Ulta is still beautiful to TheStreet's Jim Cramer. This is one retailer that will keep on winning because consumers "can't go to the Amazon (AMZN) - Get Report beauty parlor -- at least not yet -- and drones can't cut hair," Cramer, co-manager of the Action Alerts PLUS portfolio, said on CNBC's "Mad Dash" segment.
"Ulta is the most un-Amazon-able company on earth," Cramer added, and continues to do so well in a weakening environment for most traditional retailers. Shares are up 33% on the year and a whopping 386% over the past five years. The company reports third-quarter earnings on Thursday.
Cramer also discussed Yahoo! (YHOO) after SunTrust analyst Bob Peck listed his 10 ideal CEO candidates to replace current chief Marissa Mayer. Names include former Yahoo! interim CEO Ross Levinsohn, Facebook's (FB) - Get Report COO Sheryl Sandberg, Alphabet's (GOOGL) - Get Report YouTube CEO Susan Wojcicki and Chegg (CHGG) - Get Report CEO Dan Rosensweig.
Although Yahoo! doesn't appear to be looking for a new CEO, this could be an inkling that a change at the top could come at some point, especially when it comes from an influential analyst, Cramer said.
There are also questions about how much Yahoo!'s core business will be worth following the company's spinoff of its Alibaba (BABA) - Get Report stake. Cramer noted one of Yahoo!'s large investors, hedge fund Starboard Value, recently argued against a spinoff of the Alibaba stake.
At the time of publication, Cramer's Action Alerts PLUS had no position in companies mentioned.