NEW YORK ( TheStreet) -- "All eyes will be on Europe," Jim Cramer told his "Mad Money" TV show viewers on Friday, as he laid out his game plan for next week. Cramer said any bailout plan worth more than $1 trillion and the markets will be soaring. Beyond that, Cramer said there is a slew of earnings news to watch out for. For Monday, Cramer was bullish on Caterpillar ( CAT), Kimberly-Clark ( KMB) and VF Corp ( VFC), along with Eaton ( ETN), a stock which he owns for his charitable trust,
Squeezed Consumer Play" You don't make new high list for just showing up," Cramer reminded viewers, "you need to earn it." That's why he's bullish on Ross Stores ( ROST), the nation's second largest off-price retailer and one that's been on the 52-week high list for weeks. Cramer said that Ross is a play on the squeezed consumer and the ever budget-conscious middle class, as Ross sells department store merchandise at discounts between 20% to 60%. He said this segment is one of the best performing parts of retail and is driven by great sourcing and finding terrific products at great prices. But Ross is more than just a store in a great segment, the company is also executing on all cylinders, as the company last updated, with a 5% bump up in same-store sales and a 7% reduction in inventory values. Ross also raised guidance from between $1 to $1.04 a share all the way to between $1.16 to $1.18 a share. Cramer said this company has been on top of everything about their business. Ross also has a lot of room to expand, said Cramer, with the company only having 1,013 Ross stores and another 88 in its up-and-coming Didi's chain. Ross slowed its growth during the recession, but is turning up its plans going forward. With the stock up 39% year to date, Cramer suggested waiting for a 5%- to-8% pullback before jumping in. "Don't chase it," he told viewers, even if shares are trading at just 13.8 times earnings with a 13% growth rate.
Winning FormulaIn the "Executive Decision" segment, Cramer spoke with Monty Moran, co-CEO of Chipotle Mexican Grill ( CMG), whose shares are up $25, or 8.3%, today as it reported a six-cents-a-share earnings beat on a 24% boost in revenues and same-store sales up a stunning 11.3%. While Chipotle was delivering on so many metrics, Cramer said that the analysts have all been focused on one, food costs. Moran said that food costs are one thing the company can't control, but it's also something that effects everyone equally. What they can control, however, is hiring the best people and exposing them to a great culture and delivering a great customer experience, something the company does extremely well. Moran explained that nearly 97% of all Chipotle managers were initially crew members, and the company now pays a $10,000 bonus to any manager that helps cultivate a crew member into becoming a manager. The result? The hiring of a phenomenal staff. Moran also expanding on Chipotle's "food with integrity" concept, which emphasizes only the best raw ingredients as well as sustainability, animal welfare and health and wellness. "We spend more on food as a percentage than any other restaurant," he said, and when the customers taste the difference, they come back for more. When asked about breaking the mold when it comes to food selection and spices, Moran said that Chipotle offers only a small menu, but customizes it to customers' tastes. That said, the company is not afraid to spice things up, as it's done in their Shophouse Asian concept. "We haven't decreased the spices at Chipotle in 18 years," said Moran, and people have come to love it. Even trading at 38 times earnings, Cramer said he's not worried about this company's share price. "This kind of greatness can last for years and years," he concluded.