These 3 retail stocks are set up to win this back-to-school shopping season

Backpacks, Stanley water bottles and No. 2 pencils. This year's back-to-school must-haves are a mix of the new and the old. But the most important thing shoppers are looking for doesn't appear on any lists: good deals. The stores that can deliver the best ones will win the season. The back-to-school shopping season — an important stretch for retailers that usually begins in earnest in July and lasts through early September — comes at delicate time.

Backpacks, Stanley water bottles and No. 2 pencils. This year's back-to-school must-haves are a mix of the new and the old. But the most important thing shoppers are looking for doesn't appear on any lists: good deals. The stores that can deliver the best ones will win the season.

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Cramer looks at Disney's post-earnings stock move to explain Wall Street dynamicsCNBC’s Jim Cramer said investors want rate cuts but are also concerned by a lack of spending from consumers.
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