seemingly held 38. i like gps. >> i'm melissa lee. see you back tomorrow more fast money. keep it here. mad . >> my mission is simp -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to hell you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just trying to make a little money. my job is to educate and teach you, so call me or tweet me. give me a thesis, any thesis, and i'm a buyer of stocks. that kind of thinking, which i used to exhibit constantly at the hedge fund when the market

is soaring, is at play once again. the noose dab jumped 0.8 money manager are desperate to put their cash to work, desperate for new ideas, and desperate for reasons that make for compelling buys. they're finding them in spades. they tick down what they're thinking, what they're seeing. let's take them sector by sector, starting with technology. the cloud plays haven't been able to mount rallies. the internet stocks seems to be just plain tired. if you're a desperate fund manager, you look at the world quite differently. first you see apple going higher, that means consumer spending of technology, if that is the case, you can go entire skyworks solutions, an apple components maker, it really hand move ought all, but had good

numbers. it means you'll download western digit ago for the cloud. two cheap plays that can be bought tomorrow. research helps out on a day like today. goldman sachs bumps numbers for micron, saying the lower form of semiconductor plant life are in short supply. pricing is good. the market is sizzling. that's not supposed to be happening this late in the cycle. if d-rams are tight, though, you'll get orders, that buys you to research that we know is dock quite wet. we just -- how about the supply terms in a that could be do recall better, right? i think it means that pc industry is probably doing better than expected. and why not put in san disk. how about the cisco?

cisco just reported what obviously was a widely panned quarter that shouldn't have been panned at all. r i think that quarter was a testament to how well cisco can do in a tough environment. terrific executions. can you imagine what this horse can do when things get better? it's pretty much game over for everyone else. i like that. stock's still cheap. you might even we willing to reach down to a laggard like ibm. not me, but you. i get suspicious that an activist is indeed taking a stake. i don't know what an activist could do with ibm. maybe some activist thinks there's enough to turn things around. we do know it's not -- but someone might reach and grab that one. i say don't bother. how about these internet and social media plays? they've been stalling out for some time now, haven't they?

it's almost as if alibaba sucked out the energy in the room. and they all come on "mad money," and when we listen to the best restaurant chains and retailers who come on "mad money", what are they talking about? they talk about the need to switch from to the web. somehow, anyhow, whether it be through google, facebook orb even twitter. domino's and i hot. popeye's and buffalo wild wince. starbucks -- sure, google diplomat show spending discipline when it reported. facebook seems to be down ever since then and twitter needs a new ceo as this dick costello didn't have the gravitas. as a matter of fact he's kind of become a punch line, but they all could be justified. next up, the finances stephanie

link, co-portfolio manager, we were debating whether to sell bank of america for the truth. it's been doing nothing, up 10% for the year, trading roughly around book value, but i want if you're a portfolio manager that sat out this rally, why wouldn't you want to buy bank of america? it's cheap, the economy is getting better, a proxy for the country, so far behind the other banks. she agreed and we realized this could be the -- in truth, the whole banks complex is dirt cheap, and it wouldn't take much to get going. this is would go much higher. health care doesn't need help at all. that group is just on fire. there's so much good here. from the trio of cost containers that you can't go wrong buys. to the biotechs and the regen

ron, and then -- to the medical device plays. edwards life sciences, you know we like them. how about the activists and the antiseedant already gaallergan? >> yes, the hospitals have run, but anyone who thought president obama was going to moderate the affordable care act has been blown away by the new intrance gens by the republican election. the consumer discretionary names, two words -- gasoline and jobs. we're seeing gasoline plummet. and while the analysts may not drive enough to know it, because they nearly all live in new york city and probably take the subway or like uber. plus with worries about joblessness fading, individuals can afford to spend again, on their homes, themselves, others, who knows? power tools?

i don't know. rugs? you name it. analysts have been falling over themselves to downgrade these stocks in valuation. the analysts don't seem to realize we've had so many disappointing holiday seasons that could be refusal la torrie. back when macy's, penney's, chipotle, brinker, you name it, easy buys. the industrials? in this group we have the perfect combination of strength, so weakness overseas where europe is starting to ease and china doing its best to come back online to all help. you have the numbers made in the united states and tremendous easing overseas, that is what the formula is to buy the industrials. maybe it doesn't happen overseas, maybe things don't get better over there. that's okay. expectations remain amazingly low. i don't see many disappointments, and when you do, you get act visit. it's kind of scathing. consumer staples won't see much. in fact, a strong dollar is toxic, but go for packaging and

fuel and transport. some decline in crude is a huge positive. numbers are going higher, which means buy. which brings me to the last big part of the s&p 500 -- energy. sure, it has been hideous. yes, we don't know how low oil can go, but can you resist one of these stocks going into an opec meeting on thursday? it could be the beginning of the end of over-pumping? i think that's going to put a $74 bid on oil, not far from texas intermediate until we getting to the meeting, and then obviously if thash ministers had a brain, they would do that, but it seems like they've been all been washed by the saudis. if you're well behind the market as so many are right now, you're dealing with a limited amount of time. these managers need a thesis to buy. this market has more reasons to -- that's a recipe for higher

prices going into 2015, and that recent pell make a dish that they just can't resist. how about jared in new york? everyone goes to jared. >> caller: boo-yah, professor cramer. >> man, what's up? >> caller: first, my deepest sympathy to you and your family at the loss of your father. >> thank you. >> caller: a native of new york, however a student at massachusetts stay tuned the liberate arts. shout out to adjust best professors. i have added disney to my portfolio. i know you love the company, just looking for your thoughts. >> disney had this one moment of weakness when it just got crushed bomb ebola, and it came right back. i want to contrast it with lionsgate. i love "the hunger games" trilogy. why did i have to be pinched in the arm during this one this weekend. disney doesn't make arm-pinching

movies. they do good. i think it was hunger games weakness verse what we expected is a testament to why you want to buy the stock of disney. stay in it. probably goss to 100. michael in new york, michael. >> caller: boo-yah, jim. i watch your show all the time. i love it. >> thank you, man, i need that reassurance right now. >> caller: wwe's stock. i'm be in getting some. i understand they haven't been doing good, because they're a network, but what do you think? >> no, no, we don't need to go down when we can go up and get value. time warner is better. cbs is better. that's down a lot. disney is certainly better. let's stay tuned to the good ones and tune out the bad once. money managers are desperate to put money to work. trust me on this, they said to unfortunately there's nor money to buy stocking.

on "mad money" tonight an activist gets his wish in a war for more control at dow chemical, but will the k5sh89s from this battle work for the bottom line? and a bag of hammers, but the company behind victoria's secret is still pushing up numbers. plus if you put $15,000 in this stock when i launched "mad money", you would be a millionaire today. the run is not done. just ahead. so why don't you stick with cramer?

does is it ever make sense to feel badly for a ceo? is it ever right to wish that picket our her critics.

or maybe an ounce of tact? with dan's third llc capital hedge fund? this treaty gives loeb two independence directors two -- as dow chemical stock goes higher. the two new directors, steve miller and ray malkovich, are both fine men. i have bur viewed steve and we have read multiple times on the -- they can definitely be agents of change, as can the two outside director. richard davis, the terrific chairman. bancorp, we love that guy. >> and a real smart guy.

the latter two have been offered, aboutsiders who can lend a vision -- but they weren't gulf enough for loeb alone, which is why he pressed for hired guns. that seems like the right term. they're willing to accept his money. how else can you describe them? i don't know. the way these directors got on the board was ugly, demeaning and downright vicious. it turns my stomach to describe it. first dow kem cam stumbling during the great recession. after at 64% cut, has been one of the best performers in the last three years, versus my favorite, the group ppg up 14% or dupant up 11%. lionel basil 13%, huntsman and eastman chemical, they're only up 8%. dow is the best performersy the

group. the best sures -- promotion of higher -- extremely aggressive dividend boost and consistently strong buyback. they were both increased substantially earlier this month where almost every cam cal analyst was impressed with the speed of the company's restructuring. it takes pay out back to the levels they had to cut it to before the great recession. that's a nice complete circle. in the end, though, it didn't matter. it doesn't matter what liverist had accomplished. dan loeb wanted his guys on the board. he took a three-minute video titled value -- dow.com. and he released it after the

meeting. the video was vicious, to say the least, and i say that as someone who regularly berates underperforming kreismt on the wall of shame. i would show you the footage, but it was immediately taken down. it started with this announcer talking about broken promises, with the distinctive red diamond filled with the word broken promising, instead of the company's name. dow has fallen behind while others have fallen ahead, the result of bad decisions and broken promises. what the heck? i just told you the performance figures versus the rest of the year in yao to day, dow is the best performer. facts meet dan loeb. dan loeb, meetings the facts. the video continuing -- broken promise after promise, given excuse after excuse, while calling themselves a no excuses

company, and then a job showing how libberist came on this show and said this company will never cut the dividend. all right. look, i know this was a different decision. most of them different -- i said it was, so i can't take that back. that was years ago. when liverist made a series of good moves, i stopped the slamming and joined the group. it's not delivered a ton of value. why you can article testifying -- it was liverist who created value, not loeb. it would have taken a huge amount of time? i think so. did he negotiate with them fairly and honestly in the period up to the video? i think he did.

hence my outrage. in other words, i have to ask. what does a ceo have to do to quell the dissent of an investor, but is demanding about 20 -- in short, the pressure that -- it's important, i get that, but even when the ceo in question has done everything right lately, does it ever relent? now, look, i was a hedge fund manager. i always wanted to make as much as possible. if the company doing what i wanted, i would sell the stocks. i just wish they used their heft to pressure the bad ceos, knolls the good once. we saw the same thing happen with david piatt. when bill ackman and valiant farm pressured him to sell the company. sure it ended well for allergan i now see ackman pressuring juan

ramon alike. the guy -- the ceo -- he's done a fabulous job at sowetis. okay, fine, how can a hedge fund be happen with the 36% run? there are some you should be banging the appreciate of on pepsico -- these analysts, even if she's delivered a 19% return, as wet a katy perry in the super bowl. i think pelts is terrific. hey, how about coca-cola? they're only up 12%. get something going there, maybe? you could argue that all is fair in business and world. you could say they make tons of money to take care of themselves, but i think the kind of smear campaign that loeb

waged is wrong. the new m.o. is to pick on winners when they know they'll get what they want. let me give you the bottom line. ceos who work hard to create value and are doing so deserve better than to be hit with smear videos so some hedge fund can getting a slightly better negotiating position. it seems wrong to me. i expect better from grownup managers, but it looks like a pipe dream from this bunch. what a shame. there's much more "mad money" ahead, including a stock that's spreading its wings on the back of a bunch of angels. what the performance of l brands mean. and then a $410 biotech bargain? this one has been a rocket. i think the run is far from done. i'll show you how the critics could be keeping you from making a lot of money. why don't you stay with cramer?

the last month we've been hearing the same excuse over and over again from nearly every retailer that's posted disappointing numbers. mike at kors, urban outfitters, they saw it's not our fault, it's the mall. consumers aren't going to shopping malls like they used

to, and the drop in traffic is to blame. >> alibi, aim buy. is the mall really dead? and if so why do they keep going to victoria's secret and bath and bodyworks. now there are two ways to explain this. either people have stopped going to the mall, and somehow someway think managed to triumph over, or the whole nongoes to the mall alibi needs to be taken less seriously and l bran is simply out-executing the other retailers. i think the answer is a bit of both, which is why i'm telling you l brands is worst owning here. it's had a monster run the paths few months let me explain. mall traffic levels are depressed here, but traffic at l

stores was up and the much smaller companies even as the company pulled back on its promotion. >> consider l brands fabulous quarter. victoria's secret same-store sales were up 3%. bath & body works up 7%. meanwhile, the company's gross margin what percentage of revenue they keep after the cost of goods sold expanded, to 40.8%. even better the merchandise margin increased during each month in the quarter. those margins should remain strong, given that l brands end ended the quarter down 12%. when i read that, i thought you've got to be kidding me. that's huge, because inventory is the bain of all retailers. you need to discount it, in order -- hoping you have lean inventories. put it all together and l

managed to grow the earnings by an an astounding clip. almost 940 stores overseas managed to put up terrific numbers while so many of the cohorts are struggling? i think a lot of it does come down to execution, meaning l brands under the leadership of leslie wax ner has been executing fabulously? for example, at their analyst day, they spent a lot of time -- basically these guys are all about speed? about rapidly making decisions in order to execute faster and faster over time, which allows victoria's secret and bath & body works to react more nim bling. the idea here is with shorter lead times, the company can adjust, ensuring it has the pride product asourcement for the moment. unless excess inventory lies

around that needs to be discounted. when there's a problem, these shorter cycles means that it takes much less time to fix. consider that earlier this year bath & body works was -- now they're at 7%. compare that to a slower retailer like the gap, where the core brand has been ailing for over a year now. bheen wheel here in the united states, victoria's secret is the number one purveyor of lingerie, bras, pantie, with really strong global and yet, personal awareness. bath & body works is the larger in the beauty brand worldwide with roughly 20% share here in the u.s. this is a company that never stops trying to improve. right in a l brands has a market intense i have been program where he hire more full-time employees, pay them better to booth and morale.

it could generate incremental sales growth of 5% to 10%. that's gigantic for a retailer. another example. last -- they kept saying that they intend to win the retail olympics, meaning they want their operating margin up to the same level. while productivity at l brands is currently at the highest level, they pointed out they have stores two or three times productive everybody which mean there's room for improvement. long term they believe they can raise their operating margins from 16% by continuing to control inventory, a few more points, that would be big. then individual in addition tips, like the highly popular pink. that's their brand targeted at college-age women. and the company's also been opening small pink stand-alone locations that amazingly barely

cannibalize their store while averaging about $1,000 of sales per square foot. that's off the chart. not only is l brands a great operator, but a at the gnome nat growth story. overseas the company will test the stores in select markets. if those go well, they'll test heavily in expansion, with the focus right now on the uk, the middle east and asia. the real heart of this story, though, is in north america, including both canada and mexicoer thoo sxaending and renovating exists stores and opening new ones. they will accelerate their square footage growth from 3% to 6% perhaps as early as 2016. double the rate of growth? plus in canada alone l brands does $800 million in sales and management believes they can nearly double that figure. at the same time they said the mexican market could eventually be as large as canada, means

the -- l brands is not cheap here, not at all. trading 21 times next year's earnings estimates. we're going into holidays, the perfect time of year for the company. and i think the estimates are simply too low, which means the stock can continue to power higher. the stock has run, yes, ideally wade for a pullback, however, retail stocks should be good through the holiday season. it's -- be better employment, you had do far worse, here's the bottom line. just because fewer people are shopping at the mall, that doesn't mean every retailer is in trouble. those with strong brands and top-notch executions can deliver terrific results. i think this particular company has never been better. will in massachusetts, will? >> hey, jim, thanks for having me on the show. >> of course.

>> caller: dsw as a core holding. where do you think the stock is heading? >> i think the old designer shoe warehouse is inexpensive stock. it's possibly if they wanted to take this private, they could do it. the stock still has room to run, three down, ten up? not bad. how about bob in new york, please? >> caller: hello, jimmy. most importantly, jim, the apple doesn't fall far from the tree. getting to know you via cnbc, i'm sure your dad was a mighty tree of life, as you are to all of us. >> strong until the end. >> caller: keep your chin up, kid myocooperates are iconic. what about the comment that was made on the internet of bar barance at the gate? i never heard that before? and number two, a 20% short interest in that stock? and you think listeners of "mad money", and i like your opinion?

thirdly, i would like to know what particular day do you choose to visit san mig well? i would like to meet you. >> i never know when i get there. it's a hit or miss thing. i don't drink much during the week, so it's too tempting. i think we've had the company on, and it's always done good. i don't think the 22% short position is going to pan out for them. i like it. i wish he would come back on the show. not every mall-based company is in trouble. it's a thing of beauty. there's much more "mad money" ahead, including what some companies are doing with nair cash. it might make a big impact on both your and their bottom line. plus a fast buyer in the lightning round. send your toughest tickers my wee. first rejenneren has one of the bigge biggest. why am i still talking about a stock that's returned 8,000%

sibs we recommended it? stay tuned. stick with cramer. zapped it, right to our house. and that's how they got it here. so, santa has a transporter? for the big stuff ... and it's a teleporter. cool. the magic of the season is here, at the lexus december to remember sales event. this is the pursuit of perfection.

look contrary to popular belief, it is not too late to

buy regen ron. it's down 49% year to date and gives us are you ready skee-daddy a monster 8,000% gain since i initially highlighted the stock. one of "mad money's" first ever ceo interviews. for those of you telling it's run up way too much, that you missed it, its insanely risky to buy something, i'm telling you that the up side here is probably far from over. rej regjegen ron is not done going higher? how is that possible? how can i tell you once more into the breach in the stock that's already made us a crazy amount of money, isn't that that causes pigs to get slaughtered? >> look, if you bought the stock at five bucks, and have ridden it all the way up to $410?

then of course you would be nuts not to take some prostsds. listen, you would be playing with the house's money. if you've been hesitant, if you missed this incredible move. i'm telling you it's not too late. see it's undergoing one of the -- it's a full-scale kafka-style metamorph sis. this store ends positively. you know the old saying the fox knows many tricks, the hedgehog knows one big trick? it's for year rallies as a hedgehog. it's been a one-trick pony. with a single incredibly successful blockbuster drug. a -- as sales beat wall street expectation, and the drug gained new prove, like diabetic macular edema, it propelled regen ron

stock, but now we're seeing it as signs of a fox, a company with many tricks up its sleeve it's these drugs are in the pipe. i think the transformation could take the stock much higher. specifically regen ron has arguably the best line, celgene is up there, but i think it might be better. the target multibillion dollar markets like asth ma, cholesterol and arthritis. for those of you -- sanofi is also regen ron's also largest shareholder. it has an option to performed dlsh like a creepen tender order. now last week sanofi held a big

investor event on new medicines. the most exciting prospects were all late-stage compounds. positive data on -- its a cholesterol drug, with a big american heart association meeting a week and a half ago. then to to have it all off. last thursday, we learned about that's regen ron's drug candidate that it received a breakthrough therapy from the fda. so let me go over these. this year it's expected to generate up to 1.74 million in the sales. the numb enter is expected to reach it by 20/20. frankly i think that forecast is conservative. gives the approval for a

diabetic macular edema, and which is damage to the retina caused by complications from diabetes. of the 29 million american adults with diabetes, 8 million since from this particular condition. and right now there's no fda approved treatment. however, while there's a lot to like, the future of regen ron is in its pipe. first, that's the phase 3 treatment for atopic dermatitis, the kind of eczema that was granded breakthrough status. it's a compound that's designed to help deal with all sorts of autoimmune disorders. the really exciting application here is as ma. where we're already seeing some constitutional lard phase 2 results. how big could it ben? sanofi, points out this could target 40% of the 5 million people in the u.s. of moderate to severe. for as ma, sanofi is like 10% to

20% of the 235 to 300 million asth ma patients. these are two markets that could be worth billion in sgloosh and then the anticholesterol drug, perhaps the most exciting, who are not getting good enough results who can't tolerate statens. this could have a target market of 24 million patients. i think it could easy will do 4.2 billion in peak sales. which means it could potential receive fda approval as early as next summer. and finally it's aliorocumab. they're partnered with sanofi. last week it predicted this drug could do $4 billion in peak sales. it still has the potential to be

an enormous franchise. there's not been a new drug that's been advanced in this for ages. let's put it all together. regen ron has three potential -- if they all receive fda approve, they could have peak sales of more than $11 billion. that's huge. it's not even counting the possibilities. so let me give you the bottom line. sure, regenron, it's run a lot. sure it's nobody's idea of cheap trading, but right now it's a one-trick pony. in the next couple years it could transform into -- not one, not two, but three possible blockbusters? and all three of these have the potential to be even bigger. that's why i see regenron higher. i think it's worth putting on a small position right now, just in case we don't get any weakness, as many money manager will want to show they caught

the big move of 2014. "mad money" is back after the break. twhat do i do?. you need to catch the 4:10 huh? the equipment tracking system will get you to the loading dock. ♪ there should be a truck leaving now. i got it. now jump off the bridge. what? in 3...2...1... are you kidding me? go. right on time. right now, over 20,000 trains are running reliably. we call that predictable. thrillingly predictable. they take us to worlds full of heroes and titans. for respawn, building the best teractive entertainment begins with the cloud. this is "titanfall," the first multi-player game built and run on microsoft azure.

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it is time -- it is time for the lightning round. i take calls, where we -- and we do it on the fly, and the lightning round is over. are you ready skee-daddy? time for the lightning round. let's start with jonathan in new york. jonathan? >> caller: boo-yah, cramer. i just want want to give a shoutout to my family, home of the winning cleveland browns. >> they look good. >> always have to do on the good ones or bad once. i don't want you in clif. santos? >> caller: so sorry about the

loss of your father, sir. >> thank you. >> caller: i.m.s. is it time to stuff that turkey? >> oh, it's okay. i prefer quintile. mckesson, i think both are better. >> boo-yah from cold, snowy michigan. >> we have a big game there tonight. what is going on in. >> caller: iliad, is it poised to come back? >> i think it will. i think people are worried about pricing. and so we know prizing, i think that stock will be under pressure. let's go to craig in california. >> caller: how are you doing? jim cramer. >> what's up? >> caller: you've got a california boy, but i lived in jersey for a while. >> we have thg, hanover group. >> sure, used to be my insurer.

>> but it's been on the books for about four years. i'm just wonder is it time to pull a trigger? >> i think it's fine. it's nothing great, nothing bad. i'm not going to tell you it's time to get long, because it's been a good performer. it's fine. let's leave it at that. jim in wisconsin. >> caller: boo-yah from central wisconsin. thank for all you do for the visit investors. you, sure are a rock stars. that's what we're we're going to go with. the vote has occurred. it's starting to move. barbara in maryland. barbara? >> caller: thank you for sharing your warm tribute to pop, and wish you and your family a happy thanksgiving. >> i always think barbara in maryland, i think of barbara richie. what's up? >> caller: i started learning and earning with you in february, but way before that, i bought some twitter. so now it's down 24% to 4019 at

the close today. >> yeah. i'll be thinking about -- you know, this is a time of family, and i'm thinking that dick costello should spent more time with his family and not with twitter. that, ladies and gentlemen, is the conclusion of "the lightning round." responsiblored by --

we're hearing a lot about capital allocation these days. namely how housing much better for companies to put money starts expanding their business rather than buying back shares or paying bigger dividends. i agree wholeheartedly it would be terrific to pour moyersh that is if your business needs more cash to grow. we have to admit that most of the companies are doing so, because they have already funded their growth opportunities or just don't have many available that are better than investing in your own shares. there is no shame to that. in fact, i can't recall a conference call where management team has said, we are starving our business or underfunding it to be able to return your capital to you. they have all reinvestment at the top of their list. they don't want to spend unnecessarily in an uncertain environment and they don't want to expand for no reason.

that's not a terrific use -- takia hue. many good investments that are coming home to roost. sure, it would be great if ceo marissa mayer had created value by growing businesses, but do we care how value is created? we accept value creation at the point of an act ritz gun, why can't we accept it by buying back stock? not only that, but prices have come down to the publicly traded companies. yahoo can reinvent it much, much more cheaply. how about apple? you could argue it could be putting a huge amount toward its business, but that's exactly what it is doing. apple doesn't need to put more money into the business and it's spews cash, so why not send some of that cash back to shareholders in the form of buybacks and dividends? you're tax sum would give too

much to -- it has nothing shore of magnificent. again if there was powerful winning that could move the needle, i'm quite confident the sold off his lower -- and bought back stocks while raising the dividend, and making acquisitions when they were timely. what's wrong with that? it's been a totally winning formula. i think it anti-stock buyback and anti-boost jihad is totally unfounded. truth be told, i think it's a period of remarkable capital allocation, with the one by outlier being ibm. to make the number. i sense that activism can't be too far away. however, the rest of these

allocations, i salute them, and marvel at the brilliance of most of the capital plays that i have seen during what is definitely the golden age of buybacks and different growth. stick with cramer. d out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present.

regen ron and l brand, two winners that i think will keep on winning. i always like to say there's a bull market somewhere, i promise to try to find it here for you. i'm jim cramer. i will see you tomorrow.

>> it's crunch time at frito-lay. the push for the 4th of july holiday. in the next week, the crew will make about three million pounds of doritos... fritos... and the all-american classic... >> this right here is a perfect potato chip. >> they'll run 12 production lines, 24/7, then bag, pack, and ship out to the grocery shelves. it's a race to the picnic table... >> it's going to be a t