This column was originally published on RealMoney on Nov. 16 at 9:24 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.
Out with the
, in with the
Once again, Talbots reported an
extremely disappointing quarter and I can't believe how it missed on all lines. Talbots has
disease, raising comps and then cutting them. As Prudential's Stacy Pak pointed out in her excellent Talbots sell report, the company's quarter got worse as it went along. The J.Jill division that Talbots acquired disappointed, too.
I liked Talbots for a long time as a baby-boomer play. But these fundamentals are out-and-out disappointing.
That said, the boomer cohort's buying somewhere, and I have been saying that Coldwater Creek has become the new beneficiary of the baby boom, simply because it has what these people want, online, in its catalogs and in its stores.
I know that people don't think of these lines of clothing for adults the way they look at teen retailers with winners and losers. But we have them in this sector, too.
And the winner is Coldwater. The loser: Talbots.
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At the time of publication, Cramer had no positions in any of the stocks mentioned in this column.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for
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