Jim Cramer: Buy This Consumer Defensive Stock, SharkNinja Is ‘Fantastic’

On CNBC’s “Mad Money Lightning Round,” Jim Cramer recommended buying Costco Wholesale Corporation (NASDAQ:COST). “We just got a $30 special dividend in a stock we purchased. And those of us who, for momentary, thought that maybe it was overvalued, shame on us,” he added.

Costco announced plans on Tuesday to return roughly $13.3 billion to shareholders through a special cash dividend of $30 per share.

The payout goes out on Dec. 4 to shareholders of record as of the close of business on Nov. 24. The amount doubles the $15 special dividend Costco paid in January 2024, which totaled about $6.7 billion.

When asked about Vicor (NASDAQ:VICR), he said, “If you overlay Vicor’s chart over 100 other stocks that are kind of somewhat data center centric, you’re going to see the same chart. It’s a chart that is broken down, and that’s because usually the multiple is either between 25 and 50. Therefore, I cannot recommend the stock until it comes down to a 25 multiple.”

On the earnings front, Vicor reported better-than-expected third-quarter financial results on Oct. 20, including quarterly earnings of $1.33 per share. It beat the analyst consensus estimate of $1.28 per share. The company reported quarterly sales of $197.114 million, which beat the analyst consensus estimate of $183.525 million.

Cramer said SharkNinja, Inc. (NYSE:SN) is a “fantastic” company. “I think you have to pull the trigger here to buy some. It is such a juggernaut. It’s doing so many things right.”

Lending support to his choice, SharkNinja, on Nov. 4, posted upbeat third-quarter earnings and raised its FY2026 guidance.

When asked about Sezzle Inc. (NASDAQ:SEZL), Cramer said, “Because of what you said, because you said it’s revolutionary, I am going to say that Ben Stoto [Director of Research for CNBC’s Mad Money] and I are going to huddle on this because I just felt it is just still one more company in that category that I have no reason to recommend.”

Sezzle, on Nov. 4, reported better-than-expected third-quarter financial results and raised its FY26 guidance above estimates.

Price Action

• Vicor shares fell 1.1% to settle at $161.68 on Tuesday.
• SharkNinja shares declined 1.3% to close at $226.50 during the session.
• Costco shares closed at $1,066.14 on Tuesday.
• Sezzle shares fell 1% to settle at $149.28.

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