Wenner also noted that sales have been helped by several grocery chains adding many of B&G's newer items as they reset various categories throughout their stores. He noted that some chains haven't reset in years, meaning many of his company's newest items have yet to see their full distribution potential. Another hot category for B&G is pet products. When asked whether consumers are still trading down to private-label items, Wenner noted that as the economy has improved people have been feeling more confident and are returning to the quality brands they abandoned in the depths of the recession. Finally, when asked about the company's perceived weak fourth quarter, Wenner said he views the "miss" as the analysts simply getting ahead of themselves because his company delivered exactly what they expected. Cramer said B&G Foods continues to be a great growth story in the food category.
Executive Decision: Tom Falk
In his second "Executive Decision" segment, Cramer spoke with Tom Falk, chairman and CEO of Kimberly-Clark, which just delivered a three-cents-a-share earnings beat with rising sales and margins and a dividend that now yields north of 3%. Falk said innovation is what its all about at KMB. He touted his company's new global innovation center, which is already developing new products that consumers will love. MyKleenex.com is one such innovation, where consumers can design and print their own tissue boxes. In addition to innovation, Falk noted KMB is also a rebound in the housing market, something that's good for both the U.S. economy and the company. These windfalls are helping Kimberly-Clark to continue its 40-year trend of rewarding its shareholders with annual dividend increases. One area of weakness for Kimberly-Clark has been the company's health-care products, something Falk attributed to a decline in U.S. surgeries. Finally, Falk commented on his company's international growth, saying that sales in Mexico in particular have been very strong and he sees a lot of opportunities in Mexico as that economy also begins to stabilize and recover.