, Cramer explained, from rising food and labor costs to decreasing profits from take-out orders that don't include drinks or desserts. He applauded Red Robin for finally coming clean and admitted the truth, even if investors didn't share in his optimism.
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At the time of publication, Cramer's Action Alerts PLUS had a position in FDC, GOOGL APA.