Walk down the wrong aisle in the stock supermarket and you'll be mauled by a bear, Jim Cramer warned his Mad Money viewers Monday, but choose the right aisles and you'll be riding the bull.

It is indeed a tale of two stock markets, Cramer explained, as it's the best of times for the banks, tech and the industrials but the worst of times for drugmakers, consumer packaged goods and of course, anything retail.

Case in point, today's downgrades of Macy's (M) and JC Penney (JCP) , two retailers that have all but been condemned to death by Wall Street analysts, as Amazon (AMZN) seemingly has the best of everything. Even mere rumors that the online ecommerce giant may make a move into prescription drugs has the drugstores and drug makers reeling, with Walgreens Boots Alliance (WAG) off 20% for the year.

But over in the bull aisle are stocks like Alphabet (GOOGL) , where search revenue is up and it seems like at least one of the company's moonshots might strike it big. Apple (AAPL) , an Action Alerts PLUS holding, continues to gain steam, bolstering all of its suppliers, while Nvidia (NVDA) is a permanent fixture on the new high list.

So while Kimberly-Clark (KMB) has fallen from $133 a share to $111, industrials like Caterpillar (CAT) and Boeing (BA) are on the move higher.

Cramer and the AAP team are updating on Broadcom (AVGO) , Nvidia and TJX Companies (TJX) . Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.

Executive Decision: Columbia Sportswear

For his "Executive Decision" segment, Cramer once again spoke with Tim Boyle, president and CEO of Columbia Sportswear (COLM) , the footwear and apparel maker with shares that are up 9% for 2017 as unseasonably warm weather continues throughout much of the country.

Boyle said it's always terrific when it's cold and snowy outside for the maker of parkas and boots, but Columbia has been diversifying its portfolio to de-winterize its product offerings. His company currently only derives 60% of sales from the U.S., where there are six times as many stores as there are in other parts of the world.

"Nobody needs another brand of apparel," Boyle said bluntly. What they need are products that are different than everyone else's and Columbia offers great products and also a personality that consumers won't find elsewhere.

Boyle was also upbeat on Columbia's collaboration with Walt Disney (DIS) and the Star Wars franchise, an effort that will continue again this year. Columbia, he noted, only spends about 5% of sales on marketing, compared to up to 12% for their rivals.

Cramer remained bullish on Columbia, especially going into the winter holiday season.

Too Soon for Snap

Are shares of Snap (SNAP) finally getting their groove back? Cramer took a second look at this red-hot IPO from March to find out.

Investors might recall that Snap came public at $17 a share, only to rocket higher to over $29 by the end of its second day of trading. That level would prove to be the high point for Snap, which has since fallen to just $11 before finally finding its footing.

Cramer said while SnapChat, the app, remains beloved by millions, Snap, the company remains riddled with problems, including two quarters of huge cash burn with decelerating user growth. While many were forecasting the company to see $2 billion in revenues, $1.6 billion now seems more likely.

Cramer said it's encouraging that the stock's 30% off its August lows, but he still had two problems. First, shares are still very expensive, trading at 12 times sales, not earnings. Second, despite the fact that the lockup period has expired for insiders, there are still many insiders that have not sold yet and are presumably waiting for a better exit point.

Cramer's bottom line: while the stock does appear to have stabilized, it's still too soon to give Snap his blessing as an investment.

Executive Decision: Tractor Supply 

In his second "Executive Decision" segment, Cramer sat down with Greg Sandfort, CEO of Tractor Supply (TSCO) , the rural retailer with shares that are off 20% so far in 2017. Tractor Supply just reported a four-cents-a-share earrings beat on strong 6.6% same-store sales growth.

Sandfort said when you need to buy things now, there's no better place than Tractor Supply. He said there's nobody better to serve your local community than people that live in that community, which is why Tractor Supply has made a habit of hiring their customers.

Tractor Supply is also the place for bigger items that are difficult to bring home. Sandfort said their online initiatives, which allow customers to find items online and then pick them up at their local store, is proving to be a big hit. When the hurricanes hit in Florida and Texas, Tractor Supply was the place to go for items like generators to help get power restored quickly.

Cramer said shares of Tractor Supply are coming back and this company is once again becoming a great growth story.

On Real Money, Cramer says don't take a wrong turn in this market, or you could end up being eaten by a bear. Get more on his insights with a free trial subscription to Real Money.

No-Huddle Offense

In his "No Huddle Offense" segment, Cramer opined on our stock market, which seems to have suspended all of its usual rules.

For example, it's a known fact that when interest rates are rising, you sell the homebuilders. Why? Because when mortgages get more expensive, people buy fewer homes. But in this market, that's not the case. Interest rates are still historically low, there's limited land to build on and there's a scarcity of new homes, all of which make the homebuilders a buy right up until the next rate hike.

Then there are the utilities, a group that's typically bought for its dividend yield, and one that's typically sold when investors can find that yield elsewhere. But with the economy heating up so robustly, the utilities are making money from increased demand, turning them from boring utilities into growth stocks.

Finally, Cramer said, the banks are winning, despite the possibility of an inverted yield curve. The bulls are suspending all of these rules, Cramer concluded, and that seems to be all that matters.

Lightning Round

In the Lightning Round, Cramer was bullish on QVC Group (QVCA) and Axalta Coating Systems (AXTA) .

Cramer was bearish on Regeneron Pharmaceuticals (REGN) , Acacia Communications (ACIA) and Southwest Airlines (LUV) .

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At the time of publication, Cramer's Action Alerts PLUS had a position in AVGO, NVDA, TJX, GOOGL, AAPL.

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