Cramer rethinks retail, spots new trend By: CNBC.com News August 21, 2013 at 18:53 PM EDT After hearing from a slew of retailers this earnings season, Cramer thinks you may need to rethink what you own and why. Read More >> Related Stocks: Home Depot Lowe's Companies Macy's Nordstrom Target Corp Urban Outfitters Wal-Mart Stores, Inc.