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Dec 5, 2022
12/22
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how can the customers have this much money to spend at ulta? >> jim, first of all, great to be with you and thanks for your continued interest in ulta beauty we're proud and excited about what we're delivering right now, the consumer is loving what ulta beauty is serving up and we're excited about the opportunity ahead. behind the headline numbers, 14.6% comp and 17% total growth, 15.5% operating margin comes a lot of detail underneath that really gives me encouragement looking forward. we saw strong broad based across every part of our business, double digit category growth across each major part of the business and ecom stores and salon growing and strength across geographies and member base we're excited what we're seeing and for me, it comes down to three core things. we're in a great category. it's important to our guests and important to consumers' lives. our business model is proven nobody does what ulta beauty does and third and most important, our team and culture. it allows us to deliver a great experience that happens in stores like
how can the customers have this much money to spend at ulta? >> jim, first of all, great to be with you and thanks for your continued interest in ulta beauty we're proud and excited about what we're delivering right now, the consumer is loving what ulta beauty is serving up and we're excited about the opportunity ahead. behind the headline numbers, 14.6% comp and 17% total growth, 15.5% operating margin comes a lot of detail underneath that really gives me encouragement looking forward....
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Dec 1, 2022
12/22
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courtney >> i like ulta here. uncertain economy and uncertain consumer >> bonawyn. >> housing. >> karen finerman? >> upside calls, i like netflix but valuation is getting strong again. great interview. that whole level event was -- >> it was quite something. >> it was amazing. if you haven't seen it, check it out. thank you all for watching "fast money. we'll see you tomorrow at 5. for more "fast"anywhere. "mad money" with jim cramer starts right now >>> my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people people make friends. just trying to make a little money. my job not just to entertain but educate, teach call me, 1-800-743-cnbc or tweet me @jimcramer. when i first heard the idea that at some points in the business cycl
courtney >> i like ulta here. uncertain economy and uncertain consumer >> bonawyn. >> housing. >> karen finerman? >> upside calls, i like netflix but valuation is getting strong again. great interview. that whole level event was -- >> it was quite something. >> it was amazing. if you haven't seen it, check it out. thank you all for watching "fast money. we'll see you tomorrow at 5. for more "fast"anywhere. "mad money" with jim...
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Dec 23, 2022
12/22
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great, too every single one of the categories grew by double digits in the most recent quarter and ulta is cheap selling for 19 times earnings eastimates if you have a big gain, i won't tell you to be greedy. beyond the top performers, i'm feeling very good about tjx, yum brands and starbucks tjx is the parar parent of tjma, marshalls and home goods when you need plates for thanksgiving, it's my place. we own them for the charitable trust because tjx is a vulture struggling retailers need to unload old merchandise before they can bring in new stuff. they bought a lot of excess inventory and i bet we see more after the holidays because some retailers might not make it. because tjx prices are low, it's a winner every time consumers trade down during a recession. yum brands, parent of kfc, taco bell and pizza hut is great proposition and have plans for tremendous growth management to expand from 54,000 worldwide locations to 100,000 over time i believe it they came on i was blown away by the projections doing really well. kfc. don't forget about starbucks their most recent quarter was supe
great, too every single one of the categories grew by double digits in the most recent quarter and ulta is cheap selling for 19 times earnings eastimates if you have a big gain, i won't tell you to be greedy. beyond the top performers, i'm feeling very good about tjx, yum brands and starbucks tjx is the parar parent of tjma, marshalls and home goods when you need plates for thanksgiving, it's my place. we own them for the charitable trust because tjx is a vulture struggling retailers need to...
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Dec 20, 2022
12/22
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lori bergamotto is here to help us find the best finds from ulta beauty. stay with us. >>> "gma" gives back is sponsored by netspend. netspend's all access mobile acou helps you manage your money and build a better financial future. ld sometimes a cough isn't just a cough, so it's better to be prepared. binaxnow™ gives you reliable results in 15 minutes and detects multiple variants including omicron ba.5. binaxnow™ the #1 covid-19 self test in the us now, it's official. the #1 covid-19 self test xfinity has the fastest internet and the fastest mobile service. that's right, xfinity just increased internet speeds... again! and xfinity mobile gives you can't-catch-me speeds. plus, save hundreds on internet for your first two years when you add mobile. the fastest internet, the fastest mobile service, and major savings? can't argue with the facts. get gig speed internet for $50 a month for 2 full years when you add xfinity mobile with unlimited data. plus, get $200 back. switch today! (boy) i think this is going to work... (vo) small businesses like this
lori bergamotto is here to help us find the best finds from ulta beauty. stay with us. >>> "gma" gives back is sponsored by netspend. netspend's all access mobile acou helps you manage your money and build a better financial future. ld sometimes a cough isn't just a cough, so it's better to be prepared. binaxnow™ gives you reliable results in 15 minutes and detects multiple variants including omicron ba.5. binaxnow™ the #1 covid-19 self test in the us now, it's official....
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Dec 1, 2022
12/22
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>> with ulta, it boils down to if people see beauty as a need over a want. you mentioned that as the budgets get tight, people look for affordability. sometimes a tube of lipstick is something they can buy if they don't go on vacation gift giving is popular in the beauty category. that is a dynamic to watch >> anything else we should pay attention to what else is going with retail in the last month of the year? >> we will see a lot of retail earnings coming up lululemon is coming up and rent the runway retail earnings keep coming and they offer clues where consumers are still willing to spend. >> lululemon joe kernen is getting excited. he is an owner of the pants. melissa repko, thank you very much >> thanks, frank >>> speaking of kroger, catch the first interview with the chairman and ceo on closing bell he talks to sara eisen to talk about the push for albertsons. >>> on deck here on "worldwide exchange." stocks looking to keep the fed rolling as the new month gets under way. we layout what to watch. >>> it is pro week and it is a new way to trade with th
>> with ulta, it boils down to if people see beauty as a need over a want. you mentioned that as the budgets get tight, people look for affordability. sometimes a tube of lipstick is something they can buy if they don't go on vacation gift giving is popular in the beauty category. that is a dynamic to watch >> anything else we should pay attention to what else is going with retail in the last month of the year? >> we will see a lot of retail earnings coming up lululemon is...
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Dec 2, 2022
12/22
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stay tuned a ulta with a great more than 30, 39 million members i mean, to holy cow i'm a member by the way and love the app. so we got a retailer we have a semi foundry that is what we're looking for that is it let's see what john in wisconsin has for us john >> hey, jimbo, it's john from wiz wisconsin. happy holidays am i diversifidiversified? proctor gamble, ups, kroger, abbvie, shopify. >> ups, nice yield i think they will have a descent holiday. abbvie is a good drug company. we've made a huge amount of money for the charitable prus trus -- trust and moved on worry about al beerbertsons and didn't talk enough about that. we're starting to look better for the club for that finally and shopify, excellent quarter this is an online fulfillment. this is a transport, a drug, a supermarket chain and a consumer products company more perfection -- john rocks that's it. i hope everyone, there rare a lo of club members i know "mad money" is back after the break. >> announcer: coming up, cramer takes your calls and the sky is the limit. it's a fast fire lightning round, next. power e*trade's a
stay tuned a ulta with a great more than 30, 39 million members i mean, to holy cow i'm a member by the way and love the app. so we got a retailer we have a semi foundry that is what we're looking for that is it let's see what john in wisconsin has for us john >> hey, jimbo, it's john from wiz wisconsin. happy holidays am i diversifidiversified? proctor gamble, ups, kroger, abbvie, shopify. >> ups, nice yield i think they will have a descent holiday. abbvie is a good drug company....
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Dec 12, 2022
12/22
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ulta beauty is where we are positioned with joe t. and a little bit of a geographical sf split and ulta is a little bit cheaper and estee lauder a little richer in valuation, but this is a great trade. a+ >> good stuff. >> thank you, richard and thank you, dempsey and keep your trades coming in you can reach us via email and ask halftime at cnbc.com and twitter and we'll continue to grade them with the investment committee. up, in,next, mike santoli has te last word. we're back after this. researchers believe the first person to live to 150 has already been born. it could be you! wow. really? of course, you'll have to eat your greens, watch your stress, wear sunscreen... but to live to 150, we're developing solutions that help doctors listen to your heartbeat while they're miles away, or ai that knows what your body will do before you do. cool. introducing elevance health. where health can go. ugh, this rental car is so boring to drive. let's be honest. the rent-a-car industry is the definition of boring. and the reason can be found i
ulta beauty is where we are positioned with joe t. and a little bit of a geographical sf split and ulta is a little bit cheaper and estee lauder a little richer in valuation, but this is a great trade. a+ >> good stuff. >> thank you, richard and thank you, dempsey and keep your trades coming in you can reach us via email and ask halftime at cnbc.com and twitter and we'll continue to grade them with the investment committee. up, in,next, mike santoli has te last word. we're back...
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Dec 26, 2022
12/22
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but the reason people don't speak up to ulta for these companies is because you get shut down. you get called an entire array of names. if you have a problem with their ad campaign. if you have a problem with biological man competing against biological women on a sports team. you have seen how j.k. rowling has been treated. what is turf stands for, trance exclusionary radical feminist. she is just rich enough to not care doesn't have to worry about having her entire livelihood destroyed. but i wanted to quickly with the american girl book, the thing that bothers me the american girl is owned by mattel, the home of barbie. i think about nothing has done more to distort the idea of the concept of beauty for young women in this country. and to damage our body image for generations than barbie. some may be mattel just needs to take a seat for a while. [laughter] what do you say, raymond? >> raymond: look, it is incumbent upon women in dealing with these issues. whether dealing what it means to be a woman and passing that on to the next generation. these squabbles, these are basical
but the reason people don't speak up to ulta for these companies is because you get shut down. you get called an entire array of names. if you have a problem with their ad campaign. if you have a problem with biological man competing against biological women on a sports team. you have seen how j.k. rowling has been treated. what is turf stands for, trance exclusionary radical feminist. she is just rich enough to not care doesn't have to worry about having her entire livelihood destroyed. but i...
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berlin, coming up next, e w reporter, looking at rebels in myanmar who are taking up arms against ish ulta. i'll be back again at the top of the next door, take care and we'll see that i we've got some hot tips for your bucket list. ah, romantic corner chat. hot spot for food, and some great cultural memorials to boot d w, travel off we go. hey guys, that level and share my welcome to my podcast. love matter by and by celebrities influences and experts to talk about all playing loved effect from day to even get today. nothing less because all these things and more and then you know, season of the pot come, make sure to tune and wherever you get your pot, cough and join the conversation because you know, it love matters. ah ah ah, ah, a military coup and mass protests squashed and bloodshed in me and mark young men and women are going to war against the military dictatorship, the local alleging to resist, we have to pick up arms ourselves. my parents agree in a secret location, we meet with the resistance fighters and the people who stand to lose everything in the ongoing war. obama zeal, t
berlin, coming up next, e w reporter, looking at rebels in myanmar who are taking up arms against ish ulta. i'll be back again at the top of the next door, take care and we'll see that i we've got some hot tips for your bucket list. ah, romantic corner chat. hot spot for food, and some great cultural memorials to boot d w, travel off we go. hey guys, that level and share my welcome to my podcast. love matter by and by celebrities influences and experts to talk about all playing loved effect...
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Dec 10, 2022
12/22
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ulta ulta >> alarm alicia menendez, on the release of britney griner, and what it will take to bring paul whelan home. on trump or january six committee, who can face a criminal referral and why? all ahead, american voices extremist, and right here on msnbc. msnbc. for chest, neck, and back. it goes on clear. no mess. just soothing comfort. try vicks vapostick. kevin, where are you?! kevin?!?!?.... hey, what's going on? i'm right here! i was busy cashbacking for the holidays with chase freedom unlimited. you know i can't believe you lost another kevin. it's a holiday tradition! earn big time with chase freedom unlimited. ♪ ♪ for people living with h-i-v, keep being you. and ask your doctor about biktarvy. biktarvy is a complete, one-pill, once-a-day treatment used for h-i-v in certain adults. it's not a cure, but with one small pill, biktarvy fights h-i-v to help you get to and stay undetectable. that's when the amount of virus is so low it cannot be measured by a lab test. research shows people who take h-i-v treatment every day and get to and stay undetectable can no longer tra
ulta ulta >> alarm alicia menendez, on the release of britney griner, and what it will take to bring paul whelan home. on trump or january six committee, who can face a criminal referral and why? all ahead, american voices extremist, and right here on msnbc. msnbc. for chest, neck, and back. it goes on clear. no mess. just soothing comfort. try vicks vapostick. kevin, where are you?! kevin?!?!?.... hey, what's going on? i'm right here! i was busy cashbacking for the holidays with chase...
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Dec 2, 2022
12/22
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look at the names hitting 52-week highs today, including las vegas sands, ulta, and campbell soup. ulta is at an all-time high. >> there was no person in charge i understand what the scale of the market crash could look like there were absolutely huge management failures. >> what are your employers telling you right now? are they suggesting >>> despite a stronger-than-expected jobs report, more layoffs and bonus cuts are hitting wall street as deal making stalls this week morgan stanley became the latest to announce job cuts. goldman sachs and jeffreys are warning about a challenging bonus season we bring in banking reporter for cnbc.com, this is the real coal in the stocking for those who work in finance this year, right? >> it is, contessa how's it going it is particularly if you've been on the trading side at a place like goldman sachs say you've been a fixed-income trader and, you know, you just had a bonkers year you really killed it this year and, you know, as of the first nine months of the year, trading revenue was up approximately 15%, 14% at great lakes. so you could be f
look at the names hitting 52-week highs today, including las vegas sands, ulta, and campbell soup. ulta is at an all-time high. >> there was no person in charge i understand what the scale of the market crash could look like there were absolutely huge management failures. >> what are your employers telling you right now? are they suggesting >>> despite a stronger-than-expected jobs report, more layoffs and bonus cuts are hitting wall street as deal making stalls this week...
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Dec 9, 2022
12/22
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ulta, by the way, makes a new high every day. >> every day i get that because cosmetics as a category has been strong you hear that from the retailers. >> and sporting goods. >> i don't know. you don't see it in the other stock like a nike or adidas. >> pure footwear not so much it's more other sporting goods >> the hockey sticks i have to buy my son for his fifth birthday today. >> happy birthday. >> thank you mike santoli. >>> let's talk about the ppi print which we do that often but it came in hotter than expected and surprised the market 0.3% in december the data ahead of a huge week of economic news. you have cpi, consumer prices out on tuesday and the fed decision on wednesday. joining us now is chief market strategist tony dwyer. did it surprise you to see a hotter ppi which could signal a hotter cpi market has been excited about inflation coming down. >> it is coming down, inflation part of in the ppi what's interesting the prior month was revised higher if you had that revise print a month ago we might not have had a great narrative around inflation. the s&p 500 is at this ve
ulta, by the way, makes a new high every day. >> every day i get that because cosmetics as a category has been strong you hear that from the retailers. >> and sporting goods. >> i don't know. you don't see it in the other stock like a nike or adidas. >> pure footwear not so much it's more other sporting goods >> the hockey sticks i have to buy my son for his fifth birthday today. >> happy birthday. >> thank you mike santoli. >>> let's talk...
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Dec 19, 2022
12/22
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so this is ulta, they don't sell shoes, but they are going to take my return because they're a happy returns partner. let's see how it works. i have the qr code here. okay. perfect. thank you. she scans my phone, checks the shoes, and bags them up. >> for your receipt, it's going to be in your email. >> reporter: the whole thing took about two minutes. wow. okay. it confirmed that i got the return. upon and i got a $3.50 off coupon for a $15 purchase at ulta. >> what shoppers want is free and friction-free returns. >> reporter: david sobie is vice president of happy returns by paypal and says avoiding boxes and printing labels is a gift to the environment. >> as you see behind me, those are happy returns reusable shipping totes. not only are we reducing the number of shipments because we're aggregating returns, we also eliminating cardboard from the equation. >> reporter: when you break it town, what does it look like? a return experience? >> almost 80% of shoppers report that they're less likely to shop again from that retailer if they have a bad return experience. >> reporter: the
so this is ulta, they don't sell shoes, but they are going to take my return because they're a happy returns partner. let's see how it works. i have the qr code here. okay. perfect. thank you. she scans my phone, checks the shoes, and bags them up. >> for your receipt, it's going to be in your email. >> reporter: the whole thing took about two minutes. wow. okay. it confirmed that i got the return. upon and i got a $3.50 off coupon for a $15 purchase at ulta. >> what shoppers...
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Dec 17, 2022
12/22
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in 2020 gregory booth. ulta is the director of foods employer consulting. he joins us now from cape town. great to have you with us so well survive the attempt to impeach him, but is he going to be re elected as the leader? well, that's the $1000000.00 question, and he think so. number of commentators think so, but the number of delegates from causing the toe, which is the province of former president jacob summa. and from how tang the country's most populous province, which has burg, may very differently. so as it stands, he's likely to get it, but it's not in the bag. how concerned should he be about the form of present? jacobs in his anger over being replaced as president? well jacob zoom. a did a classic jacobs even move yesterday. arriving during ceramic pose a speech causing house of approval from prison for delegates predominate from his province. but then things settled down as opposed to was able to complete his speech. the other thing zoom did was bring a private prosecution against or i'm a pose in the hope of making him forcing him to step down.
in 2020 gregory booth. ulta is the director of foods employer consulting. he joins us now from cape town. great to have you with us so well survive the attempt to impeach him, but is he going to be re elected as the leader? well, that's the $1000000.00 question, and he think so. number of commentators think so, but the number of delegates from causing the toe, which is the province of former president jacob summa. and from how tang the country's most populous province, which has burg, may very...
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Dec 22, 2022
12/22
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to be in value and i said to be in brands brands like ralph lauren will continue to grow under price ulta will benefit from the strength, both in makeup and in skin care. i think of companies like deckers whose innovation continue to show appeal. and tjxx and wall matt, those will win >> is the clover all-mood going to be too depoliting >> luxury overall, that consumer always has more to spend even now we're talking about the rate of growth mod rating, but more importantly, it's continuing to grow there's big opportunities from the reopening of china, and luxury trades at such great margins, and it leads them to continue to have, in my mind, a better to 23, especially if china reopens. >> dana, thanks as always, great to get your take mike, it brings to minute the nugget of good news with nike, though others argued they're essentially a one-off. >> to a agree, yeah, that category seems to be one of the bright spots what dana was alluding to, some of the stocks that pulled the pain forward 678 like a best buy, often a cheap stock, continues to look cheap, 0.4 sales ratio -- price-to-sales
to be in value and i said to be in brands brands like ralph lauren will continue to grow under price ulta will benefit from the strength, both in makeup and in skin care. i think of companies like deckers whose innovation continue to show appeal. and tjxx and wall matt, those will win >> is the clover all-mood going to be too depoliting >> luxury overall, that consumer always has more to spend even now we're talking about the rate of growth mod rating, but more importantly, it's...
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Dec 19, 2022
12/22
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so this is ulta. they don't sell shoes but they will take my return because they are a happy returns partner. let's see how it works i have the qr code right here. perfect. thank you. she scans my phone, checks the shoes and bags them up >> for your receipt. it's in your email. >> reporter: the whole thing took two minutes wow. it confirmed i got the return and i also actually got a $3.50 off coupon for a $15 purchase at ulta. >> shoppers want friction-free and free returns >> reporter: the vice president of happy returns by paypal and says avoiding boxes and printing labels is a gift to the environment. >> as you see, those are happy returns reusable shipping totes. not only are we reducing the amount of shipments we are eliminating cardboard. >> reporter: what does it look like >> almost 80% of shoppers report that they are less likely to shop again from that retailer if they have a bad return experience. >> reporter: the largest retailer, amazon, make returns easy with amazon returns, no packaging
so this is ulta. they don't sell shoes but they will take my return because they are a happy returns partner. let's see how it works i have the qr code right here. perfect. thank you. she scans my phone, checks the shoes and bags them up >> for your receipt. it's in your email. >> reporter: the whole thing took two minutes wow. it confirmed i got the return and i also actually got a $3.50 off coupon for a $15 purchase at ulta. >> shoppers want friction-free and free returns...
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Dec 7, 2022
12/22
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flat i mentioned a few lows salesforce lowest level since about 2020 right now and all-time high for ulta beauty, which continues to gain traction s&p 500 closes with a loss of 0.2 of 1%. not a good stream as thought earlier in the week but adds to losses nasdaq hit hardest again down half a percent story today is really in the bond market where we saw a big rally in the ten year and in the 30 year bringing down those yields that's it for me on "closing bell" in "overtime," the stock. >>> i'm scott wapner, you heard the bell getting started at post 59 at the stock exchange in a moment speak with frencher capital rick heitzmann we'll ask key questions, and mike mayo back with us after making a key move on bank of america today. it's been his top pick in the space. has that now changed we b
flat i mentioned a few lows salesforce lowest level since about 2020 right now and all-time high for ulta beauty, which continues to gain traction s&p 500 closes with a loss of 0.2 of 1%. not a good stream as thought earlier in the week but adds to losses nasdaq hit hardest again down half a percent story today is really in the bond market where we saw a big rally in the ten year and in the 30 year bringing down those yields that's it for me on "closing bell" in...
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Dec 21, 2022
12/22
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than expected earnings and host retail names getting a big today from foot locker tolu lew lemon to ulta and closed up 526 points and s&p surging 1.5% and the major averages are going to wrap up their first year since 2008 the vix down over 9% and dropping sharply from its early december peak. so with consumer confidence rising and the fear gauge falling can investors ride it through the end of the year. dan, you're beside >> maybe think about friday afternoon is going to be pretty quiet we have monday off on the 26th then we'll have a quiet late next week so if, you know, if you want to run them, have at it, people run them into the end of the year we've had a nice rally off mid-october lows and say this, quickly, though, you know, as investors start thinking about what are the expectations for 2023, s&p and earnings still probably high. consensus up 5% year over year and the one thing that the fed has not been able to do as they're battling inflation with all of these rate increases that we've seen, you know, wage growth and unemployment, wage growth is sticky and unemployment hasn't r
than expected earnings and host retail names getting a big today from foot locker tolu lew lemon to ulta and closed up 526 points and s&p surging 1.5% and the major averages are going to wrap up their first year since 2008 the vix down over 9% and dropping sharply from its early december peak. so with consumer confidence rising and the fear gauge falling can investors ride it through the end of the year. dan, you're beside >> maybe think about friday afternoon is going to be pretty...
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Dec 12, 2022
12/22
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people decided that target lost its edge even sayinging ulta bet got downgraded and didn't come near lu when they reported last week walmart had good numbers down seven points in two weeks and don't get me started on wil williams-sonoma or restoration hardware they're totally despised they are absolutely heinous. only love being shown for the smaller cap names is a t tappestry, the gap i think you should begin to take the other side of every one of these trend following analysts why? because these groups are too beaten down like the stock market today that bounced so quickly. once they got any good news. and once you do get any good news for instance maybe oracle tonight when they did that great quarter. you'll see a switch in directions so rapidly you'll be kicking yourself for missing it. these analysts don't want to take the risk of going against the grain. i sympathize nobody ever gets in trouble for being wrong in the same way as everybody else but nobody ever won big that way, either if you're trying to make money in this market, sometimes you need to buck the trend i like to s
people decided that target lost its edge even sayinging ulta bet got downgraded and didn't come near lu when they reported last week walmart had good numbers down seven points in two weeks and don't get me started on wil williams-sonoma or restoration hardware they're totally despised they are absolutely heinous. only love being shown for the smaller cap names is a t tappestry, the gap i think you should begin to take the other side of every one of these trend following analysts why? because...
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Dec 9, 2022
12/22
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he said ulta trades at 19 times but conservatively a company should drive 15 times. he did say he was willing and able to wage a proxy fight if necessary and that he thought it would be easy to win he said it wasn't his preference, of course, but he'd like to give the ceo a chance, try to work with the board which loeb says. it's certainly interesting news circulating. we'll follow the story he is about as active as they come, and weiss, a quick comment from you before we move to the markets. he's about as successful as activists have been as well. >> and phenomenal investor even when he's not an activist investor this is definitely a kindler, gentler dan loeb usually it's more aggressive, and this was extremely positive saying you know what, it's going to be a great story anyway it is a quality company. it does have a certain niche and identifies with that niche and that's important in building a global brand it is egregious that ceo took out that kind of comp, which i'd vote for dan to be on the board because clearly while he points out some talented people, clearl
he said ulta trades at 19 times but conservatively a company should drive 15 times. he did say he was willing and able to wage a proxy fight if necessary and that he thought it would be easy to win he said it wasn't his preference, of course, but he'd like to give the ceo a chance, try to work with the board which loeb says. it's certainly interesting news circulating. we'll follow the story he is about as active as they come, and weiss, a quick comment from you before we move to the markets....
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Dec 7, 2022
12/22
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. >> you are in ulta. >> it's not one of those, oh, i should have owned it i was never going to own prometheus good for them. if there is something there and it seems like from the data, it seems to be, that would be very helpful to a lot of people you know, certainly makes you think who is going to buy them now? somebody interestingly, i saw cedars-sinai owns 11%. >> interesting. >> good for them that was a big hit today. >> yeah. all right. two areas of the market flashing warning signs. wti crude the lowest level since december, a couple of dollars away from below $70 a barrel and the spread between a three month and ten-year yield the most inverted in nearly 22 years. for more on what this is signaling, former federal reserve vice-chair roger ferguson also a cnbc contributor. welcome to the show. great to see you. >> thanks. nice to be here, melissa. >> seems like these two things, these asset classes are telegraphing a recession where do you stand on that >> i think the asset classes are in fact as you say tell graphing a recession. what's rel grant is it's not just those markets doing th
. >> you are in ulta. >> it's not one of those, oh, i should have owned it i was never going to own prometheus good for them. if there is something there and it seems like from the data, it seems to be, that would be very helpful to a lot of people you know, certainly makes you think who is going to buy them now? somebody interestingly, i saw cedars-sinai owns 11%. >> interesting. >> good for them that was a big hit today. >> yeah. all right. two areas of the...
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Dec 13, 2022
12/22
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. >> and conagra, pepsico, ulta beauty became a recession play, a new high every day consumer inflation cooling in november the pain may not be over just yet. walmart's ceo telling our frank holland that higher prices and certain categories will be sticking around. >> consumerables is where we see the most stubborn inflation. we're not hearing from our suppliers looking forward that that is going to come down soon. genera started to adjust. but we think there is going to be persistent inflation with us for a while. >> frank holland joins us. so, frank, after speaking with walmart's ceo what was your take on his impression about the consumer overall right now >> certainly believe consumers' ability to pay a softening. walmart has 160 million customers per week and we really touched on the fact that those rising food prices, cpi showed food prices rising by 10% year over year, increasing month over month despite that cooling when it comes to overall inflation and certainly impacting things walmart is adjusting its inventory. says it is adjusting its inventory just to basically deal with t
. >> and conagra, pepsico, ulta beauty became a recession play, a new high every day consumer inflation cooling in november the pain may not be over just yet. walmart's ceo telling our frank holland that higher prices and certain categories will be sticking around. >> consumerables is where we see the most stubborn inflation. we're not hearing from our suppliers looking forward that that is going to come down soon. genera started to adjust. but we think there is going to be...
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Dec 2, 2022
12/22
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ulta beauty touching an all-time high before going flat saying that spending jumped across the board, across all income levels. cosmetics company also raising its outlook for the year stocks down a bit. it did have a nice pop that's that little green thing you see there. marvel technology falling after mixed third quarter results. much weaker than expected guidance that stock is down 3.5%. and boeing, getting a bump on monday, on reports that united airlines, close to buying dozens of boeing's 787 dreamliners. that order would be worth billions of dollars. and the chinese tech names, they're getting another bump today and are up big for the week jd.com, alibaba, all rallying about 20% this week. pin duo, duo up 30%. tyler mathisen with a cnbc news update >> brian, thank you very much. and here is your cnbc news update, up to the myinute. part of interstate 90 remains closed after a u.p.s. semi truck caught fire, crashed off a bridge, and dangledbetween two overpasses my goodness. do a river below officials say emergency crews were able to rescue the driver and transport him to a nearb
ulta beauty touching an all-time high before going flat saying that spending jumped across the board, across all income levels. cosmetics company also raising its outlook for the year stocks down a bit. it did have a nice pop that's that little green thing you see there. marvel technology falling after mixed third quarter results. much weaker than expected guidance that stock is down 3.5%. and boeing, getting a bump on monday, on reports that united airlines, close to buying dozens of boeing's...
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Dec 13, 2022
12/22
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but the congress may, at anytime, by law, maker ulta such regulations, except as to the places of choosing the senators. the north carolina legislature, appeal to the supreme court, arguing that the's constitution, gives in legislature gives them complete power over elections, and the supreme court of north carolina cannot be allowed to ruin any election choices. you are neil kowtow's first worst of the united states supreme court. >> for 234 years, states have not read the elections caused the way you just heard. there are two reasons to affirm. when is that when acting legislation, there's no such thing as an independent state legislature. the other is that north carolina statutes authorized -- all focused on the first. the petitioners, idea that the state legislatures created by state constitutions, are independent to them is wrong. it is rejected by the articles of confederation, rejected by the early state constitutions, rejected by the founding practice, especially, new york where judges vetoed federal election bills. it's also rejected by this court, and cases such as smiley and hil
but the congress may, at anytime, by law, maker ulta such regulations, except as to the places of choosing the senators. the north carolina legislature, appeal to the supreme court, arguing that the's constitution, gives in legislature gives them complete power over elections, and the supreme court of north carolina cannot be allowed to ruin any election choices. you are neil kowtow's first worst of the united states supreme court. >> for 234 years, states have not read the elections...
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Dec 13, 2022
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and a few stocks have been near all-time highs, ulta, and pepsi and boston scientific all trades near records >>> tesla is now down nearly 40% in the fourth quarter. putting it on pace for its worst quarter ever and take a look at this. over the last two years, tesla has shed more than a fifth value, gm mean ttime is down 7% and ford is up 50% so do tesla's troubles open the door for the ev boom let's welcome mark fields. mark was formerly the ford ceo and most recently interim hertz board member and great to have you here in the house at the nasdaq market site do you think that tesla stumbles, do you think that tesla's reputational damage, the recent polls saying that the negative comments are eking out the positive view of tesla all of that will help gm and ford in this ev race >> well i think on balance you have to look at this relatively. and saying, listen on balance is it a net positive or a net news ral or a net negative. and when you look at tesla, first and foremost they're a battery and technology company that happens to make cars. that is a big advantage. they have a big fi
and a few stocks have been near all-time highs, ulta, and pepsi and boston scientific all trades near records >>> tesla is now down nearly 40% in the fourth quarter. putting it on pace for its worst quarter ever and take a look at this. over the last two years, tesla has shed more than a fifth value, gm mean ttime is down 7% and ford is up 50% so do tesla's troubles open the door for the ev boom let's welcome mark fields. mark was formerly the ford ceo and most recently interim hertz...
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ulta's latest report is just a thing of beauty. the cosmetics and fragrance company's comparable sales grew by 14.6% year-over-year, and the company's also forecasting a rosy future. you can see this one, the stock had been up, then it dipped into negative territory shortly after the open and kind of straddling the line here, just up a fraction. they've raised their annual forecast because consumers are continuing to pay up for makeup. credit suisse raising its price target on the retailer from $480 to 535 a share. we're at $472 and change at the moment. ford in focus at this hour, the automaker reported electric vehicle sales were up 103% for the month, that's more than double a year ago. however, ford's total u.s. vehicle sales in november fell 7.8%, the decline driving the stock down about 1.6%. and speaking of evs, electric vehicle king and twitter owner elon musk probably got very little sleep last night. not only was he marking the first delivery of his all-ev semi truck by driving one in to reno last night just to display it
ulta's latest report is just a thing of beauty. the cosmetics and fragrance company's comparable sales grew by 14.6% year-over-year, and the company's also forecasting a rosy future. you can see this one, the stock had been up, then it dipped into negative territory shortly after the open and kind of straddling the line here, just up a fraction. they've raised their annual forecast because consumers are continuing to pay up for makeup. credit suisse raising its price target on the retailer from...
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Dec 22, 2022
12/22
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can't sell your house or car, so you might as well make them both better dick's sporting goods and ulta is great in cosmetics. super luxury in this environment as well is doing well. and nordstrom, macy's, kohl's, gap, wilson sonoma and way fair and best buy, these are companies that will struggle. >> some things that i heard out of nike and observations but nike almost revalidated brick and mortar model they've talked about dtc working but talked about different call it distribution and omni channel. what is your thought on this we counted so many of these retailers left for dead and if you want from the most sophisticated consumer products who could do whatever they want, they kind of made it sound like we'll see more life back in some of the old galleria malls of the world. is there any truth to that >> i think you'll see more life in the nike stores they control their brand what they have is a great brand. it is a vertically one of the winners, and they've been very careful. they have their goods very sharply segmented to what they'll sell and except fon nike.com or in their own sto
can't sell your house or car, so you might as well make them both better dick's sporting goods and ulta is great in cosmetics. super luxury in this environment as well is doing well. and nordstrom, macy's, kohl's, gap, wilson sonoma and way fair and best buy, these are companies that will struggle. >> some things that i heard out of nike and observations but nike almost revalidated brick and mortar model they've talked about dtc working but talked about different call it distribution and...
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Dec 22, 2022
12/22
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then you've got ulta, and these stocks actually performed the broader market over the past year because the s&p has been just dismal when you look at it year-to-date. how about the malls because if you see something on tiktok, and you can't find it online, you go to the mall. do they get any bump from this? >> well i think first of all, certainly physical shopping is going to get a bump over the course of the last couple weeks as you get closer to the holidays, but yeah. the reemergence of physical retail since the pandemic has been exceptionally strong. people realize they missed going out shopping whether it's at the mall or whether it's at the grocery anchor shop down the street from their house and the store has become really a multitude of needs. the traditional shopping experience but also become little mini fulfillment centers as well. certain things that happen during the course of the pandemic that we are now taking for granted like ordering online, ordering on your cell phone going right to the store to pick it up that kind of buy online pick-up in-store, curbside pick-up et c
then you've got ulta, and these stocks actually performed the broader market over the past year because the s&p has been just dismal when you look at it year-to-date. how about the malls because if you see something on tiktok, and you can't find it online, you go to the mall. do they get any bump from this? >> well i think first of all, certainly physical shopping is going to get a bump over the course of the last couple weeks as you get closer to the holidays, but yeah. the...
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Dec 30, 2022
12/22
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this is from an ulta beauty podcast, a transgender host interviewed someone named dylan mulvany to discuss girlhood. >> dylan is the one with the red bow. >> wow. i know i can find love. i know i can still be a performer. i know that i can have i want to have a family. i want to be a mom. one day and i absolutely can. >> mm . as dylan pursues motherhood, female activists worry that the federal and state laws written to protect biological women from discrimination are being undermined by these ever broadening cultural definitions of what it means to be a woman . female athletes are now competing with biological men who identify as women. my next guests are sounding the alarm and say they're taking steps to protect women's rights. >> joining me now, carrie lucas, president of the independent women's forum, and riley gaines, former university of kentucky swimmer who competed against transgender athlete leah thomas. thank you both for being here. carrie , are these shifting definition, facilitating discrimination against biological women? >> absolutely. it really is important when you're talki
this is from an ulta beauty podcast, a transgender host interviewed someone named dylan mulvany to discuss girlhood. >> dylan is the one with the red bow. >> wow. i know i can find love. i know i can still be a performer. i know that i can have i want to have a family. i want to be a mom. one day and i absolutely can. >> mm . as dylan pursues motherhood, female activists worry that the federal and state laws written to protect biological women from discrimination are being...
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Dec 6, 2022
12/22
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kimbell of ulta, and estee lauder is selling well there, too. look at that there's an opportunity stock's down 100 points. it's liked in china. it's liked here. i don't know go ahead there you go. >> they go to 266. they were 209. >> i got to tell you, that company is so well run duty-free is important, travel is important what really hurt, if you weren't going out in china, you didn't use their makeup now you're going out they use the makeup and they are gigantic in china. i think it's a fantastic call by deutsche bank. fantastic. >> how about tonight >> so, tonight we're just looking at a couple of -- actually, we're looking at some stocks that our viewers have told us to start looking at. we are going back to when -- we've been doing it, but our viewers are smarter than we are right now and they're bullish. our viewers are bullish. i'm not going to let them fall prey to -- in the long term they could be right it's not fair. they deserve better. they deserve better. >> you'll give them better >> well, the long term -- in the long term we're go
kimbell of ulta, and estee lauder is selling well there, too. look at that there's an opportunity stock's down 100 points. it's liked in china. it's liked here. i don't know go ahead there you go. >> they go to 266. they were 209. >> i got to tell you, that company is so well run duty-free is important, travel is important what really hurt, if you weren't going out in china, you didn't use their makeup now you're going out they use the makeup and they are gigantic in china. i think...
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Dec 5, 2022
12/22
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the area i'm least worried about is makeup, david kimbell is doing an amazing job at ulta and prices for chicken wings have come down a great deal. it's wingstop's moment it's their moment. >> big piece in "the washington post" over the weekend about gasoline, wings, apparel >> i had a lot of wings this weekend. i felt very good >> at the game >> yeah. the wings were fantastic thank you, donna the wings were fantastic. >> congratulations, by the way >> thank you >> it was all you. >> we did really well last night. >> apparently richard fischer is involved with what the dallas cowboys -- >> ceedee lamb was - >> he's in great shape, but -- >> see you tonight, jim. "mad money" at 6:00. >>> don't miss morgan brennan's exclusive with palantir's alex karp, the war in ukraine dow is down 66 wo have any idea? that they can sell their life insurance policy for cash? so they're basically sitting on a goldmine? i don't think they have a clue. that's crazy! well, not everyone knows coventry's helped thousands of people sell their policies for cash. even term policies. i can't believe they're jus
the area i'm least worried about is makeup, david kimbell is doing an amazing job at ulta and prices for chicken wings have come down a great deal. it's wingstop's moment it's their moment. >> big piece in "the washington post" over the weekend about gasoline, wings, apparel >> i had a lot of wings this weekend. i felt very good >> at the game >> yeah. the wings were fantastic thank you, donna the wings were fantastic. >> congratulations, by the way...
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Dec 19, 2022
12/22
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which of these stocks do you think come out ahead >> i think ulta, ralph lauren, dick's sporting goods, costco, you're getting all types of consumers shopping costco and you're seeing companies like ralph lauren which has expanded the purview of who they're appealing too. >> it's funny. macy's, walmart. it's not just one group that's going to do well or not just the discounters, not just middle market, not just luxury. but you're going to pick names in each one of those. >> exactly the reason why i'm doing that, every company today, they're executing with agility if you have expecting the unexpected which is my theme for 2023, it requires agility. you look at what macy's has been doing, whether it's adding new categories, lmvh and what they're doing, i think you have to have -- you have to be innovative in order to drive wallet share every category, you'll have wallet share being driven even at the lower, middle income level. what are you offering them either in price, product or value. >> these picks that you made, do they reflect your conviction for the coming year? there's a lot of
which of these stocks do you think come out ahead >> i think ulta, ralph lauren, dick's sporting goods, costco, you're getting all types of consumers shopping costco and you're seeing companies like ralph lauren which has expanded the purview of who they're appealing too. >> it's funny. macy's, walmart. it's not just one group that's going to do well or not just the discounters, not just middle market, not just luxury. but you're going to pick names in each one of those. >>...
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Dec 14, 2022
12/22
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nurses at ulta bates summit medical center has issued a nine day strike notice starting christmas eve and run through january, 2nd at its facilities in oakland and berkeley, in a statement said her health says the nurses demand for a 40% pay increase is unreasonable and that their current offer is for a 22.4% pay raise over four years center is currently making contingency plans to serve patients. during a strike. hospital beds in the north bay are filling up with patients and nearing capacity. health officials in marin county say the flu rsv and covid have just overwhelmed hospital staff and they say, with waiting rooms filling up, you can expect a long wait. if you have to go to the hospital and at some pharmacies in more rural parts of the county stores have problems restocking supplies of drugs like children's tylenol or tamiflu. they're used to fight the flu. we've run out of it, and we can't even replace it by purchasing more from the wholesalers because they're also out. we have a couple of very challenging weeks ahead of us that are going to put a stress on our health care sys
nurses at ulta bates summit medical center has issued a nine day strike notice starting christmas eve and run through january, 2nd at its facilities in oakland and berkeley, in a statement said her health says the nurses demand for a 40% pay increase is unreasonable and that their current offer is for a 22.4% pay raise over four years center is currently making contingency plans to serve patients. during a strike. hospital beds in the north bay are filling up with patients and nearing capacity....