Squawk on the Street Cramer’s Morning Take: Dick’s Sporting Goods 11/25/25
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Nov 25, 2025 Cramer highlights Dick's Sporting Goods as a compelling buy now that inventory issues are being resolved. He emphasizes the strong leadership under Ed Stack and Lauren Hobart, boosting confidence in the company's turnaround. The discussion touches on how Foot Locker's inventory problems are impacting margins, while Nike remains unaffected. Cramer also reviews the chances of Fed rate cuts and advocates for clearer communication from the Federal Reserve.
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Buy Into Temporary Retail Weakness
- Consider buying Dick's Sporting Goods while management addresses inventory issues.
- Cramer highlights Ed Stack's involvement and Lauren Hobart's leadership as reasons to buy into weakness.
Inventory Dumping Creates Winners
- Dick's Sporting Goods' weakness largely stems from inventory dumping at peers like Foot Locker.
- Jim Cramer argues Nike and Home Depot actually benefit when retailers clear excess inventory.
Nike Not Hurt By Retail Clearances
- Foot Locker's problems don't appear to indicate weakness at Nike.
- Cramer sees Nike as a clear beneficiary once retailers unload excess inventory.