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Jim Cramer — The Mall Is Dead! Long Live the Mall

So what happened to the mall, really?

If you look at this quarterly crop of retail earnings, you are kind of stuck thinking that the consumer's going to the mall -- she's just going to fewer, more special stores in the mall that she thinks are intriguing or value-oriented.

Just go through what we heard from some mall-based retailers this quarter. Two entirely mall-based companies, L Brands (LB) and Urban Outfitters (URBN) , had among the strongest performances...