she's the president ceo of dutch bros. better sense of the quarter and where our company is headed. and welcome back to mad money, jim. >> thanks so. >> much for. >> having me. okay. so, christine, when did you know? when did you know it was all coming together? because this is a remarkable acceleration in same store sales, maybe the most i've seen in a very long time. >> you know, i. >> think. >> it's because we start with such a strong foundation. we are in a category of our own, with our people, our service and our awesome quality drinks coming together with just fast speed. and so i think all of that foundation and then building just some great tools on top of that, having awesome innovation. we've got a paid media strategy that's really working. our dutch rewards program is going quite well, and then we fully rolled out mobile order and saw the fruits of that in q4. >> well, who comes up with these drinks? i mean, for instance, the cinnamon swirl. i know spoon required savors the flavor of cinnamon sugar cereal flavor

robin hood, dutch bros, applovin. they're all surging double digits in the premarket on results.trade desk shares down sharply on their numbers. and speaking of robin hood, we will speak with ceo vlad tenev later this hour. how about applovin, though? because that was the biggest winner of last year. up what, 700% or so, adding another 30. so this. >> has been an. >> interesting sort of tale of two stories. that's going to get a lot simpler now, because what we learned in the earnings is that they're going to spin off their apps business. they had all these gaming apps, but it's the it's the advertising business which has been. the moneymaker and why the stock has gone up like that. so now they've officially confirmed they've got a buyer for the gaming apps, and they're going to focus on this ai powered ad business, which just continues to grow. and it's why it's a moonshot. >> absolutely. the common thread among these is obviously earnings momentum is at the base of it. when it looks robinhood dutch bros applovin some higher than than average short positions because people alway

and the bottom line, with q1 guidance coming in better than expected, and coffee chain operator dutch brosging after their beat on the earnings and revenue line. guy, where would you go? >> so choose your adventure. >> that's right ttd. i would guess for you. seriously in your head. >> because that's i'm looking at ttd right? >> i know you are. >> that's actually scary. this is when valuation gets in the way. and the carter said it earlier in the show. you can't trade on the back of valuation. he's right. it's not a timing tool. however if you traded a valuation and you don't knock the cover off the ball and or guide higher, you're going to be punished. and that's what we're seeing now, because on the surface, this is not a disastrous quarter. it's a valuation thing. i'll say this though, and i can't believe i'm about to say this 90 bucks. if you go back and look, this is where we topped out at in the summer of 2023. so that past resistance becomes support. we're going to probably trade tomorrow 45, 50 million shares. you hold 90. i think you play this one alongside. >> i rattled off a lot

dutch bro, mcdonald's, starbucks. they all moved higher. hey, even chipotle, which could have real avocado problem, did quite well today and they're about to report their quarter tomorrow. wow. this group made no sense to me at all. tariffs can make dinners more expensive. but the market was indifferent because their domestic operations. how about costco? you got big tomato field near me in mexico. walmart. they both really rallied, even as they do sell a lot of mexican vegetables. less crazy health care. easy. many of them report this week and they're down pretty hard from their highs. what an easy group to buy safety stocks if tariffs caused the recession. medical devices rallied. big idea labs, the vet supplier, reported an amazing quarter and it roared. we got some furious action. old fashioned fintech took mastercard, visa, and of course, palantir. holy cow. i mean, there's no no stopping palantir now. it's on the move. oh, it's i said it was going to go above 100, which is actually part of wall street parlance, and it sure did. now we

. >> so dutch bros. >> b r. >> o. >> s been. >> in it for. >> about. >> a. >> year and a half. >> gotrnings last week. just wondering. >> if. >> i should take profits here or if this. >> there's never anything wrong with taking a little profit. absolutely not. this stock has been a rocket ship up 63% for the year. that said, you know how i feel a long time about the annihilator and all the other drinks. and i was on this dutch post before anybody. that was because my daughter ceecee, you just told me, listen, there's nothing like it. and she was right, and they're right. and i do like the company very much. how about we hit lamont in tennessee? lamont. >> hey. >> jim lamont. >> in nashville. i've always got that standing. >> music. have you seen my airbnb on music row and. some hot chicken? best hot chicken in the nation. >> sunshine. you got me on. you got me on the first words there. >> hey, my son jackson and i are looking to build up his stock portfolio. >> i'm thinking about archer aviation. probably six year. >> okay. >> okay, okay, here's a here's a deal. because you said it wa

. >> yeah, one of my favorites is dutch bros. i've been behind these guys long before they came public because my daughter lives in oregon. it's a remarkable story, up 60% this year. i'm about to go with jeff marx, and i wanted to see with ernie because you got ernie garcia from carvana. i like him so much, but he and i are going to go over the club meetings are really important. we only do 12 of them and we pour our hearts into them. so we got to do a little bit, one more rehearsal and then 12:00 and be very exciting. do you love it? >> do you. >> ever do. >> like interim meeting moves like alerts between like like a fed? like a emergency? >> yes i do. >> we've not done done video. we because we do our 1020 video and that's where we 1020 1030 we i was i saw so many people when i was on vacation with members of the club, and they made a lot of money, but they they become better investors. i it's a teaching product. yeah. but we're going to have i got some scathing things to say. >> i can't. >> you teed it up nice. >> yeah. >> i c