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Apr 3, 2024
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ulta is much more u.s.-centric. >> travel retail. you don't think ulta's exposed to that? >> estee lauder, it is. >> yeah, for sure. >>> a lot more "fast money" to come. here's what's coming up next. >>> turn up the volume. spotify hitting its highest levels in more than two years today. the headlines that have investors singing along with the stock, next. >>> plus, ford keeps on trucking. the automaker posting a monster increase in ev sales. the eye-popping numbers that just might put the charge back in the electric auto trade. you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. ies. (vo) the key to being rich is knowing what counts. personalized financial advice from ameriprise can do more than help you reach your goals. i can make this work. it can help you reach them with confidence. no wonder more than 9 out of 10 of our clients are likely to recommend us. ameriprise financial. advice worth talking about. even space age technology can't prevent accidents at work. so talk to your agent about workers's comp insura
ulta is much more u.s.-centric. >> travel retail. you don't think ulta's exposed to that? >> estee lauder, it is. >> yeah, for sure. >>> a lot more "fast money" to come. here's what's coming up next. >>> turn up the volume. spotify hitting its highest levels in more than two years today. the headlines that have investors singing along with the stock, next. >>> plus, ford keeps on trucking. the automaker posting a monster increase in ev...
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Apr 8, 2024
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you have other places to go as opposed to ulta. the deal they made with kohl's was genius, otherwise david, we wouldn't go to kohl's. >> because we go for se. hora. >> no for the koll's cash. >> your point is that elf is the beneficiary here. >> no, ulta is being hurt because sephora made this deal with kohl's. right now, i'm wearing a plastic belt for $13, i happened to get two belts for $26. my belt was more expensive than david's outfit. look at this. this thing is just -- it's made by dupont. oh, no. my battery pack. but look at this thing. look at this. >> that is some fine vinyl. >> you can use it with floor panels, for a belt. this is what's going on in america. when you to to kohl's you're buying incredibly cheap price -- david, i have to tell you in all my years i never thought it would come to this. no cows were killed. i think that -- >> very nice. >> carl? >> on the challenge, a challenge looking for segue i would go to goldman >> that's probably right. b.j.'s probably doesn't have anything nearly as bad as this belt. t
you have other places to go as opposed to ulta. the deal they made with kohl's was genius, otherwise david, we wouldn't go to kohl's. >> because we go for se. hora. >> no for the koll's cash. >> your point is that elf is the beneficiary here. >> no, ulta is being hurt because sephora made this deal with kohl's. right now, i'm wearing a plastic belt for $13, i happened to get two belts for $26. my belt was more expensive than david's outfit. look at this. this thing is...
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Apr 9, 2024
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it brings us to alter the -- ulta's comments. it brought a lot of your companies down. you just mentioned, they've gotten a little bit tougher for ulta. >> we feel great about our partnership with ulta, the beauty category , dave went out of his way to talk about how else is really driving a lot of growth for them in the category. it is measured by dollar sales, target, alter, super drug and boots. >> you have seen no softness in your business in this period. >> well, we just finished the quarter a few weeks away. the specific guidance. it has never been stronger. but also skincare, we are one of the fastest growing skincare brands in the u.s. right ow and we have tremendous potential. we are seeing strength across the board, not only national retailers but digital business is up over 100%. national business is up over 100%. we continue to execute extremely well and i'm very proud of the team in our ability to continue. >> speaking of digital, you have actually experimented with new ways to reach customers. the applevision pro-, how has that worked and is it something t
it brings us to alter the -- ulta's comments. it brought a lot of your companies down. you just mentioned, they've gotten a little bit tougher for ulta. >> we feel great about our partnership with ulta, the beauty category , dave went out of his way to talk about how else is really driving a lot of growth for them in the category. it is measured by dollar sales, target, alter, super drug and boots. >> you have seen no softness in your business in this period. >> well, we just...
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what is it about ulta. maybe best in class, there is always a question mark whether people can go there afford it because there are cheaper options, aren't there? >> that is really good point. ulta is losing share in super expensive skin care part of the market. they have again gaining in the affordable parts. that is important. they partnered why serena williams who launched her own line in ulta. finding businesses like this that are leaders in their game at around times ebitda where it is trade something pretty attractive in my eyes. charles: i discovered ulta 15 years ago. i dropped my wife in the strip store. i said come to me baby, come to me. they laughed at me at home. i don't use enough lotion. when i saw that store. i have to look at the financials. i never saw anything like that. let's talk about a.i., this ipo thing. >> yeah. charles: i thought this was interesting. this is your late-stage technology stuff and it is not blowing up. i mean it is okay but i thought it would be a lot higher than thi
what is it about ulta. maybe best in class, there is always a question mark whether people can go there afford it because there are cheaper options, aren't there? >> that is really good point. ulta is losing share in super expensive skin care part of the market. they have again gaining in the affordable parts. that is important. they partnered why serena williams who launched her own line in ulta. finding businesses like this that are leaders in their game at around times ebitda where it...
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Apr 3, 2024
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dave kimball, the ceo of ulta lowered the boom on his own stock today. he made cogent points about what he called societal factors when he talked about self -- sales. he said economically there's a mixed data point around the economic situation for the majority of consumers with healthy employment weight and wage growth and also rising credit card debt and student loan dynamics and of the pressures that we certainly see within i guess. then he goes on, quote, we know what is going on in the world whether it is some of the political challenges, global complex, and then the political environment as we go through election-year. he said that creates a soup of activity. i get all of this but as i read through the call i was struck by an obvious surge of competition from kohl's which has named plated it's sephora store right inside. so this is why i come down. i do not believe anything of consequence is happening with the consumer as long as employment remain strong. that is the true tale of spending. we still have good unemployment numbers which is fabulous.
dave kimball, the ceo of ulta lowered the boom on his own stock today. he made cogent points about what he called societal factors when he talked about self -- sales. he said economically there's a mixed data point around the economic situation for the majority of consumers with healthy employment weight and wage growth and also rising credit card debt and student loan dynamics and of the pressures that we certainly see within i guess. then he goes on, quote, we know what is going on in the...
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Apr 29, 2024
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22% for ulta over the last year, only looking at 6%. you are seeing the deterioration there in terms of the revenue growth and seeing deterioration in terms of price, and the stock over the last three years up 23%, again, a degree of maturity is being called into question. i understand what barclays is doing, and tomorrow on the close we will figure that out. >> i didn't even bring that up again. uber, i find one of the funniest lines in our google dock today is by way of jim lebenthal we are doing research on uber? what kind of research are you doing on uber? let me help you out. year to date the stock is up 10%, and the company is profitable a lot of love for it what kind of proprietary research you got >> we can all see that it's doing great as a company you know, look, this comes under the heading of looking for an entry point, scott little downtrend here and don't want to wait too long. everybody loves it and loves it for a reason >> did the robo taxi sell off give you the opportunity >> tesla or uber >> from tesla. >> when they an
22% for ulta over the last year, only looking at 6%. you are seeing the deterioration there in terms of the revenue growth and seeing deterioration in terms of price, and the stock over the last three years up 23%, again, a degree of maturity is being called into question. i understand what barclays is doing, and tomorrow on the close we will figure that out. >> i didn't even bring that up again. uber, i find one of the funniest lines in our google dock today is by way of jim lebenthal we...
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Apr 19, 2024
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kristina partsinevelos is standing by with those hi >> well, ulta beauty facing fierce competition from sephora, and sony pictures is reportedly looking to buy paramount those stories next it's time to feed the dogs real food, not highly processed pellets. the farmer's dog is fresh food made with whole meat and veggies. it's not dry food. it's not wet food. it's just real food. it's an idea whose time has come. looking to b >>> 16 minutes until the closing bell s&p down let's get back to kristina for a look at the key stocks to watch. >> paramount leading the s&p 500 after a "new york times" report that says sony's movie studio division and apollo global management are in discussions for a joint bid to acquire paramount. neither company has submitted an official bid as paramount is still in exclusive conversations with skydance. >>> ever since april 2nd, when ulta beauty's ceo said at a jpmorgan conference that demand was down across all categories, shares have dropped over 20%, and today, jeffries analysts are downgrading ulta to hold, citing constraints in its high-end business due to
kristina partsinevelos is standing by with those hi >> well, ulta beauty facing fierce competition from sephora, and sony pictures is reportedly looking to buy paramount those stories next it's time to feed the dogs real food, not highly processed pellets. the farmer's dog is fresh food made with whole meat and veggies. it's not dry food. it's not wet food. it's just real food. it's an idea whose time has come. looking to b >>> 16 minutes until the closing bell s&p down let's...
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Apr 10, 2024
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ulta has a 20 billion cap in the room. katie: when it comes to the media strategy, tiktok and the social media apps because these get ready with me videos. people watching other people do their makeup. ann: we have the shift towards skincare, spf and sunscreen in names like lola plex because it is high functioning and high performance. the content driven sales model because the average shelf life of these influencers is short. but this retail strategy with great loyalty programs. you have websites where you spend time browsing and not something you can do around odd tech. katie: does this thesis apply to clothing distributors as well? ann: i don't like apparel because of the frivolity around it is difficult to invest in. abercrombie & fitch has been nothing short of spectacular and they have been clever about getting an affordable reformation brand. katie: we talked about it yesterday, the ability to reinvent themselves but bring that to ola plex. is that reinvention possible for a name like ola plex? ann: abercrombie was
ulta has a 20 billion cap in the room. katie: when it comes to the media strategy, tiktok and the social media apps because these get ready with me videos. people watching other people do their makeup. ann: we have the shift towards skincare, spf and sunscreen in names like lola plex because it is high functioning and high performance. the content driven sales model because the average shelf life of these influencers is short. but this retail strategy with great loyalty programs. you have...
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stuart: ulta. it's a beauty store, right? lauren: popular with teens and preteens and paying for their parents pocketbook. this is like the rage market. >> you're speak my world right now. my daughter's are 14 and 16 so i'm familiar. stuart: okay. lauren: mine's 8 and they do masks and put on lotions. stuart: they do? lauren: yes. you have adults going in and kids going in and yet ulta is warning of a bigger than expected slowdown in demand this year. the stock is down -- stuart: 15%. lauren: worst performer. stuart: especially tay lauder is down -- este lauder is down. lauren: yeah, the other beauty companies are down. stuart: tool belt generation with youngsters going for aprep tisship in blue collar -- apprenticeship jobs with blue collar. why is that? mike rowe on that . what's it going to take to get things to change? we'll take it on, next. ameritrade is now part of schwab. bringing you an elevated experience, tailor-made for trader minds. go deeper with thinkorswim: our award-wining trading platforms. unlock support fr
stuart: ulta. it's a beauty store, right? lauren: popular with teens and preteens and paying for their parents pocketbook. this is like the rage market. >> you're speak my world right now. my daughter's are 14 and 16 so i'm familiar. stuart: okay. lauren: mine's 8 and they do masks and put on lotions. stuart: they do? lauren: yes. you have adults going in and kids going in and yet ulta is warning of a bigger than expected slowdown in demand this year. the stock is down -- stuart: 15%....
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ceo david kimball blaming the competitive environment calling it, quote, intense and saying ulta that the lost share to prestige makeup brands and faces challenges in luxury hair care. that news knocking down the entire beauty sector. we've got estee lauder pretty much very close to the bottom of the s&p. and then you look at coty and e.l.f., also trading lower with e.l.f. down 11%. costco, you just heard it from dutch masters, offering its members a side of glp-1s with its hot dogs. the wholesale retailer is partnering with health care services provider e sesame, offering its members access to weight loss programs which may include prescriptions of glp-1 drugs ozempic and we geoff i have. members can subscribe to sesame's weight loss program for $139 for three months -- 179 for three months compared to $195 for non-members. the subscription, which doesn't cover costs of medication or lab work, would connect with a clinician who would help with diet, exercise, lifestyle and medication if necessary. >>> and signet jewelers shining bright like a diamond. nice gain of nearly 10% here. th
ceo david kimball blaming the competitive environment calling it, quote, intense and saying ulta that the lost share to prestige makeup brands and faces challenges in luxury hair care. that news knocking down the entire beauty sector. we've got estee lauder pretty much very close to the bottom of the s&p. and then you look at coty and e.l.f., also trading lower with e.l.f. down 11%. costco, you just heard it from dutch masters, offering its members a side of glp-1s with its hot dogs. the...
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Apr 9, 2024
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finding out about ulta versus sephora. >> that survey is so big. kurtz is fantastic and is very critical of microsoft's so-called security. i haven't put microsoft on after kurtz savaged them. you can't savage anybody. come on. this is cnbc. >> alphabet shares recovered from that brief but fairly significant decline when we discussed a great deal how their monopoly in search might be truly at risk, and would they be able to move quickly enough to deal with that. >> you know what that was about? >> the stock came right back. >> that was some of the parts. that was youtube, laura martin saying it could be worth about $3500 billion. search, the tick has lost by maybe .2. i thought it would be much more. >> it's early, early days in terms of concern they will be sacrificing share. >> think about what you asked me and what i gave you. why did it come back? i said that? that's the truth. >> you think paid ai search had anything to do with it? that's been read both ways. >> not yet. what i think is youtube is the hidden gem here. now, teams -- >> teens? >
finding out about ulta versus sephora. >> that survey is so big. kurtz is fantastic and is very critical of microsoft's so-called security. i haven't put microsoft on after kurtz savaged them. you can't savage anybody. come on. this is cnbc. >> alphabet shares recovered from that brief but fairly significant decline when we discussed a great deal how their monopoly in search might be truly at risk, and would they be able to move quickly enough to deal with that. >> you know...
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Apr 24, 2024
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. >> why are some consumer product companies or consumer oriented companies, nike, ulta, pepsi, why re they struggling with organic growth while others are doing well? what is the difference or the distinction? >> a backlash against those companies that raised prices aggressively over the last couple of years. constellation brands is a great example, much more muted in raising prices and some 8% depression growth versus procter & gamble or pepsi, flat. the repercussions of the price increases over the last couple of years is coming home to roost. >> consumers are increasingly looking for good value and where they see that value eroding, they are not buying? >> there is a pocketbook issue around affordability. when you have to make those hard decisions, now is the time. a couple years ago, when you had pent-up savings, that was not as big of an issue. >> how are you playing ai these days? >> the hardware side is what everybody's chasing. there is the next stop on the train, who will be the beneficiaries of using ai in their business? we own a company, i think it plays in a couple of way
. >> why are some consumer product companies or consumer oriented companies, nike, ulta, pepsi, why re they struggling with organic growth while others are doing well? what is the difference or the distinction? >> a backlash against those companies that raised prices aggressively over the last couple of years. constellation brands is a great example, much more muted in raising prices and some 8% depression growth versus procter & gamble or pepsi, flat. the repercussions of the...
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Apr 5, 2024
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sarah vital is an award winning beauty supplement at ulta. get started today at tricera. vital com. i guess i'm not the easiest person to please. i like things just right. oh, that's why i love redfin's home recommendations. they know what i want even before i do a home that's just right. yes yes i consumer cellular. you get the same exact coverage as the largest carriers for up to half the price. that's amazing and great customer service based here in america. barbara that's amazing. and no hidden fees. no contracts and free activation. that's a. hello barbara. sorry, i was muted. that's amazing i know right. yeah barbara did you see that. yeah. every day more dog people and more vets are deciding it's time for a fresh approach to pet food. they're quitting the kibble and kicking the cans and feeding their dogs dog food. that's actually, well, food developed with vets made from real meat and veggies portioned for your dog. and delivered right to your door. it's smarter, healthier pet food. get 50% off your first box at the farmers dog comrade food. liberty mutual customized my car
sarah vital is an award winning beauty supplement at ulta. get started today at tricera. vital com. i guess i'm not the easiest person to please. i like things just right. oh, that's why i love redfin's home recommendations. they know what i want even before i do a home that's just right. yes yes i consumer cellular. you get the same exact coverage as the largest carriers for up to half the price. that's amazing and great customer service based here in america. barbara that's amazing. and no...
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Apr 3, 2024
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has stood out, but other stocks are going down, like estee lauder, since their products are sold at ulta beauty locations. >>> spotify is moving the opposite direction, the company plans to increase prices for premium prescription services, and yes, that means hikes in the united states for a second time in just a year. shares are up 7.5%. to christina, thank you.>>> still ahead, driving big gains, ford is seeing higher numbers wl y. weilsee how that could impact the rest of the automotive and ev space. we will be right back. >>> in case you missed it, catch the full interview with david. just go to cnbc.com/pro. and we will have a sitdown with steve cohen. go to our website or scan the qr code on your screen. up next, levi's reporting at bsnttop of the hour with some sutaial gains over the last few months. we will break down the key themes and metrics in that report. that and more when we take you inside the market zone [ music ] municipal bonds don't usually get the media coverage the stock market does. in fact, most people don't find them all that exciting. but, if you're looking for
has stood out, but other stocks are going down, like estee lauder, since their products are sold at ulta beauty locations. >>> spotify is moving the opposite direction, the company plans to increase prices for premium prescription services, and yes, that means hikes in the united states for a second time in just a year. shares are up 7.5%. to christina, thank you.>>> still ahead, driving big gains, ford is seeing higher numbers wl y. weilsee how that could impact the rest of...
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Apr 30, 2024
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on the other side, global life and ulta beauty are among the stocks weighing down the index. ahead of the fed meeting, we are looking at treasuries. the yields are pulling back very slightly. important to note the two-year yield is close to the five-year yield. we are looking at the oil market now with the oil up just a bit. brent crude up .25%. wti is trading at $82.90 a barrel. >>> that's the set up. let's get a check of the top corporate stories with silvana henao at cnbc hq. >> good morning, frank. goldman sachs is in talks to transfer the credit card program with general motors. according to the wall street journal, barclays is the firm to take over issuing cards which has $2 billion of outstanding balances. any deal could come by the summer and mark the latest by goldman sachs in the pullback from consumer lending. >>> apple is targeting google workers in the bid to build the team for the artificial intelligence ambitions. a reviewing hundreds of linkedin profiles, apple has reviewed 30 from the tech file. apple created a secret lab in zurich for new a.i. models. >>> an
on the other side, global life and ulta beauty are among the stocks weighing down the index. ahead of the fed meeting, we are looking at treasuries. the yields are pulling back very slightly. important to note the two-year yield is close to the five-year yield. we are looking at the oil market now with the oil up just a bit. brent crude up .25%. wti is trading at $82.90 a barrel. >>> that's the set up. let's get a check of the top corporate stories with silvana henao at cnbc hq....
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Apr 3, 2024
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ulta under pressure after warning of a weak consumer at j.p. morgan's retail conference. dave and buster's surging. intel one of the biggest losers, revealing financials for the semi manufacturing business, reporting an operating loss of $7 billion in 2023 on sales of 18.9 billion. the first time intel has disclosed revenue totals for the foundry business alone. and watch auto, ford a rise in q1 and tesla under pressure after falling on weaker delivery numbers. various wall street calls out this morning, including j.p. morgan cutting the price target on the stock to 115 from 130. tesla now at 166. off about a third of a percent. >>> dow goes positive on this services number. let's get to it with rick santelli. >> i'm going to go right to what's moving the market here. ism services priced paid for the month of march at 53.4. that doesn't so so intense does it? the issue is 53.4 we haven't had a reading that low, since march of 2020 when it was 50.4 because the readings have been so high. that is a direct response to that without a doubt. we are expecting a number over 58.
ulta under pressure after warning of a weak consumer at j.p. morgan's retail conference. dave and buster's surging. intel one of the biggest losers, revealing financials for the semi manufacturing business, reporting an operating loss of $7 billion in 2023 on sales of 18.9 billion. the first time intel has disclosed revenue totals for the foundry business alone. and watch auto, ford a rise in q1 and tesla under pressure after falling on weaker delivery numbers. various wall street calls out...
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Apr 19, 2024
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he took it over, and it was like they -- it was like buy one, get seven pretty good. >> we'll watch ulta. djt is interesting couple of severe bounces the last couple days as we're back to 35. of course, look like we have the jury set in the criminal trial we're looking maybe for opening statements on monday >> is that a referendum on pennsylvania and michigan, wisconsin, nevada, arizona i mean, i always feel like this is -- those are the ones you need hundreds -- hundreds of millions, and you haveto figur that pretty soon, with a captive board, trump will be able to cash out so, if you wanted to give to that campaign, and i'm certain not urging anyone to give to any campaign, it would be better to give to djt than it would be able to give directly to the party, because that's what can be cashed out. if -- once they get the -- once trump is able to convince the board that they should let him out of the lock-up because the stock is so high >> in that similar vein, in media, you mentioned, briefly, jim, this "journal" story that the chinese have asked apple -- told apple to remove threads a
he took it over, and it was like they -- it was like buy one, get seven pretty good. >> we'll watch ulta. djt is interesting couple of severe bounces the last couple days as we're back to 35. of course, look like we have the jury set in the criminal trial we're looking maybe for opening statements on monday >> is that a referendum on pennsylvania and michigan, wisconsin, nevada, arizona i mean, i always feel like this is -- those are the ones you need hundreds -- hundreds of...
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Apr 5, 2024
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but then on top of that, you had ulta beauty with a slowdown and that freaked people out, as well. obviously, if you're talking about going from three rate cuts to two cuts to maybe no rate cuts, that's not necessarily seen as something positive for the retail industry. but a lot of this, you know, when i look at the macro economic tea leaves, they're overall, even though they're somewhat mixed, there are a lot more positive than negative ones. generally, if a consumer is working, we saw unemployment tick down and making more money, we have seen wage growth to be quite strong ahead of inflation, we're going to continue to spend. >> resilient economy and consumer. morgan stanley says the u.s. consumer is healthy but slowing around the edges. they say hold on, because 2025 should be the start of the next cycle. do you agree with that? >> i think so. but quite frankly, i'm not sure if we need to wait until 2025. things are pretty strong right now in 2024. if we do get the rate cuts, that will just be additional firepower. >> right. anthony, thanks for coming on. >>> coming up, the ris
but then on top of that, you had ulta beauty with a slowdown and that freaked people out, as well. obviously, if you're talking about going from three rate cuts to two cuts to maybe no rate cuts, that's not necessarily seen as something positive for the retail industry. but a lot of this, you know, when i look at the macro economic tea leaves, they're overall, even though they're somewhat mixed, there are a lot more positive than negative ones. generally, if a consumer is working, we saw...
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Apr 5, 2024
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for every ulta, there's a kohl's. >> that's tom kingsbury. kohl's. remember, they brought in sephora. now, sephora's lvmh, arguably the company that's doing better than anyone in the world, they're up against ulta. >>> when we come back, some m&a in the mix today, closer look at j&j's $12.5 billion deal for shockwave. nice batch of upgrades today. eden, sofi, axp, pepsi. we'll see if these gains can hold throughout the day given some of the concerns jim has outlined so far. we're back in a moment. [alarm beeping] amelia, turn off alarm. amelia, weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. why not? did you forget something? my protein shake. the future isn't scary, not investing in it is. you're so dramatic amelia. bye jen. 100 innovative companies, one etf. before investing, carefully read and consider fund investment objectives, risks, charges expenses and more prospectus at invesco.com. [ragtime piano plays] the adversaries are back! [gasps] ugh. sheriff, i got this. protecting your business from cy
for every ulta, there's a kohl's. >> that's tom kingsbury. kohl's. remember, they brought in sephora. now, sephora's lvmh, arguably the company that's doing better than anyone in the world, they're up against ulta. >>> when we come back, some m&a in the mix today, closer look at j&j's $12.5 billion deal for shockwave. nice batch of upgrades today. eden, sofi, axp, pepsi. we'll see if these gains can hold throughout the day given some of the concerns jim has outlined so...
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Apr 4, 2024
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they can come in underneath ulta. it was mentioned only by transition, by mr. kimble, and my worry about them is that they have met the competitive threat, and it is -- it's kohl's. it's not themselves. >> yeah. ulta managing to find a little leg here after a drubbing yesterday. >> very good company. but kingsbury, i have had dinner with kingsbury, and he's a clinic. you get there and you think you got all your questions, and you realize after seven minutes, just shut up and listen. he's also dynamic, terrific guy. we've got -- we're getting a lot of, i think, a delayed reaction to the fact that intel, which was terrible, has to spend a lot more money on semicap equipment. there are a lot of people who believe that semicap equipment was damaged in taiwan. the earthquake, it was as if people said, the first day, everything's fine. and now, we're getting a read, say, within applied materials, within lam research, maybe something did go wrong there. i can't tell. all i know is that it's a tech day, and a stock that has been down relentlessly since the gtc meeting,
they can come in underneath ulta. it was mentioned only by transition, by mr. kimble, and my worry about them is that they have met the competitive threat, and it is -- it's kohl's. it's not themselves. >> yeah. ulta managing to find a little leg here after a drubbing yesterday. >> very good company. but kingsbury, i have had dinner with kingsbury, and he's a clinic. you get there and you think you got all your questions, and you realize after seven minutes, just shut up and listen....
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Apr 26, 2024
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we showed how all the consumer stocks -- ulta beauty is down 20% this month walgreens -- they've got a lot of problems -- they're down 18 this month the stock market is acting like they're in trouble maybe they're unique situations. i don't know are you worried at all about the consumer >> i don't think that's happening across the board what's happening is people are affected by inflation. i don't think you can discount that on the flip side, you're seeing airlines and travel is continuing to be strong. >> i think people are still going places, not buying stuff >> which changed during covid. everyone said this is going to be a certain cycle of this it's not the fact that the consumer is in trouble they're just having to decide where those purchases are going. that's why when you're looking to reinvest in the economy, which area is the consumer strong in. you probably are going to see experiences over goods for a little while longer. >> i think the consumer is strong but the consumer is also weakening. so, if you look at savings rate, right, savings rate is 3.5%. still high, but it's
we showed how all the consumer stocks -- ulta beauty is down 20% this month walgreens -- they've got a lot of problems -- they're down 18 this month the stock market is acting like they're in trouble maybe they're unique situations. i don't know are you worried at all about the consumer >> i don't think that's happening across the board what's happening is people are affected by inflation. i don't think you can discount that on the flip side, you're seeing airlines and travel is...
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Apr 1, 2024
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some of that is slowing a little bit in the middle end, but i don't think you want to own target or ulta or, you know, dick's or the things that sell things in physical boxes. >> hasn't target already gone through these trials and tran tribulations? >> it's up 60%. >> but look how far it fell. >> i'm paying 19 times 9 bucks, what am i looking at? i comp negatively in the store. i comp negatively online and don't add new boxes. every hedge fund guy i talk to says, i short melting ice cubes. you got a giant one in front of you. it's overvalued because everything worked. when people say the fed is going to cut, the playbook says, buy discretionary. i don't see any fundamental follow-through. with the other things we talked about, housing, electrification of industrial semis, i've seen follow-through. >> you wouldn't buy cost ko? >> costco is a little bit different. harder to sell on amazon. 50% of the operating profit comes from the annual fee. the poster child would be like tgt. >> let's bring in shannon of enby private wealth. glad to have you on today. we have a new quarter. what's your
some of that is slowing a little bit in the middle end, but i don't think you want to own target or ulta or, you know, dick's or the things that sell things in physical boxes. >> hasn't target already gone through these trials and tran tribulations? >> it's up 60%. >> but look how far it fell. >> i'm paying 19 times 9 bucks, what am i looking at? i comp negatively in the store. i comp negatively online and don't add new boxes. every hedge fund guy i talk to says, i short...
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Apr 8, 2024
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they served customers and overall the business has gone down and one of those restaurant owners is the ulta will and he owns a middle eastern restaurant called yasmeen. he says that a hunger strike at this point is only way of getting the attention of leaders. >> i tried so many times to reach to the city. so many times went to the board meetings and i went to city hole and try to reach out and and nobody ever talked to in the only response i would get most of the time is go talk to or from association. and every time try to talk to mobilize association there, if you still talk to him. >> yeah, he planned his a hunger strike to begin yesterday will be following the story. >> from 4 is your local election headquarters and san francisco board of supervisors president aaron peskin officially launches mayoral campaign saturday. he hosted supporters in portsmouth square that since there was this was china town. talk about the cost of living in the city as well as homelessness and some other public safety issues. >> but right here in this neighborhood, i've stood up for safety, stood up against h
they served customers and overall the business has gone down and one of those restaurant owners is the ulta will and he owns a middle eastern restaurant called yasmeen. he says that a hunger strike at this point is only way of getting the attention of leaders. >> i tried so many times to reach to the city. so many times went to the board meetings and i went to city hole and try to reach out and and nobody ever talked to in the only response i would get most of the time is go talk to or...
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and ulta dropped a bath bomb, warning it's seeing mixed consumption signs amid rising debt. that one's down 15% week to date. levis strauss not having as difficult a time, but it also reported an 8% drop in quarterly revenue on lower wholesale sales. it's down about 2.25% today but still slightly up for the week. all that news has rent the run will beway shares further stumbling. right now -- runway. down 12.25% to an all-time low right now. the brand, which initiated a reverse stock split this week to maintain its nasdaq listing, has been losing subscribers, struggling to get americans to pay anywhere from $90-240 a month for access to brands like marc jacobs and rebecca minkoff. speaking of which, let's bring in the designer behind the line, also the cofund to e of concern cofound orer of female founder e collective. rebecca, we have a very hot brand, bags, leather jackets, so much more. how is the consider looking to you right now? >> yeah, i think that because we started this brand with my connection to the consumer and and we still continue that very much to this day, o
and ulta dropped a bath bomb, warning it's seeing mixed consumption signs amid rising debt. that one's down 15% week to date. levis strauss not having as difficult a time, but it also reported an 8% drop in quarterly revenue on lower wholesale sales. it's down about 2.25% today but still slightly up for the week. all that news has rent the run will beway shares further stumbling. right now -- runway. down 12.25% to an all-time low right now. the brand, which initiated a reverse stock split this...
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Apr 18, 2024
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random control with improvement in activities of daily living is reduced muscle weakness and ulta mares is the only long-acting gmt treatment with the freedom of just six to seven infusions per year year, for a predictable routine, i can count on ultimate erez can lower your immune system's ability to fight infections, increasing your chance of serious meningococcal infections, which may become law life-threatening or fatal, and other types of infections complete or update your meningococcal vaccines at least two weeks before starting altamira. if baltimore's is urgent, you should also receive antibiotics with your vaccines before starting altemus, tell your doctor about all of your medical conditions and medications baltimore's can cause reactions such as back pain, tiredness, dizziness, limb discomfort, or bad taste. >> ultimate years is moving forward with continuous symptom control secure neurologist about starting altamira the future is not just going to happen. >> you have to make it. and if you want a successful business, all it takes is an idea. and now becomes a future where yo
random control with improvement in activities of daily living is reduced muscle weakness and ulta mares is the only long-acting gmt treatment with the freedom of just six to seven infusions per year year, for a predictable routine, i can count on ultimate erez can lower your immune system's ability to fight infections, increasing your chance of serious meningococcal infections, which may become law life-threatening or fatal, and other types of infections complete or update your meningococcal...
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Apr 13, 2024
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ulta. how can you do a morning routine? >> the videos are all over social media, teens, and even tweens touting their skincare routines. 11 year old zoya has a nine step nighttime regimen, but now some big name brands are pushing back, urging younger kids not to buy certain products hugely in demand. drunk elephant posting on social media that many of their products are safe for kids and tween skin. but reminding gen alpha to stay away from their products containing acids and retinols, the wildly popular skincare line bubble, which markets itself to teens putting out disclaimers after releasing its exfoliating serum called moonwalk earlier this year, saying moonwalk is a gentle exfoliator, but all exfoliators are serious business. don't exfoliate unless you're 14 or older. younger faces can be more sensitive, telling a marketplace don't use this product if you're under a certain age, certainly that's responsible. >> skincare giant kiehl's posting a new campaign including these photos to social media saying childhood goes by
ulta. how can you do a morning routine? >> the videos are all over social media, teens, and even tweens touting their skincare routines. 11 year old zoya has a nine step nighttime regimen, but now some big name brands are pushing back, urging younger kids not to buy certain products hugely in demand. drunk elephant posting on social media that many of their products are safe for kids and tween skin. but reminding gen alpha to stay away from their products containing acids and retinols,...
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Apr 22, 2024
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. >> caller: i'm a club member, and i have a question about -- i know that ulta got hit. but do you think elf is a buy, holder or sale? >> el san francisco a high multiple stock that didn't used to be, and yet it was up today. so i first of all, sharon, thank you for being a member of the club. i hope to see you wednesday at the club meeting. but elf is good. other than the sharp pattern, which is not that good. we spoke less than ten days ago and things are really, really strong. i would like you to be in that stock. let's go to trey in texas. trey? >> caller: jim, i rage canceled my auto policy on notice of an 8% premium increase. only to discover a lapse in coverage can be far more detrimental. my new 90% higher ratepayered with effective anger resolution classes has really put a strain on my budget. as insurance companies are doing far better than i am, i wanted to see if you think i should buy progressive here? >> yes, the answer is absolutely yes. not just because of the anger management thing, which is really something i don't know a thing about. you'd have to help
. >> caller: i'm a club member, and i have a question about -- i know that ulta got hit. but do you think elf is a buy, holder or sale? >> el san francisco a high multiple stock that didn't used to be, and yet it was up today. so i first of all, sharon, thank you for being a member of the club. i hope to see you wednesday at the club meeting. but elf is good. other than the sharp pattern, which is not that good. we spoke less than ten days ago and things are really, really strong. i...
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Apr 4, 2024
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continuous symptom control with improvement in activities of daily living is reduced muscle weakness and ulta is the only long thank gng treatment with the freedom of just six to seven infusions per year for predictable routine, i can count on ultima is can lower your immune system's ability to fight infections increasing your chance of serious meningococcal infections, which may become life-threatening or fatal, and other types of infections complete or update your meningococcal vaccines at least two weeks before starting altamira if baltimore's is urgent, you should also receive antibiotics with your vaccines before starting altamira is tell your doctor about all of your medical conditions and medications ultimate years can cause reactions such as back pain, tiredness, dizziness, limb discomfort, or bad taste, ultimate yours is moving forward with continuous symptom control. asked your neurologist about starting all some mirrors bleeding gums are serious, jamie dr. garcia euro sign of bacterial infection, roscoe and detoxifies antibacterial fluoride works below the gum line to help heal gum
continuous symptom control with improvement in activities of daily living is reduced muscle weakness and ulta is the only long thank gng treatment with the freedom of just six to seven infusions per year for predictable routine, i can count on ultima is can lower your immune system's ability to fight infections increasing your chance of serious meningococcal infections, which may become life-threatening or fatal, and other types of infections complete or update your meningococcal vaccines at...
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Apr 8, 2024
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. >> ulta beauty up 2% or so today following an upgrade from buy to hold from the analysts over at loop capital. that follows last week's selloff of the stock, which loops analysts says were, quote, overdone. they said sales comps for the company will improve this year and there's a possibility of a cash dividend. meantime, shares of tesla up nearly 5% after elon musk said he would reveal the company's robo taxi at an event on august 8th. tesla has not given formal updates on its robo taxi plans since musk promised a softer update would enable 100 robo taxis next year, that was almost five years ago. >> steve kovach, coming up, ge popping in today's session. why there could be more upside ahead, "closing bell" is coming right back. hi, i'm janice, and i lost 172 pounds on golo. when i was a teenager i had some severe trauma in my life and i turned to food for comfort. i had a doctor tell me that if i didn't change my life, i wasn't gonna live much longer. once i saw golo was working, i felt this rush, i just had to keep going. a lot of people think no pain no gain, but with golo it is s
. >> ulta beauty up 2% or so today following an upgrade from buy to hold from the analysts over at loop capital. that follows last week's selloff of the stock, which loops analysts says were, quote, overdone. they said sales comps for the company will improve this year and there's a possibility of a cash dividend. meantime, shares of tesla up nearly 5% after elon musk said he would reveal the company's robo taxi at an event on august 8th. tesla has not given formal updates on its robo...
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Apr 24, 2024
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continuous symptom control with improvement in activities of daily living is reduced muscle weakness and ulta mares is the only long-acting gmt treatment with the freedom of just six to seven infusions per year for a predictable routine, i can count on ultimate ears can lower your immune system's ability to the fight infections, increasing your chance of serious meningococcal infections, which may become life-threatening or fatal, and other types of infections complete or update your meningococcal vaccines at least two weeks before starting altamira. if is urgent, you should also receive antibiotics with your vaccines before starting altamira is tell your doctor about all of your medical conditions and medications baltimore's can cause reactions such as back pain, tiredness, dizziness, limb discomfort, or bad taste. ultimate is moving forward with continuous symptom control. asked your neurologist about starting also mirrors we handcraft every stearns and foster using the finest materials like indulgent memory foam and ultra conforming and telecoil for a beautiful mattress and indescribable c
continuous symptom control with improvement in activities of daily living is reduced muscle weakness and ulta mares is the only long-acting gmt treatment with the freedom of just six to seven infusions per year for a predictable routine, i can count on ultimate ears can lower your immune system's ability to the fight infections, increasing your chance of serious meningococcal infections, which may become life-threatening or fatal, and other types of infections complete or update your...
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Apr 5, 2024
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blowing past expectations with a whopping 303,000 jobs added in march, while the unemployment rate fell ulta 3.8%. we have cnn's matt egan with more on this. all right, matter economists were way off in their predictions here, what are the numbers telling us >> we'll round it. this report was shockingly strong. it was the proverbial earthquake this morning before the actual earthquake, 303,000 jobs added in march alone. 50% more than the consensus from economists. they were baffled by just how strong this is. one economist said that he's quoted borderline speechless, bank of america described this as exceptionally strong and i just heard from mark zandi over moody's, he called it picture perfect. look, this is another reminder that this jobs market continues to defy expectations both in the short-term and also in the long run, because a lot of people thought that the fed's war on i was going to cause unemployment to go up or even cause a recession, right. but that has not happened. people thought the jobs market would cool off >> instead, it heated up. and one of the >> reasons is because th
blowing past expectations with a whopping 303,000 jobs added in march, while the unemployment rate fell ulta 3.8%. we have cnn's matt egan with more on this. all right, matter economists were way off in their predictions here, what are the numbers telling us >> we'll round it. this report was shockingly strong. it was the proverbial earthquake this morning before the actual earthquake, 303,000 jobs added in march alone. 50% more than the consensus from economists. they were baffled by...
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Apr 9, 2024
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i wrote about the main events associated with the solar eclipse. on social networks ulta right-wing cospirologist alex jones are masonic rituals planned around the world to establish a new world order. one prominent conspiracy theorist known as the health ranger wrote that the eclipse would certainly be the perfect cover story if our theoretical government wanted to crash the power grid and cause mass chaos by blocking all communications from citizens. quite handy if you want to declare martial law to establish a dictatorship before trump can win in november. with day of the eclipse, there was a total solar eclipse in the united states today, the third since 1979. if you were on the so-called total eclipse path, such as in agaya, then you may have witnessed a rather impressive phenomenon: the moon almost completely covers the sun, but if you were somewhere else, it was like you didn't close the curtains all the way, not that interesting, it was a wonderful sight. with him the same as with a porn star, without protection, that’s the kind of person he is, and his team, as part of the election rac
i wrote about the main events associated with the solar eclipse. on social networks ulta right-wing cospirologist alex jones are masonic rituals planned around the world to establish a new world order. one prominent conspiracy theorist known as the health ranger wrote that the eclipse would certainly be the perfect cover story if our theoretical government wanted to crash the power grid and cause mass chaos by blocking all communications from citizens. quite handy if you want to declare martial...
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Apr 1, 2024
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Apr 5, 2024
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the ceo of ulta is warning about a slow period ahead for the beauty industry. he says the slowdown is happening sooner than expected and may last longer than he thought. other retailers like macy's and kohl's have been trying to drive sales growth by expanding their focus on beauty products, coming up on 846 right now, a recent study finds a poor resale value for used electric vehicles. >> a study from iseecars .com shows the average price of a 1 to 5 year old used ev in the us fell 31.8% over the past 12 months. now, in comparison, the average price for a comparably aged internal combustion engine vehicle fell just 3.6. some analysts say the fast depreciation rate could discourage car buyers from choosing evs over combustion engine vehicles. >> disney is revealing new details about how it plans to spend $60 billion to expand the project will include the largest expansion ever for its magic kingdom amusement park in florida. company officials say the expansion will take up about 14 acres of land. disney's $60 billion plan also includes projects in other parks,
the ceo of ulta is warning about a slow period ahead for the beauty industry. he says the slowdown is happening sooner than expected and may last longer than he thought. other retailers like macy's and kohl's have been trying to drive sales growth by expanding their focus on beauty products, coming up on 846 right now, a recent study finds a poor resale value for used electric vehicles. >> a study from iseecars .com shows the average price of a 1 to 5 year old used ev in the us fell 31.8%...