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Jim Cramer on Kohl's and Macy's and the Trade War

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Where do you go holiday shopping?

When was the last time you were in a Kohl's  (KSS) - Get Free Report or a Macy's  (M) - Get Free Report?

Jim Cramer was asking his Twitter followers questions similar to these over the weekend. 

Let's Start With Macy's 

Macy's ( (M) - Get Free Report) got a rare sell from Goldman Sachs analysts on Monday, Dec. 9.

Macy's is down over 50% in the past year.

"We acknowledge significant [year-to-date] underperformance and already weak sentiment following the recent deterioration in fundamentals. However, we see significant additional downside to M’s retail operations, which offset upside from store segmentation and cost savings initiatives," wrote Goldman Sachs analysts.

Macy's market cap has gone from $21 billion in 2015 to $4.7 billion in 2019.

And Kohl's?

Kohl's (KSS) has been on Jim Cramer's mind throughout the weekend.

He was tweeting at his followers to see how consumers respond to the Kohl's partnership with Amazon  (AMZN) - Get Free Report.

"Amazon is not the fault of Macy's or Kohl's or Nordstrom  (JWN) - Get Free Report or any other store, but it is, in the end, the single biggest predator in the Valley. The prices are too low, the convenience, too high, to beat Amazon on a regular basis unless you do something so special that it can draw you to the store, turn the brick and mortar into an asset," wrote Cramer in his Real Money column on Monday morning.

And, Of Course, Trade

The deadline for the December 15 tariffs is quickly approaching.

"I'm thinking about the trade deal and whether it happens or not and the impact of it doesn't," said Cramer on TheStreet's daily show. 

What exactly is Cramer thinking? Watch the full show above for more.

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