consumer's been okay and we're seeing that from some of the others that have reported as of late >> david novakum brands. david, when you're looking at the consumer, what are some of the indicators you look at >> i think the key thing in retail is transactions and home depot's up 1.5 plus their same-store-sales are up. not bad. you keep doing that quarter after quarter after quarter you wake up some day, you have a hell of a business. >> sounds like you look through this >> yeah. i think this is over reaction. >> joe, what do you think? >> yeah. i understand that. you know, and i think that they are on a more stable base and they're operating quite well they're one of the best in retail, and to be able to put up such numbers, it's kind of like you look at walmart and when walmart does like a 1.5 or 2 comp, that's really good on such a large base i would say the same for home depot with the 3.5 if you take a step back, it's all relatively solid. >> those transactions make it even more powerful because you're just not getting it from price. >> joe, should we be worried about lowe's tomorrow? >> y

that moderated the nasdaq held up relatively well want to thank david novak, oh great one. good to see you. i'll shake your hand andrew won't -- he'll do fist bumps. >> thank you for the cards >> thank you thank you. >> thank you >> pleasure. >> good luck join us tomorrow "squawk on the street" is next ♪ ♪ don't hold back be cool, look smarter ♪ >>> good tuesday morning welcome to "squawk on the street." i'm carl quintanilla with david faber at the new york stock exchange jim cramer in san francisco as dream force ramps up today stocks aiming for more gains at the open, despite disappointments from home depot and kohl's retail could have its worst day of the month so far. europe is solid, though. dax up 1%. and ten year 180 as housing permits print a new cycle high road map begins with retail route. the sector on pace for the worst day of november on the backs of home depot and kohl's, both tumbling after cutting outlooks and comps forecast. >> the record rally for stocks, it rolls on. futures as you saw pointing to renewed all time highs at the open >> and vaping crackdown

. >> the taco bell card that i got from david novak is worth a lot more than the netjet card. >> yeahhing on the netjet card it's got my name let's get a check on the futures. buffet could afford a couple of hours here and there he likes me, probably. anyway, let's take a look at the futures up 80 now on the dow the nasdaq got to go up a lot more than that for me to start rehan private mo t80 points. 27 on the nasdaq and s&p up 8. "squawk box" is coming right back when you shop small you help support your community - from after school programs to the arts! so become a regular, more regularly. because for every dollar you spend at a small business, an average of 67 cents stays in the community. join me and american express on small business saturday, november 30th, and see how shopping small adds up. it's the idea that if our mothers were diagnosed with cancer, how would we want them to be treated? that's exactly how we care for you. with answers and actions. to hear your concerns, quiet your fears, lift your spirits. that's the mother standard of care. this is how we inspire hope. thi

novak said he uses stilled high learnehelearned in nova to run . melissa: mike thank you. >> early today, his great pleasure of sitting down with retired staff sergeant davidby president trump this year. >> when you look at vietnam generation. we learned a lot of valuable lessons about putting foreign policy above the valor of a generation, today veterans come home, treated different by the general public. always great to hire more veterans and normalize service. but i am pretty optimistic, as an iraq i hav vet, i am overjoyu on the american public can differentiate between the veteran and the policy in which they went to war. it would be great to employee more folks and have other -- there are certain fields that you just don't see a lot of veterans in would great to see more veteran teachers, more veterans in you know arts. broadway, an, film. >> how do we did that. >> a lot is, you know so funny, i go everywhere in the country, now i talk with different groups, down see a division that a lot of people talk about. i see you know a folks that are different, they love different, they worship different, they vote different, but in military we got it done. m