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Can any one company transcend oil's downward pull on the markets? That was the question Jim Cramer was asking his Mad Money viewers Monday after another round of selling on Wall Street. Fortunately, the answer was "yes," especially if that company is McDonald's (MCD) .
Today, McDonald's delivered a strong quarter, one that included a 5% rise in same store sales. This is only the beginning of the turnaround at McDonald's, Cramer noted, under the leadership of CEO Steve Easterbrook.
Cramer explained that on the surface, the simpler menu instituted by Easterbrook may not seem like a big deal. But fewer choices means fewer mistakes, which lead to happy customers and re-energized franchisees.
McDonald's renewed focus on value and convenience matters, Cramer continued, and it's proving to be a winning formula.
One person can make a difference, Cramer concluded, even if it is just in one stock for one day.
Executive Decision: Tom Falk
For his "Executive Decision" segment, Cramer spoke with Tom Falk, chairman and CEO of Kimberly-Clark (KMB) , which today had an earnings miss of 1 cent a share on a 6% decline in revenue, news that sent shares lower by 3.1%. Shares of Kimberly-Clark currently yield 2.9%.
Falk said Kimberly saw its best volume performance since 2007 and is winning in local markets around the globe. He explained that the weakness in revenue stems from the continued strength of the U.S. dollar.
Falk said things are going great in markets like China, where Kimberly hopes to be in 130 cities by year's end. He was also encouraged by an uptick in the U.S. birth rate, which bodes well for Kimberly's diaper and baby products.
When asked about the effects of lower commodities, Falk confirmed lower oil prices reduced the price of plastics, while the price of pulp and paper is also helping Kimberly's bottom line.
With the company remaining committed to its dividend and stock buyback program, Cramer told viewers to be owners, not traders, of this great consumer packaged-goods company.