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This column was originally published on RealMoney on Nov. 16 at 9:24 a.m. EST. It's being republished as a bonus for readers. For more information about subscribing to RealMoney, please click here.

Out with the



, in with the

Coldwater Creek



Once again, Talbots reported an

extremely disappointing quarter and I can't believe how it missed on all lines. Talbots has


(WMT) - Get Walmart Inc. Report

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.

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And the winner is Coldwater. The loser: Talbots.

Random musings:

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At the time of publication, Cramer had no positions in any of the stocks mentioned in this column.

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