Starbucks ( SBUX) is the target of a "bear raid," but should survive it because of its consistent growth and opportunities overseas, Jim Cramer said on CNBC's "Stop Trading!" segment Thursday. "The Starbucks story is not a story of teenage apparel," Cramer said, alluding to the specialty-retail group, which was also under pressure Thursday. "It's a China, international-growth story," and it's month-to-month numbers have remained solid. Cramer lamented the selling in Abercrombie & Fitch ( ANF), where he "got skunked" along with everyone else by Thursday's bad same-store sales numbers. "The hedge funds are playing this to the hilt," he said. "They're knocking them down." As an alternative, Cramer noted "good numbers" at Costco ( COST) and said Best Buy ( BBY) "seems like it can't do any wrong." Overall, "forget fashion, it's just too darn hard." Cramer praised JDS Uniphase ( JDSU), which he said was benefiting from Ciena's ( CIEN) good quarter and an analyst's view that its industry is seeing "strong demand." Oregon Steel ( OS) is also a buy, Cramer said, because it's a low-cost producer in a business that is ripe for consolidation. "I still think it's just too cheap."