There are different kinds of growth, Cramer said Friday, and some are better than others.
Take retail, for example. Based on footwear giant Nike's latest results, Cramer thinks it's starting to look cyclical. Yoga-inspired Lululemon , on the other hand, looks to be a secular growth story.
Being as both companies are in the athletic apparel space, how can they have different growth stories? Cramer gives a full explanation in the video, which you can watch here.
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