going to be disappointing. >> guy-k we make this a clean sweep? >> courtney reagan has an interview tomorrow with gap store ceo. i think that's enough news to get the stock higher and gps to the up side. >> you caught a break there, tim. >> i tell you. i'm about to jump out a window. >> my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to make you money. my job is not just to entertain, but to educate and teach, so call me at 1-800-743-cnbc or tweet me @jimcramer. what the heck does rite aid have to do with greece? simple question that i got on twitter today. the answer greece drives rite

aid's stock lower. that's what it does. in fact, greece drives all stocks lower, like today where the dow dropped, nasdaq declined .42% because the entire market will go down on this news of a tiny country defaulting on its obligations and investors want to bail ahead of the european debacle. yep, it's time for a refresher course about how the stock market really works. as opposed to how it should work. first, the tweeter follower is right, greece has nothing whatsoever to do with an american drugstore chain like rite aid, nothing, the business of rite aid is to sell general merchandise at the front of the store and to sell prescriptions at the back of the store. all $25 billion of its sales take place right here in the united states of america! ♪ the analysts on wall street who follow rite aid make up models about how much it can earn. when rite aid numbers fall short

of that well then the stock goes lower. and when the -- it beats the estimates -- >> buy, buy, buy! >> the stock goes higher especially if the company also raises its guidance. what else could bust the stock? acquiring a company like envision a pharmacy benefit manager which will cause estimates to go higher because it's such an added outfit and that's what happened earlier this year. third, rite aid could attract a takeover bid. there's tremendous consolidation in the health care sector. this morning, target and cvs inked a deal to allow cvs to take over target's pharmacy business for $1.9 billion. it's a win-win. maybe a major retailer like walmart or jcpenney bring in rite aid. then we hear anthem might be buying zigbuy ing cigna or united health might

be purchasing cigna. rite aid could be part of the mix, or consolidate the industry, people keep telling me that's going to happen. these all get rumored and the suppositions they could all boost rite aid's value. however, there's something that can trump all of those good things i just mentioned, at least in the near term. and that's greece. greece. granted, greece the country as we've stipulated has nothing to do with rite aid the business but greece the country has a huge impact on rite aid the stock. that's because american stocks right now are trading together in line with europe. no hedge fund manager, those are the people who pull the triggers also day can resist making a bet if greece decides to default on its obligations, there will be severe and negative consequences all over the globe. if they've messed up, they are going to look like idiots over investors. this bet against all stocks

trade off of greece isn't necessarily wrong. we don't know what the world will look like financially if a nation state like greece defaults. obviously, someone owns greek debt. where is that debt? we don't know. there isn't a schedule or a list of holders who's in shape to take those losses. we don't know. what happens if there's stupid banks that bought a lot of greek bonds and need to sell better assets because they are buried in this junk? we don't know. how do you know some countries will suffer downgrades from the major ratings agencies? these downgrades of countries have also caused weakness in europe so bank failures because of bad assets the hedge funds here know that the european economy will face a slowdown. if greece goes under, well the economy will slow. i think the greek government has no idea about the world of hurt if it defaults and perhaps gets kicked out of the you're zone. when that happens, zone the debt holders lose big and we

know business in europe will momentarily taper off or freeze until things get sorted out, so we would easily cut numbers for the u.s.-based international companies that do business over there. that always causes people to sell s&p futures here. beyond that the dollar will get stronger versus the euro instantly, as that currency will be in disarray over greece and a stronger dollar will give companies a more competitive edge versus americans ones. so, let's see, our earnings estimates for our international companies will come down over the downfall of greece both from earnings translation and from weak orders. do you know that of the 30 stocks in the dow jones industrial average, i count 27 that have business that's directly impacted by europe and, therefore, by greece so 27 companies could conceivably have their numbers cut. a huge percentage of the s&p 500 similarly set up businesses. rite aid isn't part of the s&p 500 and has no business overseas, but walgreens, which merged with the international boots alliance does have

overseas sales plus walgreens and cvs are both members of the s&p 500, which means they will both be swept down by the derivative dominos of greece because they are in the s&p 500 futures. ask yourself, is it possible the stock of rite aid can go higher if the stock of its two biggest competitors are getting pummelled by financial interests that link them to greece even though they shouldn't? frankly, it's inconceivable rite aid could go up in that situation. it has to go down. if the two biggest drugstore chains go down you think rite aid stocks going up? it's going down. they are all the same cohort. back to the original query, what does greece have to do with the rite aid stock, and the answer is sadly, everything. i say sadly, because it sure wasn't like this 30 years ago, because then logic played much more of a role and collateral damage was pretty much nonexistent. now that you understand the relationship of rite aid to greece let's talk about opportunity. one day greece may default, but won't default the day after that

and day after that it's a one-day event. it will be a scare that greece will bleed beyond what happens the next day. could be a second day selloff where we discover how bad things are in europe and a third day, by the way, we find out how high the losses are at the highly leveraged hedge funds that have to sell good stocks many stocks that aren't near the greek blast zone and aren't down that much in order to fund the stocks of companies that are hurt by the greek calamity. they are awful stewards of capital, my conclusion. the irrational collateral damage to stocks unrelated to greece but pulled down in its foretext should be bought near the end of day two. probably around 2:00 p.m. after the debacle occurs and double down on day three, probably at the opening. if you want to buy 100 shares of rite aid, buy 100 shares on the afternoon of the selloff and the morning of day three, yes, i can even be that specific i have lived through that many of these

debacles. the worst that happens, rite aid doesn't go down and you miss an opportunity to buy it in a weakness so why not jump now? no harm to see if it occurs. if there's a chance to get into the stock of rite aid or any company you like at a lower price, why not wait for it? although cvs might be a better buy. here's the bottom line the fact all stocks selloff and say the market's stupid or you can say, hey, who cares? i am lucky that greece something that has nothing to do with a company like rite aid causes an irrational sale to be held and then you can buy it at a better price than you ever deserve! patricia in new jersey, patricia patricia! >> caller: boo-yah jim cramer. >> boo-yah, patricia! >> caller: thank you very much for helping us home gamers. tell us cramer do you think the new joint venture between

hess and global infrastructure will help or hurt the stock? >> hess looks down so low, you should buy the stock, it's gotten ridiculous, looks too low. i don't think oil is going back to the mid 40s. you want to pick up some hess i appreciate and agree with you. all right, what's greece got to do with rite aid? nothing! except it gave you an opportunity today, seize it! target sales of pharmacies of nearly $2 billion, but can it give your portfolio a healthy boost? i've got the exclusive with both ceos. plus too late? is this the top? don't miss my take. plus it's a stock that's happened in the past decade with a potential to leave it in the dust for years to come. i'll unveil this power house when i add it to my health care hot list. stick with kraim sclerm . don't miss a second of "mad money." follow @jimcramer on twitter.

have a question? tweet cramer. #madtweets. send jim an e-mail to madmoney@cnbc.com, or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. you probably know xerox as the company that's all about printing. but did you know we also support hospitals using electronic health records for more than 30 million patients? or that our software helps over 20 million smartphone users remotely configure e-mail every month? or how about processing nearly $5 billion in electronic toll payments a year? in fact, today's xerox is working in surprising ways to help companies simplify the way work gets done and life gets lived. with xerox, you're ready for real business.

this is just breaking. cvs and target announcing a deal. >> the deal will include more than 1,600 pharmacies which cvs will operate and be rebranded as cvs pharmacy. >> both target and cvs growth carl, down in today's growth market. >> i keep telling you about the looming consolidation in health care space. look, not only did we hear about anthem potentially bidding for cigna today, but cvs health is paying $1.9 billion to buy all of target's in-store pharmacies and clinics, roughly 1,700 locations will be rebranded as cvs stores within a store. in a deal that's expected to be

heavily additive to cvs's earnings, and this also seems like a no-brainer for target because in addition to the additional $1.9 billion payday offloading this business should boost their growth margins. i think it's a win-win, which is why i am thrilled to be able to take a closer look with larry merlo, the president and ceo of cvs health and brian cornell, the chairman and ceo of target. make no bones about it two of my favorite ceos. let's start with you, brian. you have emphasized wellness even when you were just on "mad money" just a couple of weeks ago. how does this augment your wellness theme? >> well jim, we're really excited about the partnership. we think it will continue to strengthen our position in the wellness space, because we now have an expert in the space, one that brings scale, experience capabilities that we think will just continue to bring a new level of experience to our

target guests. >> larry, i was in a very beautiful target yesterday in medford, oregon i walk in will i see cvs right to my right where i saw some pharmaceuticals yesterday? >> well, jim, you will. and we will operate at the store within a store format and, you know, it will have the look and feel of a cvs pharmacy. >> larry, people are saying because of the $1.9 billion price tag that this may not help your year 2015 but you're thinking about the out years. can you talk about how additive this will be given the fact this is a nationwide footprint, you were not in some of the areas, pacific northwest, and what it will mean for the company overall. >> jim, you're right, this certainly expands our presence in new markets like oregon seattle, denver salt lake city to name a few, and we'll go through a period of integration where we'll have some one-time costs, but the transaction will be at least 12 steps in 2018 and

beyond. so we're excited about the long-term prospects that you know will certainly add value for our shareholders, and, you know equally, if not more important, the benefits it will bring to target guests. >> it's very interesting people are talking about i know i was before the market opened win-win, the market's very bad today, yet right now for the stocks, it is a win-win. brian, do you expect traffic to increase at a target that has a cvs in it? >> jim, we certainly do. i think at the end of the day, this is all about growth it's about driving traffic, it's going to be about working together to build our script count. jim, i think this is a big win-win, and i think it's a story of growth for both companies and accelerating traffic into our target stores. >> speaking of accelerating i imagine, brian, you announced a very big share -- you upped your sharer purchase. this must make it easier for

target to be able to return cash to shareholders. >> jim, i think we're going to maintain a difficult approach to allocation. we're very committed to our dividend and you will see it as we've announced, move forward with our share repurchase program. so again, our strategy remains very much the same both from a capital allocation standpoint and from a focus standpoint. i think one of the most important benefits for target as a by-product of this new partnership with cvs health is we'll be even more focused on building our signature categories becoming even more local with our assortment, more personalized in our communication, and we're going to work together with larry and his team as we advance our urban stores and target express in the future, so we think it's a win all the way around. >> hey, larry, i've got to tell you, ever since you decided to drop tobacco, you've been the leader, i think, in this whole

country in recognizing you can't have wellness and also something that is not committed to wellness. how do you think that your company has been able to change since you dropped tobacco and with all these acquisitions you've made they really fit with the idea you are the nation's health care company, not necessarily the nation's drugstore company, isn't it? >> jim, that's -- really glad to hear you say that because this latest transaction is really aligned with cvs health's broader health care focus, and, you know it's a real appreciation of the rise in health care consumerism, what we've been calling the retailization of health care with you know consumer choice and accountability growing. and this relationship will provide consumers with expanded options and access to our unique health care services and clinical expertise that has been proven to provide better health outcomes and, you know equally important, lower overall health care costs. >> larry, you have historically been with cardinal. will things change about who's been say, a drug distributor to

the two companies, maybe only need one of them? >> well jim, we have very good relationships with cardinal health, and i think as you're aware, we created a joint venture with cardinal about a year ago now in terms of the sourcing of generics so the generic sourcing business will move into red oak, and, you know as far as the description for both generics and brands we'll make the decision that is right for the business recognizing, again, we have a very good relationship with both cardinal. >> excellent. brian, a lot of people are immediately speculating, well does this put up -- does this suddenly make housewares william sonoma, are we going to start seeing a different company doing cosmetics for you? but that's not at all the case right? you wanted wellness to be able to up its game make more money in the rest of the store, be able to -- this is not necessarily the beginning of the

mallization of target but just happens to be a one-off deal. >> jim, it's absolutely a unique one-off opportunity. the chance for us to partner with someone who brings scale, experience expertise into this space can help us fulfill our commitment to wellness with a guest, but you should not expect to see this happen in other places. we think we've got the right assets in place and if we don't have them we're building them to make sure we can meet the needs of the guests in the other critical categories where we will continue to focus. a unique partnership and one that we're very very excited about. >> excellent. now, brian, i started with you, i want to give you the last word larry, cvs is doing so much. just made another acquisition, you've changed the way the stores look and feel. can you handle the huge 1,600 immediate stores that you've got to put a cvs in? >> jim, we are anxious to hit

the ground running and, you know, brian and i were talking this morning that we're ready to work together to grow together. so we're excited about this strategic partnership and looking forward to getting started. >> congratulations to both of you for doing something -- look both of you fellas are incredibly share holder friendly, this is another kind of situation where you're doing that for the customer and share holder that's target ceo brian cornell and cvs ceo larry merlo. thank you so much and congratulations. coming up too late too late? the big twitter management shakeup gave many investors a major change they've been waiting for, but is this enough to get the stock soaring again, or should you block this social network? don't miss cramer's take.

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is twitter whistling past the graveyard? has it become a cross between web band, unlamented internet company and avon a stock that's getting crushed for years because of its awful management? look, i've been a long-time user of twitter and long-time believer in its stock. it's fun and i admit i like the

jousting, although the trolls can periodically make me refer to my old pre-dalai lama ways. i think it's an incredible product because you have so many people in the media, literally begging you to follow them on twitter to the point they feature their twitter handle and allow you to participate in polls, but i think twitter might kill the golden actually yes, kill it purely out of arrogance mismanagement, and a mistaken belief they are always going to be the only game in town and i'm not so sure about that anymore. i didn't count on, though, twitter's management could squander the opportunity here instead of harnessing what heavy users, potential advertisers, and first-time people want from the service. that's why i was so happy to see dick costolo step down. however nice and amusing he might be i've never heard more complaints about a single ceo

from others in business than about this man, but what did twitter do did it bring in a new ceo to add growth all new ideas? nope it said that the ceo had been debating stepping down for six months six whole months somehow the company was unprepared to name a new ceo, so instead they brought back jack dorsey, cofounder, now the interim ceo. costolo stayed on the board of directors, assuring no real changes are going to be made. something the two of them made clear in a bizarre joint interview on our air. made me sick to my stomach and got me worried about the travel trust as we communicated to subscribers today. sorry, twitter, but this is insane. first, how could they have not removed costolo immediately when he was talking about quitting. second, don't leave him on a board of a floundering company. we saw the same ludicrous situation when andrea young stepped down from her avon ceo jobbed where she all but destroyed but stayed on as

executive chairperson, destroying what sherry mccoy could ever do to save the company. that stock's been pulverized beyond recognition. twitter feels like avon to me. maybe they should call it twavon. beyond that, the arrogance of telling us over and over again the product is great, product is great, product is great, comes right out of the failed playbook of web van, the grocery delivery and coupon company of the dot com craze back in 2000. sank lower and lower until it disappeared, i like to joke it's still too early to buy web van, now i'm thinking that could be the case for twitter. are people with good ideas for twitter, and you can go to twitter and read his brilliant suggestions, if they are adopted, the stock goes higher but these guys seem way too arrogant to accept constructive criticism and the idea the company needs saved seems ludicrous to them arrogance intertwined with amazing

obliviousness. there's something wrong in the company, the ability to grow new users, not to mention to please those users and advertisers or potential subscribers. you know what it is? twitter is a turn style. we don't like turn style justice stocks. this is the bottom line mark my words, if twitter doesn't get its act together it will be the first big fizzle of the second internet revolution. i thought we got a chance last week with a change of management, but the stock didn't move and now headed lower, more trouble than i thought. they just don't seem to know it. twavon, it is. alex in north dakota alex? >> caller: hey, jim, big ole boo-yah. >> we went a little higher priced boo-yah, but i hear you, what's going on? >> caller: coming from the greatest home improvement company, the home depot, do you think marvin ellison will make jcpenney a strong long-term investment stock? >> maybe long term. they have a lot of work to do the retail turn arounds tend to

take a very very long time. i think it can happen but retail is spotty. i think it's going to take a long time. i'm not so sure that people are going to wait around while it does happen. okay twitter, it's in trouble. if it doesn't get its act together, prepare for disaster. if it does there's outside. much more "mad money" ahead, including why this stock is a huge buy on any weakness when i reveal it just ahead. then what do lemon, russell wilson, derek jeter have to do with the transformation of frozen food? find out. plus let's start the week off with a storm of your stock calls in the lightning round! stick with cramer! a healthier, wealthier you tomorrow. will fitbit be this year's hottest ipo? what investors need to know. unlock the most valuable hour in tech. this place has a great backyard. i can't believe we're finally doing

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for weeks i've been telling you that we need to start swapping into secular growth stocks to prepare for the pending slowdown because either the fed is going to raise rates, slamming the brakes on our economy, or they won't raise rates, in which case it's because the economy is already too fragile. something we may find out about as early as this week's fed meeting. plus, let's not forget what could happen with the greek

debacle, deliver consistent growth regardless of what's happening in the broader economy and around the globe. that's why i keep coming back to health care, and particularly the health care costs containment place, because this is an incredibly consistent group that can keep growing nicely, even in a slowdown and it's also got a lot of potential for consolidation. anthem the organization and insurance provider may be trying to buy cigna. plus there's been a lot of chatter humana is trying to sell itself and unh. i've been giving you my health care hot list starting with the pharmacies moving on to the whole sale drug distributors. i want more clarity before i talk about the hmo. so tonight we're looking at another group, the pbms, these are companies that design formand help insurance providers and hmos save money on prescription drugs and the biggest in existence, that's express scripts. i call it esrx.

but before i give you the skinny on this one, let's say all the consolidation we're hearing in this hmo area could be a negative for this company, like express scripts could get hurt. if the company's customers and potential customers merge, that could weaken the bargaining power. that's why i'm recommending express scripts tonight, but also telling you keep your powder dry. wait for the stock to come down, not to mention the possibility of humana too. believe me people will sell express scripts when they work out the implications of the deals, the stock took a 3% pay scale the day rumors started circulating, hey, maybe it's not happening. as express scripts goes lower, that's your moment to pounce. why? long term it's perfect. express scripts provides too valuable of a service and the market share is too huge to compete. even though express scripts doesn't have a retail partner,

the company's scale gives it tremendous ability to help its clients save money on expense i have prescription drugs, basically health insurance providers hire express scripts to figure out what medicines to use based on effectiveness and their cost something to save clients billions of dollars. back in december express scripts dropped, in favor of a slightly less effective, cheaper a alternative alternative, and now express scripts is planning to do the same thing with high priced anticancer drugs. plus in addition to the basic prescription drug formula, pbm business, express scripts also has a huge mail order pharmacy, along with a specialty pharmacy business where they help insurance providers save money by closely monitoring patients with chronic conditions in order to keep them out of the emergency room which can cost a fortune. how important is this specialty market? by 2018 these specialty medicines will likely account for roughly half of all

prescription drug spending. given the incredibly high cost of these therapies, which can cost thousands of dollars to hundreds of thousands a year as you know from some of the guests we have on just a small subset of patients can cost insurance providers a fortune. express scripts is all about containing these costs by finding the most cost effective drugs to cover and using its scale to get rebates from the manufacturers. ever since express scripts acquired medco health, they've been the undisputed leader and because it's not affiliated with cvs, care mart that helps them save their clients more money because they can partner with whatever pharmacy offers the best prices hence why express scripts is the most trusted player in the industry. right now the whole health care industry is undergoing massive consolidation and on the insurance side today the huge anthem cigna move, heck, there's even been consolidation behind benefit managers with cvs buying

omni care still, i think this catamaran deal could send more customers to express scripts and cvs, the two big dogs given worries about integration challenges. at the end of the day, we have an amgging population 10,000 people turning 65 today, a trend that's going to continue for the next 50 years. senior citizens need more drugs, more senior citizens could mean run away health care spending without express scripts to check the costs. at the same time there's the affordable care act, which can ultimately extend insurance coverage to 25 million people who were previously uninsured, again, insurance providers want to make sure they absolutely turn a profit on the new customers, which means they need someone to manage so they only buy the most cost effective drugs at the best prices. in short, express scripts may be the most powerful tool we have for retaining the rising costs in prescription drugs. stock is up 22% over the last 12 months less than 4% year to date and it's flat last recorded

in april, despite the fact it was a solid quarter. let's not forget represents about 8.6% of its market gap. management might as well as have bought a flashing neon sign that says we're determined to get our share price higher even though they have tremendous long-term growth opportunity, earnings estimates, i think it deserves a higher evaluation. bottom line here pharmacy benefit managers are the gold standard for health care costs and express scripts is the best of the benefit managers. however, i expect this stock to get dinged. pmos and consolidation among your customers is never a good thing. still, long-term trends are so powerful i think you have to buy express scripts because it will prevail no matter who does the merging, even if it will be messy short term if those deals actually do happen. after the break, i'll try to make you even more money.

tomorrow kick off the trading day with squawk on the street. live from post 9 at the nyse. >> the way bush watches the show. he makes millions and we call our agents and hope for the best. >> it all starts at 9:00 a.m. eastern.

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what's going on? >> caller: not much. i've been waiting for a pull back in this stock, and i was curious if you thought it would happen this week. >> yeah this is exactly the kind of stock i'm telling people to buy if we get a greek default. ryan in san diego. ryan? >> caller: jimmy, what's happening? >> not much how about you? >> caller: good good. stock closing in on a 15-year low, i need a little rebound in my life canadian national railway. >> if you're going rail union pacific, but got to wait for the quarter. numbers can still go down. james in oklahoma james! >> caller: hi jim. >> how are you? >> caller: how are you doing? >> what's happening? >> caller: well i'm just kind of wanting to know what i do with this mid-april midstream. >> a lot of the midstreams are coming down be careful with midstreams, but you know what that one's got a decent yield, but i am concerned about some

issues. let's stay away. don't add anymore to it dan in south carolina dan. >> caller: hey, jim, palmetto state boo-yah from south carolina. >> good barbecue what's happening? >> caller: calling about arrow electronics. >> i like arrow electronics, the stocks come down but that's okay, it's an opportunity. alex in new jersey. alex. >> caller: boo-yah jim. >> boo-yah. >> caller: yeah, this is alex from west orange. >> what's going on? >> caller: my question's on at&t. >> 5.5% yield, i know rates are bsh i want you to buy at&t. i think it's right here. neil in pennsylvania neil? >> caller: boo-yah! let's go eagles! >> absolutely i'm all over that. what's happening? >> caller: i have a question about buying some denny's restaurant. >> i have to agree with you, i think you buy 200 shares 100 here let's go to charles in new jersey.

charles? >> caller: cramer posted better profits the first quarter of this year but it's down $15 share from the high of $72.57. >> now that's all about the feds, so you're going to buy that stock thursday. all clear from the fed, stock has come down so much. don't pull the trigger yet. wait, i need to go to byron in kansas. byron? >> caller: hello, jim. >> yeah. >> caller: i like kmp. >> i agree with you. i wouldn't buy it all at once, why wouldn't i? there's a lot of pressure good stocks, people think rates are going to go higher but i like kmb. we're going to take -- that ladies and gentlemen is a conclusion of the lightning round! >> the lightning round is sponsored by td ameritrade.

here at td ameritrade, they love innovating. and apparently, they also love stickers. what's up with these things, victor? we decided to give ourselves stickers for each feature we release. we read about 10,000 suggestions a week to create features that as traders we'd want to use, like social signals, a tool that uses social media to help with research. 10,000 suggestions. who reads all those? he does. for all the confidence you need. td ameritrade. you got this. you probably know xerox as the company that's all about printing. but did you know we also support hospitals using electronic health records for more than 30 million patients? or that our software helps over 20 million smartphone users remotely configure e-mail every month? or how about processing nearly $5 billion in electronic toll payments a year? in fact, today's xerox is working in surprising ways to help

companies simplify the way work gets done and life gets lived. with xerox, you're ready for real business.

you know that i think organic and natural food is not just a fad, could be the future of the way we eat, one of the hottest themes out there, but if you understand these themes that

drive publicly traded companies, sometimes you need to take a look at innovateive private companies, that's why tonight i want to introduce you to luva a maker of great tasting meals healthy, environmentally sound, high quality ingredients, no high fructose corn syrup, artificial colors or flavors. its products can be found in supermarkets all across the country. the company uses flash freezing and steam technology giving it the taste and texture of a home cooked meal. in short, they are out to transform the frozen food aisle, i think it can do it. not only is derek jeter an ambassador, but led by the designer of what you know i think of as the company's golden age. if you're introducing brilliant strategies for yoga classes and bringing in customers. she's trying to do the same thing with food as apparel.

let's check in with the ceo, ms. day, welcome to "mad money." >> thank you so much. pleasure to be here. >> thank you so much. all right, so let's go -- cut right to the chase. this food only you have this formula or could, say conagra do it or bird's eye? >> anybody can do frozen food but we've mastered great taste with low sugar, low sodium and protect the nutrition and the nutrient and the flavor through the small batch cooking process that we do so there are propyre tear elements in what we do but also the willingness to put nutrition first. >> you've wandered the aisles of supermarkets, and i know you've said that people like variety, but this is clearly not just variety. you must have seen they are shying away from certain foods and going for others. >> i think what we've seen the consumer do particularly in the frozen space is they shop that

aisle like they are shopping a menu for the week so they want things that are familiar they want things that add variety, but they are label readers now, and so they really want to have sugars controlled and, you know if you look at the study, what they really want is fruits and vegetables, right protein, the right fiber. they want to eat a more plant-based diet but don't want to eat just vegan or vegetarian they want to eat meat proteins, as well, and when it says vegetarian in it, they want it to have vegetables which is a novel concept, as well. >> what do you think of a normal person's shopping cart? >> i think we're definitely taking over from the traditional frozen food category which has been in decline, which is what makes the supermarket so happy about us we're bringing something into the mainstream aisle, which we do have a lot of organic and gmo ingredients in our food free ingredients in our food but what's more important is we have broad appeal and we start with things

that are familiar like our oatmeal, so we're supplanting there's some packaged oatmeal, so that's going to have 300 milligrams less sodium in it than a package of oatmeal does and it tastes great and you have the fresh fruit with it. or a barbecue chicken, you know with the corn millet and the collared greens and this is less than one tablespoon of added sugar, so the other thing we're supplanting is some of that outer food shopping and food assembly, which has become a consumer trend, but we're giving you all the convenience of having everything prepared in one place for the busy professional. >> how about price and cost for you? >> from a price perspective, we try to have the retailer keep it around or under the $5 mark you'll see it range from $3.84 to $5 the breakfasts go from $2.50 to $3 range, it's a great value for the health you're getting and the quality of ingredients, then our cost is

just a little over $2. >> okay that's good profit margin. we canvassed our whole foods and didn't see it. is that still in an outlet that is not embraced you? >> whole foods you sell in by regions, you rarely sell into corporate, so we're on the west coast, but our strategy was to go to the main line grocers first. if you read the recent news is the krogers and the costcos of the world are becoming the leaders in the whole organic and if you want to reach and change the health of america, you've got to be in the main line grocers, so we actually designed the brand to not only launch there, but to do well there. >> i think packaging, far more important, you totally get it. kroger gets it it's clearly the way of the future, right, that's just as important as the actual ingredients to this point? >> absolutely. and what we find the consumers are really responding to and it's a broad bandwidth, more a psychographic of consumer concerned about their health and a lifestyle choice, but what

we've done we don't just label it like the diet and health food, those terms are so mistrusted by the consumer now, so we speak into what you want. if you want barbecue chicken in a healthy way, it says barbecue chicken, but if you want nine grams of protein, we talk about nine grams of protein. that's what the consumer responds to, they are in choice and education and our goal is to be the trusted brand, you know it's going to taste great and you don't have to flip it. you don't have to be a label reader. rather than design just one product, it's a philosophy of a brand and the brand allows us to reinvent 200 skus across the grocery store and become a billion dollar business. >> i think you can be. you own 15% of this. i don't think you had that kind of stake in the company that you really did take to the next level, which is lulu. how do you feel about having about the way lulu is they had the quarter, founding family selling all their stock and how you're positioned in this company versus how you were positioned in lulu.

>> regardless of any company i've ever worked for, my job is to create value and i love purpose-led brands and the story of lulu was about building a tremendous business model and i'm pleased and proud to see that continuing today. and i think the dynamics of founder, i get to be the crazy individual this time. >> i like that. one last question you know and you watch the show how hot this category is. are there bankers saying come public now? >> no of course everybody asks me that question and i think, you know what i'm most interested in is providing the real solution. the consumer is looking for nutrition. >> right. >> and i know how to build a great business models and i want to make sure that the mission of the company is what remains intact and i think we can build a great business model doing this and that's the avenue i'd like us to see, is going public. >> if i were pinnacle foods, which is bird's eye trying to do this, if i were conagra, i would make a bid for you guys but so

far? >> let's say there are definitely people interested but it's so early in our cycle and i love growth companies, and this is the early stage of growth so i want to stay the helm a little bit longer. >> i don't blame you one bit. thank you so much to christine daye, the ceo of luvo. looks pretty good tasting to me of course, i have to sample it after. "mad money" is back after the break. at chase, we celebrate small businesses every day through programs like mission main street grants. last years' grant recipients are achieving amazing things. carving a name for myself and creating local jobs. creating more programs for these little bookworms. bringing a taste of louisiana to the world. at chase, we're proud to support our grant recipients and small businesses like yours. so you can take the next big step. ♪ ♪ hp instant ink

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now i know i'm going to get a lot of negative heat for my

stance on twitter, but that friday interview on cnbc just made me feel wow, you've got to be much more careful here. frankly, it was embarrassing and i think that those changes that i wanted so badly at twitter may not come about. now, how about this week got a fed meeting, we've got this european debacle. if the fed signals that rates are going to go up and we get the bad news from greece the markets going to go down big. that's why i've got to be a little more weary this week. this could be a tough one. don't forget very thin trading, too. so this is not a great setup to be too bullish. how about that? i'd like to say, there's always a bull market somewhere, and i promised i'd find it just for you right here on "mad money." i'm jim cramer and i will see you tomorrow!

[ bell rings ] >> "you don't send a swan down a sewer to catch a rat. [ knock on door ] you send a bigger rat." >> the u.s. government spends billions of dollars fighting powerful mexican drug cartels. >> they have a heavy investment, and they're willing to kill for it. >> but the americans stand accused of getting too close to some of the world's most notorious criminals. >> they are making deals with them. they are in bed with the enemy. >> the big question here is, "what does cocaine and heroin trafficking have to do with u.s. national security?" >> [ wailing ] >> as a brutal drug war raged in mexico,