think of the great miley cyrus song, and she's a huge "fast money" fan. >> party in the usa. >> yeah. >> delta. i didn't forget, mel. and great job today on "squawk box." dal is ready to party. >> i'll be back there tomorrow before i see you tomorrow my mission is simple. to make you money. i am here to level the playing field for all investors. there's always someone at work somewhere. i promise to help you find it. mad money, starts now. >> hey, i am cramer. welcome to mad money. my friends, i just tried to make a little bit of money. my job is to entertain. explain today, and how they work. 1 807 43 cnbc. and $1 billion in value on the

first day of the job as ceo? that is what happened to starbucks today. this is an amazing develop it. 49 points. 408%. 2.43%. thanks to another inflation. my going up read creating backdrop for the stock market. especially as the tech part. talking about the stellar gains. including the alphabet. this will be pursued for a breakup by the antitrust condition. this one feels a lot like the breakup of standard oil. this created more value than anything else this apartment has ever done. this is not a normal day. today, we have something very were rare. a ceo was straight up fired. we didn't have stuff that we didn't care about. starbucks brought in a man who was single-handedly running the

business of aaa. they could not have picked a better guy. astounding 24.5%. i was blown away. we know that chipola is a stock only lost less than 6 billion on the martyr. one of my favorite cfos, has recently expanded the role. going to retire next year. seven year veteran will take over as ceo. remarkable leader, innovator, and through puddings expert. one of the most rigorous ceos that i know. i have had over the years. i was thrilled. vote for him, and more important, for the shareholders. we will be talking about the position tomorrow. 12:00, new meeting. just sign up for the darn thing. let's go back for the ceo getting fired to be replaced by someone better. usually doesn't happen in

corporate america. it is almost impossible to fire people because you had so much money. this was the starbucks job. interesting stand at pepsi company. this was over in england. it seemed like a pretty cool investment. they were simply too big for this well. more for the mechanically cloth. the company needed fast with executives and in the throughput. getting fans before they turn x fans, as has been the case with starbucks as of late. widely regarded as what we call the third place. really and idea from the -- taking a break from the office or the home. have you tried lately to doing something at starbucks? you can't. the place is a madhouse.

it is that relaxing to go to starbucks. starbucks is to have a reasonably priced cup of coffee. it wasn't cheap, but it wasn't extortion either. starbucks had people lined up m when times are both long and inconsistent. the worst possible combination. they will allow some licenses, and they have done a horrendous job at it. starbucks should go after whoever runs these franchises, and to turn the long supporters abilities lifelong supporters into enemies. that is what they are doing. you end up with a long line of a mosh pit of waders. no one knows how to fix it. do you know what? it can't happen. anything can happen. that is what we can learn about business. anything can happen. this is how you fix it. start pursuing it and taking

pictures. 40 people in a dodging line in a store that is understaffed. what a disaster. someone needs to own that disaster. if you sue that license, at least you know you are on our side and on their side. it is a little bit more simple than people think. just get the right darn lawyers. i'm pretty sure -- for the wrong job. niccol, had serious food safety issues that can be trouble. find out who the employees were and what they needed. make sure that the best were promoted from within, and he straightened out a lot of the scheduling issues. they did everything to get customers in and out as quickly as possible, while making sure that the food is as tasty as possible. master of that process, precisely what tarbox needs. especially with people seeking cold drinks. people don't seem to know what to do at all. starbucks lacks the process entirely. too many new drinks. no idea how to make them.

the old ceo was doubling down on drinks when they were still pursuing from the old ones. brian niccol, on the other hand, is mindful how hard it is to roll out new things. he limited them at chipotle. you never knew when things were going to be on the menu. it is kind of a treasure hunt right now. this is exactly what starbucks needs. no longer had howard's buy-in. this is a great tape for starbucks. he went on to say that there is quote, no one better to rejuvenate the company in the starbucks brand than him. howard, infused with the market today. the market is consistent with the concerns i had. this is a solution i had hoped for. something that makes me think howard had been pretty accurate in changing the bar. i have high hopes for brian niccol myself. quote, it is a new day. quote, brian niccol, will restore trust with our brand, and rejuvenate the customer

experience, and create shareholder value. there are some things that brian niccol should consider if he wants to shake things up. move the company to work he works in newport beach. it is a truly new time for starbucks. at the ceo job, and the denver- based aaa. refresh the board of directors. they are hurting the throughput. finally, take your time. you are literally living right now with the hand you have been given. the money you make, i will take the over. 600,000,005 year deal. this is the criticism. i think the stocks have brake testing -- rough taking money today. they may no longer be out for you. be careful, the bottom line. brian niccol, is the key to a new starbucks. you just need to know that this turnaround can't happen overnight. but, i am telling you, it is going to happen. i feel like taking some calls. i would like to go to new york.

>> how are you, jimmy? >> i couldn't be better. how are you? >> thank you. i love to be on the show. i love your show. >> thank you. >> i wanted to ask you, about amazon. >> sure. just the other day, i issued an alert, that we were buying amazon. we are up nicely on it. i have gone over the amazon quarter announcements. it was not a horrible quarter. they were being conservative about the spend of the retail customer. everything else was great. amazon withstood that level at the 161, 164, going on. amazon is a buy. attend my meeting tomorrow at the investing club read you will hear more. if you are not in the club, what is with you? anyway, i feel positive this was the right move for starbucks. we know starbucks for the

trust. strong showing, one hold on the right foot, i would like to post the earnings exquisite. you really need to be in as we look ahead to the federal rate cut. is it still enough to keep stocks away? are they climbing? i'm talking with the company's ceo. stay with cramer. >> don't miss a second mad money. follow cramer on x. # mentions. mad money at cnbc.com. give us a call at 1 807 43 cnbc. missing something? head to mad money.cnbc.com.

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look at on holding run. popular swiss company reported this morning about the headline numbers that looked a little bit mix. sending the stock down sorting holder -- higher. it makes sense. they are up 78%. they are not getting any pushback on pricing. they will happily pay full pass -- price for the on running shoes. they are performing magnificently. i think it could double. this shortstop feels unstoppable to me. don't take it from me. early chances will be more than up. co-cfo of on holding. on on. >> welcome back to mad money. >> thank you for having me again. this is very exciting. >> exceptional quarter, done

with some difficulties. now, i'm sure they are ironed out. how could you put up such phenomenal numbers? >> we started the year, and the quarter is increasing. last year, the company paid a restoration to double our sales. this is over the course of three years. we are executing on that. at the same time, we are just coming back from paris, and our team was really able to put enough right there, in terms of big brand moments, and that was really amazing. >> innovation, has been your homework. i have not seen them. i want to get my hands on it. >> you should come to paris and see. we produced shoes on a daily basis. it is revolutionary to the industry. it is interesting to create new

designs and new levels of performance. to ultimately how shoes are made. reduce the co2 footprint, and bring us closer to circularity. this is a big innovation story, that our team has built over the last five years. we are now starting to scale that. we are still at the very beginning. >> when i listen to you, i think of a once great company, that was doing innovation after innovation, in a true shoe dog like fashion. now, they have a lot more revenues than you guys. am i right in thinking that you believe you could one day challenge nike for innovation, for quality, for all sorts of lifestyles in sports? >> first, let's dream about the next two or three years. we have a lot of things to do

right there. we want to create apparel, retail, china, and i think we are off to a good start right there. it seems like they are looking into a wider future. creating unique product and innovation stories. >> i totally agree with you. i'm giving you a hard time. i'm amazed at your innovation. i'm amazed that everybody i know is switching from nike to on. i'm going to tell you the reason i was asked. many people told me this. if you had a head to head competition, how long issue less, and i'm talking about the little part of the front that opens up. talking about the spring that you have. have you done any work to show that the on shoe last a lot longer than others? >> i think our shoes ast just as long as you get shoes from the industry. we are a freedom brand. we pay a lot of attention to

quality and premium this. also, the performance. we certainly invest a lot of effort into maintaining that. this is on the factory side. >> on talking about your dtc. your unbelievably good interaction via computer, artificial intelligence, i believe. yesterday, i go into your bot. i go to your website. i'm getting stones and pebbles in my shoes. i don't anymore. my wife no longer complains that i have pebbles. something happened. sure enough, i put it in. sure enough, the old pebble story. who came up with the idea of conversational, intelligent a.i.? unless it was part of the humans. >> you need to run fast to get the stones off of the soul. we continuously are innovating and creating.

also of course, making the shoes is specific to the different use cases. we have an amazing lineup of trail running shoes now that are specific made for the trails. at the same time, the tennis courts around the road, with the lineup. we just started into training. this is an amazing partnership with zendaya. >> i would never wear any other shoe on the pickle ball court, other than yours. i do want to know about apparel. it is small. 4%. it has momentum that tells me to get to 10%. it might not be that hard. >> yeah. we are very happy about this. we have clearly invested a lot in the past years into our team, and into the product. that product is hitting the market. it is doing very well. we have seen around 15 to 25% shares coming from apparel.

this is in our own retail stores, and our e-commerce environment is very strong. we are showing similar shares of sales from apparel. i think our wholesale partners -- 10%, is a first step where we want to bring apparel to what we exchanged earlier. let's continue to dream from there. >> one last question. i did see what happened on your stock trading. a little bit early, but that is all right. it initially went up, which i thought was right. then he suddenly went down. shorts were pushing it down, to be honest. you beat, but you did not raise. of course people came to their senses and realized it was a different quarter. you beat it, but you want to be conservative. you don't know what is going on with the dtc. are you really worried about the policies? >> no. as you mentioned in the beginning, showing even

stronger warehouse growth. it showing some capacity strengths on the delivery. this is normal in the scale of things that we are in. i think our team is doing an amazing job to work around this. specifically the numbers, at the same time, we redirected our guidance from the full year. this is on the constant currency basis. we have a strong profit margin. we are increasing profitability. i think what we created during the last months, gives us a lot of confidence in the long-term. >> i couldn't agree more. i think you are a remarkable moment, where you had the best product, and you are going to change the industry. i appreciate you coming on mad money. ceo of on holding, always a

pleasure to have you on. >> thank you. >> okay. mad money, will be back in a moment.

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i would be remiss to not call this a tricky moment for

the market. commodity prices are coming down. any class of simple stocks have been struggling. all signs are in need for a rate cut. they are slowing it down for the reception -- recession. waiting for the federal reserve to cut interest rates and bolster the economy. the worst that he gets right now at this moment, the higher the fed takes action. they have been punished, and are being punished. they win. we are torn between worrying about the economy. you ask about the specific exposure rate. i have been thinking about this. i think a lot of stocks don't fit the pack. why don't i do this? let me get five industrials that i think are looking at the markets. no longer looking at the stocks. they have given investors new reasons to own that. this is in a changing world. it solves a lot of dilemmas for

me about what to recommend you read before the cut. we had them very recently. this is known as the truck edge. no desire for trouble right now. truckers aren't exactly flushing past read in the first half of the year, sales have crashed. trucks were down 18%. this was remarkable versus the same six months in 2023. looking at an all-time high. developing low carbon solutions that work right after the gate read as well as working on zero carbon stuff for the future for electric and hybrid engines. they are walking back some of the farming business. also raising the outlook for their internal combustion business. this is more than enough to offset the damage. i think they have been smart about working on green engines

without abandoning traditional main space that works on gas or diesel. cummins, has a thriving power business. they make generators and commercial power systems for buildings. including yes, data centers. they are being built all over the place. even if truck sales have slowed, these are backup power systems. data centers can't afford to go off-line during a power outage. cummins, reported this month that they delivered much higher than expected earnings. power generation has roughly two thirds of that. we spoke to the ceo august 1, on mad money. she explained the data center is becoming a key source. the stocks sold off next week as the market turned off of the industrials. that just means you get an incredible quarter for free. changing the identity many times. i realize the way it looks now. dover, used to be a classic metal ender. the company has recently transformed the company to

become less cycle and more cyclic. i'm proud. i think it s going to have a big month. some of the best secular growth teams of our era. they can lower emissions for refrigeration and cooling systems. looking at some thermal connectors and the data centers. i know, viral on that. used to keep temperatures down. think the life sciences industry. interest rate quarters, the stocks are basically trading sideways. they are reshuffling the portfolio again. they have waste and the refuse division. hence why we have been building up position in it. i think it is going to have to be discovered overtime. this is a major player on electrical power systems. making components for aerospace. these guys benefited as the government makes major businesses in the electric grid. you know it cannot handle all of the power that needs to be

produced right now. you need to be looking at the manufacturing company back to the united states. these were central for the data center. they are giving customers visibility into the energy uses at all times read the stock is at the beginning of the year. because of dover and worries about a slowing economy. this is before the next run. this one is down a huge amount. painful for the trust, good for you. i brought this one up a month ago. this is a big split for large commercial splits in the universities. playing on the modernization of the electrical grid. this is both supporting new manufacturing, especially data for the debtor centers again. too much data center, what can i say? it is our symbol lucy's also renewable energy from solar panels and wind farms. that is very good. at the end of july, two weeks after i recommended it, the

company reported strong earnings for the forecast read they are less optimistic. that was enough to send the stock up 8% over the next few days. they are giving back most of these schemes. the latest quarter, almost for free. i've got a last new one that i have been looking at that is driving me crazy. i love cleveland, i love ohio. currently up 24% from the year. oh my god, it is like stars flying out of it. is a company that makes motion and control systems, along with filtration products, engineered equipment for aerospace. industrial equipment, heating, ventilation, all these things that you probably don't want to do. i don't care. the other companies that i have mentioned, checking out the portfolio. secular growth and different clean energy.

again, the data center. last week, they had the best quarter of any industrial company that followed. wall street was looking for .3. pairing that with the 55% earnings feet on this basis. this is a new fiscal year. now in 2025. looking pretty darn good. this is why the stock jumped 10% on thursday. there are not a lot of shares out there. there is nothing if you try to buy it up. there isn't a lot of stock for sale. i will think and give you what i think is one of the more bottom-line actions. at this point in the federal rate cut, right here in the tricky market, this is exactly the moment where they should be buying them. the rate cuts are on the way. does anyone else have the textbooks besides me? i'm recommending the new industrials that have pivoted to powerful section themes. i know i could have included cap, but i have been in that

today. easy to stick with these when everyone else is panicking. will you write these down? hubbell, and parker, benefit. they all benefit when it starts cutting. better than the other spokesmen. they have gone secular. i'm going to start with staffers. happening to be from california. >> hey there, how are you doing today? >> i'm doing well. how are you? >> i am doing good, thanks. i wanted to ask you about autozone. they are buying back stock. >> that is all they are doing right now. they lack the serious mojo shared number that i always like to have. i will say this, they have hung in here pretty darn well. i think they continue to buy back stock. i would still, even at 3000, -- $3155, i would still buy the

stock of autozone. i have been right for maybe 3000 points. i am not going away. let's go to mike in georgia. >> jim, i am 81, and wanting to increase my dividends with energy transfer, va, safe investment. >> et, has done a very good job. kelsey warren, i used to be critical of them. i will tell you that i have been very impressed with et. et, buy home. people have been giving up the industrials. exactly where the textbook was in my head, by the way. exactly where you are supposed to be buying and not selling. that is because people don't know enough. there was very little history that was taught about the stock market. there is much more mad money, i had though. -- ahead though. i have the company ceo. mad money, not met politics.

we will tell you how to prepare your portfolio for november's presidential election. this will not be the first time. all of your calls will be rapidfire. the data center edition. lightning round. stay with cramer.

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i'm going to look at one of my absolute favorite things. the humanization of pets is packed. the right pet stocks. in the first covid era, it is fading away. recently, they are coming right back. treated as members of the family. this is a heavy hitter in the animal space. if you have animals, you know

them. last tuesday, we are supporting a healthy top and bottom line. the companion analysts are up 13%. stock value, 16% responses. stock value kept climbing because it should. let's check in with the reliable ceo. welcome back to mad money. >> great to be here, and thanks for having me. >> it was a fantastic quarter. if you could give me a sense of how much of what you are riding as the old wave, and how much innovation you guys have that will take themselves out further? >> the quarter and our year has been one of two things. bringing outstanding, new projects to market. we have had a compound growth of a percent year in and year out. it grows four to six. it is the innovation that is differentiating our success. >> the younger, more affluent pet owners, really get.

they are smart, they can compare. they go on -- they understand the kind of stuff that you are doing. >> majority of pet owners today are young and affluent. they see their pets as important members of the family. therefore, they want to give them the best care. we can bring products such as antibodies on the market in a self-pay market. it has been phenomenal. >> i am a cat person too. getting a lot more mentions than i ever thought. why don't you tell people why you are weighing that into your discussion? it is really important. >> growing 142%. really, it has to do with launching a product that is safe. it is really transforming osteoarthritis for dogs across the world. looking for pet owners, it grew 60% in the quarter. we are really proud of these products. most importantly, the impact on animals and families that are able to take a walk.

>> are you supposed to ask -- ask for them when you bring your pet around? >> you should always ask for them. we are proud of the penetration we have been able to get. >> okay, good. >> zoetis, 80% penetration right now in pet clinics. we are really -- >> we are using this trio. i assume it is doing really well. 19% growth? >> when you look at this imperative franchise overall, 21 and 20 per two -- 22% growth. as we talk about it, we are still able to deliver more than double digit growth. 22% growth in a franchise that has existed for many years. it is chewable, easy to use, and we are continuing to grow that market. we are excited, to your point in the future growth, 37% of puppies are going -- once you start a product, you are likely

never going to stop that one. >> again, something that i think if you are a pet owner, you are quite familiar with. there are potential competitors for the first time. they expect approval in september. i know that this fear of someone coming in, drove the stock down. this is from the reaction. >> as you look at the performance, in the second quarter, we have 18% growth. this has been on the market for 11 years. i think we had two opportunities there. we continue to drive compliance, but we also can grow the market. there are still 11 million dogs in the u.s. that can still go on in important dermatology treatments. >> what are these people doing right now with their dogs? are they just letting them suffer? >> 8 million people have a dog that has a dermatology condition. they could be using shampoos,

-- >> i'm looking at apple too. >> they are looking at steroids. looking at the side effects, we think this can make such a difference in their lives. >> i want to know a couple of things. we lost a dog to bloat. is there any chance you would look at that? >> not one of our core areas right now. >> we have niche. we care so much about them. any digestive that you are working on? >> in the broad category of diet he sees diabetes and obesity. >> that is what i care about. you are working on that. can we ever find things that would vaccinate our dog? i don't want to call him dumb, but that would me -- beaming. he likes m&ms and resonance. these kill him. anyway that we can immunize these thoughts from doing some of these things? >> the same way that kids will be kids, puppies will be

puppies. i could immunize for a lot of things. >> i'm putting it on my wish list. >> when it feeds itself, it is the problem. >> ceo of zoetis. this has been the stock recommended ever since. we feel very strongly now that it is going to be higher. mad money, his back. -- is back.

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[ inaudible ]. and then the lightning round is over. are you ready? let's go to roy, in beverly. >> hey there. i love fills. >> i'm looking at the element for kids. [ inaudible ]. >> no, come on. were you there the day i was suspended falsely? i'm sorry. >> [ inaudible ]. >> preston road. what have we got? >> mueller industries. >> i remember coming out of the backup steel company. it is a fantastic company. never gets its due. it copper products, buy.

of course, the guy from preston road. is penciled into the roof. they would stick, and i blame it on doug. let's go to trey, in texas. >> i had to pause on my oven mitts they are burning hot. >> that thing is a joke or not. -- juggernaut. >> boo ya, to you. >> i have red hair. at least when i was younger. what was that all about? >> let me talk to i don't know who to talk to anymore. go ahead. >> we have a lot of conflicts from all over the world. ukraine, to the middle east. what you think about the investor reach company called lockheed martin? >> i think you buy lockheed martin. i think you have the trust.

i think you have a winner. let's go to j in connecticut. >> good to see you from westport. >> i had a summer house in westport once. it was so much fun. free beach that i used to go to. it wasn't bad. what is happening? >> sherwood park. >> that was it. >> without beer. that is french. what else? >> i have a big -- been a big follower of yours. i met you through a mutual acquaintance. i'm not going to name drop. you have a busy schedule and a lot of people calling in. here's the question. you became very constructive. >> i have to be. down here. never been a good idea. i just find that batting --

betting, it is going to be a loser stock. >> nick peterson, calling in from kansas city. >> i forgot that. that is true. do you think arthurs is overplayed? go to another place. maybe too much. there we go. what do you have for me? what you have for me? >> just wanting to hear your thoughts on quality. they have great, strategic partnerships. >> this thing is bothering me. it keeps going lower. other companies in the same industry of vulnerability management are doing well. let's find out. is there something wrong here with qualities? i'm going down with my research team, and figuring out what to do. let's go to ronald in california. >> hey there jim, how are you and your family doing? >> my family is doing okay. thank you for asking.

maybe a little party. how about you? >> first time grandfather, recently. things are great. >> lucky dog. good for you. >> looking at the money that i make, from your advice. >> thank you. >> anyway, i am interested in a smaller version of united rentals. it has missed the last two quarters. they have a long string of making estimates. only cells at 10, and starts at 2.5% dividends. >> i like that. this is a many uni. i would be a buyer of it. how about brad? >> boo ya, jim. >> boo ya. >> thank you so much for taking my call. i'm getting older and starting to think a lot about dividends.

i have been really liking dollop edt. >> it is okay. i don't really know what they own. one of those middle-market up plays. i tell people to avoid them for as long as this show has been on. i have been very right. not going to deviate. let's go to jonathan in my home state of pennsylvania. jonathan? >> boo ya. former pennsylvania native, how are you doing? >> we have a lot of suburban one people here. i can't believe it. i think i will be cancel rock when i was there. what is up? >> castle rock alumni. good man. this morning, to the club, you gave a great example about how that was reporting in the news. i am struggling to figure out the audible -- automobile industry. would love to hear what you would be looking for, in the stock of warner. thank you. >> thank you for mentioning

that. i decided to take on someone. you never take on the press, that i have had it. they need a fed rate cut. this is until then. i am sorry. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, election time means plenty of noise. cramer, zeros in on the signal, next.

finally, someone broke the silence. finally, top dog at a company, admitted the obvious.

would not be the same under donald trump then it would be under vice president kamala harris. they are afraid to admit that this would change the way they have done anything. i'm not trying to look at the politics. wow. they talk about long-term. everything new term is pretty much in development. they don't even acknowledge the election. the president coo of blackstone, is a secure enough that he is willing to go there. doing well on republicans and democrats. not as dramatic as it shifts in developing markets from the portfolios. the legal droptop -- backdrop -- looking at hungers -- congress at the same party. nevertheless, jonathan gray, liquefied, natural gas can get a lift if donald trump wins. i know this seems obvious and not perfect. ceo of blackstone with $1 trillion in management says it

is worth investing in, he is making more than just a statement. he's assessing the risk of inflation problems and the reflation reduction act that can be changed. -- parties the power. this is something i have heard from very few xecutives. making waves by discussing this stuff. they have a significant input from the stock market. i try to input that into every stock. we only have one name that i am worried about. this is more than the investing club meeting tomorrow. i want to sure up any investment that will get whacked in november. jonathan gray, a truly fantastic investor, had this to say for our audience. take a look. >> what i worry about as investors, they worry so much on the noise of the election, and it is those big megatrends that we are talking about. what is happening in digital? what is happening in life sciences? what is happening in real estate? that i think is the long-term thing to focus on. >> megatrends like the data

center. guarantees regardless who is president. we have a huge number of data centers through cts. they acquired this three years ago. more businesses they finance, called core weed. this called as the season started as a crypto miner. creating high-powered clusters, whose computing power can be leased to others. business is incredibly robust. by the way, that is a great sign for -- the future, and increasing today. there are very few things that president donald trump and president joe biden, agree on. blocking the murder, that can be the same from cliffs, the same as a lowball business. we are close enough to the election that you should probably avoid trying to bet on either outcome. the donald trump and kamala harris administrations can play off quite differently from the stock market. for the moment, that is all noise. rather than searching for

donald trump or kamala harris stocks, take focus on big themes that are going that way. be sure that you know whether you are buying the stock of a company that feeds into the public trough, because you'd don't know which trough they will in the end, pull away. i would like to say this as always, finding solutions just for you here on mad money. i am cramer. see you tomorrow. or f each other for a deal. this is "shark tank." ♪♪ who believes she has a new and improved version of a ubiquitous product. ♪♪♪ hi, sharks.