Cramer’s Morning Take: Costco 1/9/26

SPEAKER_1 (0:00)

Thy ticket, Lady Jennifer of Coolidge.

Jim Cramer (0:03)

Well, many thanks, good sir.

SPEAKER_3 (0:05)

Heareth my Discover card. They accept Discover at Renaissance Fairs?

SPEAKER_1 (0:10)

Yeah, they do here.

Jim Cramer (0:12)

Discover is accepted at the places I love to shop.

SPEAKER_1 (0:15)

Getteth with the times.

SPEAKER_4 (0:17)

With the times?

SPEAKER_1 (0:18)

You're playing the lute. Yeah, and it sounds pretty good, right? Discover is accepted at 99% of places that take credit cards nationwide.

SPEAKER_4 (0:27)

Based on the February 2025 Nielsen Report.

SPEAKER_1 (0:30)

At Capella University, we believe accessible education can make a difference. That's why we offer scholarship opportunities to all eligible students. Un futuro diferente está más cerca de lo que crees con Capella University. Learn more at capella.edu.

Jim Cramer (0:47)

Hey, it's Cramer. This is my morning take on the market from today's CNBC Investing Club morning meeting.

SPEAKER_4 (0:53)

I think people were looking yesterday for this potential Supreme Court decision on tariffs. Nike as well was a big gainer yesterday. We saw a little bit of a pullback in both stocks shortly after 10 when we learned, we're not going to learn, we're not going to see it today.

Jim Cramer (1:08)

Look, I'm a believer, by the way, in the digital Costco, they want to return the money to the members, and that will boost membership when people see them doing something like that. This again has become my favorite name for now. I think this is a company where this was, obviously the re-ups were not as strong. I think the re-ups could change. Renewals.

SPEAKER_4 (1:33)

Yeah, renewals.

Jim Cramer (1:34)

And I just think that this is, you know how we say that Boeing might be my favorite when it was 180 I just think that this at capital one, 150, that's what this is. It is a coiled spring because once it gets one number right, that one new number, people are going to go crazy for it.

SPEAKER_4 (1:54)

And it's the online sign ups. It's not really people that go into the stores. It's people that are online and shop. And they had really strong December monthly sales.

Jim Cramer (2:02)

They also said they don't tell better stories. We don't have Richard Glanty to tell the story. He would tell it good or bad. I just think the narrative is told poorly right now.

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SPEAKER_3 (2:27)

All opinions expressed by Jim Cramer on this podcast and in connection with the CNBC Investing Club are solely Cramer's opinions and do not reflect the opinions of CNBC or its parent company or affiliates and may have been previously disseminated by Cramer on television, radio, internet or another medium. No specific outcome or profit is guaranteed in connection with your reliance upon or other use of the content from Cramer. The opinions offered in connection with this podcast and the CNBC Investing Club are not an attempt to induce any particular trading behavior, investment or strategy. To view the full CNBC Investing Club disclaimer, please visit cnbc.com/investingclubdisclaimer.

SPEAKER_1 (2:59)

At Capella University, we believe accessible education can make a difference. That's why we offer scholarship opportunities to all eligible students. Un futuro diferente está más cerca de lo que crees con Capella University. Learn more at capella.edu.