With the rise of selfies, millennials are putting on makeup before they snap their pictures. This trend is helping to boost the bottom line of Estee Lauder (EL) .

"There is a secular change in the way that we present ourselves - and care about ourselves," Cramer noted. "That's everything from Estee Lauder to SodaStream (SODA) ."

PepsiCo (PEP) is acquiring SodaStream for $3.2 billion, in a deal announced Monday, as consumers move away from sugary beverages in favor of healthier choices. 

Estee Lauder is Real Money's stock of the day.

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