Cramer's Retail Supplier Stocks That Will Thrive
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Created by barrons2
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Date updated:08-07-2008

"Perhaps what's happening is that we are getting retailers selling goods for less than they like, and we're seeing overall sales down because of price compression. Either way, it is worth noting that this trend is a remarkable one and a reminder that if you stay negative on the whole of retail, you will miss some marvelous moves." - Jim Cramer

symbol name last price % change open
  • +
  • VFC
    V F Cp
  • $74.47
  • -0.11%
  • $73.81

This apparel market is so confusing. We know that retail sales were terrible for most companies. But we also know that suppliers to retail, notably VF Corp. (VFC), Ralph Lauren (RL), Jones Apparel (JNY), and now Warnaco (WRC) all produced great numbers. It's a little odd when you think that the very best retailers are not selling goods, but the companies that make the goods are doing terrifically.

People owning VFC also tend to own: ACRNXEUROXEWNHNZICHCXIFNING

TheStreet.com Rating: B What is this?

  • +
  • RL
    Ralph Lauren Polo
  • $77.99
  • +0.35%
  • $77.41

This apparel market is so confusing. We know that retail sales were terrible for most companies. But we also know that suppliers to retail, notably VF Corp. (VFC), Ralph Lauren (RL), Jones Apparel (JNY), and now Warnaco (WRC) all produced great numbers. It's a little odd when you think that the very best retailers are not selling goods, but the companies that make the goods are doing terrifically.

People owning RL also tend to own: BENCSCOIWOVLZMATNVSNWS

TheStreet.com Rating: B What is this?

  • +
  • JNY
    Jones Apparel Gp
  • $17.86
  • -0.28%
  • $17.59

Of these, I vastly prefer Jones, because it is in the first month of its relationship with Wal-Mart (WMT).

People owning JNY also tend to own: CECOFTELEARSCULAAPLCOP

TheStreet.com Rating: D What is this?

  • +
  • WRC
    Warnaco Group Inc
  • $42.18
  • +0.60%
  • $41.57

This apparel market is so confusing. We know that retail sales were terrible for most companies. But we also know that suppliers to retail, notably VF Corp. (VFC), Ralph Lauren (RL), Jones Apparel (JNY), and now Warnaco (WRC) all produced great numbers. It's a little odd when you think that the very best retailers are not selling goods, but the companies that make the goods are doing terrifically.

People owning WRC also tend to own: AMZNBPBRKBCLNEUPSWYJNY

TheStreet.com Rating: B What is this?

  • +
  • MSO
    Martha Stewart Li
  • $5.13
  • -3.02%
  • $5.24

As an aside, by the way, the merchandising side of Martha Stewart (MSO) is doing quite well, too.

People owning MSO also tend to own: PGRTIVOGOOGNWSPSASHLDSIRI

TheStreet.com Rating: D What is this?

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