Where do you go holiday shopping?
Jim Cramer was asking his Twitter followers questions similar to these over the weekend.
Let's Start With Macy's
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.
Kohl's (KSS) has been on Jim Cramer's mind throughout the weekend.
"Amazon is not the fault of Macy's or Kohl's or Nordstrom (JWN) - Get 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.