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Dec 1, 2023
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i like what ulta had to say.ly good yesterday, guys. we'll see. i think powell will push back against the whole idea of a rate cut any time soon. >> i agree. >> sara would agree with that. bob, thank you. great weekend to you and all of our viewers. that does it for me. but we have another great hour "ua othstet." when you think of investment risk, do you consider climate risk? changing weather patterns e impacting the way we live and the value of businesses large a small this c mean disrupti to supply chains, changing demand for products d shifting regulation. what does this mean for your business, your clients, and your investments? ice offers data and maets that can provide iticalnsight. manage your climate risk with ice. all right, shea, are you throwing a dress like a dad party, a birthday brunch, or a vow newal for your dogs? yes! the right drinks delivered for any pay. drizly. (christmas music) ( ♪♪ ) weathertech gift cards have the power to wow everyone on your holiday list. offering a variety of american
i like what ulta had to say.ly good yesterday, guys. we'll see. i think powell will push back against the whole idea of a rate cut any time soon. >> i agree. >> sara would agree with that. bob, thank you. great weekend to you and all of our viewers. that does it for me. but we have another great hour "ua othstet." when you think of investment risk, do you consider climate risk? changing weather patterns e impacting the way we live and the value of businesses large a small...
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Dec 1, 2023
12/23
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been very heartening, kelly, to hear positive comments the last twoays from both salesforce and from ulta, both of whom had ry good guidance. that's exactly what we need. we need more of that kind of new information. for the moment, kelly, let's just enjoy the positive backdrop. it doesn't get much better. i want to show you the s&p 500. powell said premature when policy might ease. he didn't push back and say, forget it, there's no chance, you people are daydreaming. he didn't push back on that and that's partly why the market has been rallying. he's got to be really insistent and he didn't do that. >> i would be curious your take on the kind of inherent contradiction, usually when the fed is done it's because the business cycle is over. how long can stocks stay positive in that situation? >> yeah, the problem is the market is anticipating right now that we're going to have some kind of extended business cycle and a lot of people are saying this is the way the market acts when things are right in the middle or coming out, and it's not. we're pretty long in the tooth right now. i mean, go
been very heartening, kelly, to hear positive comments the last twoays from both salesforce and from ulta, both of whom had ry good guidance. that's exactly what we need. we need more of that kind of new information. for the moment, kelly, let's just enjoy the positive backdrop. it doesn't get much better. i want to show you the s&p 500. powell said premature when policy might ease. he didn't push back and say, forget it, there's no chance, you people are daydreaming. he didn't push back on...
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comes after you and international court of justice ordered, correct us to take no action that would ulta gotten almost control over the territory? that's the keybo is 160000 square kilometers about the size of grease and makes up around 2 thirds of gone as land mass. gas and oil were discovered that in 2015 gone as president. if an ali said he's, government is working to protect the countries borders and to keep people safe. what i want i saw a guy in, is that there is nothing to fear over the next a number of hours this month. i had, of course, our vigilance will be on hans. but we are watching a wrong the clock to ensure that our board has remained intact. and the people in our country remains safe. last, a journalist, oscar slang, in caracas. whether that is why i didn't know if ours is, we're expecting a big turner for the referendum. well, so, so far to tow now is less than expected. at least what we're seeing now is very low turnout, which is in contrast to the opposition. so organized primaries in october, we do have to take into account that this is a fairly quick process. so onc
comes after you and international court of justice ordered, correct us to take no action that would ulta gotten almost control over the territory? that's the keybo is 160000 square kilometers about the size of grease and makes up around 2 thirds of gone as land mass. gas and oil were discovered that in 2015 gone as president. if an ali said he's, government is working to protect the countries borders and to keep people safe. what i want i saw a guy in, is that there is nothing to fear over the...
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Dec 1, 2023
12/23
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ulta announcing the retirement of its cfo replaced by the current vp of finance.net revenue espite a 20% sequential increase in data center revenue, still they say they're benefiting from a diversified portfolio which includes growth in a.i. and cloud segments as it nagates a softening demand environment down more than 4%. disney is bringing back some magic for investors announcing it's reinstating its dividend of 30 cents per share after suspending it at the start of the pandemic. it will be payable starting in january. this as disney faces renewed pressure ahead of board nomination, shares up over half a percent. >>> time for a check on the headlines outside the world of money. frances rivera has the latest. >> happy friday to you, frank. good morning. we begin with the end of the week-long cease-fire between israel and hamas. the pause in fighting ended after israel's military accused hamas of violating the terps and firing toward israeli territory. this puts an end to a week of prisoner exchanges between the two parties, more than 100 hostages were released by
ulta announcing the retirement of its cfo replaced by the current vp of finance.net revenue espite a 20% sequential increase in data center revenue, still they say they're benefiting from a diversified portfolio which includes growth in a.i. and cloud segments as it nagates a softening demand environment down more than 4%. disney is bringing back some magic for investors announcing it's reinstating its dividend of 30 cents per share after suspending it at the start of the pandemic. it will be...
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Dec 12, 2023
12/23
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. >>> coming up, from autozone to u ulta, retailers not to confident. morgan stanley's economist says this name should be a standout next year. we'll reveal that name when "the exchange" returns. you can't buy great conversations or moments that matter, but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. t. rowe price, invest with confidence. i'm a little anxious, i'm a little excited. i'm gonna be emotional, she's gonna be emotional, but it's gonna be so worth it. i love that i can give back to one of our customers. i hope you enjoy these amazing gifts. oh my goodness. oh, you guys. i know you like wrestling, so we got you some vip tickets. you have made an impact. so have you. for you guys to be out here doing something like this, it restores a lot of faith in humanity. >>> last time we saw our next guest, he told us it's amazon and walmart's world, and we are just living in it. well, he's heard from more than a dozen retailers since then. despite broad inventory, normalization and i
. >>> coming up, from autozone to u ulta, retailers not to confident. morgan stanley's economist says this name should be a standout next year. we'll reveal that name when "the exchange" returns. you can't buy great conversations or moments that matter, but you can invest in them. at t. rowe price our strategic investing approach can help you build the future you imagine. t. rowe price, invest with confidence. i'm a little anxious, i'm a little excited. i'm gonna be...
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Dec 1, 2023
12/23
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as third quaer sales rose for ulta beauty. the beauty retailer even raised the full year sales and earnings guidance, given the seasons, quote, off to a good start for both value as well as quote splurge worthy items. ulta shares are up nearly 11% right now. scott? >> all right, see you in a bit. kristina partsinevelos. we are just getting started here on "closing bell." stks seeing gains to start the month. up next the ceo of janus henderson, shows us where he seeds the rally and the three main drivers that cod shape asset management for the next decade. you're watchin"closing bell" on cnbc. icy hot. ice works fast. ♪♪ heat makes it last. feel the power of contrast therapy. ♪♪ so you can rise from pain. icy hot. >>> we're back. off to a strong start in december. all of the major averages are in the green. there you see it, there. take a look at the russell leading the way up nearly 2.5%. the dow with a 52-week high. joins us is janus henderson investor increase ali dibadj, ringing the closing bell today in honor of the etf su
as third quaer sales rose for ulta beauty. the beauty retailer even raised the full year sales and earnings guidance, given the seasons, quote, off to a good start for both value as well as quote splurge worthy items. ulta shares are up nearly 11% right now. scott? >> all right, see you in a bit. kristina partsinevelos. we are just getting started here on "closing bell." stks seeing gains to start the month. up next the ceo of janus henderson, shows us where he seeds the rally...
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ulta's beautiful news coming as we kick off the christmas countdown, and hanukkah's even closer.bas is here with his perfect stocking stuffers but also how does the he see the holiday shopping season playing out? and speaking of shopping, supermodel el kathy ireland started her retail empire early, at # 11 years old. kathy knew she wanted to be in the business world. she got a paper route in her california town but just 5 years later was discovered by a modeling agent. she ended up on the cover of "sports illustrated"'s swim suit is issue more than just about any other model. but she remained determined to eventually shift her career from bikinis to boardrooms. by 1993 she took the first step to spinning her modeling fame into a wildly successful business empire. that began with selling stocks through kohl's and kmart. can you believe it? today kathy ireland worldwide does more than half a billion in sales from furniture to clothing, to insurance policy, and she's added business bible "forbes" to her cover model collection. kathy's my guest on my brand new everyone talks to liz p
ulta's beautiful news coming as we kick off the christmas countdown, and hanukkah's even closer.bas is here with his perfect stocking stuffers but also how does the he see the holiday shopping season playing out? and speaking of shopping, supermodel el kathy ireland started her retail empire early, at # 11 years old. kathy knew she wanted to be in the business world. she got a paper route in her california town but just 5 years later was discovered by a modeling agent. she ended up on the cover...
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[laughter] ulta beauty surging. more promotions this holiday season to help navigate rising prices for consumers. that's a surge, 10%. >> right. and, listen, women want to look nice no matter what's going on in the economy, in the market. it's the holiday season. it's been a great stock. it's been a great stock, certainly, for investors. it makes perfect sense that they're trying to attract more people many by offering promotions. stuart: and men, of course, don't want to look good. >> not to the point -- i'm not going to ulta beauty to put makeup on, i'm just looking good because i'm looking good. [laughter] stuart: you're having quite a performance today, aren't you? all right moving on. the "wall street journal" reports apple and paramount are looking to bundle their streaming services at a discount. apple and paramount have high higher customer defections. is this a good move? >> honestly, i've not paid attention. i guess we're going to find out. apple's, you know, under pressure, paraa mount is now up. so let's
[laughter] ulta beauty surging. more promotions this holiday season to help navigate rising prices for consumers. that's a surge, 10%. >> right. and, listen, women want to look nice no matter what's going on in the economy, in the market. it's the holiday season. it's been a great stock. it's been a great stock, certainly, for investors. it makes perfect sense that they're trying to attract more people many by offering promotions. stuart: and men, of course, don't want to look good....
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Dec 1, 2023
12/23
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a lot of uncertainty around the economy but you have got all to beauty -- ulta beauty up 10.5%. seems pretty resilient these days. sonali: markets continue to believe the fed is done hiking interest rates and is pricing in further rate cuts. here is what fed chair powell said earlier today. chair powell: the strong actions we have taken have moved our policy rate up and well into restrictive territory, by which we mean tight monetary policy is putting downward pressure on economic activity than inflation. monetary policy is thought to affect economic conditions with a lag in the full effects of tightening have not yet been felt. jon: we want to bring in fs investments chief u.s. economist lara rhame. powell also saying it would be premature to conclude with confidence that we have achieved a sufficiently restrictive stance. the caveat is still there. overall, what did you take away from the message today? lara: powell's message, i think, is pretty clear. the markets have priced in over four rate cuts next year and they have moved up that timing to start the first quarter. i thin
a lot of uncertainty around the economy but you have got all to beauty -- ulta beauty up 10.5%. seems pretty resilient these days. sonali: markets continue to believe the fed is done hiking interest rates and is pricing in further rate cuts. here is what fed chair powell said earlier today. chair powell: the strong actions we have taken have moved our policy rate up and well into restrictive territory, by which we mean tight monetary policy is putting downward pressure on economic activity than...
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Dec 24, 2023
12/23
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many of the items recovered were stolen from targeted retailers like sephora, ulta beauty, victoria's secret north from walgreens, and cvs. the owner of the warehouse was booked on several charges. well, the holiday shopping clock is ticking down with just hours left before christmas. today we found lots of last minute shoppers in san francisco. abc7 news reporter cornell bernard shows us how therapy dogs were on duty, calming some stressed out shoppers. let it snow. >> let it snow. let it snow. woo >> would you believe snow in union square? it happened thanks to this snow making machine. but the holiday joy that brought these kids was so real. >> i was expecting to see a lot of people out shopping. having a good time, and soaking up the atmosphere. and that's exactly what we got. >> nick drummond and his family were looking for a festive vibe, and they found it here. last minute christmas shoppers on a mission looking for gifts and deals. >> there's some discounts in some of the department stores. yeah, i have some shopping to do . >> uh- i keep forgetting 2 or 3 people. i go back ho
many of the items recovered were stolen from targeted retailers like sephora, ulta beauty, victoria's secret north from walgreens, and cvs. the owner of the warehouse was booked on several charges. well, the holiday shopping clock is ticking down with just hours left before christmas. today we found lots of last minute shoppers in san francisco. abc7 news reporter cornell bernard shows us how therapy dogs were on duty, calming some stressed out shoppers. let it snow. >> let it snow. let...
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Dec 1, 2023
12/23
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when a tunnel they were building collapsed in northern ulta can state on november, the 12th officials have still not said what caused the structure to give way. the region is known for land slides and trim is rescue as took 17 days to reach the workers who have to figure out how to survive if will help could arrive. you to the highest little funny of you. at the bottom, you 100, we 18 skins found inside on the tunnel flaw from days ago, drank some water and shed the shows of my colleagues. laborers doesn't have provisions for carrying lots of food, but accidentally found a monotonous, getting lying on the floor of the tunnel from days ago. so i picked it up and we said, cases of respiratory illnesses have been rising in southern china. the w h r says the spike in cases is not as high as before, the curve of 19 pandemic. it also says that no new or unusual passages have been pound fee ukrainian president below them is lensky has visited troops on the front lines in the countries northeast khaki. region ukrainian forces have been holding back russian attacks in the region over the last
when a tunnel they were building collapsed in northern ulta can state on november, the 12th officials have still not said what caused the structure to give way. the region is known for land slides and trim is rescue as took 17 days to reach the workers who have to figure out how to survive if will help could arrive. you to the highest little funny of you. at the bottom, you 100, we 18 skins found inside on the tunnel flaw from days ago, drank some water and shed the shows of my colleagues....
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nbc news invited to preachings, read news conference. russia's ulta cards looking to turn a page to a new york times report to just off the president pro retained about the job wall street journal report to haven't go straight to asking whether it is true that there was an offer of a deal that must go refused president purchasing, we have not refused it. we want to have a deal, but it should be satisfying for both policies or that some with or do the that for example was and on the comfortable question, but no one of banded, no one that said no, let's not go with to western journalists and find the lesson journalists are there, and there are there every single year, with the exception of 2022. or of course it was the only year where there was no 2 . and a lesson journalists are allowed there. and they're allowed to ask questions, which is you can say the same for our teacher and the list, for example, who not only are they not even allowed to ask questions that i'm not even allowed to attend the white house? we things any more, which goes to show you the state of current affairs. now
nbc news invited to preachings, read news conference. russia's ulta cards looking to turn a page to a new york times report to just off the president pro retained about the job wall street journal report to haven't go straight to asking whether it is true that there was an offer of a deal that must go refused president purchasing, we have not refused it. we want to have a deal, but it should be satisfying for both policies or that some with or do the that for example was and on the comfortable...
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nbc news invite you to preaching bad news conference. russia's ulta cards looking to turn a page to a new york times reporter just off the president pro, retain about the job wall street journal that pulls it up and go straight to asking whether it is true that there was an offer of a deal that must go refused president purchasing, we have not refused it. we want to have a deal, but it should be satisfying for both parties that some would argue the that for example was and on the comfortable question. but no one of banded, no one that said no less, no the go to western journalists and find the lesson. journalists are there, and there are there every single year. with the exception of 2022. where of course, it was the only year where there was no to a next, but lesson journalists are allowed there and they're allowed to ask questions. which is, you can say the same for our teacher and the list, for example, who's not only are they not even allowed to ask questions, they're not even allowed to attend the white house. we think it's natural that every country has something different to ta
nbc news invite you to preaching bad news conference. russia's ulta cards looking to turn a page to a new york times reporter just off the president pro, retain about the job wall street journal that pulls it up and go straight to asking whether it is true that there was an offer of a deal that must go refused president purchasing, we have not refused it. we want to have a deal, but it should be satisfying for both parties that some would argue the that for example was and on the comfortable...
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at the wedding, ulta tall, he just had new voice in the morning. we had to call the dumpster that was especially nice that he lost his voice over it. or, well, you more than make up for it and i don't know, but really how should i describe it? i am a special day and there were special people there. and then the surprise with a room home. how will it look? because all that was already such a magic moment, as you can imagine, if you're going to celebrate, then do it properly. they'll push these toes. didn't used to be a shift at the hotel. so he has a very personal relationship with this price. it turned out to be a huge coffee, a $180.00 guests. $3000.00 dread roses was too emotional. and there were people there who were crying and they congratulated those afterwards. they said, honestly, that was the 1st wedding. we've been to a 2 men, but it was so emotional, so great and what so thank you for that. and that was kind of something for us. it was normal for us and i'm not the only one who doesn't come once again. the core of the matter, it doesn't m
at the wedding, ulta tall, he just had new voice in the morning. we had to call the dumpster that was especially nice that he lost his voice over it. or, well, you more than make up for it and i don't know, but really how should i describe it? i am a special day and there were special people there. and then the surprise with a room home. how will it look? because all that was already such a magic moment, as you can imagine, if you're going to celebrate, then do it properly. they'll push these...
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Dec 18, 2023
12/23
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ulta is bust est during the holidays, but sephora is better during the year.ength in beauty preceded the holidays with all companies exposed to the category. calling it ought t during the l round of quarterly reports. bath and body works and e.l.f. is all up double digits out performing the etf which is up 12% and the s&p which is up 4.5% over the same period of time. joe. >> i wonder if that is unique, courtney. have you ever seen elasticity in the beauty segment? when would you see that not be resistant to almost anything? >> sometimes you do see tredowns. there are different categories with prestige, a higher price item, and masks. maybe instead of going to ulta, you spend more at target or cvs or walgreens. i think showing that the average selling price has gone up over the last year compared to prior years is a really good exam p many example how strong beauty is and the demographic of those terested in beauty. thatdjustable market is >> court, we spoke last week. i want to ow, did you get your christmas ca yet? >> i got them that day. i feelt like i need
ulta is bust est during the holidays, but sephora is better during the year.ength in beauty preceded the holidays with all companies exposed to the category. calling it ought t during the l round of quarterly reports. bath and body works and e.l.f. is all up double digits out performing the etf which is up 12% and the s&p which is up 4.5% over the same period of time. joe. >> i wonder if that is unique, courtney. have you ever seen elasticity in the beauty segment? when would you see...
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Dec 22, 2023
12/23
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we like ulta and lululemon and dick's sporting goods. the retailers which are managing better with the categories is really our top pick for 2024. >> there we go. gentljessica ramirez. thank you for being here. >> thank you. >>> coming up on "worldwide exchange," why shares of two major online video game makers are losing a quarter of the value in the trade in asia. we will have the full story right after this. ♪ is it possible to fall in love with your home... ...before you even step inside? ♪ discover the magnolia home james hardie collection. available now in siding colors, styles and textures. curated by joanna gaines. >>> welcome back. let's check on the headlines are jessica layton in new york. good morning. >> we are beginning with thursday's tragedy in the czech republic. the country rocked by a mass shooting. at least 14 people killed in prague. the massacre happened at the charles university. the suspected gunman is among the dead. the exact motive is unclear. >>> rudy giuliani is filing for bankruptcy. the move comes the day a
we like ulta and lululemon and dick's sporting goods. the retailers which are managing better with the categories is really our top pick for 2024. >> there we go. gentljessica ramirez. thank you for being here. >> thank you. >>> coming up on "worldwide exchange," why shares of two major online video game makers are losing a quarter of the value in the trade in asia. we will have the full story right after this. ♪ is it possible to fall in love with your home......
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Dec 1, 2023
12/23
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ionally they figured ulta would be with discounts.to the cutthroaworld of 2019. no dice. instead the stock roared nearly 50 points on the news ess what, it mig not be done. eay in the week we heard fro one of the heavy shorted ocks, otlocker. the turnaround ceo said quote, ov the thanksgiving weekend we saw solid traffic. in fact she said, they saw quote, nice gains in ticket and as the customers a willing to pay full price when it is new and compelng footlocker has clear inventory and not this time. the stock, i told investors, people ithe investing club i feel prettgood. it shoede it rocketed 16% and it kee going higher. victoria's secret, a company that few peoe think abou because it is such a. e numbers are a little disappointing. then the ceo said quote, i north america in stores and online the november sales were the best mthly performance i twyears. okay, one apparel company having a stron extreme outlier. this is extraordinary people. it is the best i have heard it years. a lot of people jump the gun for the hoday season and c
ionally they figured ulta would be with discounts.to the cutthroaworld of 2019. no dice. instead the stock roared nearly 50 points on the news ess what, it mig not be done. eay in the week we heard fro one of the heavy shorted ocks, otlocker. the turnaround ceo said quote, ov the thanksgiving weekend we saw solid traffic. in fact she said, they saw quote, nice gains in ticket and as the customers a willing to pay full price when it is new and compelng footlocker has clear inventory and not this...
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Dec 19, 2023
12/23
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CNNW
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. >>> when >> would you rather shop us firms for or ulta? >> neither. i don't do petty crimes. we >>> i'm a little anxious, i'm a little excited. i'm gonna be emotional, she's gonna be emotional, but it's gonna be so worth it. i love that i can give back to one of our customers. i hope you enjoy these amazing gifts. oh my goodness. oh, you guys. i know you like wrestling, so we got you some vip tickets. you have made an impact. so have you. for you guys to be out here doing something like this, it restores a lot of faith in humanity. >> george santos may have met his match. the indicted and expelled, former congressman sat down with a satirical talk show host for an exit interview following his expulsion from capitol hill. she pressed george santos on his many, many lies. like the ones about his mother surviving 9/11 and grandparents surviving the holocaust. >> do you think it is appropriate to use tear for their own gain. >> that's a politicians. do >> so yes? >> i'm not saying jesper just look at all these politicians their hacks and are doing anything other than lying to you
. >>> when >> would you rather shop us firms for or ulta? >> neither. i don't do petty crimes. we >>> i'm a little anxious, i'm a little excited. i'm gonna be emotional, she's gonna be emotional, but it's gonna be so worth it. i love that i can give back to one of our customers. i hope you enjoy these amazing gifts. oh my goodness. oh, you guys. i know you like wrestling, so we got you some vip tickets. you have made an impact. so have you. for you guys to be out...
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Dec 18, 2023
12/23
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FBC
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you like ulta and google. let me ask you with 40 seconds left.a row of gains, we're on track for the 8th, is that a little weird, bring it on, it keeps going. >> santa class is coming around. first quarter will have to be touchy. you have to be careful to pick your spots in regards to the market but yeah we'll see the year end finish strong. showing forward s&p 500 year from now is usually strong, about 82%. liz: robert, from your mouth to the market's ears. good to have you, thank you so much. >> thank you for having me. here we go the dow not quite there. now up 2. this is too close to call. it is a horse race, folks. the race is not over until you hear the bell ring. [closing bell rings] transports lower by 54. we're right back here tomorrow with fran drescher on the screen actors guild strike being over. ♪. larry: hello, folks, welcome to "kudlow," i'm larry kudlow. all right two big stories we're covering today. biden's catastrophic, biden's cat if catastrophe at the soutrn
you like ulta and google. let me ask you with 40 seconds left.a row of gains, we're on track for the 8th, is that a little weird, bring it on, it keeps going. >> santa class is coming around. first quarter will have to be touchy. you have to be careful to pick your spots in regards to the market but yeah we'll see the year end finish strong. showing forward s&p 500 year from now is usually strong, about 82%. liz: robert, from your mouth to the market's ears. good to have you, thank...
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Dec 1, 2023
12/23
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. >>> a big beat for ulta, shares up double digits on strong sales and boost of its guidance.e saw growth on the call. the ceo also saying the holiday shopping season is off to a good start. stock up more than 20% in just the last month. with today's move is now back to positive for the year. >> good to be in makeup, i guess. consumers are spending there. >>> let's turn to the private credit markets. our next guest oversees blue owl capital. with aum of $160 billion, it's one of the biggest names in the space that he says is disrupting traditional banking amid tighter lending conditions. with us at post 9 is blue owl co-ceo marc lipschultz. >> good to have you here with national peppermint bark day. >> everybody and their mother is getting into the business. how is the competition affecting the overall landscape? >> the overall market for direct lending is really good today. at the end of the day it's about supply and demand. and while it is true, there have been new entrants. always will be in the innovative capital markets. at the large end of the market where we focus on, t
. >>> a big beat for ulta, shares up double digits on strong sales and boost of its guidance.e saw growth on the call. the ceo also saying the holiday shopping season is off to a good start. stock up more than 20% in just the last month. with today's move is now back to positive for the year. >> good to be in makeup, i guess. consumers are spending there. >>> let's turn to the private credit markets. our next guest oversees blue owl capital. with aum of $160 billion,...
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Dec 6, 2023
12/23
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i would fade it and i would buy ulta, which is half the price and a third largest supplier is estee lauder, why not buy those same sales for half? >> she's really dissing me. not only would i fade it -- i'll punch tim in the face while i go buy ultra. >> let's get to block now. well off late 2021 highs, but recovers, up 40% in the past month. so, dan, you trade or fade this one? >> yeah, i'm fading this. and it's not that -- listen, this stock up is 75% from its 52-week lows in late october and it trades at a reasonable multiple. if you think they're going to get to gap profitability for the first time this year. a lot of secular shifts in play, was highlighted by the holiday trends and the like here. i just wouldn't be chasing this sort of thing and i probably would do what karen just did, i would much rather do paypal right here, because it feels just a little less -- >> look at that face. >> this is -- you're in charge here, and this is what's happening here is destroying this game. >> leaning towards paypal. >> i'm a purist. this is a different game here. >> it is value add, though. it
i would fade it and i would buy ulta, which is half the price and a third largest supplier is estee lauder, why not buy those same sales for half? >> she's really dissing me. not only would i fade it -- i'll punch tim in the face while i go buy ultra. >> let's get to block now. well off late 2021 highs, but recovers, up 40% in the past month. so, dan, you trade or fade this one? >> yeah, i'm fading this. and it's not that -- listen, this stock up is 75% from its 52-week lows...
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Dec 4, 2023
12/23
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you're actually positive on target, bj's dollar tree, been a tough year, ulta, negative on best by dick'ssay that that's part of the e-commerce landscape we're describing or are those situations more idiosyncratic? >> i'll do a shameless plug. every company you mentioned is attending our conference. our ratings are a little bit mixed on equal weight and overweight there. some of it's been category. the theme is reversion. we've seen reversion happen in, let's say, consumer electronics, home furnishing. big ticket durable spending overshoped during the covid period, and now we're reverting. that game or that dynamic hasn't slowed down. we could see it level out, especially into 2025, but i think the leveling out process probably finishing out in '24. >> do you think that helps the dollar stores? >> it could. it's a good point. the theme for '24, first of all, is spending probably slows. if you take the middle and lower income cohorts who primarily frequent the dollar stores, we think that cohort actually stays relatively stable. it's the high end that probably slows. from a rate of change
you're actually positive on target, bj's dollar tree, been a tough year, ulta, negative on best by dick'ssay that that's part of the e-commerce landscape we're describing or are those situations more idiosyncratic? >> i'll do a shameless plug. every company you mentioned is attending our conference. our ratings are a little bit mixed on equal weight and overweight there. some of it's been category. the theme is reversion. we've seen reversion happen in, let's say, consumer electronics,...
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Dec 18, 2023
12/23
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it is not a part of the horse race, it is empathetic ulta everything we stand for at our core, or at least we used to, before trump. so, i think we need to come to grips with the reality that people out there like the stuff. they lean into it a little bit, it resonates with them, whatever however you wanted to describe it, it sets up a bigger problem going into this upcoming election in my view. >> you know, michelle, i'll share with you that sometimes on social media specifically i get some comments from people that are like, look, we are tired of the trump coverage. we are tired of hearing about trump. we are tired about listening to this and no matter how much i and others try to beat the drum we're saying, we know what he is, we know who he is, but michelle, in your vein, are you worried that too many americans have grown numb to this type of outrageous comments by donald trump? >> yes. i am terrified. i think one thing he does when he makes these comments barely paraphrasing adolf hitler is that he keeps raising the bar for what considered outrageous, and so, frankly, trump sayi
it is not a part of the horse race, it is empathetic ulta everything we stand for at our core, or at least we used to, before trump. so, i think we need to come to grips with the reality that people out there like the stuff. they lean into it a little bit, it resonates with them, whatever however you wanted to describe it, it sets up a bigger problem going into this upcoming election in my view. >> you know, michelle, i'll share with you that sometimes on social media specifically i get...
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Dec 13, 2023
12/23
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the third party company works with thousands of plans, incl including lowe's, macy's, ulta, and ship says that today is the cutoff, it is the last day for the lowest price delivery option in time for christmas. it is expected to be the company's last big day for orders. >> we are definitely surprised on the upside, because going into the peak season, i think we were all sort of looking at the forecast and making sure that our brands are able to continue to drive sales, and so, that has happened, which is awesome for us and for the broader economy. >> deadlines for the most affordable domestic shipping options including fedex, dhl, u.p.s., usps, are all this week. orders might get to shoppers before the holiday, but it may end up costing you more. you have retailers like walmart, target, best buy, they are using these cutoff times to push their fulfillment options from stores, like buy online pickup and store even through the early evening hours of christmas eve. and amazon has also added a shipping in time for christmas search option to make it even easier, and remember, christmas ev
the third party company works with thousands of plans, incl including lowe's, macy's, ulta, and ship says that today is the cutoff, it is the last day for the lowest price delivery option in time for christmas. it is expected to be the company's last big day for orders. >> we are definitely surprised on the upside, because going into the peak season, i think we were all sort of looking at the forecast and making sure that our brands are able to continue to drive sales, and so, that has...
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Dec 24, 2023
12/23
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KGO
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many of the items were recovered, were stolen from targeted retailers like sephora, ulta beauty, victoria's nordstrom, and local pharmacies. the owner of the warehouse was booked on multiple charges, including organized retail theft and possession of stolen property. well, the holiday shopping clock is ticking down with just hours left to go before christmas. today we found lots of last minute shoppers in san francisco. abc seven news reporter cornell bernard shows us how therapy dogs were on duty, calming some stressed out shoppers. let it snow, let it snow. >> let it snow. woo >> would you believe snow in union square? it happened thanks to this snow making machine. but the holiday joy that brought these kids was so real. >> i was expecting to see a lot of people out shopping, having a good time, and soaking up the atmosphere. and that's exactly what we got. >> nick drummond and his family were looking for a festive vibe, and they found it here last minute christmas shoppers on a mission looking for gifts and deals. >> there's some discounts in some of the department stores. >> yeah, i ha
many of the items were recovered, were stolen from targeted retailers like sephora, ulta beauty, victoria's nordstrom, and local pharmacies. the owner of the warehouse was booked on multiple charges, including organized retail theft and possession of stolen property. well, the holiday shopping clock is ticking down with just hours left to go before christmas. today we found lots of last minute shoppers in san francisco. abc seven news reporter cornell bernard shows us how therapy dogs were on...
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Dec 24, 2023
12/23
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KGO
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los angeles, and many of the items recovered were stolen from targeted retailers, including sephora, ultay, victoria's secret, nordstrom, and local pharmacies. the owner of the warehouse was booked on multiple charges, including organized retail theft and possession of stolen property. the holiday shopping clock is ticking down with just hours left before christmas, and we found lots of last minute shoppers yesterday on the streets of san francisco. abc seven news reporter cornell bernard shows us therapy dogs were on duty, calming some stressed out shoppers. and it's not that it snow. >> let it snow. >> would you believe snow in union square? it happened thanks to this snowmaking machine, but the holiday joy it brought these kids was so real. >> i was expecting to see a lot of people out shopping. having a good time and soaking up the atmosphere. and that's exactly what we got. >> nick drummond and his family were looking for a festive vibe and they found it here. last minute christmas shoppers on a mission looking for gifts and deals. >> there's some discounts in some of the department
los angeles, and many of the items recovered were stolen from targeted retailers, including sephora, ultay, victoria's secret, nordstrom, and local pharmacies. the owner of the warehouse was booked on multiple charges, including organized retail theft and possession of stolen property. the holiday shopping clock is ticking down with just hours left before christmas, and we found lots of last minute shoppers yesterday on the streets of san francisco. abc seven news reporter cornell bernard shows...
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Dec 14, 2023
12/23
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foot locker looked like i agoner despite the hard work of mary dillon the incredible former ceo of ulta beauty who was brought in to work her turnaround magic and succeeded wildly. foot locker's been treated leek a pinata by the analyst community bashing it with one price target after another. today, though, piper saylor perhaps sensing the zeitgeist of the moment upgraded foot locker saying the markdowns would soon be history and newness would be the theme for 2024. they say the crisis is off the table. no wonder the stock rallied nearly 10%, one of the biggest gains in the index. but my favorites are the two franchises that have been overlooked forever because of higher rates. wells fargo and morgan stanley which both rallied about 6% today. that move got me thinking about wells. now, many of you are probably -- either don't remember or maybe are too young to remember when wells fargo was by far the best bank in this nation. one that warren buffett used to own as a huge position. back in the day wells would always rally furiously at the end of every rate cycle you had to own wells. th
foot locker looked like i agoner despite the hard work of mary dillon the incredible former ceo of ulta beauty who was brought in to work her turnaround magic and succeeded wildly. foot locker's been treated leek a pinata by the analyst community bashing it with one price target after another. today, though, piper saylor perhaps sensing the zeitgeist of the moment upgraded foot locker saying the markdowns would soon be history and newness would be the theme for 2024. they say the crisis is off...
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Dec 17, 2023
12/23
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KGO
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ulta is offering 50% off select beauty products, and at dick's sporting goods, you can score some nike out there. if you are shopping online, try to place your order in the next 48 hours to give yourself the best chance of getting those gifts in time for christmas. stephanie? >> stephanie: the pressure is on. i'm going to get to it, alexis. thank you. we'll be right back with the "play of the day." we'll be right back with the "play of the day." "play of the day." apsing ms, but i still want to spend my time my way. i chose kesimpta because it works for me and my schedule. kesimpta is a b-cell treatment for rms that had... ...powerful results. a reduced rate of relapses... ...active lesions... ...and slowed disability progression. i take it myself once-a-month, at home, or on the go. when i'm ready, treatment time is less than a minute. so more of my time, is up-to-me time. don't take kesimpta if you have hepatitis b, and tell your doctor if you have had it, as it could come back. kesimpta can cause serious side effects, including infections. while no cases of pml were reported in rms
ulta is offering 50% off select beauty products, and at dick's sporting goods, you can score some nike out there. if you are shopping online, try to place your order in the next 48 hours to give yourself the best chance of getting those gifts in time for christmas. stephanie? >> stephanie: the pressure is on. i'm going to get to it, alexis. thank you. we'll be right back with the "play of the day." we'll be right back with the "play of the day." "play of the...
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Dec 13, 2023
12/23
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ulta is a top pick. >> why wouldn't it be? >> disney. top pick, top pick, top pick.lorox, top pick. in that environment, you come in, and you got a lot of top picking, and it's -- you just feel like, wow, that's a lot of things i got to buy, other than church and dwight, a spac. >> not a lot of pfizer top picks for '24. the drug maker does issue some guidance below forecast amid the slowdown for demand in its covid-related products. company does say revenue forecast includes the expected contribution from the acquisition of cgen, jim, but man, street's 3.21. >> the analysts are basing its on paxlovid. no. you have to understand, pfizer -- i had dr. borla on. pfizer has made a series of acquisitions, and their performance in the acquisitions is quite poor. for instance, i have nurtek. this is something when i have a migraine or think i'm going to get one, it dissolves in my mouth in three minutes, and in 15 minutes, i have no migraine. i'm the chief spokesperson -- >> we're all aware. >> that's not the point of the story. >> what is? >> the last full year before dr. b
ulta is a top pick. >> why wouldn't it be? >> disney. top pick, top pick, top pick.lorox, top pick. in that environment, you come in, and you got a lot of top picking, and it's -- you just feel like, wow, that's a lot of things i got to buy, other than church and dwight, a spac. >> not a lot of pfizer top picks for '24. the drug maker does issue some guidance below forecast amid the slowdown for demand in its covid-related products. company does say revenue forecast includes...
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Dec 27, 2023
12/23
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look at ulta, sephora, and the independent brands that are top sellers driving demand. >> you're sayingnot a broader comment on luxury? >> no, overall, luxury overall, i think that estee lauder is their own ewe meeunique issues. luxury we've seen it slow, the aspirational consumer isn't spending as much. i don't have the chinese tourists. think about luxury for the back of the year, taking advantage in companies like lvmh is a strategy. frankly i'm also watching a pe ind tapestry. i think we'll see the core tapestry business reach the $5 a share over time. i'm anxious to see the debt reduction and synergies that go into that. >> i think the market has skepticism around that deal. the stock is flat year-to-date. >> um-hum. >> i think about the nike warning because it's unusual for nike to do that. they really did speak to macro softness around the world and i wonder how much that's factored in to say a lululemon whose stock is trading at a record high. >> keep in mind on a lululemon, i was out there two weeks visiting them. you talk about innovation, watch new product coming out this yea
look at ulta, sephora, and the independent brands that are top sellers driving demand. >> you're sayingnot a broader comment on luxury? >> no, overall, luxury overall, i think that estee lauder is their own ewe meeunique issues. luxury we've seen it slow, the aspirational consumer isn't spending as much. i don't have the chinese tourists. think about luxury for the back of the year, taking advantage in companies like lvmh is a strategy. frankly i'm also watching a pe ind tapestry. i...
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Dec 14, 2023
12/23
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she turned around ulta. she's going to do it again with foot locker.e doesn't have the horses. she's got nike, she's got -- new balance is doing incredibly well. people don't talk about new balance. don't forget, hoka is doing well. >> we're going to get -- we have foot locker upgrade. piper goes to overweight. we'll get costco tonight. >> costco is one where we say, well, that's an a student. i'm looking for a c student who's going to become an a student. >> that was an all-time high yesterday, and again today, think, maybe etsy, these layoffs. bernstein today calls it the new ebay, and a good short. >> that is so aggressive. i think that's wrong. i think that josh was overstaffed. i think that there's a lot to like, but it was one of those companies that are like ohahna, like salesforce had. it's not as interested in the ohana. we're a hawaiian family. >> the hawaiian word for family is ohana. salesforce had a more ohana approach. when they got a bunch of activists, they focused more on margins. that was less hiring and firing people. your point on e
she turned around ulta. she's going to do it again with foot locker.e doesn't have the horses. she's got nike, she's got -- new balance is doing incredibly well. people don't talk about new balance. don't forget, hoka is doing well. >> we're going to get -- we have foot locker upgrade. piper goes to overweight. we'll get costco tonight. >> costco is one where we say, well, that's an a student. i'm looking for a c student who's going to become an a student. >> that was an...
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Dec 29, 2023
12/23
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top idea there is ulta.year as many consumers consider beauty an essential good as well. >> you focus also on store traffic, on physical store traffic. feeling as if, i guess, it's a key differentiator or tell in terms who's got what. who are the beneficiaries of those trends? >> yeah. we're going to have a tough-to-find. traffic flat to up next year at a very low rate. however, as we think about next year, units, units and units will be the key driver. again, we like walmart and we like costco. costco's been another great idea focused on value. the membership renewal rates have been tremendous. also, they have a very good private label as many of us know. kirkland, and legendary supply chain in terms of their merchandizing ability across food and others. so costco and walmart will be traffic winners as we look ahead. it will be something to monitor. we expect it to be fairly volatile. whether a factor unfortunately geopolitical issues have been a factor with traffic and people going back to stores. we'll ha
top idea there is ulta.year as many consumers consider beauty an essential good as well. >> you focus also on store traffic, on physical store traffic. feeling as if, i guess, it's a key differentiator or tell in terms who's got what. who are the beneficiaries of those trends? >> yeah. we're going to have a tough-to-find. traffic flat to up next year at a very low rate. however, as we think about next year, units, units and units will be the key driver. again, we like walmart and we...
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Dec 26, 2023
12/23
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BLOOMBERG
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you have been working with 23 and me, ulta beauty, unilever, thinking about how you can activate kindnessff my radio tv because they will get in some soft stuff like kindness what is your retort about? >> it is measurable and a wise smart is in his tactic. we have seen again through the signs and data that was companies are investing into kindness internally/externally how they communicate to consumers it is good for the bottom line. that is the bottom line message. caroline: let's talk about your bottom line. ultimately you are in the business of sensitive skin therefore sensitivity. i can see that, across from a marketing perspective but why commit your money to this research and wife enacted and use yourself as a guinea pig too. >> we are a skin/help company founded 15 years ago after an act of kindness, so we were helping another neighbor in our community, so kindness has always been important in the dna of our company and we knew that we had seen outsized results in the industry in terms of the score value, decreased customer acquisition cost, and aside from having good products, we
you have been working with 23 and me, ulta beauty, unilever, thinking about how you can activate kindnessff my radio tv because they will get in some soft stuff like kindness what is your retort about? >> it is measurable and a wise smart is in his tactic. we have seen again through the signs and data that was companies are investing into kindness internally/externally how they communicate to consumers it is good for the bottom line. that is the bottom line message. caroline: let's talk...