it's a mixed bag, courtney mentioned, coty down 25% in the same time. >> coty may be getting their actogether. they had a big acquisition of png brand. it took on debt to do it. it appears to be working, which would be great to take on a lot of leverage and its works. that's great. i have a buyer, also, they have done a fantastic job i never owned it. you talk about the consumer spending money, certainly spending money at these places. >> i think the beauty products, guy, we'll go to you. >> jim cramer made this point. i think it's a great point. people want to look good. right. allergan. i thought the quarter was great. brett saunders did a great interview with jim cramer the other night. >> oh, botox. >> obliterating. jim talks about this. look at what goldman sachs did, they downgraded to stock. they raised the price target. not a big deal from 260 to 262. i think sell-off in allergan is overdone in my opinion. >> you look at the charts, go back to november, alta coty fell off a cliff. it's still 10% lower than the high. alta is 10% higher than the november high. if i were to buy on

coty has some positive momentum. they can pay it off. that's a turbo charged one.d to pick one, i would go with ulta even though it is expensive. >> you watch things very closely. >> i do. slowly, once a week, what can i coal you? i think you have a case, estee lauder says they are growing even with accident store closers. that's a name i want to own. is torically, it's a 50% premium to the s&p. which means, i don't think it's totally expensive here. one a total dud is avon i've ridden the roller coaster on this, this stock is down in the last few months. it made a miraculous recovery there. >>> next up, hertz hitting the lowest level going back to march 2009 the car rental company under pressure, hitting into a long trouble weekend ahead of the shareholder meeting next week. grasso. >> if you look at hertz and the counterpart avis. they have two totally different sectors and spaces, they have debt mature at this timitys coming upon them quickly. avis has a little more time to breathe. they are buying a 20% hurt right now. i would go with avis over hertz. >> aha, e

>> coty is up 11. watching aaf.ome bankers to put itself on the block. >> well, they have been a disaster. i don't know who would buy it, but there's a guy who would want to buy something. i would cover my short in case it's for real. coty, you have to look yourself -- look your best. i'm not losing the moba theme. i'll talk about it tonight because they're important. the shorts could not keep nvidia down. social media -- one of the focuses of the nvidia call is how important data center is and data center is cloud. it's a big -- you know, i keep thinking about what green does saying. >> diane green who runs the cloud business at google. >> so hot. >> within five years they'll be bigger than amazon? >> well, i don't know. >> we wondered what she was smoking. >> true. >> reading these -- or eating these days. >> how do you like jensen wang saying on the nvidia call that everything has to be delivered and we don't have enough professional drivers so we have no choice but to go autonomous. a whole new theory. >> wow. >

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check out the big movers here, yelp about 20%, co it coty soar. >> thank you very much, melissa. welcome, everybody, to "power lunch." i'm tyler mathisen. losses at the u.s. postal service narrowing from a year ago. the e-commerce boom package to offset first-class mail declining revenue there. and amazon slashing free shipping minimum requirement to $25 from $35 for nonprime members. earlier this year walmart rolled out free two-day shipping for orders of $35 or more. and apple supplier foxcon will begin construction of a u.s. plant in the second half of the year. we begin today perhaps understa understandably with washington and arguably the most highly anticipated white house press briefing of the trump presidency so far. a day after fbi director james comey was fired by the president, the deputy white house press secretary, sarah huckabee sand eers, will take t podium and face the press. our eamon javers will be in the room. he brings us the latest developments from the north lawn. eamon? >> reporter: that's right, tyler. last night the president fired the fbi director who is

. >> so the makeup -- elf beauty, even coty had a good quarter.ed lately on the competitive threat that walmart is now poising to amazon. they have jet.com. they have a whole strategy and they have been growing fast. is that a threat to amazon ultimately? >> i think it count -- could be to some degree. i think it comes down to certain experiences and products that are -- that customers are looking for. if they're looking for an experience that they go into the retail store or find, you know, a different sort of e-commerce environment to shop and potentially that could be, you know, a risk. but we think in general, given what amazon's put together between all of the opportunities within core commerce and within international and within cloud, within new categories they haven't entered that it's going to be hard for anyone to catch them. >> we'll leave it there. thank you for joining us. michael olson covers amazon. >> at 30 minutes past the hour let's get a news update with sue herera. >> good morning. here's what's happening at this hour. north ko

coty has done well. we've seen some of the other ones out there that have done very well this year.lly well. >> ul tau is on fire. >> we will get cohl's, jc penney on friday, and macy's as well. >> twitter is all aflutter. it is eyes, what the e is about. >> eyes. what did i say? >> you think you said ears, which can be very attractive but it is not what they're after. >> eyes, limbs and facps and fa. the important thing is 20% of the retail companies reporting this earnings season will lose money. 60% will have lower earnings than the first quarter of last year. this is according to ken perkins over at retail metrics. so it is a remarkable series of events that have been occurring in the last year or so. sometime inflection point, we want to hear what the retailers are saying. meantime, the big energy companies had a great day. again, for the second day exxon and chevron were big movers in s&p. that hasn't happened in a long, long time. >> thank you, bob. the great charity city harvest is ringing the closing bell here at the new york stock exchange. stay tuned. we will be going bac