Not everything can be crushed by Amazon (AMZN) - Get Amazon.com, Inc. Report , Jim Cramer told his Mad Money viewers Thursday. As the company expands into grocery and now your wardrobe, the resistance may finally be mounting.
You're either in or you're out, it seems, with Amazon. Footwear giant Nike (NKE) - Get NIKE, Inc. (NKE) Report announced today that it's offering its shoes on Amazon for the first time, in an effort to combat knock-offs. Meanwhile, apparel maker PVH (PVH) - Get PVH Corp. Report has Amazon as its biggest customer.
But Walmart (WMT) - Get Walmart Inc. Report is fighting back, encouraging its suppliers not to use Amazon's web services and consider Microsoft (MSFT) - Get Microsoft Corporation (MSFT) Report or other cloud providers. Oracle (ORCL) - Get Oracle Corporation Report is also taking sides, touting it's own cloud offerings, which it claims can even compete on price.
Cramer said he still remains a fan of TJX Companies (TJX) - Get TJX Companies Inc Report , the Action Alerts PLUS holding that is the hidden winner when other retailers need to sell their unsold inventory.
On Real Money, Cramer talks about the competitors who are standing up to Amazon -- and succeeding. Get more of his insights and a free trial subscription to Real Money.
Is This Tequila Your Friend?
With the news that Diageo (DEO) - Get Diageo plc Sponsored ADR Report is paying $1 billion to acquire Casamigos, the tequila brand started by actor George Clooney, does that make the stock a buy? Cramer dug into the details to find out.
As it turns out, tequila is one of Cramer's favorite subjects, especially after he purchased Bar San Miguel, a small-plate Mexican restaurant in Brooklyn, a few years ago. He said Casamigos has been a big seller at Bar San Miguel, and the company's growth, from 120,000 cases last year to over 170,000 cases this year, is amazing. Having Clooney as the face of the brand also gives Diageo incredible opportunities to grow the brand overseas and especially in China, where the Chinese adore Clooney.
But then there's that $1 billion price tag. Back in 2014, Constellation Brands (STZ) - Get Constellation Brands, Inc. Class A Report bought Casa Noble, another premium tequila brand, for just $30 million. Back then, Casa Noble was only selling 20,000 cases a year, but by comparison, that deal translates to only $180 million, far short of $1 billion.
Cramer said he's a big fan of both companies, which trade at similar valuations, but it's clear that Constellation Brands is the industry leader. The company saw the tequila boom early and got in at a far better price than Diageo. For that reason, Constellation shares should be selling at a premium to Diageo, but both have room to grow.
Cramer and the AAP team say Southwest (LUV) - Get Southwest Airlines Co. Report is the best airline. Warren Buffett's ownership is an added bonus. Get in on the conversation with a free trial subscription to Action Alerts PLUS.
Executive Decision: Mondelez International
For his "Executive Decision" segment, Cramer sat down with Irene Rosenfeld, chairman and CEO of Mondelez (MDLZ) - Get Mondelez International, Inc. Class A (MDLZ) Report , the snack-food maker with such brands as Oreo cookies and Ritz crackers.
Rosenfeld said that Mondelez has been able to deliver terrific growth since its inception in 2012. They've seen a 500-basis-point expansion in gross margins, double-digit earnings growth and the company has returned $15.6 billion to shareholders. It remains a global player in the $1.2 trillion snack food market worldwide with 40% of revenues coming from overseas.
However, Mondelez is an American company, Rosenfeld noted, employing over 17,000 people here in the U.S., where all but four product lines are made.
When asked about Amazon's bid for Whole Foods Market (WFM) , Rosenfeld said the move is a validation that the consumer is shopping everywhere. Mondelez only derives 2% to 3% of sales online currently, but they plan on becoming a leader online, as they are in stores.
Cramer said Mondelez has taken out a lot of costs and is now going on offense, making it a great time to buy shares.
Executive Decision: Yext
In his second "Executive Decision" segment, Cramer sat down with Howard Lerman, co-founder and CEO of Yext (YEXT) - Get Yext, Inc. Report , the recent IPO that helps businesses sync their information to over 100 different online services.
Lerman explained that a company's website used to be the center of their online experience. But in today's world, where virtual assistants provide direct answers, this is no longer the case. Yext makes sure that a company's most important information, like their locations, hours of operation and for restaurants, their menu, gets added to the knowledge layer of the assistant platforms and is the definitive source for that information.
Yext currently syncs information for over one million locations, but that's only 1% of the 100 million locations currently in Google's index. Lerman said Yext has a $10 billion addressable market and plans to become profitable in 2018.
In the Lightning Round, Cramer was bullish on New York Community Bancorp (NYCB) - Get New York Community Bancorp, Inc. Report , Citigroup (C) - Get Citigroup Inc. Report , Zoetis (ZTS) - Get Zoetis, Inc. (ZTS) Report , Idexx Laboratories (IDXX) - Get IDEXX Laboratories, Inc. (IDXX) Report , AbbVie (ABBV) - Get AbbVie, Inc. Report , Abbott Laboratories (ABT) - Get Abbott Laboratories Report , Nucor (NUE) - Get Nucor Corporation Report , Hasbro (HAS) - Get Hasbro, Inc. (HAS) Report , Alexion Pharmaceuticals (ALXN) - Get Alexion Pharmaceuticals, Inc. Report and Incyte (INCY) - Get Incyte Corporation (INCY) Report .
Cramer was bearish on United States Steel (X) - Get United States Steel Corporation Report , California Resources (CRC) - Get California Resources Corp Report , Valeant Pharmaceuticals (VRX) and Mattel (MAT) - Get Mattel, Inc. Report .
In his "No-Huddle Offense" segment, Cramer said that sometimes, hubris can be a virtue. That was certainly the case with Oracle (ORCL) - Get Oracle Corporation Report , which soared 8.5% today after the company's earnings exceeded expectations and its conference call made analysts sit up and take notice.
Cramer said Oracle's management deserved to celebrate their performance on the call. The company finally got it right and is accelerating growth and expanding margins. Oracle can provide lessons to IBM (IBM) - Get International Business Machines (IBM) Report , which is mounting a similar turnaround, but is not yet in a position to celebrate.
Amazon's shares rose 0.1% to $1,003.30 on Friday morning.
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At the time of publication, Cramer's Action Alerts PLUS had a position in LUV, TJX, FB, C, ABT, NUE.