At a time when so many companies are making excuses for the obstacles in front of them, Jim Cramer told his Mad Money viewers on Wednesday that they need to be looking for companies who thrive on the challenges. Case in point: Nike (NKE - Get Report) , the sports apparel maker that should be at the epicenter of the trade war, but isn't.
Nike not only manufactures its goods in China, but China is also among the company's largest markets. Yet when the company reported this week, management told a very different tale. Nike told investors that not only has it quantified the effects of tariffs on its business, but it's already dealt with them. Management predicted that this quarter will be the peak of tariff impacts, with things only getting better from here.
Nike is winning the trade war on multiple fronts, Cramer said, including innovating with new products, expanding its direct to consumer business and keeping inventories lean and flexible. These are all things you want to hear from an apparel maker, Cramer said, and it's clear Nike is in control of its destiny.
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Executive Decision: Twilio
For his "Executive Decision" segment, Cramer spoke with Jeff Lawson, CEO of Twilio (TWLO - Get Report) , the cloud services provider that recently surpassed a $1 billion run rate, yet has seen its shares plunge 18% over the past month.
Lawson said throughout its history, Twilio has been focused on two things, customers and growth. That was true when the company hit a $1 million run rate, a $100 million run rate and it's still true as they cross $1 billion. Twilio is riding the secular trend of companies building great digital experiences for their customers and that trend will be around for a long time to come.
One of Twilio's recent offerings is Conversations, which allows customers to text message a company directly to ask questions. Lawson said two-way communications are vital to developing relationships and loyalty, and it's what hundreds of companies are now using as their direct line to customers. Companies like Nordstrom (JWN - Get Report) uses the service to connect customers to sales associates, while Tesla (TSLA - Get Report) connects owners with their service managers.
Twilio currently has over 161,000 customers and is adding more thanks to innovations like TwilioQuest, a video game that teaches developers the ins and outs of developing on the Twilio platform.
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Off the Charts: Whirlpool
In the "Off The Charts" segment, Cramer checked in with colleague Tim Collins over the chart of Whirlpool (WHR - Get Report) , a stock which was just hit with two analyst downgrades, but barely budged.
Collins first looked at a weekly chart of Whirlpool, noting the stock has been making a series of higher lows in 2019, culminating in an ascending triangle pattern. The stochastics also recently signaled a bullish crossover, another positive for owning the stock.
The daily chart of Whirlpool was equally positive, displaying a cup-and-handle pattern with a "W" bottom earlier this year. Collins felt Whirlpool was a buy, despite the recent downgrades, and Cramer agreed.
Off the Tape: Apeel Sciences
In his "Off The Tape" segment, Cramer sat down with James Rogers, founder and CEO of the privately-held Apeel Sciences, a company using plant-based technology to improve the quality of the produce you buy at the supermarket.
Rogers explained that every fruit and vegetable has a natural protective barrier and Apeel recycles the bits of produce that would have been thrown out otherwise and reapplies them to help slow the decaying process by up to four times.
Apeel counts Costco (COST - Get Report) and Kroger (KR - Get Report) among its clients and works with their supplier networks to ensure their produce can last as long as possible. Many fruits and vegetables can be protected by Apeel's technology.
Rogers noted that by reducing waste, retailers can reduce the cost to consumers.
Was Not Buying Twitter a Mistake?
Thanks to a pair of tell-all books from CEOs Mark Benioff and Bob Iger, we learned that both companies decided not to buy Twitter as its shares plunged into the teens in the summer of 2016. Salesforce feared investor backlash, while Disney felt the company simply wasn't a good culture fit.
But in retrospect, Cramer called these decisions a mistake.
There was already a plan in place to turn around the ailing Twitter, and in the two years that followed the missed opportunity, shares of Twitter have more than doubled.
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