i think it's okay here >> guy >> as you know, mel, dak is going to air it out tonight the way z scaler aired it out with their earnings release >> "mad money with jim cramer" will start 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 oney my job is not just to entertain but to educate and teach you call me or tweet me. let's accept that right now there's a widespread belief that you can't get into this market without losing money either

because of the delta variant or the fed. believe me, i get it it's september september tends to be an ugly time to own stocks ebitda's today could have been worse. so how do you handle an increasingly gloomy market i've got a solution. you buy the stocks in companies to fit themes. what are themes? ones that you can always buy more if the stocks get clobbered. what kind of themes are rock solid enough to withstand the pressure of four straight days of losses. themes that you want to buy more of instead of kicking them out when you're down or kicking yourself what's safe to buy through a dramatic decline in airline traffic say down 70% in september. or how about this? how about a total train wreck when it comes to the rails such an important barometer of the economy? how about these? first, cybersecurity this is essential in a world where everything is increasingly

networked. that's why we're bringing on crowd strike tonight second, anything that makes you look or feel better during the pandemic hence why we brought on cramer fav signatures and why we're hearing from ulta beauty and it's a darn good app bythe way. the dij at thisization, especially repetitive tasks. something cathie wood is fond of it's a great business for the stock that is down on its luck finally, there's one of my magical favorite themes. financial empowerment through financial technology lets you escape from your credit score shackles one of the most revolutionary

story out there. transparently, companies that make it possible for you to buy things on an installment plan without interest charges think of it as a way to cut out the credit card company with no bankrupting interest charges i'm talking about a company called affirm holdings, all right? the buy now pay later outfit it just inked a gigantic deal with amazon. let's take a look at max loafcheck. he's trying to get financial u78 p empowerment. mr. levchin, congratulations welcome back to "mad money." >> thank you thank you for having me. >> so, max, i wanted to talk about amazon, but you stunned me with these results you're growing at 50%, and that's including a one-time issue with a company but more

importantly, you are doing numbers that i expected you to make maybe two or three years from now with incredible revenue growth give me the secret sauce about why people are using affirm so aggressively >> so i think it's no secret and no surprise our partners, the merchants, pick us because we are great technology company we have a great technology team. we've built truly a better product that serves consumers that helps them feel safe and responsible about money while helping them buy things they need today and pay for them over time so i think those partnerships are forged in our ability to serve our customers across different transaction sizes, across different durations we have a full set of offerings that have given us the right to win these amazing partners consumers fundamentally pick us because we provide safety and control. when you use affirm you know you will never be charged a late

fee. that's something to hang your hat on it feels good to know that your financial partner isn't in the business of betting against you and that's what gets us the consumer satisfaction we have. >> max, i look at amazon i think one of the great technology companies on earth. i look at walmart. unlimited fire power, target, shopify, an amazing company. why can't these companies develop what affirm has? >> you know, i think it's not for me to speculate why they can or cannot. i suspect they all can they're great. we're very proud to call them partners we are very, very focused on building this. we have a lot of experience and a lot of knowledge of how to do it right it is not easy to could what we do it's a technology puzzle to solve with a lot of very, very smart people plenty came before us and didn't succeed. i think these companies look to us and say, hey, these guys look to us, we should figure out.

>> amazon, your stock went up big on that. can you give me behind the scenes when you negotiate with maybe the greatest titan of all times, how can you not just say, i'll give this business away how can you go toe to toe with amazon >> no, i think probably that conversation is for a different time we are -- the way we do our business, not just with amazon but with every single one of our partners, we bring the same ethos as we do with our consumers, our partners. we're an open book we tell you what we feel good and bad about. we don't have secret revenue streams. we don't figure out a way to weave something else in it one be of the core values is no fine print we'd sit down and say, here's how our business works we think we can work, let's partner. if it makes economic sense, if it gives your customers what

they need, those are the best deals possible those conversations typically go the same way we win. >> younger people in particular come out of school with a lot of debt they want to buy things. they take credit cards down. suddenly they're paying 17% interest and late fees are you the antedote to a system that seems very broke to me? >> we are. i'm obviously a little biased. you described max of 30ish years ago at this point but that is the story of a young consumer that can say, i suddenly need to buy things and the only option is credit card and i know i'm going to get into debt i have no idea how this thing works. late fees are going to eat me up what we did is we unbundled, uncomplicated the whole thing and said every transaction you can track it and know when you're paying it off no late fees, no gotchas, no gimmicks when we say it's zero, it's

zero it works and it's a great antidote the reason thisis exploding is not because of us, consumers are saying this is a better way. this works. >> max, when i got out of school the credit card companies said, look, how are we supposed to make a living? here we go 40 years later they're still doing it why do they insist on charging 17, 18 telling you they can't make money because you may default? >> i think you may be giving a lot of credit. i think that number starts with a 2 or starts with a 2 fairly often. i think probably a big part of what happens in a lot of the legacy financial companies is they don't have the benefit of technology if you are an affirm, you come at the problem like an engineer, which is what i trained to do in college and what a lot of affirmers are. what's the best thing for the end consumer

what can we do to make sure they're protected, they feel safe, they feel like they're doing the right, responsible thing for their money? let's build it that way. let's not start from what's my return on equity or assets those are important financial guardrails first things first, let's delight the customer. >> there's a credit karma survey owned by intuit. it's not a joke survey saying that 1/3 of u.s. users are falling behind on buy now pay later. what is your experience in terms of customers falling behind? >> you can see our numbers we've reported this as a public company. our delinquencies and defaults have held really strong not just the last year but the last many years and that is not an accident it is because we are a very, very serious steward of capital and an exceptional underwriter we take underwriting seriously

we don't issue credit where we can grow volume. we ask the question can this consumer pay us back for this transaction? if the answer is not really, we can't support the transaction. that is enshrined through this idea of not charging late fees if the consumer falls behind or is delinquent, there is no more revenue for us even if they take a little less time the underwriting decisions we make have to be done just right while enabling purchasing so that balance that we struck in our core design is really, really important to us it's powerfully prevented us from over extending our consumers. i think with all due respigot, i'm not convinced about it. >> i think you have amazon if you get 3 to 4% of amazon's

prime business, what will they do to affirm's business? >> you know, i think i am not in the business of speculating. we are a very serious company. we try to make promises we know we can meet. for now i'd love to stay away from speculating we're still testing. >> okay. i like to stay with character and i know you have it through thick and thin i want to congratulate you on truly earning the trust of some of the greatest people on earth max levchin. thank you, sir. >> thank you. don't miss me exclusives with ui pad, ulta beauty and crowd strike coming up next. don't miss a second of "mad money. follow @jimcramer.

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comcast business powering possibilities. like i said at the top of the show, you need powerful long-term themes to navigate your way through the month of september. fewer themes are better than cybersecurity. crowd strike reported the latest in a string of beat and raise. they had the misfortune of reporting that right before the market turned ugly the stock has rolled over down 8% from the all-time high at the end of august.

this is the stock that's worth buying on the way down let's check in with george kearns he's the ceo of crowd strike welcome back to "mad money." >> always a pleasure, jim, to be here thank you. >> george, i've got to tell you, is there ever any end to the madness? i want to be in your business because it seems like no matter what, even day by day there are more and more threats. everyone needs to have a crowdstrike. >> that's the thing, jim we just put out a recent report on intrusions. 75% were from ecrime money is too bik and very little consequences ransomware is taking down companies causing critical failures in the companies. the threat environment continues to get worse and that's why crowd strike is there. >> we love crypto on this show

the world loves crypto i started thinking when i listened to you that crypto may be the single worst enemy of corporations in terms of the ability to be able to pay it off in secret. it's not stopping, is it >> it's not stopping and it's interesting. i've talked about this a few times. lots of organizations don't know how to buy crypto or don't have it we can debate whether they need to pay the ransom or not that's a separate discussion when we think about crypto, just buying it is hard. then using it. then you get into potential issues if it's a foreign country. it's a big mess. a lot of organizations, a lot of boards view this as one of the top one or two critical risks to any company right now. i can tell you, i've done more board briefings in the last two months than i have two years about this very subject. >> the colonial pipe seemed to energize things. is that because people realized if they pay ransomware they're doomed if they don't pay ransomware they're doomed

>> the interesting thing, big game hunting ecrime actors targeting these companies. once they get in, they're first stealing the data. putting the data away and then they're encrypting all of these systems. they'll say you have to pay us to unencrypt the systems if you try to restore it to backup, they'll dump the data online it's a bit of a hobson's choice. do you pay or not? even if you try to get your data back, they'll dump your data online. >> someone robs a 7-eleven for 22 bucks you get caught, armed robbery. someone robs somebody for 22 million in cyber, no one ever seems to -- i've never seen anybody in jail. what's going on? >> that's the thing with the internet when we think about these actors, whether it's nation state, whether it's ecrime, it's happening all over the globe it's very easy to get to any system on any network very quickly. the laws are different in each country. some countries look the other way and there's really little

that law enforcement can do when it's outside the u.s that's a bigger problem in terms of law enforcement and controlling how these organizations get paid and make money. that's a problem for some of the politicians to work through and obviously companies like crowdstrike are trying to keep customers safe. >> politicians have a lot of business one of the things that you have done since i've met you, i think you almost pick on microsoft you talk about basically how microsoft cybersecurity has shortcomings, but i've got to -- george, you've got mcafee out there. you've got semantic. i would classify them all as legacy systems when you think about signature based technologies that limit their ability to prevent breaches what i talk about in the

conference call is there is a lot of systemic vulnerabilities where windows are exploited that are critical a lot of the intrusions aren't using malware. they're exploiting vulnerabilities, many in the microsoft operating system to get into company's organizations in computer systems. >> why doesn't microsoft get better they have unlimited fire power >> hey, look, microsoft is a fine company they're a big company and they'll always be successful in my book, but i think our customers are looking for a very focused effort in terms of working across multi-operating systems, mac, linux, things of that nature. having systems that reduces cost, cuts complexity. >> why should i have crowdstrike and i should do on prem to cloud? >> i would saycan you buy the

on prem version of salesforce? there's a difference between cloud native technology and one that works on prem we started as a cloud native platform just like salesforce. it's the power of crowd in crowdstrike. the massive amount of data we see, the telemetry having an on prem version is not scaleable and hinders your ability to advance the product and protect customers. we like our model. it seems to be working pretty well from what i've seen and that's the path forward that we're going to continue on. >> some companies should continue to be pandemic, some prepandemic, some post pandemic. where does george kurtz fit in when we're going to go back to work, work from home, we have cybersecurity protection >> well, let's think about this. do we really think that the bad guys are going to give up just because everyone's going back to work and the pandemic hopefully

is winding down? we all hope that the answer is no security's never been more critical doesn't matter whether you're at home, work, work from everywhere we think about the cloud opportunity and large cloud providers. as people move from on premise to on the cloud. massive opportunity greenfield for us just a proliferation of the work loads that need to be protected. from our standpoint covid obviously was something that we had to get through, but the digital transformation that's happening along with securit transformation is a sustainable tailwind to crowd strike's business. >> you mentioned many times companies. when i look at the landscape, the weakest part of our whole, whole country, maybe the government, they're almost all on legacy systems. what can you do for the government >> the greatness is we have technology that helps stop breaches and i think as the government looks to modernize their architecture and they're going down that path,

crowdstrike would be a great fit. we have success in areas of the government in state, local and around the world we think we'll play a critical role in protecting infrastructures around the world. >> you've been true to us since you've been public people have made money i want to thank george kurtz president and ceo of crowdstrike. always great to see you. thank you so much. >> thank you. >> crowdstrike is a winner, palo alto you know the sector. it is the greatest sadly growth story of our time. "mad money" is back. coming up, is beauty in the eye of the shareholder cramer puts his best face forward with ulta next

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dropping quarter from ulta beauty, the fabulous cosmetics retailer the stock finished the day down. now you're getting those numbers in a way i call for free i think this is a terrific buying opportunity i don't want you to take it from me earlier today we checked in with dave kimball new ceo of ulta beauty it's in the heart of mid town manhattan. take a look. >> so tell us, dave, where are we this is so gorgeous. >> first of all, welcome to ulta beauty, jim. really excited to have you here we are in one of our newest stores in harold square in new york we're thrilled with what this store has delivered. what i see in this store is the best of ulta beauty. it's what we try to deliver in all 1300 stores. our stores are bright, they're open, they're friendly, they're welcoming. they bring the best of beauty and they most importantly have a great team across the country delivering a great experience. our focus is to allow our guests to come in and discover beauty

on their own terms find their own possibilities that we know lie within all of them that's our mission that's what we do every day. we think this store along with all of our stores does a great job of that. >> the mission does jibe with the performance. i am in awe of how this category in your business comes back. >> we're pleased and proud with the results we've had so far the first half of this year. we've worked really hard obviously the last 18 months have been very disruptive, but our team has been focused on making sure we take care of our guests and take care of each other through all of this. it's shown up in our results our second quarter results that have comp performance versus 2020 at 56% but more importantly versus 2019 up 29% it's evident that the beauty category is coming back stronger and faster than we thought and we're leading that that's our focus to continue to lead and drive the category forward. >> when i listened to the conference call, you're talking

about momentum building even for makeup which is a big category field. >> absolutely. we're pleased with the performance across the total portfolio. we're seeing strength across all aspects of our business, skin care, hair care, fragrance, double digit comps makeup is coming back. we didn't see a huge spike in makeup but we're seeing a steady improvement week over week it was down slightly over 2019 the trends are encouraging and we're optimistic. >> there are other things you discovered during this pandemic period one is one of the finest omni channel initiatives i've seen. two, wellness turns out to coordinate well with beauty. that's a secular trend. >> bsolutely beauty has been a strong dynamic healthy category for a long time it's one of the reasons i'm so excited about this which is business we're in a great category. it's long been emotionally

connected to our guests. we believe absolutely everybody is beautiful we think our guests don't come here to get beautiful, they come here because they already are. what we saw through the pandemic is a greater connection of beauty to self-care and wellness and for us that's really exciting we see about 2/3 of our guests see this connection, see the importance in how they show up to the world around them and how they feel about themselves and that's really exciting for what we try to do every day it's exciting for our store teams who deliver that human experience and we think it's a real positive sign for the category for the long term we don't think that's going to change. >> i know it's early to talk about your team and target but it's very clear that brian cornell, ceo of target is very excited about it can you tell us very, very few weeks but how it's been? >> our partnership with target has done well. from the moment we started working we purposefully came together to design something new to the world

this isn't just we're taking ulta and putting it in target. we worked together to create something that has never been created before in a prestige beauty space a custom curated experience that's designed to deliver for our brand partners that have leaned in with us to allow those brands to reach millions of new guests target has 30 million people that walk through their stores every single week so it's a great opportunity for our brands to reach new guests. it's a great opportunity for target to add to their wonderful experience and we think it's great for ulta what we've found so often is any time we add a new experience for our guests, any time we make it easier for our guests to engage in ulta beauty, they show us more loyalty they engage in multiple aspects of our business. ultimately we get a greater share of the wallet. we're confident that's what's happening. while we're just a few weeks into it, we're encouraged by the results so far. >> one thing, you're modest. it's important to point out

because you talk about community, talk about team a 15% pledge that to me says, you know what, it's not just in name and it's not for show tell us about it >> absolutely. well, ulta has long valued diversity, equity, inclusion it's been an important part of who we are it's an important part of the beauty category. again, we so firmly believe everybody is beautiful and it's important we deliver such an experience for every single guest who walks into our score i like so many people saw the events of 2020 as an important time for us to step up and do even more. it's what we've been committed to at ulta beauty. we've made some new commitments. you mentioned the 15% pledge we're on pace to double the number of black owned bransds i our assortment shay moisture has been with us,

a number of brands that are black owned, black branded it's a great opportunity to give us a platform and excite our guests they're doing great and our guests are encouraged by it. at the same time we're using our platform to elevate black voices we had a new platform to tell the connection and amplify the importance and the power that black beauty has always had in the total beauty landscape we're committed to it. we're proud of what we've accomplished we know we have a lot more to do i know personally i'm leading this effort for our organization and we're going to continue to make it important. >> that's why i hope others follow you're a great leader. we are gripped by a couple of trends in this country hurting business one supply chain, two supply chain ready for the holiday. you have 34 million people who are members of your loyalty program. will you be ready for that >> we are going to be ready. we're ready every day. our teams do an awesome job across the organization. our supply chain, yeah, it's --

i think it's been a long time since it's been this disruptive. with partnership with our brands, we're working hard to make sure we're delivering for our guests you look around this store and our guests, they are excited while we have to adjust and adapt, all of us have had to lean into being flexible, our focus is delivering for our guests our partnership with our brands has never been stronger. they really work with us to lean in, to make sure we've got the product when and where we need it and we've -- i think our second quarter results demonstrate we've been able to manage through this disruption for holiday, we think it's going to be a great holiday. yes, there's ups and downs and uncertainty but we believe all of our research, all of our connection with our over 34 million members suggest they're ready for a great holiday. ready to celebrate, get with friends and family and ulta beauty has always been here to

help them take care of that. so we're going to be ready we're leaning in with our partners and make sure we have everything available to them that they're going to need. >> it's obvious to us when we see such fine companies that are featured behind you, channel, i saw some dolce divanna, these are great partners you mentioned on the conference call what's going to happen with delta. the testers are back masks present an opportunity for you. you've got to clean but also you can't put delta in a box yet, can you? >> no. it's -- like i said, we're certainly gotten used to being adaptable and flexible through all of this. i just am so appreciative of our teams across all aspects of the organization that have adapted to make sure, and particularly our store teams at the front line of delivering this experience every day so, yes, we're watching it

closely. we had been optimistic at the beginning of the summer. now we're seeing some disruption i'll tell you what we're seeing right now while we've gone back to more masking and a little more anxiety around the world, our guests still love beauty they're engaging in store, online, take advantage of new capabilities that we've stood up like buy online, pick up in store, curbside. we'll be able to manage through any more disruption that's ahead of us. there is uncertainty but i know we're prepared and ready to go get it. >> you're a great channel for the 34 million and the people who come in and the people who use the app. want to thank dave kimbell next, the president's new covid plan what it calls for and can it make a difference? plus, the justice department suing texas. and a first look at facebook's smart glasses the facts.

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even when you get a great ipo it can be a good idea to wait several months for the lockup on insider trading to expire take ui path, the business process path automation software by cathie wood and her team at ark invest i told you to wait for the lock expiration because you were likely to get better prices. the stock has been hammered in anticipation ui reported a good quarter up 60% the stock actually tumbled 10% in response all because people were worried about the potential wave of insider selling. i think this could be a buying opportunity. it's back to where we started. let's dig deep with the chairman and co-founder of ui path. mr. dynes, welcome to "mad

money." >> jim, thank you so much for having me. >> of course, sir. you know we did a ui path 101 not long ago talking about the greatness of what you were offering for those that didn't offer that and because you have an attractive value proposition that can't be seen by most of our viewers, could you explain why ui path is so important in today's work world >> we are building a generational company that changes the real way in people deliver work we are an end to end automation company that was built from ground up to emulate real human users. so we can go after all manual repetitive tasks out there we've done quite a lot of work during the pandemic just putting things into perspective. we worked with hospital to help nurses with the paperwork and that helped the tune of three hours per day per nurse.

so this is the type of technology that reason the highest return on investment across the entire technology sector. >> now i checked in with chipotle before i decided to speak to you tonight chipotle said your automation software is cutting edge and does great things for them suggests i leave it to you to tell us what you do for chipotle specifically >> of course chipotle is really a great customer of us they aim to be a cloud first type of company and they have great ambitions in becoming intelligent restaurant type of company. so they work with us a lot in automating finance, back office tasks and the key word was scaleability they were able to really scale with us. >> now i know that you say hello, you're ui path, we make software robots so people don't

have to be robots. microsoft was on talking about doing the exact same thing as part of a windows bundle soft modem what makes me think if i need ui path if i can go to microsoft and get it as part of the bundle >> we have built this plat form for emulating people microsoft build their platform for creating new type of application. it's a really different fundamental approach building emulation software is very difficult, jim. as you can see in building self-driving cars. this is our bread and butter and we are years ahead of any of our competitors in building reliable, sophisticated emulation software >> now i always like to figure out what is the key metric so that we can match what you say versus what we should be looking for. should we be focusing on recurring revenue? >> of course we drive our entire business

through ar this is how we comp our salespeople. this is how we comp the entire company. this is really a great measure of our business. >> now a lot of people say that you are terrific not just for the company itself, the enterprise, but for the end user i think the best example is what you have done for a favorite of ours, shopify. maybe that will elucidate the ui path, a way for people to get familiar is to buy some stock because it's pretty low right now. >> well, i believe our stock is a pretty good buy right now. >> okay. >> and we aim to grow and help all sorts of users, not only big and large enterprises to use our software we are evolving our platform to be used by really everyone we believe that we'll be able to

help our customers and that type of work should be dedicated to robots, not to the human users. >> well, if that's the case, then i imagine that this may be the first of many quarters that are profitable or is that a bit of an anomaly we like growth, 60% growth pretty darn good if you can demonstrate growth and profitability, that's what our viewers love. >> this is how we drive this company for the long term. we believe really in durable growth while being a freakish low neutral, let's say we carefully invest in our growth growth is the marching order in this company, but i'm a scrappy guy. i really believe in being in control of your own destiny and being able to create hyper growth company is really where the rubber meets the road. >> that's a good point to end. that's what we feel on "mad

money. i want to thank you, daniel. sir, it's great to meet you. >> thank you so much, jim. >> one of the great investors of our time, cathie wood. she buys this stock pretty much every day. take a hard look, it is at its 52-week low. stick around. >> stick around. >> i would stay with cramer. >> the lightning round is coming up next. ♪ i wonder how the firm's doing without its fearless leader. you sure you want to leave that all behind? yeah. stay restless with the rx crafted by lexus.

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over are you ready skee-daddy it's time for the lightning round. let's talk with clark in florida. clark. >> caller: hey, jim. welcome back. >> good to be back, clark. >> caller: i own quite a few shares of incigo insc >> i've had them on. i'm not happy with the way the stock acts i'm beginning to believe this stock down 45% deserves to be down 45% until they pull a rabbit out of their hat and they haven't been able to do that john in california >> caller: boo-yah, jim. god bless you and your family. >> do i love my partners what's happening >> caller: i've got a stock for you and i know you love it it's running up. it's had a slight pull back. biohaven. >> instrumental. they're up against abvie not doing well down a quick 13 points

biohaven does have nurtek. i just got my prescription refilled -- it knocked out my migraine in 17 minutes when i was in milan i woke up groggy i woke up angry. my wife was sick of me. boom, nurtek, she's happy. ken in florida ken! >> caller: boo-yah, jim. >> boo-yah, ken. >> caller: thanks for all the hard work you do for us busy home gamers. >> i have a team of people i love i appreciate that. what's going on? >> repor >> caller: well, long time listener, third time caller. with the raging delta variant do you think an under the radar funeral stock might be very treasured that could cause it to power up from a value stock to hopefully transitory growth stock particularly with the anti-vaxxers in florida.

>> 99% of the hospitalizations, i don't know why anyone wants to be antivaxxed. the reason is we have ways to make it so you don't -- it's not as life threatening. not that that's a reason to say i want a nonlife threatening flu. wow, that's a great idea no, i'm going to say, no, it's not. there won't be a spike this year like last year let's go to ryan in new york boo-yah, ryan. >> caller: boo-yah, jim. my stock has been down 28% over the past year. i recently started a position and i think my stock is very under valued jim, i wanted to know your opinion on vertex -- >> i am astonished how much they have fallen. i have to tell you, it's too good of a company. that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightninground is sponsored by t.d. ameritrade coming up, hut, hut, hike.

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remember when we divided companies into two pass kets, covid winners and losers clorox those days are long gone now we have a new standard is the company doing better than it did not in 2020 but in 2019 yeah, that halcion time when we had a great economy and no virus. the 2019 test is an exacting standard zoom is still good but it's not great. in retrospect this was a pandemic stock are zoom's best days behind it not at all the company has a bright future. i do like the stock here that said, it's still expensive even after a brutal 17% decline.

how about clorox this is stock fallen from $240 to the highs to $169 today that decline tells the tale of stalled growth and a meager 2.57% dividend like zoom, clorox has been hammered because of the growth rate the acquisitions are hard to pull off at least organically. now we're starting to see the birth of companies that caught fire during the pandemic and burning even stronger, much stronger than even 2019. the last time we spoke to signet jewelers chipotle is easily crushing 2019 doordash has been able to keep putting up impressive numbers even when it looked like the pandemic was waning. williams so he nomo has an astounding quarter it's a covid spur working at home it's rh that's the starve that

show rh, restoration harbor is pulverizing 2019 numbers with luxury prices for luxury goods it's a destination when it opens its new 73 ache care estate in brittain amc just exceeded the 2019 comparison i'm not necessarily recommending you buy the stock up here. it's too rich. high debt load challenged business. who could ever imagine amc would best the 2019 numbers right now? contrast that with the airlines. neither business nor pleasure travelers have returned in abun abundance. thanks to zoom, business travel may be a thing of the past docusign has changed everything. we aren't going back to the old way where you had to make a whole production out of signing a bunch of documents in person as amazing all of these stories

are, i think we have found the winner and new champion when it comes to crushing 2019's numbers. yeah, i'm talking about lululemon. sales up 64% above 2019. impressive market share capture. they call that the tam and they're just killing it. management says they're in the early part of growth the stock shot up $40, more than 10% today, one time, one day on a new all-time high after that amazing set of data. listen, two pluses we're working at home and at work they're making comfortable fashion that can be worn in both environments they thought lulu's growth would turn off it turns out they're trailing back to the office in their lulu clothes. that caused a short squeeze.

i don't think it's over. when we look at companies, particularly companies in tech and retail, the retail is not how they were doing versus last year it's how they were doing versus 2019. i like to say there's always a bull market somewhere. i promise to try to find it for you right here on "mad money." i'm jim cramer "the news with shepard smith" starts now president biden swaps the carrot for the stick i'm shepard smith. this is "the news" on cnbc. this is a pandemic of the unvaccinated >> get the shot or else. the president's new covid crackdown on federal workers and the new mandates for private companies. >> we're going to protect vaccinated workers from unvaccinated co workers. >> plus the plan that could impact schools nationwide. polling the unvaccinated how dug in are they? what are they open t