the insurance when it's cheap. >> guy adami >> look at b.k., with all those fun gadgets you have, get yourself one of those restoration hardware couches because analysts will have to start raising numbers, mel thanks for watching "fast. >> "mad money" with jim cramer starts right now my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach, put it in context call me 1-800-743-cnbc or tweet me @jimcramer for most americans, this pandemic induced depression is a terrible crisis. but for many tech companies, the crisis a terrible thing to

waste. that's why the tech heavy nasdaq rallied when the dow tumbled 226 points and the s&p 500 back slid sure, the tech titans respect crowing about it, that would be in bad form. but when you look at their numbers, versus the economy, gdp down over 9% in the second quarter, let's call that the worst ever, with 17 million continuing jobless claims. it feels like the old economy is lost -- >> the house of pain >> -- is the new company's gain. >> the house of pleasure >> at the very least, the cloud and communications have gotten a massive windfall here. digitization pulled through by two, three, four, five years look at that $7.4 billion revenue amazon reported. they're like the amazon mint, because people don't want to put themselves at risk bishy shoppig

in person. amazon is the answer to the pandemic every day some pundit comes out here and argues that the federal reserve is propping up the economy by keeping interest rates low. they tell us it's a bubble they tell you to ignore it they imply the gains in the stock market are fake. they just -- they're not helpful. they throw their hands up and say everything is dangerous. what does that do for you? many are money managers who missed out on a huge run they need the market to go lower. multiple times today, i heard that stocks were dangerous because of the fed you had to be delusional to own them like the banks won't take the money if you sell it and real estate is a loser, wrong.

when it comes to the stock market, they couldn't be more really wrong forget the word bubble it's a market where some very large tech companies are making fortunes because they are great at what they do. i'm not bambi, or thumper for that matter. i know these companies play tough. but the fact, is their stocks reflect the worth that they have created. all these jeremiahs have been thrown out against these companies for a myriad of points you have missed, because those people who are so rich and smart must know more than you, because you're not going to buy the companies you use, love, watch and admire every day of your life it's not like they were hard to find we've been pounding the table for amazon, facebook, apple for ages on this show. they have been rock bed important positions for my charitable trust for years and years and years and years. as club members of action alerts

know we didn't throw up our friends is there anything more obvious than buying amazon when the government is telling everyone to stay home got it honestly, this isn't even specific to this stay at home economy. when i'm looking for long-term investments, what am i looking for? i'm looking for companies so powerful, so strong that they end up being home destroying the competition fair and square. we had the greatest stock picking firm in the world yesterday. they identified four of them alphab alphabet, amazon, facebook, microsoft. all four fielded questions after questions about how they wrecked their competitors. i think they gave a good account of themselves. congress told you these companies have an absurd amount of market power, and it just so happens that they have an absurd

amount of market power all of them reported after the close today and showed you their absurd amount of market power. they knocked it out of the park and alphabet did well. you could argue these tech companies are so powerful because they know how to invent and reinvent and reinvent again. and yes, in some cases copy their competitors. you can argue it gaves them an unfair advantage most of all, they've proven they'll never let a crisis go to waste. listen to these spectacular numbers. amazon made nearly $89 billion in revenue street was looking for $81.5 billion. and they weren't even trying to have a profitable quarter. they spent aggressively as for the next quarter amazon gave you a blowout forecast.

apple did $59.7 billion in revenue. they were looking for $50 billion. $7.5 billion more than the analysts expected. the largest company in world, people iphones, ipads, all stronger than expected. numbers were magnificent people were worried they wouldn't sell this quarter while apple didn't give us a forecast for the next quarter, it gave us something that i know is truly regarded as leisure demand by some people let's just say. but i think is important they gave us a four for one stock split, which should make this more enticing for home gamers many other companies should watch what tim cook does and stop watching what warren buffett does it's another reason why apple is zooming after hours. i haven't changed my mantra. i say apple, own it. don't trade it

that's like my middle name these days, own it don't trade it. baseball, aft facebook, big revenue, 11% year over year. daily average is up 12%. that is stunning millions of small businesses need facebook, instagram shops this is a gigantic hit this is a small and medium-sized juggernaut they create a lot more companies. alphabet is more tricky. numbers were better than expected, even as their core advertising business took a major hit. youtube went up 6% i think alphabet's management is so nonpromotional, they're anti-promotional they should work at moderna.

put it all together and three of the four companies that congress grilled reported fabulous quarters that sent the stocks into the stratosphere. the fourth did well, even if it only rallied a little. if i was on the conference call, i would be a little more aggressive that anti-trust subcommittee, the heck with everybody else i want to do whatever they tell me these big tech stocks have been roaring because they benefit from the pandemic or thrive in spite of it. that is some very well run companies making lots of money for you, you shareholder call me crazy, call beme bipolar more on that later in the show how about the american way ron in new jersey, ron >> caller: boo-yah from the

delaware water gap, jim. >> that's where my kids were they had a great time. looked like all natural food, though >> caller: do you think it's time to jump on first energy >> they kind of stink as a utility. the better one is america power, because nick got dragged down with it. i'll vouch for nick any day of the week jack in new jersey, jack >> caller: hey, jim, what's going on, buddy? >> i don't know. they told me to use this bottle but i keep getting it all over my shirt >> caller: what do you think about draft king's live dealer blackjack and three-card poker, where they're live streami inin interactive games into your home from the casino. the tables are packed all day long, and i don't think analysts have it in the numbers yet >> you're right. they don't understand. it's too dangerous to go to the

casinos. this is the answer i don't know the guy they complain about -- [ drumroll ] never mind let's go to kashg derek in mich. >> caller: thanks for taking my call >> no problemo >> caller: i'm a new investor, and a peta member. so i want to like to thank jeff marks for the great job he's doing there. my question is about a stock that has risen 83% since i purchased it in early january. seems to always go up on days the market is down the stock is cloud flare, and as a conservative investor, in general in the market, it's difficult to know when to take profits, especially on such a buoying stock. >> yeah. >> caller: time to ring the register >> that is a really good

company. no i love cloud flare i can't tell you to sell it. it's too good, and thank you for recognizing the work he does i'm going to andrew in massachusetts. andrew >> caller: boo-yah, jim. >> boo-yah the chill man says hi. >> caller: i just wanted to say that i watch the show and appreciate everything you do for us >> thank you >> caller: i'm a recent college grad about a week ago, ups came across my radar. quarantine has clearly accelerated the e-commerce ship, but where do you see margins and pricing power going? and in addition, how do you feel about the appointment of the new ceo? >> the economist, remember, i said when cal retired and went to ups, just buy ups she was the amazing cfo and we

gave her a sendoff because she's by far the best cfo in america now on june 1, she took over as the ceo of united parcel david did a good job, too. that stock was up 14%. and i think we're a day late, dollar short let's wait for a pull back, all right? and thank you for the kind words. these tech companies are delivering their stocks deserve to go higher sorry, you can -- by the way, when you sell a share of apple and you take that money, the bank accepts it. on "mad money" tonight, the doctor's in. dr pepper that is. i'm going to sit down with the ceo and find out if the company with quench your thirst after earnings and tonight, up close and personal with a company coming public via unconventional methods that i want you to buy and as more urban dwellers continue ditching city life for the suburbs, i'm talking to the

ceo of a good home builder, taylor morrison homes. stay with cramer >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets. send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

it's the summer of the special purpose acquisition corporation.

managers who raise money and use it to buy other businesses, either part of a rollup or a big deal sometimes they do crazy things but there's nothing inherently with these we like the look of them so it's all about what they acquire. if they snap up a good, solid business that wants to come public via reverse merger, that's a very different story. take quality foods everyone knows this, nearly 100-year-old company i'm going to hold them up just in case you don't know last month, these guys we learned that they were coming public by merging with collier creek holdings this is nothing like nikola stock that spent the last month getting eviscerated. this is a real business. they're profitable the combined company will have great blood lines. this fellow, the former chairman

of pinnacle foods. the former ceo of kraft. third, the company just announced an excellent second quarter results yesterday, double digit sales, and a great stay at home, work at home play. does it make sense to buy? let's take a closer look with the current ceo of lutz quality foods. and roger is the current co-founder of collier creek who will become the chairman of the company. gentlemen, welcome to "mad money. >> hey, jim, super excited to be here thanks for having us >> this is a brand i know, i'm from philly, i grew up on this my first question to ask, dylan, you've been the ceo, is why not go public with an ipo? because people want this company. >> great question. we met up with the collier creek guys about a year ago. roger has a great track record

as a cpg wizard. we just thought at the end of the day, it was a great way to start the next century of growth with a great team from the collier team to add to our board to work on governance and our strategy going forward so we're excited about it. >> romg ger, it sounds like thii the beginning, a platform. not unlike pinnacle foods, which turned out to be a fantastic platform that made a fortune for investors. >> you're exactly right, jim this is what we intend to do with utz we want to apply our playbook that we used at pinnacle and as you commented between ceos, the team drove 24% annual stock appreciation from march of 2013 to when we sold in october of 2018 our intention is to do the same thing, take this platform,

acquire a playbook, and the category we're competing in is a great category salty snacks is a great category, 4% precovid and now 10% during covid >> roger, are there more companies that will be for sale, given -- i don't want to say that covid is good business, but things are so robust, why would anyone want to sell you? >> i can -- dylan can attest why they wanted to sell. in this case, i think we have a very robust pipeline of acquisitions we're doing, because our platform and our cycle of the playbook is to reduce costs and then reinvest back in marketing to grow organically. but very important, it's with that combination of organic and m&a we can drive up shareholder value. we have have a great pipeline, and at this point in time, we'll find candidates that we'll be very excited about >> dylan, i know a 99-year-old

company, but six years ago, the company was subject of the funniest parts of "mad money i've ever seen a family was uncomfortable being public, but they wanted people to know their brand. you had to think about this, whether you ever wanted to be public, because it is, but the ultimate family brand. >> yep i remember that mad men episode. it was fantastic, with the comedian so we're looking forward to after 100 years of being in business, after reaching $1 billion in sales, it's a fourth generation, like literally started in 1921 by my wife's great grandparents it's a great story we're going into the next century of growth. we wanted to be a national platform we're there. we're on the precipice of sparking into even more growth into the next century. so we're real excited about it

and going public and teaming up with roger and the collier guys was a great way to do it so we're excited about the future and i think it's a great way for us to transcend and turn into the next century. >> why are all the pretzel and snack companies in hanover, pennsylvania it's not a big town, and it was known for shoes at the time of gettysburg, the civil war. they're all there. how does that happen >> i think it's the pennsylvania dutch background of hahanover, pennsylvania my father-in-law, mike rice, and the owner of snyder's grew up and went to high school together amazingly enough, they went on to start some of the most successful snack food companies in the united states so it's the heritage, the people, the work ethic, it's a fantastic place to start a company. >> so roger, you mentioned mr. clause, we had him on.

people are rediscovering these foods. it's not just the older people who know cheese balls and love them but it turns out there's these people who grew up in houses where their parents had the stuff, they kind of left it. and they're back, and they're not looking at the label right now. they want something good tasting, because it's such a weird time are you finding there's two streams of thought here, the natural and organic, and the oh, come on, i want something really good tasting >> there's all types of consumers. and particularly in this covid time, people are going back to foods they have comfort with, like a brand like us, which is why we have performed so well and outperformed our competitors. dylan's team has done a great job. what's important is, the utz portfolio has two great bands that appeal to the healthy, and

those that just want the cheese balls and other comfort food but people are staying home, they want stuff that they can rely on and trust. and it's very fascinating. in this typical time of recession, with people out of work, you would think that the private label would be growing but with all these snack categories, it's going down. >> dylan, one last question. people say look, i want this company. where is it? when does it happen? there's a little bit of different -- it's not going to be called collier, it will be called utz, but what is your time frame that people can say i saw these two guys, i want to own shares in that, what do they do >> go ahead, roger >> you can go and buy collier creek holder, the ticker holding is cch and when we close a transaction, which we're on track to do by the end of this quarter, the

ticker symbol just changed to utz. >> when i do those numbers, dylan, you're the cheap nest the snack food your multiple is far lower than everyone else, but your growth -- >> i think we're in an interesting time right now, as we're in between the world of a spac and we'll be transfers over to utz the stock ideally in september. so just pay attention to the news and search the scc. when we change over, we'll be a full-fledged company under utz >> i sure hope when you do that, utz will come on our show. this is one of the greatest fabled brands of our generation. thank you so much to both of you. it will be utz, guys

and i've got to tell you, it's way too cheap versus the group "mad money" is back after the break.

the covid-19 economy has been fabulous for the package food business, but the bev ran place, they're hit or miss the operators for the lot and restaurant exposure are struggling, think coca cola. on the other end of the spectrum, you have dr pepper, the bester performing nonalcohc brand over the past few months they merged with the old dr pepper snaple. this quarter, they had 6% growth and 5.4% growth from the keurig

coffee if you're worried about the economy as we head into august without a second stimulus package, which doesn't sound like it's going to happen. this stock could be a terrific stock to buy here. let's dig deep we are a man we have come to love, the chairman and ceo of keurig dr pepper. welcome back to "mad money." >> jim, thank you. great to be here >> this is a quarter where a lot of things came together. and what i was struck by this turned out to be a merger that really worked. people were concerned. but these two things work really well together, don't they? >> they do i think we were successful before the crisis. let's be clear about that. this wasn't a wind fall. we've been really successful during, although we've had to pivot quite a bit, and we're

really bullish on the future i felt like this is really bringing our merger thesis to life >> one thing i think you're doing excellent in, e-commerce it turns out you had to, given the fact that people are staying at home. >> you know, it's funny. when we put the two companies together two years ago, we talked about seven different routes to market as part of this modern beverage company, and we said that we were the leader in e-commerce and people said, you know, e commerce for food and beverage, how important is that? really important right now it's more than 10% of our sales, and we believe our first mover advantage is a benefit to us i think everybody comes to appreciate that has accelerated over the past couple of months and it's here to stay. >> we talk a lot about coca cola and pepsico, because the share gainer is your company, and i have a dr pepper and cream soda,

which my executive producer grabbed today. this is another thing that takes up space in the aisle. >> we've had dr pepper as a brand that has grown 17 straight quarterers canada dry, another product we introduced, has grown for 13 straight years so we have been consistent in capturing share, not just of carbonated soft drinks, but of total liquid refrischme mrefress >> this combination with polar is good. it's going to work, right? it's going to be representative in a category you need >> this is a long-term partnership with a family owned business they want to maintain ownership. they are the number one selling unsweetened flavored sparkling water, which is a hot category where they sell, which is only about a third of the country they've got the brand, we've got the distribution, and it's a

perfect match. and we've been doing business with them in the northeast on our soft drinks business for almost 30 years. we've known each other a long time >> it's a very familiar household brand. you told me to look out for the k duo. so i have three of them. i bought one for everybody they are, without a doubt, the greatest but they also make me want to -- i have k-cups, but i also by coffee, and i also buy roast bean whole this thing really captured america very quickly from what i can tell >> it's been on fire since we launched it. and importantly, our whole strategy is about household penetration, getting more keurig machines into homes that don't have them. and the absence of doing a pot or cup is a barrier we solved. and you're a great example of that so thank you for buying three of them >> we don't talk nearly enough about canada dry i mean, here is a name i guess

you, canada dry i thought was a dead brand it's clearly not a dead brand. >> no. as i said, it's grown for 13 straight years, between canada dry and shetz, which is also our brand. we have a great majority of ginger ail, and that's on fire as changes evolve over time, people want a spicier, more ginger flavor. think about asian food that's why we introduce canada dry bold this is really an unstoppable brand. so we expect continued growth. >> i think it's very important, my kids did not like me using the k-cup. they said it's very nonenvironmental, buy the -- get the duo. but you are now a leader in repsychability, you figured out that the millennials don't like the trash they're generating with the kf-cup

>> yeah, it's the entire beverage industry. so we put some bold companies out there called drink well, do good it's on our website if anyone wants to see it. it talks about commitments on sustainability but with regard to packaging, 100% repsychleable materials it's also being used in our brewers, and we're looking for new materials that can be biodegradable. so it's never ending, but we're very serious about making a difference here. >> green mountain turned out to be a real brand. it turns out that's a grower >> it's growing, and it is a very substantial brand within k-cups it's number two as a brand behind starbucks we put good quality behind it and some innovation, and it is growing and performed very well during the last quarter.

>> so what happens now i mean, is it -- are you digesting, have you got -- i kind of feel like you got this great platform to add things we had some people on earlier from utz whom you know i know you know them but i feel like that you are ready for the next leg, and that you can't just have the -- maybe something more natural i go to the supermarket and think half the aisle could be yours. are you thinking along those lines? >> we love the portfolio that we have with all these great pranld -- brands but we have so much white space in our portfolio and we're very creative in the way we go after that white space in some cases we'll do it on our own, others will do a partnership like we did with polar. we're making seed investments with path to ownership so we have a full-court press in filling out the white space in

our portfolio. more importantly, we're very creative in the way we go about filling that white space >> you have made a lot of money for people bob, great to see you, sir thank you. >> thank you, jim. >> bob's chairman and ceo of dr pepper and keurig. we liked this from day one when they did that dividend and we told you to buy it this is a winner "mad money" is back after the break. (gentle music)

- [presenter] stand up if you are..: (audience applauding) (dramatic music) i will tell you this. southern new hampshire university can change the whole trajectory of your life.

at the beginning of earnings season, i warned you there were too many stocks coming in hot. they had run up dramatically and expectations were very high. not just tech but other companies. that's how you end up with a

situation how stocks get slammed in the wake of a truly excellent number a situation like taylor morrison home arizona, texas, florida, georgia, california. but you know what? if you're a home builder, the pandemic has turned out to be very good business people stuck indoors in the cities, single family homes, maybe they want to spread out a little they want to go to the suburbs it's called the counter urban trade. that's what is going on and fueled some spectacular moves in the home building stocks city to suburb taylor morrison nearly quadrup e quadrupled from march's close to yesterday. in may, sales were up 17%. in june, up 94%. none of this was news because they gave us monthly updates but we did found out july is on pace for growth.

their full-year forecast fell short in some people's views what happens to the stock? it tumbles 3.4%. came in too hot. i think this is a buy. so let's find out how big a buy it can be. let's check in with cheryl palmer, the ceo and chairwoman of taylor morrison welcome back to "mad money." >> thanks for having me jim. how are you today? >> trying to stay safe like you, right? >> good deal that's what matters. >> you were the first person to actually just lay the thesis out in your excellent call you said there was a thesis at the beginning of the pandemic involving a flight from urban areas where personal space is limited to more suburban or rural areas where space is more abundant and you say it is a real phenomenon you have the floor >> yeah, it sure is, jim as i talked about on the call, you know, early on it started off as a lot of chatter.

so we do a considerable amount of research and have watched the trend grow week over week in the last i would tell you 20 weeks and what started out as talk amongst our visitors and some of our internet traffic has turned into reality amongst our buyers. what's most interesting, jim, there's a number of reasons they're making that move it's not really just flee the urban corridor, but it's their desire to get more space, their desire because of home offices, home, you know, kids at home with home education. but the number one reason is enhanced technology. the number two reason is that they really do praise healthy home features. and that's why we introduced this >> i thought -- i was thinking to an aircraft manufacturer, saying why don't you introduce this, why don't you introduce that they're sticking with their game plan but you've got the live well

line and it's got product enhancers that must thrill people who are worried about the pandemic >> well, it is they've been very clear, and it's been -- although we are seeing the millennials, but about a third of our shoppers are saying it's a must but you just hit on it, jim. i've watched your interview some airline ceos, and they're talking about the need to recirculate air for what might be a couple hours every few weeks on a plane so i think about kids going back to school. what about your castle what about where you live? it's really important to make sure that we're taking care of our bios at home where you're spending all of your time. so live well, have a few very exciting features. it's all about clean air and clean water. and it's making the houses chemical free through paint enhancements and anti-bacterial fans >> i love this the upgraded air filtration is

what i'm trying to get the airplanes to do. i bet that's driving online buyers who start out just looking virtually. >> well, the virtual environment has been crazy we just introduced this this morning on our earnings call it will be standard in all of our homes we sell for new construction as of this saturday, august 1st i actually think, and i may have said it on the call this morning, i think this is going to be -- it's really nice to be the first to market. >> there's too much talk about how this is all in the fed, lower interest rates we buy homes. i think the combination of that work at home, play at home, nothing to do, better have a nice house, is every bit as important as the interest rate that they pay on their mortgage. >> oh, i couldn't agree more with you

you know, one of the other pieces of research i think you find interesting is as we look at the shoppers and the trends over, you know, let's say the last 15 months and what has really changed through the covid period, and to be expected, we talked about technology, home offices, outdoor space, some of the product enhancements, it's hard to say if those are permanent or if they're kind of emotional in today's environment. i think live well is very structural but the other one that i've been most intrigued by is watching the change in vendors. we've seen the renters community with our shoppers, it's about 40% now looking for new homes. we've seen folks that are living at home with parents, so let's call it debundling, we've seen that move about 50% in overall shopper activity >> wow, this is what they want, they don't want their parents to

go to nursing homes, they're afraid they need more space, they need that additional bedroom. i hadn't thought about that. that's great insight, sheryl >> then you look at aging people we're seeing a different dynamic. we're seeing hey, i don't know what tomorrow brings, and what i learned is i need to live every day. and i'm going to go on a vacation that's why we're seeing the active adult lifestyle communities. >> you've got the pulse of this, sheryl congratulations to you sheryl palmer, chairwoman and ceo of taylor morrison always great to see you. >> you too, jim. take care of yourself. "mad money" is back after the break.

it is time it is time for the lightning round. [ insdiscernible and then the lightning round is over are you ready, skedaddy. let's start with dave in texas dave >> caller: hey, jimmy, nine times volume huge swings, pre and post market this is a bull ride or a carnival ride, my friend >> i've got to do a little more work on that $560 million bad boy. and we will come back. interesting chart. let's go to francisco in new york francisco. >> caller: boo-yah, jim! >> boo-yah >> caller: wanted to give a shoutout to my co-worker i love you, too.

my question is on this stock i purchased at $15 a share, now it's trading at $10. >> did you read that article about the insider selling? to me it was -- i didn't like the tone of it i didn't like the tone of it i think i have to live it at that let's go to bob in new york. bob? >> caller: hey, how goes it, jim? >> all right how about you, bob >> caller: not bad, bubba. this company reported yesterday, they beat top and bottom, they increased guidance over 2021 i would like to know what you think of them, and also could they be the apple in someone's eye down the road and that company is dynatrace >> we like them. it's been a real winner. it's a very expensive stock. so just stick with it. it reminds me in some ways, look, it has the intelligent platform listen to our service interview this morning it's kind of got that and more

going for it you own it for the business, not the takeout. let's go to yash in virginia >> caller: hey, mr. cramer, how are you? >> good, how about you >> caller: i'm good, too thank you for all your positions on everything. i really love them >> oh, thank you >> caller: yeah. so i have this question about this stock, it's the people are -- [ inaudible >> what is the stock row se rosetta stone? i often like it, when a short seller likes to go long a stock and recommend it i think this is an interesting, good household brand stock how about we go to derek in delaware, derek? >> caller: boo-yah, jimmy chill. thank you for taking my call, man. >> of course >> caller: my question is about blank charging company

it's a really great sector they have a lot of potential are they a buy >> every one of these charts that are like this, i know if i say don't buy it, it will soar but i can't recommend it i like tesla that was my great concession i liked it at $275 i've got to stick with that. let's go nowhere and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade well have you tried thinkorswim? this is totally customizable, so you focus only on what you want. okay, it's got screeners and watchlists. and you can even see how your predictions might affect the value of the stocks you're interested in. now this is what i'm talking about. yeah, it'll free up more time for your... uh, true crime shows? british baking competitions. hm. didn't peg you for a crumpet guy. focus on what matters to you with thinkorswim. ♪

welcome to the restaurant apocalypse if you're in the business of serving food, brick and mortar setting, all i can say is, stick a fork in it because that business is done. you think i'm exaggerating after listening to a bunch of conference calls from the restaurant chains in the last few days, i've got to tell you, turned out to be much worse than i thought. this morning, it was the conference that sent chills down my spine why? because pizza hut had a stellar quarter. same-store sales up 1%, although that understates things as each month was better than the last why is that terrifying because nearly all of that the takeout or delivery. many, if not in some cases all of their dining rooms are

closed same for kfc and taco bell yum is the largest restaurant company on earth pizza hut is their largest division and it might not need dining rooms at all as the ceo david gibbs put it, the dining room piece is something we've been able to overcome my god, honestly, if you're listening to protocols they've had to put in place to keep a few dining rooms open, it might not be worth the effort. the largest restaurant chain on earth doesn't need to be a restaurant to make a lot of money. yum has takeout and delivery down to a science. they don't need no stinking tables that terrifies me i'm in the restaurant business, and most of us small operators are not built to compete not built around takeout look, i totally get it when i see the wing stop reported a same store sales gain. we've been pushing this stock.

it's all about takeout and delivery but pizza hut? it used to be a sit down experience it was a big deal for me growing up not anymore. right now many restaurant owners are hopeful about reopening, but the pandemic is not going to let that happen. bars and restaurants tend to be the biggest covid hot spots. so they try to make it delivery, outdoor dining for most, though, it's not working. in part because there's not enough room for tables outside unless you're already built for outdoor dining or will be in the middle of the street even then, in three months, it gets cold and nobody will eat outside any way. the same protocols that apply to pizza hut apply to the small independents take 50% out of the equation and there are major limitations. how about delivery here's the problem the big outfits have scale, so

they can cut favorable deals the independents, forget about it the delivery companies take a 25% cut of each sale you better believe that pizza hut is not paying that a regular fine dining independent restaurant can only serve half the customers it did before the pandemic. there's no room at the bar for them to waste money on drinks. the food typically does not travel well, it's meant to be served fresh out of the oven, and there's no profit in delivery any way what are they spaying the same amount as they were for relate and labor if indoor dining would have made the company more money, they would have found a way to have their franchises open. but they didn't do that. it wasn't worth it why bother with social distancing masks, which are hard to keep on when you're eating, and temperature taking when you can just make money all on takeout and delivery unfortunately, your favorite sitdown restaurant can't survive

on delivery alone. that restaurant you like better be a labor of love because it's clear that the brick and mortar restaurant biz has no way to turn a profit in the age of covid if the next round of stimulus doesn't make a major effort to save these independent operators, something bigger than the paycheck protection program, say goodbye to your favorite place to eat, unless it can hold on until the now dreamed of vaccine somehow arrives. stick with cramer. in a highly-connected lexus vehicle at the golden opportunity sales event. lease the 2020 es 350 for $359 a month for 36 months. experience amazing at your lexus dealer.

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i got to talk to tim cook, with josh lipton before the close of the market. when i saw the numbers, i said geez, this really is just an unbelievable company i look at a company like an amazon or an apple or a facebook or even an alphabet, and i'm in awe. and i admit that i'm not a kid in the candy store. but there are some times when you see businesses and people who run businesses like tim cook and you just say, you know what? these are america's best it's a bright light. they are bright lights they are cities on hills it's the same that the washington feels like they have to pull them down. it's wrong they're just great business people that we should admire and think good things about. i like to say there's always a bull market somewhere and i promise to find it for you here on "mad money. i'm jim cramer and i'll see you next time

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ is a grown-up version of a childhood favorite. whoo! herjavec: cool. corcoran: wow. [ chuckles ] that just happened. sharks, my name is tyler hadzicki, my company is leaux racing trikes, and i'm here today seeking $120,000