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i wanted to ask you about autozone. 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

tom: that's why we get oli crook to cover the autozone, because you bring out that distinction.easy to say ev sales growth is falling, but you point to that important divergence between bmw, vw, crucial. we appreciate it. we are going to be speaking with volkswagen's cfo following their earnings. don't miss that conversation later today, 8:00 a.m. u.k. time. let's check in on how the asian markets are faring. avril hong is standing by in singapore. toyota is part of the mix. and the japanese equity story as well fascinating on yen strength. avril: absolutely. i mean, we are keeping a close watch on these auto stocks. this part of the world as well, toyota showed their climb in profit, 17% from a year ago thanks to the weekend, strong u.s. sales -- week yen, strong u.s. sales. operating sales was a miss. china is a pinpoint. also -- pain point. also, what you see. is really interesting this decline is the biggest since 2016, helped along, or not helped along i should say by the strengthening in the japanese currency, given how the boj sounding hawkish, a dovish federal reserve, t

increased pressure from shareholders to sell the world pack unit in order to increase competition with autozonend o'riley automotive. the deal with carlyle is expected to close by the end of this year. peloton shares getting a boost of energy, big time. look at this 40% gain in the stock. the home fitness company's turnaround plan beginning to start to pay off as losses in its fiscal fourth quarter report narrowed. for the first time in over two years peloton reported revenue growth while sales also grew for the first time in nine quarters. peloton said it expects to deliver meaningful free cash flow of at least $75 million for fiscal year 2025 but subscriber growth remains unlikely. peloton also said the ceo search is still underway, and narrowed its list of candidates. year-to-date, peloton shares are still down but, you know, nice to see certainly that it's up 40% but still, at a deficit of about 22% since 2024 began. shares of popular schoemaker crocs up 1% as wall street is bullish on hollywood actress sidney sweeney, williams trading upgraded the footwear company to buy from a hold and hi

autozone, 3,000%! oh, my god, it is so crazy. all you have to do buy the stock and put it away.ng. advanced auto. 183% over 20 years, ain't that great. what have you thought about this 20 years ago? you just picked advanced auto. how could you have avoided that. folks i went on and on and on but the point was made t was also underscored today. y you have to catch those specials. we'll have another one in october. meanwhile all eyes continue to be on the u.s. consumer. wall street for the most part, you watch the show every day, wall street is convinced the consumer is strong, they're willing, able, going to maintain america's favorite pastime. that is going shopping. i think most consumers are tapped out, living on really meager savings and higher interest rate credit cards. so listen, here's the thing, at some point it feels like they could lose their nerve. look at couple things, last michigan sentiment report, they asked how holds how much they expect to make over the next 12 months, 0.8. look at that number. a number associated with past recessions. record share of u.s. work

lisa: i know you also cover home depot and autozone and a host of others, including lowe's and costcoat being able to consolidate share and execute in a way where they can be more efficient and more profitable with increased productivity, or is this the story and retailers more broadly? greg: great question. i will answer a little different. the broader retail winners are the ones that get it right. that understand you need assortment, convenience and value. at different times consumers will lean into different parts of that equation. what we are seeing, and is not just new this month but the last i would say six quarters in the u.s. and year-to-date now between amazon, costco and walmart you have three retailers that are accounting for two thirds of retail dollar growth. others can do ok but they have to find a way to keep up with that. in the case of home depot, we like that one. they are the reason their comps continue to fall, the cyclical pressures and home improvement. they are also in a good position to gain share through productivity and value. lisa: i wonder what this means i