what's going on with the snacks. >> lululemon and ulta, they had tough years through 2024.ew ness that ulta talked about into the third to the fourth quarter is showing up and showing up in it top line. with ulta, you see newness with the brands they introduced. you see they are winning for holiday. all of the checks have been done. traffic is going to ulta. when you think about costco and walmart, they have been up huge. can they be up next year? we will see wins from costco and walmart. >> dana, what is your top pick? >> top pick for 2025, i think it will be a name like warby parker. >> people need glasses. >> they do. >> thank you for being here. >>> coming up on "worldwide exchange," the one word every investor needs to know. >>> the speaker showdown as mike hnn okjosolos to fend off republican infighting and keep the top job in the house. we'll be right back after this. at betmgm, everyone gets a welcome offer. so whether you're courtside trying to hit the over... or up here trying to hit the under. whew! or, hitting that win with your crew. ohhh! yes, see defense! or

we are not used to seeing big sponsorship brand deals from lululemon.re profitable. are you changing the strategy? will he see more marketing spend like that? >> we definitely have been investing in brand building and marketing. it's an opportunity to continue to drive business so we will continue to make those investments. men's awareness is quite low. one thing we do know is people respond well to merit -- male athletes wearing a brand. we will not be a brand that does hundreds of thousands of these types of relationships. we are very selective of who we want to be in a relationship with. the athletes we have we are excited about. we are super excited. he won his first match and we are just excited with the relationships. tennis and golf in particular are the sports where we have added ambassadors over the last year or two. these are activities where they can perform and where our gear. i think it brings awareness. >> reporter: finally, you are facing the question on tariffs. how much exposure do you have from production if we start to see the tariffs

lululemon, they've updated the earnings expectations apparently not enough. >> this actually comes aa surprise. lululemon has been working on the turnaround there see in the holiday quarter looking at sales to be about 11 or 12%. sales were only up 6 - 7% really seen an improvement the holiday shopping demand came in chicago than expected. this is what my favorite stories, the tale of two retailers do they shop at the caribbean finch, a thousand% is coming full circle. i shopped in the '90s growing up but none of them are going to macy's. >> that is probably true abaco be in fidget the comeback kid, everyone is going the stock is down today the overall they've said they are lifting their sales due to strong holiday demand macy's is on the other side of that, that is still very much struggling. >> anything to say about my grandchildren where they shot. >> i don't have grandchildren and i have teenage kids in college age kids it is a very difficult area because you relied on consumers that change their mind every six months. have a couple of dividend pics. >> speaking of things that do

stocks like lululemon and shake shack as well. johnson & johnson, the stock is moving slightly higher after the pharmaceutical giant agreed to by a company that develops treatments for brain disorders, but the stock itself is up by more than 35%. in the deal is expected to be closed later this year. sonali: certainly good news when you have investors liking deals that are being announced and you have the prior stock price also on the rise. some are expecting the pace of mergers and acquisitions to keep increasing. >> every company that has product from mexico, china, asia, which is almost every company in some sense, they are trying to figure out what is going to happen. phase could become prohibitively expensive, so people are looking at it and thinking maybe we've got to vertically integrate in the u.s., which questions what the trumpet ministration would like to have happen. sonali: and if you've been watching, m&a has already started to come back. for more on what it looks like this year we are joined by global -- goldman sach

. >> so close to be here working at lululemon. namaste. >> do ever wonder who your outie is?not for me to know. >> i am steve c. wait a second. and why steve carell? this is an office. i see paper over there. if this was scranton, that expands why we never go outside. >> that kind of talk is not allowed. >> humorless, obsessed with the rules, your dwight. >> i am not delighted. i don't know who that is! >> classic to white. >> steve c, are you stealing from the supply closet? >> paper clips work better when they are wet. >> although i can be is sorry and that is all that i am. >> i'm afraid you still don't mean it. >> yeah, i wasn't really feeling that. can we take that from the top? >> again please. think of all i be is sorry and that all that i am and as god is my witness never gone hungry again. >> again. no more accidents. >> some of the numbers are going to elicit sort of a fear response. >> i am aware. i know how to refine the numbers. >> do you know why sixes afraid of seven? >> i do, actually. >> okay. because seven ate nine. i believe that humor is a great motivator.

let me start with lululemon. lauren: they were upgraded to outperform at they took their price target up by one hundred dollars to 460. they say us business bottomed and modest recovery on tapper 2025. stuart: rrr, self driving technology. lauren: truck. i hate driving next to a truck. they are partnering with continental, german company for driverless trucks. that stock is up 28%. stuart: here's an outlet we don't cover very often. in industry. getty images. lauren: it is only a $3 stock, 25%, they want to merge with shutterstock to create a $3.7 stock image powerhouse. this will face antitrust pressure but the stocks of both companies have been down the past four years. ashley: they have got it in stock and by it basically. thanks. still ahead. republican leaders holding democrats feet to the fire. they are already putting forward a bill to crackdown on illegal migration. has trump softened his stance on his one big beautiful bill idea? to cover everything? senator ron johnson on that. in less than one hour don

something to continue to monitor here and moving over, looking at what is happening in the retail space, lululemonat if you're looking at the symbol -- it is down about 3% on pace for its worst day since mid december here. if you are looking in that corner, it had upgrades when you are thinking about the sell side estimates when it comes to wells fargo as well as morgan stanley, more optimistic on that because they have a better-than-expected margin during this conference they are having with investors so far this week but nonetheless, it is down because there is broader decline in the apparel group in the s&p 500 so that is why you are seeing that pressure today. >> thank you so much. the israeli shekel is actually improving just back to the breaking news. israel and hamas have deal, bria temporary halt to the war in gaza acit cost more than 15 monf fighting. joining uslancof power cohost kailey leinz. we did anticipate there might be some kind of announcement. we have not got an official announcement yet but the by then white house has been working very hard behind the scenes. kailey: not just a

but even the big point companies like banana republic, lululemon. >> h j crew. are you guys been doing it for years? they're all going into it. it's not only just it's not a week. good for the economy. it's good for the planet. generation z starting to realize that you with my kids when they're sick. 79, always go into stores. and they get new stuff in palo alto with tags. still at it for, you know, 10, $15. yeah, you can get some deals outconditions throughout the app. >> want to take you live to southern california for an update now. you can see the video coming in from a neighborhood that's on fire here. many homes have burned in that fires you can see. and then we're yoalso monitoring ou sister r station, ktla and how they're looking at the weather patterns of the strong winds that have really made this fire with up the winds. the santa ana winds have been incredibly powerful overnight. and that's what's been blowing these tterer embers in some ca miles ahead of the actual fire to land enon rooftops. >> and start neighborhoods burning and that sort of the si

. >>> lululemon raising q2 guidance on strong oliday demand. not helping the stock this morning.ead, former fcc chair ajit pai talking everything from the fate of nektok to expectations for the w administration. he's here at post 9 in just a moment. >>> real time exchange sector is sponsored by select spdr etfs. he looks down at his queen, and says... (in atrocious french) au revoir mon amour. a bientot let's work on that french, shall we? (♪♪) au revoir mon amour. a bientot au owwwww bientot au revoir mon amour. a bientot (♪♪) (in perfect french) au revoir mon amour. a bientot now search with ai assistant with the hotels.com app do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. call coventry direct to learn more. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. our friend sold their policy to help pay their medical bills, and that got me thinking. maybe selling our policy could help with our retirement. i'm skeptical, s

lululemon shares are of 3 % after recent their sales forecast.se me two and a half percent. they raise their guidance. it was previously 556 to 564 share. the revised guidance of 581 to 586 is above the estimate. the strong holiday season gave management a lot of confidence to raise their prices. more headlines to come. let's move on to tesla. that's not the shares are lower after a flurry of headlines related to the ev maker. that's not the shares are down 3 %. the largest pension fund in europe. the entire it during q3 had the pete package for elon musk which was a major factor. tesla's ability to generate revenue for emissions or clean card credits can be in jeopardy under the trump administration. a third of tesla profits of come from selling credits to other automakers since 2012. morgan stanley's one of the most respected voices in the auto space thing tesla a topic with $100 price target playing the stock will double over the next 12 months. tesla shows down 3 %. >>> for more on the markets ahead of the king inflation data, we want to brin

a second call from needham upgrading lululemon to buy, citing potential you -- potential re-accelerationnoting a competitive pricing environment and lack of m&a. that stock is down by a little more than 3%. stocks and bonds retreating ahead of the december payrolls report, coming in a few minutes time. joining us now is mike collins of pgim fixed income. happy new year to you and welcome to the program. i want to start in your bond market. have had the equity strategists say the bond market is in the danger zone for risk assets. we want to know if it is in the by zone for you. mike: i think we are unequivocally in the buy zone. rates have backed up a lot. as you mentioned, 100 basis points since the fed started cutting rates. that is historically a gigantic move. right now there is basically just about one fed rate cut priced in over the next 10 years. all right? could the fed stop at 4% on the funds rate and keep it there for 10 years? i guess, but with the incipient nature of the weakening in the labor market the preponderance of the data really seems to point to camino, a bias toward

get into a full lululemon outfit. climb up. mount tam on iraq, meditate for half an hour.ans focusing on what is in front of you. it means giving 100% of your attention to whatever you're doing in the moment that can be drinking tea. that can be driving in traffic on the bay bridge. you can be, you know, playing with your dog in the morning. but when we zoom out and start to live a little too much in her head, a little too much in the future. that's when anxiety can get the better of the more we slow down and pay attention to this present moment in this present moment, things are probably just fine and us through the value of practicing mindfulness and living in the moment as well. what does that do in terms of benefits to the brain and just as day-to-day lives as we move forward. absolutely. i'm so glad you asked. we have beautiful data about mindfulness. not only are certain parts of the brain more active and healthy or parts that we want to be more active rather than the fight or flight sort of scary. but reactivity parts of our brain. but we actually have some data tha