Jim Cramer's Nov 21, 2025 Market Game Plan Preview & Impact Analysis

On November 21, 2025 (15:14 EST), CNBC’s “Mad Money” host Jim Cramer previewed next week’s market game plan, emphasizing that every data point, research report, and earnings release would be scrutinized despite the shortened Thanksgiving week. Key highlights included:

• Earnings focus: Retailers (Burlington Stores [BURL], Best Buy [BBY], Kohl’s [KSS], Dick’s Sporting Goods [DKS], Abercrombie & Fitch [ANF]), tech firms (Dell [DELL], HP [HPQ], Zscaler [ZS], Analog Devices [ADI]), and industrial leader Deere [DE].
• Economic data watch: Retail sales, pending home sales (Nov 25), and Producer Price Index (PPI, Nov25).
• Cramer’s stock-specific takes: Bullish on Dell and Deere; cautious on Burlington (weaker than peers TJX/ROST), Analog Devices, and HP; neutral on Zoom [ZM]; uncertain on Abercrombie.

:
[4] Original Event: YouTube, “Mad Money host Jim Cramer looks ahead to next week’s market game plan” (https://www.youtube.com/watch?v=YSLwy21riF0)
[1] CNBC, “Cramer’s week ahead: Earnings from Burlington, Best Buy, Kohl’s and Dell” (https://www.cnbc.com/2025/11/21/cramers-week-ahead-earnings-from-burlington-best-buy-kohls-and-dell.html)

• Stock Movements
  : On Nov21, stocks mentioned by Cramer saw mixed but mostly positive gains:
  • Burlington [BURL] +5.15%, Best Buy [BBY] +2.30%, Kohl’s [KSS] +3.29%, Dell [DELL] +3.33%, Deere [DE] +2.01%, Analog Devices [ADI] +2.97%, Zoom [ZM] +0.49%; Zscaler [ZS] -1.08% (due to broader tech volatility).
• Sector Performance
  : Consumer Cyclical (retail) +1.37%, Industrials (Deere) +1.52%, Tech +0.14% (lagged due to AI sector uncertainty).
• Indices
  : S&P500 +0.72%, Dow Jones +0.95%, Nasdaq +0.50% (recovery from Nov20’s sharp drop).

• Earnings Catalyst
  : Next week’s earnings will be critical for retail and tech sectors—Cramer’s takes suggest potential volatility for underperforming names (Burlington, Analog Devices).
• Fed Policy Sensitivity
  : Market odds of a Dec Fed rate cut rose to 75% (from 39% Nov20), per the CME FedWatch Tool. Weak economic data (retail sales, PPI) could reinforce rate-cut expectations.

:
[0] Ginlix Analytical Database (stock prices, sector indices)
[2] CNBC, “Stock market next week: Outlook for Nov.24-28,2025” (https://www.cnbc.com/2025/11/21/stock-market-next-week-outlook-for-nov-24-28-2025-.html)

Metric	Value
Nov21 Stock Changes	BURL +5.15%, BBY +2.30%, KSS +3.29%, DELL +3.33%, DE +2.01%, ADI +2.97%
Sector Leaders	Healthcare (+1.73%), Industrials (+1.52%), Consumer Cyclical (+1.37%)
Index Recovery	S&P500 +0.72%, Dow +0.95%, Nasdaq +0.50% (Nov21)
Fed Rate Cut Odds	75% chance of Dec quarter-point cut (as of Nov21)

:
[0] Ginlix Analytical Database
[2] CNBC Market Outlook

• Retail: BURL, BBY, KSS
• Tech: DELL, ZM, ZS, ADI
• Industrials: DE

• Consumer Cyclical (retail): Up +1.37% (Nov21)
• Industrials: Up +1.52% (Nov21)
• Tech: Up +0.14% (Nov21)

• Dell: Semiconductor suppliers (e.g., NVIDIA, AMD)
• Deere: Agricultural input providers (seeds, fertilizers)
• Retailers: Consumer goods manufacturers (apparel, electronics)

• Upcoming Earnings
  : No results yet for next week’s releases (critical to validate Cramer’s takes).
• Economic Data
  : Retail sales, pending home sales, and PPI (Nov25) will shape Fed policy and market sentiment.
• AI Sector Sentiment
  : Volatility in AI stocks (e.g., NVIDIA’s post-earnings pullback) requires monitoring.

• Stock-Specific Risks
  :
  • Burlington Stores: Cramer noted it is weaker than peers TJX and ROST—users should monitor its earnings relative to competitors [1].
  • Analog Devices: Cramer expressed concerns about its prospects—warrant careful consideration of semiconductor sector headwinds [1].
  • Abercrombie & Fitch: Labeled a “total crapshoot”—high uncertainty around its earnings [1].
• Market Volatility
  : Indices dropped 2-4% (Nov20) then recovered (Nov21), indicating sensitivity to Fed policy and AI news [2].

1. Next week’s earnings: Dell (Nov25), Deere (Nov26), and retailers (Nov25).
2. Economic data: Nov25 releases (retail sales, pending home sales, PPI).
3. Fed rate cut expectations: Track changes in CME FedWatch Tool odds.
4. Burlington’s performance vs peers (TJX, ROST) post-earnings.

[0] Ginlix Analytical Database
[1] CNBC, “Cramer’s Week Ahead” (https://www.cnbc.com/2025/11/21/cramers-week-ahead-earnings-from-burlington-best-buy-kohls-and-dell.html)
[2] CNBC, “Market Outlook Nov24-28” (https://www.cnbc.com/2025/11/21/stock-market-next-week-outlook-for-nov-24-28-2025-.html)
[3] BLS, “November 2025 Data Schedule” (https://www.bls.gov/schedule/)
[4] Original Event: YouTube (https://www.youtube.com/watch?v=YSLwy21riF0)