Here's why Jim Cramer is doubling down on one of his own-it, don't-trade-it stocks

Jim also calls out Estee Lauder's (EL) recent run. But it's still down for the year as it works through slower-than-expected recovery in its Asia travel retail business. Jim thinks CEO Fabrizio Freda is finding his way around this. Elsewhere in consumer discretionary, Jim says continue to buy TJX Companies (TJX) and Costco (COST).