Jim Cramer's Stop Trading: Kroger Buy May Squeeze GNC, Vitamin Shoppe

Tickers in this article: GBX GNC KR VITC VSI

NEW YORK (TheStreet) -- "You're going to see this one up all day," TheStreet's Jim Cramer, co-manager of the Action Alerts PLUS portfolio, said of Greenbrier , on CNBC's "Cramer's Stop Trading" segment. 

The company beat on top and bottom line earnings estimates, while also providing significantly higher guidance. 

Cramer reasoned that railcar companies such as Greenbrier are big beneficiaries to the increased oil production in the U.S. 

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Since pipelines -- such as the Keystone XL -- are having difficulty getting approved, railcars are the only efficient means left to transport oil and gas. 

Cramer then turned quickly to Kroger . The company is making its way into the vitamin space with its purchase of Vitacost.com in a deal worth $280 million. 

Cramer said Kroger could put pressure on companies like GNC Holdings and Vitamin Shoppe . He concluded that he likes VSI, but does not care for GNC.

-- Written by Bret Kenwell in Petoskey, Mich.

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