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Cramer's 'Mad Money' Recap: Don't Panic!

Written by: Scott Rutt 02/25/13 - 8:05 PM EST
Tickers in this article: AFL AIG AL COH CXW EMC HEES JWN KORS LULU LUV MET MTW PFG PNRA RL SBUX TRV WFM

On its conference call, Nordstrom said it sees no slowing in the spending of its customers, which is why it was able to deliver a six-cent-a-share earnings beat on strong same-store sales, with positive guidance to boot. Cramer said Nordstrom is expanding into Canada as well as beefing up its Web and mobile businesses to help further bolster sales.

Ralph Lauren is another terrific high-end brand, Cramer said, a company that delivered a 22-cent-a-share earnings beat. Coach (COH) may have fallen behind with its fashions, but not so with Ralph Lauren.

When it comes to growth, Lululemon is one company that tops the list, said Cramer. This company also delivered strong earnings and, with only 130 stores, has plenty of room to expand.

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Finally there's high-end accessory retailer Michael Kors. Kors delivered a 23-cent-a-share earnings beat on better-than-expected revenue. Is Kors the new face of luxury? Cramer said he thinks so because Kors continues to surprise to the upside quarter after quarter.

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Continuing with his "Great Gatsby" index of luxury stocks, Cramer added a grocer, a restaurant and coffee chain with Whole Foods (WFM) , Panera Bread (PNRA) and Starbucks (SBUX) , which he owns for his charitable trust, Action Alerts PLUS.

Cramer said that with 1,652 cafes, Panera is the high-end sandwich, soup and salad chain to beat. The company's restaurants enjoy tremendous customer loyalty, which means Panera can pass on rising food costs easily. Panera is growing earnings per share at 27% and the company plans on open 8% more stores this year.

Then there's Starbucks, a company that's expanding all over the world, especially in China, where it plans to become the preeminent aspirational coffee house. Growth trends remain strong as Starbucks, said Cramer, which is why his trust continues to own it.

Finally, Cramer said he remains a fan of Whole Foods, even though the stock has been crushed of late amid fears of slowing growth. Not so, said Cramer -- don't write off this healthy-eating giant. He said Whole Foods didn't cut guidance and growth should be returning to full steam soon.

Lightning Round

In the Lightning Round, Cramer was bullish on Travelers Companies (TRV) , American International Group (AIG) , Alcan (AL) , Southwest Airlines (LUV) , Principal Financial Group (PFG) , MetLife (MET) , H&E Equip Services (HEES) and Manitowoc (MTW) .