gitlin, welcome back to "mad money." >> thank you so much for having me >> i think the line that youamazing analyst meeting was that this is not a cyclical company that when the fed starts raising rates is going to collapse, but instead it has what we call secular growth it has meanwhile trends going for it can you outline some of these meaningful trends in english for our regular viewers so they know there is the difference between secular and cyclical and it's not like a washing machine versus religion? >> absolutely, jim we talked about a few secular trends there is more money being spent on sustainability. we know there is going to be more environmental regulations we know there is going to be more companies making zero emissions targets. so there is more money being spent on sustainability. that is right in our wheel house. there is more money being spent on healthy, safe indoor environments that is exactly what we do that is not cyclical that's secular and that will be here to stay. and we know there is more money being spent on safe and effective distribution on things like va

squawk on the street", and we'll get more on though productivity gains, price increases from dave gitlin 60% of the way through edges season, the revenues are great we'll have $3.5 trillion in revenues, a report high. the beats have been very modest. this is more historically normal the big trend is just weaker guidance the q1 estimates have been slowly declines. it hasn't been common in the last few years, and of course it's because of the some you recollecty environment, finally, a very curies note today, just on grubhub, now called just eat. they're out of here. they announced they're delisting from the nasdaq. the company is still going to trade in london and in amsterdam. this is kind of unusual, to announce a delisting the reason they cited was the cost savings there's an enormous cost in maintaining the compliance requirements i've seen private companies cite to me this is a problem for them going public, because the compliance costs of being public, the legal costs are extremely high this has been a bitter complaint for major corporations for many, many years compliance costs in

. >> you have getlin on, too >> i love gitlin. >> an investor day this morning, right?the stock does not reflect that, who wants that the supply chain can we stipulate bob's supply chain, we can go by met is that, facebook >> are you the supply chain. >> yes. >> we'll see you tonight, jim. >> all right here's the budget. >> coming up in the next hour, we'll take with macy's jeff gennette they like the pmi number, two-month high, the viha unced off 30 wow, we're crunching tons of polygons here! what's going on? where's regina? hi, i'm ladonna. i invest in invesco qqq, a fund that gives me access to the nasdaq-100 innovations, like real time cgi. okay... yeah... oh. don't worry i got it! become an agent of innovation with invesco qqq your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire matching your job description. feel stuck with your finances? ♪ ♪ move your money to sofi. you could earn up to $2,230 w