that looks interesting down here >> spooky music. we should let the music play a little bit just sit here in silence >> let the music play, shannon, i think was the name of the artist >> awful >> guy >> let's do this quickly >> thank you all very much thank you. 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 save you a little money my job is not just to entertain but explain days like today. so call me at 1-800-743-cnbc tweet me @jimcramer. people have it all wrong on wall street we celebrate halloween by saying trick and then treat the trick is what happens when

great companies report their earnings the treat is the payoff for sticking with their stocks even when everyone else panics. because there's some part of their earning statement that doesn't please a small group of hedge funds who take action on anything, even things that don't matter i know markets can be opaque, especially on sessions like this the last day of what should have been a turbulent month dow lost 378 points. s&p plunged. nasdaq plummeted 2.76% for example, for example, some money managers are dumfounded when a very good company reports a very good quarter but then issues a very conservative forecast they believe this management's truly worried about the future so they get scared the trick and then they sell and they miss -- >> sell sell sell! >> -- the treat. >> that was easy >> it's almost as if they believe that the candied apples we used to get when we were younger -- they were given by the tuckers in my neighborhood,

can't miss that house. will turn out to be razor blades in them. it's insane how frightened shareholders can get by the way, you can see their footsteps of those who lack fortitude simply by examining the charts they're the ones that cause the dips and those dips give you a chance to buy high-quality stocks at a discount and that's a chance you can't afford to miss in this market. on days like today did you hear anyone else say that did you ever hear anyone say let the sellers have their way today but you can start buying tomorrow it's kind of my mantra let's go over some pertinent examples so you know what the heck i'm talking about microsoft. last night they reported and the earnings look terrific even as i warned you not to touch it until we heard from amy hood the implacable cfo who game the keeper of the forecast more than ten years ago. microsoft has a calibrated reporting game plan. they start the call later than almost every other company, 5:00 p.m., then the heart of the call amy tells you the numbers and she gives you the forecast

more than ten years she's done this, probably 40 calls. you never know what the future holds until you listen to what amy says about the forecast. yet people are always eager to trade off something, any meaningless initial headlines rather than waiting to hear the full story that's what they did last night amy talked about how one of microsoft's key divisions their azure cloud infrastructure business had so much demand that they couldn't meet all of it, meaning azure couldn't make as much money as they would have liked. that led to a bit of a guide down the current quarter although amy says the company will make up the difference and then some in the back half of the fiscal year. meaning the first half of calendar 2025. and of course that sent the stock down, all those people who bought it up look like idiots. and they are they're what i call jamokes. this quarter could be light not great but given this is a $68 billion business i'm not sweating the program for as long as i've known amy hood and that's probably about three decades she's been conservative in giving outlooks. that's her nature. it's a big reason why she's so great at her job she never overpromises she's more than likely to dwloifr on her projections if you look at her body of work

that's what she has done over and over and over again. incredible track record. but traders don't look at a body of work for heaven's sake. they don't know amy from adam. drives me crazy. so of course the stock which is only up 8% for the year now gets clobbered fell 6% today. in fairness that move makes sense if you don't know amy hood who's one of the most exacting cfos i've ever met if you do know her, though, this pullback is ridiculous, facetious, fatuous and lacking in any sort of rigor yet this sell-off, ladies and gents, is a classic example of missing the forest for the trees. the azure guidedown is a tree. maybe one of the trees like the weeping willow in a froeft of -- and microsoft is is king of the forest. it comes from its execution of its grand strategy to dominate the enterprise's use of artificial intelligence. so far it's been a stunning success. i should add 70% of the fortune 500 uses microsoft 365 co-pilot. that's the forest. there was a lot of woe is me about how much microsoft's

spending to come up with an alleged shortfall. false narrative. in a time when they're gunning for any dominant tech company even though that dominance comes with a tremendous cost with potential for other failure microsoft can't say what it's trying to accomplish straight out. i can do it for them they will have total dominance of ai in the enterprise market a remashable feat and they did tonl about a year's time you may want to say that's not worth anything and lock in some gains. i say fine good thing but i say let it ride. that's what we're doing for the charitable trust they spend a lot of money at stake on it. i don't mind that either how about meta another that one got clubbed today. 4% down. here's a company that has 3.2 billion daily users. and that's a lot of the planet, isn't it can you imagine the advertising program they can work with the user base the targeting the precision the return on investment i think everyone's underestimating their ability to dominate the digital advertising market meta's seeing rapid adoption of its ai wares including the -- i

like them, the ai-filled ray-bans most important 500 million people use meta's ai platform and mark zuckerberg says it will be the largest of the generative ai plafrmgz by year end. meta ai is spectacular if you haven't used it it's smart, it's funny. you can devour video that's a clear sign nvidia's jensen huang is at work here in a year where the government wants to stamp out corporate dominance feen that comes at the expense of our amusement and our intelligence zuckerberg can't simply crow that we own the consumer don't come near us because we will outspending all that does is give you a one-way ticket to the justice department for a beating by the figurative rubber hose of antitrust. dominance. dominance, whether it be in the enterprise or consumer, costs a lot. but it's good to be the king speaking of internet royalty, amazon reported a strong quarter after the close. sizable revenue beat paired with a monster earnings beat. even though the revenue forecast for the current quarter fell short of expectations. i'm sure someone will freak out

about that their operating income guidance was excellent because they've been very disciplined about controlling expenses till the stock caught fire in after hours spending amazon is spending like mad. why? because they want to dominate retail whether it be prime with advertising. along with that dominance comes the most lucrative cloud business as for apple there's been so much doom and gloom. >> sell sell sell! >> oh, geez. wow. i mean, really they we were told so many times the iphone 16 was dead on arrival. we knew there would be a guide down and they gave us a guide down. even as i say own it don't trade it i recognize the consensus going in for next quarter 6.8% growth was not going to be met i told you this repeatedly repeatedly i told you that it was wei too high. i told you that. i said the stock would go down apple's looking for low to mid single digit growth now. it's exactly as i said but to me apple's a changing story. it's going to be less about the release of iphone and more about the software i think the word of mouth on each new phone -- each new piece

of apple intelligence software, each new update will spur growth i'm glad the guide down is out of the way so we can concentrate on what i aterrific company apple really is. by the way, that matters too who would have thought it? here's the bottom line don't let the action trick you into selling stocks of great companies that when you do the homework are actually doing very well these are the dominant companies. ultimately you sell them at your own peril. brian. >> caller: admiral permission to come aboard stock ship cramerica >> man, welcome aboard, chief. what's happening >> caller: well, i have a stock i confess i've traded in and out of this stock in the past to good effect. one year ago there was a relatively big pullback and i bought some shares intending to hold them. but then a few months they were up about over 40% but recently they've given back about half of that gain. jim, this is a company you've mentioned several times on air but do not hold it in the trust

portfolio. should i continue to hold or revert to trading this as a trade? it's mckesson. >> what can i tell you they're a middle man they'll tell you they have expertise, blah, blah, blah. i will tell you this, they coin money. the stock's been going down. remember it is an election year. people don't like these companies. as soon as the election -- when is it over next week or something i'm like here for four days. i have a cot i don't care but you know what? after the election the stock's going to go up let's go to trey in texas. trey >> caller: jim, i do know you've liked wingstop for a long time but i recently had to part ways with my shares no matter how delicious the buy you barbecue is it's difficult to justify chicken wings 120 times. therefore i've taken my capital and my appetite over to chili's and jim i think i speak on behalf of all my babe byi back bulls when i say we love having the legendary ceo kevin hockman at the head of brinker international. what a rally

will it continue >> there were two downgrades today. i've been thinking a lot about wingstop here's my problem. i follow about 1,000 companies steel actually-i follow about 4,000 companies because i don't sleep well it's been a problem all my life. and one of the things that does matter -- this may be, it could be something, a quirk in my brain, but i care about earnings per share and earnings per share are awful. there's nothing i can do about it i want not to think about it i go to bed and i think about earnings per share and that's my problem. not theirs because they don't worry about it lucky them let's go to mark in pennsylvania mark >> caller: big boo-yah to you, jim cramer and happy halloween. >> oh, man i'm playing myself >> long-time listener. >> i'm going as myself there's a really good twitter or x or whatever he calls it, richest man in the world, about me putting on a little makeup in the show if anyone wants to watch. it's a good tweet. thank you, dylan thank you, heather heather two shout-outs in one

day. what's going on? >> caller: i have a question for you about ccj before they announce earnings. i'm curious if it's a good time to buy >> i talked about this a lot with ben stoto if it has to do with uranium, i give up. just go buy it i don't care anymore and wingstop, i'm sorry i went off on you i like their wings i just thought that the eps thing should have matter more to you because it sure as heck mattered to me remember, it's not trick or treat on wall street it's the trick and then the treat. the trick is when the stock sinks after earnings because people don't know what to do the hedge fund guys they don't flow what they're doing. that's fine. i did it myself. but the treat comes when you stick with it after everyone else is picked then you pick it up and buy. okay i know who wingstop is they're sam gerard from the fugitive. earnings per share i don't care on "mad money" tonight industrial gas company lindy crossed the tape today with their earnings beat but is

lowered guidance cause for concern? then the maker of sense dyne and flow nais. what a winner it's been. let's check back with the ceo. clorox's top brass join meg. i can't believe they can come back after that hack but they came back stronger than ever so stay with -- >> the house of pleasure >> -- cramer ♪ >> announcer: don't miss a second of "mad money." follow @jimcramer on x have a question? tweet cramer hashtag madmentions. send jim an e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc miss setngomhi head to madmoney.cnbc.com.

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it's our son, he is always up in our business. it's the verizon 5g home internet i got us. oh... he used to be a competitive gamer but with the higher lag, he can't keep up with his squad. so now we're his “squad”. what are kevin's plans for the fall? he's going to college. out of state, yeah. -yeah in the fall. change of plans, i've decided to stay local. oh excellent! oh that's great! why would i ever leave this? -aw! we will do anything to get him gaming again. you and kevin need to fix this internet situation. heard my name! i swear to god, kevin! -we told you to wait in the car. everyone in my old squad has xfinity. less lag, better gaming! i'm gonna need to charge you for three people.

this morning we got results from lindy it's a major industrial gas play we own for our charitable trust-v done for ages we've owned it because it's such a consistent operator. sure enough this time the company reported right down the milled of the fairway quarter, small omt top and bottom line beats as well as excellent growth in its backlog. it's out over 10 billion unfortunately linde also trimmed its full year outlook which is why the stock went down. what do we do with this? at the end of the day linde is a best a cyclical company and right now they're forecasting the economy won't improve that much in the near term but think about this if the federal reserve hits the gas rates come down around the world. this company is a worldwide company. it will do a heck of a lot better let's take a closer look with sanjiv lamba ceo of linde to get more context on the company and where its numbers are headed welcome back to "mad money." >> thank you, jim. pleasure to be back. >> i talk about your company

people say jim, what is an industrial gas what's the deal? are all these things the same? we have had jim fitterling for dow. he's involved with a project in canada with you. maybe if you explain that to people they'll understand what an industrial gas company can do >> that's a brilliant way to start, jim let me start off by saying the headline over here is we've got a backlog of 10 billion. a backlog is where we've got a contracted project but guaranteed returns that are going to happen in the next three to four years and ramp up. why do i say the backlog of 10 billion? because two-plus billion out of that is for the project with dow in fort saskatchewan this is a big facility jim is doing a really tremendous job of decarbonization they're looking at releasing scope one and two emissions at their alberta complex because we're going to supply them the low carbon lied jen of blue hydrogen for that complex. so what we do in industrial gases is build a plant, manufacture in this case hydrogen, capture the c.o. to make sure it's clean hydrogen. low carbon hydrogen.

and supply it to make sure their emissions come down. that's one example obviously there are many other areas where we provide gases as well >> i flow you and your predecessor told me, steve angel, you would never do a project with hydrogen unless you made money, that they are not dreamers at linde, they're practical people >> i'm so glad you said that, jim. for us there are a few things that need to happen first to do a project. now, look. two-plus billion dollars, that's a big investment we need to make sure we have a good counterparty. dow is an exceptionally good counter party. obviously, canada and alberta in particular, great region to invest but most importantly we need an agreement from dow and other customers to make sure that we underwrite the big investment we make that's how we make money and that was the point steve angel would have said to you >> yes, i think he definitely would. i do want to talk about the quarter. the quarter was good but the guidance failed to wow and what i told people, jeff marks and i, because we sent bulletins out. we said we've seen this movie

before, this company can triumph in any environment but if interest rates do come down you're going to triumph no matter what. >> i'll say two things over here one, we are very resilient, jim. and you've seen this over and over again you've seen this movie before. the essence over here is we are seeing potentially an economic contraction. industrial activity is down. industrial demand is down. we're reflecting that in our guidance we are conservative as you know well that's refbted in our guidance for q4 our view is with a bit of economic contraction we will actually hit the range we've given, which means we get to about 10-plus percent eps growth for the full year with fx skpluded with a little tailwind and the example i give to illustrate this point is 2021 we have the recovery from covid. we were up 6, 7% volume. eps growth 30% a little bit of tailwind from industrials. a little bit of tailwind from economic activity generally, you will see a multiplier effect in our stock. that's who we are.

>> people have to understand you're an international company. when i say international, like i will look to korea for you i'll look to china but i want to know what you're doing. this is not an american company that does business overseas. >> the u.s. is a very important market for you 40% of sales come out of the u.s. or the americas in particular north america. but we're in 80 countries. and one of the benefits we have is coverage of geographies gives us diversification hence the resilience the other thing that helps the resilience is the fact our contracts are structured in a way we pass the risk on to our customers to a large extent. whether it's -- changes we call the pass-through or indeed we have minimum takeoff pay or a monthly facility fee which guarantees cash flows when we make those flichlts come through. geography, diversified end markets and a good contractual structure, that's the magic. >> one of the things people have to understand, we did cover the cyclical part, but health care's giant for you and all that does is go like this.

>> we expect low to mid single-digit growth in health care consistently. it is as you said, the demographics work for us obviously the health care offerings we have are -- we are a gas company after all. we try to manage that. we have more than 2 million customers worldwide we serve at home and we have a number of hospitals worldwide that we serve as well. again, the resiliency coming through what is a very steady growth market for us >> now, i also want people to understand that there is a beverage component because honestly, every time -- i recommend your stock all the time what are you talking about beverage i said, well, it's not just carbonated soda. it's bigger than that. >> correct so food's a big market for us. it's a very resilient market as well because everyone is looking for growth in food people want convenience. they want different flavors. and obviously they want a good drink. so between all of those we play in every aspect of that. co2, every time you grab a beer obviously it's carbonated.

hopefully our co2, which makes it better. if you have a poapsti or a coke, we're agnostic to either but obviously the co2 we provide is to both of them in addition to carbonated beverages including for a lot of wine as you know, we provide modified atmosphere packaging, which essentially means we're able to hold on to the shelf life of those projects for a longer period of time. that's another play. and of course sitting in all of that is numerous new freezing and chilling applications we do between mcdonald's -- chill 2 billion freezers a year. that's a big number. all of that is where food and beverage really is for us. >> just to go back to full circle on the environment there are many companies that need you and can't really -- companies we would maybe be critical of that are turning to you really for advice about you how to decarbonize. correct? isn't that a major part of your business >> jim, you've said in the past as well we are a big player in decarbonization. that's true. one, we have the products that help decarbonize two, we have the expertise that

helps companies decarbonize. it could be a small glass player these are small players but they're looking to reduce emissions in their furnace we can do oxy fuel which helps reduce furnace or indeed we can do carbon capture sequestration if it's a steel company. or blue hydrogen or low carbon hydrogen and reduce emissions the at the input stage all of those factors come into play when we're advising people to decarbonize >> i'm glad we started with dow and what you're doing because that is the future if we don't do that we all know what happens to the environment. >> absolutely. >> left, right, you should feel that way anyway, that is sanjiv lamba, ceo of linde please read our note the note on linde is like all of rest of them we tell you to buy it. "mad money's" back after the break. >> announcer: come up, haleon's brands might anybody your medicine cabinet but should the stock hold a place in your portfolio? cramer sits down with the ceo after earnings next

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a little over two years ago glaxosmithkline spun off its consumer health division, haleon even though it has a lot of space in the drugstore, advil, centrum, emergency, theraflu, took too soon. flonase. don't worry. i'm not sick the stock stalled out in the end of 2022 and did nothing until this summer. wow, lately it seems to be finding its footing. it's roared higher for the past few months earlier today the company reported a quarter that can only be described as good but maybe not good enough. how do we judge this quarter is this just a case where the expectations got ahead of themselves maybe there's a currency issue should we be concerned let's check in with brian mcnamara, the ceo of haleon, to get a better sense of what's happening. mr. mcnamara, welcome back to "mad money." >> good to be here >> last time you told us it's about to roll. it's about to go there

what were the leaders that made it so people who watched the show last time made so much money? >> we're two years in as you've said i think we've consistently delivered above market organic sales growth underpinned by the categories we're in and obviously the brand portfolio which you mentioned. sensodyne, tums, advil, these are brands loved by consumers in homes everywhere when we listened we had a couple challenges one was we were quite high levered. four times leverage. we got that down below three by this summer. and while doing that we returned about a billion and a half pounds to shareholders in stock buybacks and dividends the second was we had a big overhang with 45% of our ownership in gsk and pfizer. gsk's completely out pfizer's down to 15% as that happened we saw a real shift in our shareholder base going to more long-term consumer staple shareholders. i think it's the consistent track record of delivery and some of those overhangs that are now gone has really helped unlock the value of the stock. >> on the quarter just reported

i saw something thief not seen in a long time, which is a concern to back out of a pound versus a dollar. i think it created some mystery let's call it mystery because people aren't used to seeing anything other than dollar weak dollar strong. it's a little convolute skpid think it may have hurt the perception of how you really did this quarter >> yeah. if you step back on sales growth, organic sales growth, 6.1% 3.1% pricing 2.8% volume. volume growth like that is very important in this particular market and we're sele resilience in our categories. organic operating margin our operating margin was 23% up 30 basis points organically but we had a headwind of 120 basis points and it was due to the pound strengthening to the dollar and other currencies so you know, it's hard to manage to fx and you can't. so the underlying business is really strong but we did see a currency headwind. and you know, we've given guidance on the full year of what that currency headwind is going to be and we expect it to be in line with the guidance

>> excellent because i'd hate that stuff to get in the way of people buying a company that makes brands they love now, i don't have anyone in the whole panoply of companies i follow that is doing well in china except for you how is that possible >> yeah, so our china business is fantastic and in the quarter you probably saw we had double-digit growth >> i don't know how you did it >> the thing about china is we're in great categories that matter matter to consumers. we have a great brand portfolio. so we have brands like fenbid, which is the advil of china, and contact. we have an oral health business and a very big vitamin mineral supplement business. we're seeing strong demand, strong growth in china we're quite optimistic about the future there. >> wow that is terrific now, i know you actually got bigger in china. you've changed your structure. and it seems very positive for shareholders >> yeah. we bought out the -- we're in the process of buying out our jv partner in china on november 22nd that deal will close and we'll only 88% with the option to buy the additional 12

that's eps accretive for our business we've been running that business but we've had a jv partner for 30-some-odd years and now is just the time for us to take complete control of the business >> that's great. one of the things -- i was out with a major consumer products company. i like to go out with them a lot. i hope we get together it's a lot to learn all your -- >> absolutely. >> and they indicated somewhat of a bit of a jealousy in that products you take, not drugs, products you take that are heavily recommended by doctors. not fda. you're not doing any of that but my dentist recommends this my e.n.t. recommends this. my regular -- my physician recommends this. now, these are -- of course unfortunately i take too many of these. everyone in the office knows but you happen to have the brands that are unique and that they're close enough they get recommended by doctors but it's all organic it's 100% organic. >> some of that is organic some of that is us if you think about sensodyne, this is sensodyne clinical white.

what's interesting, jim, if you look at the toothpaste category the last few years, whitening has been a huge growth driver but whitening toothpastes in general are harsh on enamel. >> i know. >> and not good for sensitivity. so we developed a product that will clinically proven to whiten your teeth by two shades and still give you sensitivity protection as sensodyne. the dental recommendation on that is huge and that's actually part of our motto. we do detail dentists all over the world to get that recommendation and a plot of the other stuff you're talking about is horngic. it's doctors probably use the products on their own and they recommend them to their -- >> i would switch. i told you before we started filming sensodyne, i had the problem. i had the enamel and my dentist gives me a free -- a good bill of health. the last thing i saw was you are heavy in the nfl i wanted to know whether nfl also amazon or nfl just on the big national games but that -- has it been good for you? >> yeah. we advertise on the nfl. we have a new product launch we just advertised recently there

yeah, listen, a lot of our targeted audience is watching nfl games. we want to be where our audience is and be able to make sure they understand the benefits of the products we offer. >> well, look, i've got to tell you, i love it when i see a guest who comes in with the house-old brands that don't have high risk but because you're doing above-average numbers, good numbers in china, and are a good steward of the brands you make money for people. i want to thank brian mcnamara he's the ceo of haleon thank you so much for coming on. >> great to talk to you. >> "mad money" back in a moment. >> announcer: coming up, clorox can help clean up your halloween messes can it help your portfolio clean up on the street stick with cramer.

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a string of cyberattacks disrupted businesses all over america including clorox the stock sold off hard the hack disrupted theavailability of their products at one point sinking below $115 last november that turned out to be a great buying opportunity the stock has rebounded to 156 at yesterday's close and clorox tacked on another couple bucks today after the company reported a spectacular quarter last night. they delivered substantial revenue beat 31% organ-inning revenue growth although some of that's because they're up against easy comparisons still didn't matter. gross margin color obs earned $1.86 per share wall street only looking for $1.39 raised their full year earnings forecast stock gained 1.3% the only thing keeping a lid on clorox is the old hedge fund playbook which says stocks like this one rarely whin the fed's cutting rates but with yonld bond yields steadily on the rise maybe we need to forget the playbook for a bit let's dig in deeper with linda

rendle ceo of clorox welcome back to "mad money." >> thanks for having me. >> congratulations it was an incredibly strong quarter. what people need to realize as you say in your call is not only did you get things back from precyber levels but you saw growth in almost every one of your categories and it's important to note that the growth came before we began lapping the cyber disruption that's what i care about how were you able to turn the jets on all these brands particularly after some of theme really were held in abeyance because of the hack? >> it's a great point, jim we had strong momentum heading into the fiscal year despite the fact we had an easy comp due to being out of stock last year we entered the fiscal year with strong operational momentum. we had fully restored distribution we had full qi restored supply and most of our market share and the great news is this quarter we continued that progress is got back to our overall market share we were precyber this is due to the fact we're investing in you are o'brands through advertising and sales promotion and ensuring we have a great innovation plan. >> i think it's important to point out you came on immediately in the hack, you never hid, you never ducked. but i had no idea how bad it

really was when you stop and you're on amazon, for instance, they turn on you the fresh step situation, what a disruption let's use that one as an example of how bad this really was >> yeah, jim we were operating in a manual mode for nearly two months and we had to have each one of our customers who we're incredible grateful for create separate individual manual processes in order for us to get them product so we we lost about a third of our distribution and market share during that time and we had to rebuild that. given the strength of our brands they offer superior value and the fact we were laser focused on getting our fundamentals in place we rebounded cat litter's a great example of that the job's not done we've nearly recovered all the share we lost but we have more work to do in that category. >> you were still able to introduce some exciting new products sentiva lavender jasmine bleach plant-based clorox eco cleaning disinfectant wipes

which is have important because people feel they never dissolve and that's not true. how were you able to introduce it when you were two months off because of the cyber attack? >> one of the first things we did as a team is we divided and conquered during that time we focused the people who needed to recover our distribution and our operations on one side and we had a group of resources to focus on innovation with the mandate we would launch innovation coming into the back half and in fiscal year 25 and we were able to do that and last year we launched innovation on every one of our major brands. >> how are you the top selling brand on prime day for consumer items with glad trash bags how did that happen? >> it's a darn good trash bag, jim. >> we use it i know >> but also we focus on the fundamentals we've been partnering with amazon for a long time we have strong capabilities in that space and that's a great example of a category consumers want ease for. and they love to have it on subscription they love to have it delivered and glad's a great example of where e-commerce can work

extremely well for our business. >> each product has its own issues burt's bees was hurt by the hack pretty badly that's a cult brand. how were you able to reignite the cult >> for burt's bees in particular you know that we had a very strong holiday business for burt's bees. unfortunately the cyber attack happened in august which impacted our ability to deliver holiday. so just like we did for every brand we focused on getting distribution back. we focused on ensuring we had the right marketing plans, new innovation in that business, and we were getting ready for a very strong holiday season coming up here in a couple months. >> what is the discussion like, without naming any particular retailers, including one giant one online, when you tell them look, i don't know whether we'll be able to deliver product do they say get out we've got another company that has product that's equal to yours? >> when you have leading number one and two share brands you're in a really strong position. and i could not be more grateful

for each and every one of our retailers. i can't say enough about what they did to support us during that time. they went out of their way to build manual processes because our brands matter to their shoppers and i think our partnerships are stronger than ever coming out of this >> you had to bite the bullet on vitamins tell me what that was like you spent almost -- your company, not you your company spent almost a billion dollars on this. sometimes it's hard to come in and take the hit but you did it you felt like you had to >> you know, jim, we're focused on being a stronger more resilient company that delivers good profitable growth over time and vitamins, minerals and supplements justwas not delivering on the growth we had expected it to so we looked at our portfolio and said this was the right decision along with selling our business in argentina. it was a similar decision. and this is going to be a credo from both a sales and margin perspective going forward. it was the right thing to do for our shareholders, right thing to do for the company >> when procter got rid of argentina of course it was a bad hit and ever since then not only

did no one ever think about it but the nkz changed to the positive i know it's not as big for you as it was for the mosaic as it was for procter but it's going to be good going forward >> it's very positive. we're happy we were able to get that done and we think both businesses are with the right owners >> you are in a game of inches with other companies you're number one or number two. but is there ever any way to leapfrog, just say listen, we're going to come in and make it so we're number one in a category by buying someone? a private company can do that. i saw mars buy kelanova. they can do it then we were worried about levering up. is there something out there you can be boom number one can you make burt's number one >> i think first and foremost our core is the most important thing we do. we need to make sure we're investing in our brands, we're giving consumers superior experiences based on great innovation, and those in itself can be leapfrogs if you get the consumer right but there's opportunities out there starting to see the deal

market heat up a bit and we're looking for that next growth opportunity that could either be focused on the core or could take us beyond in a category we feel has great trends. >> well, look, that's a good way to leave things. again, congratulations i didn't know what sheer hell it must have been holy cow, i thought it was bad i had no idea. did you ever leave the office? were you at the office for just wee weeks with a cot in your office? >> we were pretty much working 24/7, jim. so it's nice to get a couple of hours of sleep now >> you came out the other side real good. that's linda rendle, chair and ceo of clorox, who is a real trooper. great to see you thank you. >> great to see you. >> "mad money's" back after the break. >> announcer: coming up, lightning doesn't just strike twice in cramerica >> boo-yah, jimmy chill. >> boo-yah >> boo-yah >> boo-yah >> thanks for taking my call >> it strikes every day. cramer's back in a flash with your questions next

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it is time it's time for the "lightning round" on cramer's"mad money." buy buy buy sell sell sell -- play until this sound. and then the "lightning round" is over. are you ready skee-daddy time for the "lightning round" on cramer's -- let's start with george in arizona. george >> caller: big old boogie woogie boo-yah, jim, from the valley of the chips out here in arizona. >> give that man a three-year exterm extension. how can i help >> caller: i'm looking at a stock that reminds me of you ultra clean technology >> i shower in the morning and at night i don't flow what that's got to do with it the semiconductor stocks are so

hated i have to urge you to buy a regular semiconductor right now because they're being put for sale -- go buy broadcom. avgo you'll like it more than ultra old space. just like my grandfather right after it let's go to tom in new york. tom! >> caller: jim, happy halloween. b booooo-ya. >> very good boo-yah oh, award. ♪ hallelujah ♪ >> caller: jim, my question for you tonight, considering the current situation at boeing and the idea that i don't think that they will have any new planes coming out in any numbers anytime soon, should that not benefit ge aerospace >> totally you're absolutely right. because it is an after market repair and -- you have horse sense my friend. it's exactly what makes -- you have to have planes last longer

and that means more ge business. and anyway, larry culp there anyway let me just through in ge vernova which is on fire doing a fantastic job. you know what, how about a three-fer? ge health care all three are good three ges. that's happy halloween let's go to matt in washington >> caller: boo-yah, jim. >> booo-ya same riot back at you what's up? >> caller: i recently retired after 30 years with the best medical device company in the world, stryker >> they're really good you're right striker's a really good company. i have been recommending stryker a very long time it's just one of those companies you want to own it i have to say this and forget about it because that's how good it is. congratulations on a long career there. let's go to jay in nevada, please, jay. >> caller: boo-yah, jim bo >> what's up >> caller: first time, long time, club member, blah, blah,

blah i was looking for some mid-cap exposure and this company with a large position in several etfs i looked at. what are your thoughts on lanceius holdings? >> it's a great place to be. particularly with all the things being done with ai i'm going to throw in another. medtronic. i like jeff. he think he's doing a terrific job. let's go to sam in massachusetts. >> caller: i may be calling in from massachusetts today but here's a company i discovered in my hometown of bryn mawr >> it's a great company. i used to recommend it literally in the '80s and '90s way different name that is a terrific stock and bryn mawr, my mom used to say one day, jimmy, maybe you'll live in bryn mawr. and my father said no way. let's go to bill in massachusetts. bill >> caller: hey, jim bo i was thinking about initiating

a position in carver it seemed to pull back 5%. what do you think, my friend >> i think you're right. two other people in our oflgs were eating cava it looks so good new cava what's a new cava? they've got something in it. i don't know i like cava very -- oh, no, i know what it is. they get an a. they had a c and now they're an a. yes! cava and that ladies and gentlemen is the conclusion of the "lightning round. >> announcer: the "lightning round" is sponsored by charles schwab starbucks shares have given investors a fright cramer's sharing if the toil and trouble is behind the coffee chain. next

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why am i so confident that

bryan nichol the new ceo of starbucks can turn around this once great coffee shop because he gets it, that's why as he said on the call last night i'm going to quote here, we have to make it easier for our customers to get a cup of coffee end quote. with that simple declarative statement he has start the process of fixing starbucks which he admits had a, quote, very disappointing end quote quarter. it's so refreshing to hear the truth. starbucks is really run down it's turned off its customers. yogi berra situation nobody goes there anymore, it's too crowded. but it's not broken. starbucks can be brought back to life if it returns to its roots. the roots have made it very easy to get a real good cup of coffee it's rare you see something like this in corporate america. a big brand falls on hard times and the board has the% picasty to pick the right person chipotle another brand that needed to be resuscitated with his management last night he put on a clinic that can be used in any manager

any ceo in any industry anywhere to change the culture and resurrect a business that can shrink into oblivion just drift if left to its own devices what's his plan? first he's setting a goal of delivering every cup in four minutes. something he said was doable because before mobile and myriad tofrgz only took 2 1/2 minutes to get a cup of coffee in starbucks. frankly i was shocked the company before him had no metrics, no aspirational goals, no plan to figure out how it was doing in the most important issue face anything quick service establishment in these days, through putt almost every time brian came on "mad money" when he was at chipotle he talked it about through-put. because wait times need to be cut relentlessly if you want your customers to keep coming bac. i often joke through putt's brian's middle name. second he's freezing prices across the board and even reducing prices for non-dairy drinks the milks. i no longer get hit by an upcharge the so-called vegan tax is gone. good riddance! >> house of pleasure >> third he's bringing back the

condiments bar which disappeared during covid i say bring on the cinnamon. things will be faster and tastier too because we'll make you are our minds how much to put in previous management loved the complexity of the menu to the point they kept doubling down. but brian knows complexity is the enemy of through putt. he said right now everything is a different price and whether it's one pump four pumps frankly i'm still wrapping my head around how the whole system works and that's part of the reason i know we have to simplify it. it's so great to have reasoning, isn't it great point. fifth, introducing ceramic mugs. i always try to get out of my starbucks as fast as possible. too dirty, too many people waiting around for mobile orders the old starbucks was a good place to spend time but the current starbucks it's soul destroying he knows what needs to be done because he has an intuitive understanding of the industry. he's the quickest of studies which is why he recognized he has to undo so many of the shockingly bad decisions made by his predecessors

this morning on "squawk on the street" scott wapner asked me if brian niccol is up to the task i said heck yeah brian niccol, he was born for the task i like to say there's always a bull market somewhere. i promise to find it just for you right here on "mad money." i'm jim cramer see you tomorrow narrator: tonight on "shark tank"... who's ready to drink topless? drink topless? who's ready to take a bite of... both: the pizza cupcake? mamma mia! who wants to put a beatdown on some bacteria? -what are your sales? -$1.6 million. -what? -yes, sir. -what? -whoo! you're skating on really thin ice. i'm not afraid of competition. we all had trouble using it. it didn't work. but we have a plan, and we know how to execute our plan. man, you guys are the real deal. there's really great synergy. i'm going to make you an offer. -ouch. -it's like a mob offer. you fell into a money pit. does it grow hair? -- captions by vitac -- ♪♪