Jim Cramer’s 5 Stock Calls and the Truth About Strong Consumer Spending Despite the Iran Conflict

In this article, we will look at Jim Cramer’s 5 Stock Calls and the Truth About Strong Consumer Spending Despite the Iran Conflict. Please visit Jim Cramer’s 10 Stock Calls and the Truth About Strong Consumer Spending Despite the Iran Conflict, if you’d like to see the extended list and methodology behind it.

5. Ross Stores, Inc. (NASDAQ:ROST)

Ross Stores, Inc. (NASDAQ:ROST) made our Mad Money recap, as Jim Cramer shared his take on the stock and highlighted resilient consumer spending despite the Iran conflict. Cramer showed quite a positive sentiment toward the company’s earnings, as he said:

I’ve been blown away by Ross Stores. That last quarter showed more strength than I’ve seen from that company in ages.

Ross Stores, Inc. (NASDAQ:ROST) runs off-price retail chains that provide apparel, accessories, footwear, and home goods. The company targets middle- to moderate-income customers with its brands, including Ross Dress for Less and dd’s DISCOUNTS. Brown Advisory stated the following regarding Ross Stores, Inc. (NASDAQ:ROST) in its fourth quarter 2025 investor letter:

Ross Stores, Inc. (NASDAQ:ROST): Operates off-price apparel and home fashion stores. Ross Stores (ROST) reported a strong third quarter, led by 7% comparable sales growth. An emphasis on better brands at compelling value continues to resonate with increasingly value-conscious consumers, while more effective digital marketing helped drive improved engagement with Gen Z shoppers.