higher >> i like virtu, and i think if you look at the markets overall, it's their time. >> thanks for watching "fast n't y. dogo anywhere. ""mad "mad money" starring jim cramer starts now my mission is simple, to make you money i'm here to level the playing field for all investors. there is always a bull market summer and i plan to help you find it. "mad money" starts now hey, i'm cramer! welcome to "mad money. welcome to cramerica my job is not just to entertain but to help you make money i admit it this is going to sound hockey,

but big business is what drives the market nasdaq declined 1.7% sweet first half, though still, small businesses are everywhere, and the companies that help them do a better job, well, they -- they -- can be fabulously vast. it's not easy to identify these companies, though. when you go to a research house, there is no silo like that major companies don't break down their small business clients, let alone tell you to buy them it doesn't work like that. however, small businesses are incredibly important because they're the enterprises that actually hire people most of the big companies, you know what they're constantly doing? yeah, they're trying to do more with less! i like the rails

>> all aboard! >> because they figured out how to move the same cargo with fewer people generally speaking, whenever a firm replaces workers with inexpensive machines, wall street laps it up. but if a small business wants to expand, it needs to hire more people they're the reason the economy is snapping back so hard, it's small business so why -- who is doing it? who is making life easier for them and then, of course, how can you profit from it let's start off with the ultimate small business enabler and that is shopify. this company we just heard from last night, it helps small businesses help build their economic platforms and that's not all shopify will go so far as to invest in or make loans with small businesses, they just need a little capital as charlie fingelstein just told us, the company is giving out $2 million cumulative to small

businesses, otherwise they wouldn't have gotten help. come on, this is america they want to, quote, democratize the opportunity for their clients. the web itself is a fantastic leveler. even a tiny company can have a fortune 500 presence online. yesterday they announced they won't take a cut for the first million dollars of sales of developers that make tools sold. what a bargain that's why this has become a major platform last year alone, 450 million people checked out on shopify. in the united states their platform accounts for roughly 9% of economic sales. i know, not amazon, but number two. if you bought shopify the stock years ago, you're now up 475%. helping small business is good

business who else is dpegetting in on th action etsy years ago i was on a panel with the old ceo of etsy. he was determined to help small businesses to the point where he almost wiped out his own company. he brought in josh silverman as ceo. he also helps entrepreneurs realize their dreams by making it possible to scale he's critical of making shareholders at the same time. he has active users from 14.9 million sellers. many of these sellers aren't even small businesses, they just aspire to have small businesses. now etsy gives them a steady audience of people who are sick of mass-produced junk or merchandise that you can't get at the mall.

the vast majority of sellers are women who, because of etsy, can sell their wares all over the world. my wife need distinctive handmade aprons. where do you find those? you go on etsy, of course. when you get something from an etsy seller, it's only the beginning of a real relationship my wife now gets aprons regularly. without her, this woman wouldn't have had such a business now she is able to make a fortune. thank you, josh silverman, for having your priorities straight. up next is square. then jack dorsey decided to change all that with square's point of sale system it's the little thing that turns any phone or credit card into a

terminal they're making loans backed by receipts i remember when i first heard of this lending business by the current ceo of nextdoor, the public spokesperson for it i told her i couldn't think of a worst business than being a money lender to a small business what a way to lose a fortune she told me they are backed by banks because they know how much their companies are making by looking at the receipts. rather than taking "mad money" off their to-do list, they put small businesses on their list what else? small businesses, especially the tiny ones run out of the kitchen or the den, didn't have any luck in small businesses.

mean meanwhile, new entrepreneurs can have a website that looks just as good as the big dogs. our rent is about $10 a month, which the stock is actually quite a disappointment in this crowd. it's up only 8%. five years, 8% the s&p is up a little more than 100% now, there are times that big companies do a tremendous amount to empower small business. american express, for example, he's so passionate about small businesses, he is putting all his muscle by multiple initiatives, pushing people to shop small apple is a great example their app store supports more than 2.1 million jobs and they're not just aiding small business, they're creating a whole business ecosystem how about ford motor this one might seem kind of incongruous, but forced the beauty of vehicles in the united

states their pickup trucks is small business in this country sales of the f-150 pickups are as robust as ever. he added, quote, we are sold out for months to come, end quote. farley tells us they are seeing profits they haven't seen in a decade, end quote. finally facebook has pivoted successfully and almost magically to become a small business enabler they're making themselves essential with things like an initiative to help black-owned businesses on instagram, something that should give them a deserving cover when congress wants to dismantle their entire operation. here's the bottom line the business of america is small business and right now it's booming. you might not be able to invest in these firms directly, but you can empower them it's been an incredible strategy and i think it's one you can bet on for the second half of 2021

let's go to charles in kentucky. charles! >> caller: hello, jim cramer >> hey, charles. >> caller: i like your show. i like your dog. his name, that is. my stock is xpo logistics. is that a do you all buy >> the stock went down because brad jacobs, a frequent guest on the show, decided to sell some of his stock i think it's kind of prudent because he is in the end a person, not a living machine i think it's reasonable he sells stock and it's reasonable for you to buy the stock jeff in texas. jeff >> caller: hi, jim how are you? >> i'm good, how are you >> caller: i'm good. when i lived on maui 25 years ago, i bought disney and they issued me a certificate which i don't have it anymore. they don't issue certificates anymore. anyway, i'm asking you a question about disney. >> well, the stock is -- you

know, the stock is down a little built for the year that's historically been a decent time to buy it. we told people if it drops, we'll come back because in the end it is the ultimate reopening story. complicated square right now, but it's certainly definitely a reopen story and one i think, post delta variant small business is the business of america if you can invest in companies that empower them, great companies like these right here, well, it's been a pretty darn good strategy. at least 150 million americans fully vaccinated from covid-19 is there a secret ingredient to the stock's move i'll reveal the recipe maybe it's time. you know what, you also have to raise the glass i'm sitting down with krthe ceoo

find out if he can continue to lift your portfolio's appearance don't miss cramer! >> announcer: don't miss a second of "mad money." follow jim cramer on twitter send jim an e-mail to madmonec@cnbc.com. miss something head to madmoneycnbc.com it's another day. and anything could happen. it could be the day you welcome 1,200 guests and all their devices. or it could be the day there's a cyberthreat. get ready for it all with an advanced network and managed services from comcast business. and get cybersecurity solutions that let you see everything on your network. plus an expert team looking ahead 24/7

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with the consumer spending of the year now she's the manager of private equity firm belazio. we spoke to her and we spoke to her about one of her investments, which was a supply company, which makes retro backpacks. we're going back to the well for another discussion in consumer trends, including the greatest welcome back to "mad money." >> jim, thank you very much. you're so kind so great to be with you always i can't wait to be back in the studio with you. you're the greatest. >> i think we're on the cusp of what i have is the biggest back-to-school season in the history of our country what are people going to buy >> clearly, you're right, back to school will be a moment to

celebrate for kids and parents alike. obviously we have the hero backpack and we're going to be front and center we're going to be laurnching a marketing campaign that has many layers and we'll be taking over the season this is going to be just a banner back to school. but before that, we're super excited to launch our insulated totes and coolers which, again, is perfect for this upcoming july fourth weekend. >> if i ever had one of these, my mom would have made incredible stuff i'm talking about the insulated lunch box. i also see products that i have to tell you, and i know outside the office i'm your friend i have been so jealous of yeti, because yeti has these big plastic things and they're selling like crazy yours seem to be higher quality competitor price and i have to believe will take the market by

storm like yeti did. >> yeti is a great company, great product, but herschel is doing it differently like they always do. they're adding a heartbeat with their functional item. they're doing the same with insulated totes. like their tag line says, herschel just got cooler when we met with the founders, jamie and linden cormac, we were honored to be part of their journey. coming out of covid, there was a big shift in the what and the how. and the what, i think, really launched a new category, insulated totes. if the road trip is the new trip, herschel wants to be in that trunk on the way to the picnic, to the beach, to tailgating parties, you name it. as you say, it's a cool product at a cool price. the range is $30 to $130

it's great quality, keeps the contents cool all day. the main body is made out of 100% recyclable material the how, we've always had speed in product innovation, but now we had speed to market again, as i mentioned, as the world changed, herschel changed. this is the first product we've launched direct to consumer. we didn't wait for our wholesale partners it went on the website, launched a few weeks ago and it's perfect for the holiday season >> more colors reminiscent of dream? >> we have the black, the camo, super blue there is a lot of personality to tell your own story much like

herschel has done with every other product that they've launched we're very excited to -- you know, this is perfect for your boat this coming july fourth weekend. >> it certainly will be. we see all these spacs they're trying to find companies and partner with them. eurazeo seems to have a different way. these spacs seem to be unnecessary, don't they? >> i think having selling experience, operating experience, like you said earlier, we know with the eurazeo brand, hard stuff is the hard stuff another great outcome of covid was we hired a ceo to partner with our founders, a great ceo that we lured from our other

great brand in vancouver so partnering with great founders, great management teams, that's what we bring to the table. having had that experience -- private equity we all have calculators, but i think having that experience and being em pathetic and slg a seat the table in those perspectives, we have to understand it's all about the execution to make it happen >> i love this stuff adrian shapiro, manager of eura s eurazeo. >> thank you, jim. >> it's entrepreneurship, it's taking something to a different level, and it's perfect for my boat we'll be back. cramer spills the beans on a rock and roll stock, next.

saving the world is our family business. [ snoring ] i feel like i'm surrounded by interns.

in the last few weeks, some of the biggest winners have come roaring back since losing their mojo last year when i say best, i'm thinking of a stock like chipotle. this had major gains last year because they had a powerfu pivotal business they had a delivery that worked so well during lockdown. however, early in the year the stock faltered it went to the mid to high 1500 and say then it rolled over. while it's rebound dramatically in the last few weeks, it's lagging by nearly three points if you measure by early january,

the relevant performance is even worse. i'm a big believer in chipotle the company and chipotle the stock. i think the worry about food prices is what hurt the stock. even though the stock has shot up $2 in the last few weeks, it makes this feel to me like a coiled spring. they're only $30 away from their all-time highs, and if the stock can break out above that level, i bet it will bring in a flood of new money that sends this thing not higher, but much higher let me tell you why. first exawhich foremost, chipote delivers the best results but they haven't gotten much credit for what they've done. it got in the way of strong earnings, at least at first. the stock initially sold off it didn't matter how fabulous the numbers were, the stock had

run up so big and money manager is sold into all the good news more recently, the story has gotten a little complicated. when chipotle reported in february, they came in somewhat weaker that was unusual, and the stock got hit. understandable this was a good but not great quarter at a time when wall street was expecting greatness fast-forward to late april and they had a mixed set of numbers. it didn't help that they were given the same store forecast for the full year. it bottomed for around 1300 in mid-may. i think this lack of focus on obscuring all the great things going on here. su sure, it may not have a full year forecast, but management said to expect 30% these are magnificent numbers. in a way, they've become a

victim of their own success. inspectors expect perfection then it catches fire again and the cycle repeats itself i think the cycle is about to end. i think it's going to go higher. it peaked in may right when whichipotle stock was bottoming hog prices soared 140% from last june to the peak earlier this month. soy beans up 90%, wheat up 50%, rice up 50%. not only is corn a major ingredient for chipotle, it's also used to feed livestock. meanwhile, we know chipotle is dealing with higher wage cost because they already raised their wage they're trying to hire 20,000

new employees across the country, and if you want more workers in this environment, you need to pay them well. seems right. all of that stuff absolutely eats into the bottom line which is what kept the stock back. i know these are problems for the whole restaurant industry. but i don't think inflation should chase you away from chipotle anymore in the lats month or two, hog prices have come down 16%. that's right from their high soybean prices down 15%. the truth is that the entire commodity complex peaked in may when wall street became convinced that federal reserve would be able to raise interest rates in order to tamp down the interest rates that peaked i won't say food was taken off the table. more importantly, though, you don't need to worry about rising costs because chipotle is more than capable of passing on those costs to you, the consumer earlier this year the company

raised manufacturing prices 3% to 4%. that set the cost for higher wages, but i doubt this will hurt chipotle's business in the slightest. it's too beloved their food still represents intrinsic value for diners the price of chicken remains below $8 given the quality of food, i think people will be willing to fork over the extra dimz i don't like that they launched a customizable quesadilla already looking like a big hit ls a powerful standing in the restaurant industry. covid draws some of the rivaling out of business.

they also give them more bargaining power meaning they drive for drive-thrus. they're planning to put up 200 new stores this year, most for retrenching. chipotle has a habit of looking at a lot cheaper in rote ro specht when will he was traded behind earnings now it's at a lower level than donald trump would sport the streams. after five months of mostly trading side watz, it's a doild spring if a shot can climb another 30 to 40 points from here, i'm

betting that triggers a massive breakout and people will --ly. >> caller: hey, jim. thank you for everything we learn each and every day so chd. >> i'm so flattered because it makes me cringe when i hear shokt go responsibilities. we went there to mcdonald's recently and the drive-thru was shorter. do you think it's a good idea to invest in them right now >> you have to go to more stores to make it worthwhile, but if we go over all the fundamentals, the stuff that's in the core and annual, we find encouraging

size i think mcdonald's is good and they're working on through-put, which is what you saw, to make sure mcdonald's is even better that's a young child and i love that she's just fantastic i want her sto stay on it. i want her to look at other stocks that aren't mcdonald's. >> harry >> caller: thank you for taking my call and the help you offer on a daily basis >> thank you caller i'm a member of your fan club >> thank you i have a question about air airb shouldn't this stock be doing better >> i am myself puzzled, harry. thank you for being a member of the club i've been thinking about it mys

myself prices have cooled because prices have gone backward. ichk the stock is a koild spring. >> across the u.s., he's going to sit down with the erjz. >> which sthok the best boston and we'll you why the big one can continue >> we are in the lightning round. stay with cramer

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if you had any doubt that people were going trading again, they put that to bed when they traded a fantastic quarter when you back out the results from their investment, the canadians thought these were exceptional. double digits. meanwhile, the reorganized margins growth is a surprise the icing on the cake, management rolled out a $500 million accelerated buyback. they've already put a lot of stock in it and allows them to share. while the stock jumped nearly $3 today, it's still down more than $10 in its highs last month.

the reason we told you to buy it last week ahead of the quarter let's check in with bill he had a better read welcome back to "mad money." >> thanks, jim >> bill, i'm reaching a conclusion when things open up and we have a roaring 2021 scenario, people like to drink beer am i right >> you are right we saw a 200% decrease it still was 11% of our business this past quarter, it was 15% going into the pandemic. >> bill, one thing that struck me when i was reading through it was how much money could they have made if there weren't shortages? you're sold out, basically, in the beer business, aren't you? >> the only thing that caught our attention was we had the

power outage in northern mexico and in february. the question is we've got tremendous demand. consumer demand is at an all-time high and that's causing a bit of supply constraints. >> people need to know the context, that you're not a small beer company people are amazed every time i say this what's the second biggest beer in dollar sales in the u.s.? >> mondelo has been the big one. it's the number one brand in the high end and it's the number two overall brand in iri channels, it still has such a long runway to grow. >> when i first bought my place, you know, many, many years ago, there was a beer i thought it was really cool long, brownneck, yellow label,

pac pacifico how can that business have more than 3% growth now we're appealing to the genex consumer it's another brand that's on fire and it shows a lot of potential the same way modelo. >> people are skeptical of seltzer. you seem like the young contender in this category >> we are. we did 10 million cases last year with only one sku we just introduced lemonada as well we still think there is a lot of runway for us to grow, with the number four overall player in the business, but we still have great velocity with our initial variety pack

we're very excited to see if this is superb >> is there something about wine that you get those numbers, and at the end of the pandemic, you drink more wine. >> an increase recall. >> -- because of the pandemic, but we're really investing in the wine and canopy is success people were skeptical. they said, you know what, they blew up the balance sheet. they'll never be able to do another buy back >> you kind of stepped up on this buy back? as you know, we have the best

skpl made a commitment we would return half. we did 508 million in the first quarter, and we're going to do another 500 million in the next half we can do that and still invest in future grow there is no doubt that you do everything you can do because of the cash flow this business generates. >> you're trying to figure out what to do with canopy it sound like you have a plan for some drinks that can be floated arched the ashley with cdb. >> we introduced this year kwaut tro.

ifls the picture you'll see, legalization on a national level. certainly canopy is well positioned to be the winner when that time comes. >> i was thrilled to see, i'm not sure business levels will get the distribution there are real synergies beforely. >> it gives us an opportunity it so they can surmise their education. >> the piece we're doing, i don't recommend any other liquor store. congratulations, sir, for another great quarter. >> thanks, jim look, sometimes it's not that hard. who doesn't like beer? if you don't, i can't help you

just chill out the chill man is in the house. he's happy >> announcer: the lightning round is coming up when "mad money" returns it started with an idea... and became a new tradition. this is financial security. and lincoln financial solutions will help you get there as you plan, protect and retire. will help you get there as you plan, ♪ ♪ ♪ digital transformation has failed to take off. because it hasn't removed the endless mundane work we all hate.

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it is time time for the lightning round and then the lightning round is over are you ready? we'll start with gloria in new jersey gloria >> boo-ya, jim

first-time caller. i lover your show >> thank you >> there was a lawsuit saying they provided false information to investors their stock dropped to 47 yesterday. is that a goodbye at these levels >> it's basically a very expensive stock and i think it had a good run let's find others. ipa also had a good run. let's go to didi that's not as expensive. let's go to scott. scott! >> caller: good eevening, dr. cramer >> hi! >> caller: i own sg trust and other than amazon, which stock deserves to be in my 401(k)? >> i think you're in the best one. you're in one that's just terrific, and i would stick with

it they are -- you know, we have a $43 billion company. i wish they would come on the show let's go to john in louisiana. john >> caller: jim, thanks for taking my call jim, we live in shreveport, louisiana. we're very well aware of the storm season, otherwise known as the hurricane season in louisiana. we are one of the premiere prov providers. i boughtly general -- generac last year. >> please don't sell that stock. i think generac is great

plus they know how to do storage and they're always welcome on the show non has been to shreveport i like it better than baton rouge. let's go to robert in florida. robert >> yes, jim, boo-ya! >> boo-ya. >> caller: what's your opinion on the sorento therapeutics including the covid drop >> i think it's fine it's not really a meme stock but it has too much hot money. let's go to carlos >> caller: hey, cramer, how is it going, buddy? >> it's going well how are you? >> caller: very good you make a lot of money and you make investing fun

>> you have to make it interesting. what's up? >> caller: should i hold or sell stock symbol hhe >> hamonetcs. i like it. >> caller: this stock has been very productive for me, except with covid the stock has been selling at a range i feel it should get back on track, but i want your opinion on whether i should buy or sell more >> your naanalysis is spot on. it's time to buy, not sell, your

stock. that does it for the lightning round! >> the lightning round is sponsored by td ameritrade coming up, the whistle is blowing at the unofficial halfway point of the year. luxury furniture hr leads the way. who won, who might lose, and how who won, who might lose, and how to avoid the summer blues, next. ♪ ♪ ♪ ♪ ♪

knowing he'll be okay. goes a long way. this is financial security. and lincoln financial solutions will help you get there as you plan, protect and retire.

as we draw to a close, i like to sit back and think about who truly had the better expectations i'm talking results beyond what anyone considered possible, and the winner this time, well, it's not even close it's rh! the high-end furniture chain formerly known as restoration harbor they posted 70% revenue growth when they were only looking for 66%. they had, quote, the finest design trends in our industry. with quarter demand up 9% year over year, the adjusted operating margin jumped from 22%

to 26.6% that's the gibberish explanation for why you should buy rh stock this year. i could demonstrate how this $14 billion company deserves a much larger marketing capitalization. jim, what could you do $6 billion in sales making that market kaprcap spails -- ridiculously small the company made it happen because there is a merchant at the helm, gary freedman, a real living merchant who bleeds rh and wants you to do the same it's one of the real merchants left in this digitized country. first he says the unmasking of the general public could lead to a roaring '20s kind of

exuberance fueled by a strong stock market gary believes it could be a country cover. remember fun get ready for a comeback get ready for a comeback i'm so happy about the comeback. sometimes i struggle saying what makes rh so special, though. in some ways it's best to tell you what it isn't. rh isn't seasonal inventory. they don't have valentine's day merchandise or easter merchandise, a fourth of july banner it's not a company with calendar rick and a wealthy clientele it gives them staying power and amazing pricing power. really, though, rh is like no other retail as freedman puts it, quote, all you need to do is walk a mall to notice most retail stores are archaic windowless boxes that lack any window sense of humanity there is no fresh air, plants

die and it can't be a good environment for humans, either, end quote. the store seems to be too limiting i know gary calls them galleries. i regard them as palaces, restaurants. i think it implies too little with all the incredible spaces they've developed, places to eat, and you can just insta the heck out of these things rh rents out docks to rent rh would get three stars, everyone else zero they are experiences, they are dreamy, they are the type of spaces that are like fabulous writing. you know it when you read it and with the location for next year, they'll enhance the story. this is a place that offers amazing goods, stuff that should be priced like lamborghinis, instead it's priced like a vw.

it's not easy getting to where rh has gotten in a very short time chanel, louis vuitton, cartier, tiffany, and the rest were all born on the top of the luxury mountain never has a brand started at the base as we have and made the climb to the peak. now, you know what happens when you get there? well, you can charge a lot more and people feel proud buying this stuff i could go on and on, but let me leave you with this. when rh was trading in the 100s a couple years ago, the company bought hundreds of dollars worth of stock gary came on our show. he told us caexactly why he was doing it for both the company and i think more important, for himself. yeah, he was buying it like this that's hand over fist. his confidence seemed insane looking back, though, it was a brilliant time to buy and we should thank him for telling us

to do so and you know what? i think rh has more -- no, much more room to run as long as freedman, the merchant of our time, stays at the helm. i like to say there is always a market somewhere and i try to find it just for you right here on "mad money. i'm jim cramer see you next time. "the news with shepard smith" starts now i'm shepard smith. this is the news on cnbc >> this is a hot verdict for us. >> bill cosby set free the disgraced-former tv icon released from prison after the pennsylvania supreme court vacates his conviction forring a h in in aggravated indecent assault. >> families hurting. rescue workers, still, searching for survivors. >> we continue our search-and-res