you think starbucks got to where it is because howard schultz is a pushover? he's a dominant executive who outworks and outthinks everybody else. but do you know who's the most competitive executive, could it be oracle's larry ellison? i have to admit that. he slashes and burns the other guys and has a toto philosophy i mean toto turn off the oxygen. toto. that's what he does to his competitors. like salesforce.com. speaking of salesforce gentle giant, a giant. but the guy you don't want to up against, you don't want to go up against is john chambers from sysco. that's right. the mild mannered gentleman from west virginia. he's as subtle as john ledger is in your face. however, chambers has been in world domination mode. he won't stop until he vanquishes everyone in the space and then some. you won't know he's doing it with chambers politeness is lethal. i know there are plenty of fierce competitors i left out, but if you open stock with a stuffed shirt suit guy, a head coach, you may be betting on the wrong time. let's go to mike in new york. >> caller: jim,

time magazine sat down for an interview with starbucks ceo howard schultz. at one point he was asked if he would run for president in 2016. he says he's not interested in running for office at the moment. >>> long time senior adviser and currently nbc news political analyst david axelrod is coming out with a memoir. in it, he said he tried to talk the president out of running for senate in 2004. he said, quote, after all, he had just failed badly in a house race in a largely black district. now he wanted to aim higher. >>> and the "new york times" says look into prosecutors' claims involving christie donor. christie has denied any involvement in the case. >>> former florida governor jeb bush is sticking up for his dad. george h.w. bush this weekend at the detroit economic club he said quote, my dad is the greatest man alive. if anyone disagrees, we'll go outside unless you have 6'5" and 250 pounds and much younger than me. then we'll negotiate. >>> jeff flake tweeted, whew had it not lost the end of my finger on the farm i'd be seen picking my nose in this a

starbucks howard schultz, cisco's john chambers and lorkl. still at the controls today. >> the reason they've lasted is because they've learned to adapt. >> reporter: they aren't afraid and innovators like besos. and change the way we think about coffee. ellis changed corporations by software bundling it rather than selling it piecemeal. >> is leadership important? >> i think it's really important. >> reporter: these ceos rare not only because of long-term success but long terms they've served their companies. the conference takes the average ten year at 9.7 years. these four have run their companies for 20 years or more. in part because they understand something very important according to professor bill cleffer. >> ceos not only look to maintain current portfolio of offerings but at the same time look to reinvent what it is they're doing because of what the future holds for them but their customers need. >> reporter: a serial entrepreneur besos is not afraid even with a relentless focus on creating customers happy. >> we've created a lot of

>> you heard howard schultz, the ceo of starbucks, refer to starbucks as your third place. your home, not your office but your third place. and we have found that that is true. we do about 10,000 transactions a month through concur in business meals alone. >> i am more of a cafe roma guy. that's just me. that is my third place. i will ask you to backtrack and talk about concur and what your main business is. the expense business is a fascinating one. >> absolutely. we are laser focused on the simple, perfect business trip. we think about the way it ought to work in terms of his newest -- in terms of business travel. taking the pain out of travel. you mentioned tripit and taking the effort out of expense reports. >> when you look at expense reports, who buys this service and how do they roll it out across the company? >> absolutely. we see customers from the individual all the way to the largest companies in the world. hundreds of thousands of employees. i think that they are trying to take some of the pain out of the process or for companies to get more visibility, get it i

>> you have heard howard schultz the ceo of starbucks, referred to starbucks as your third place.t is not your home, your office, but your third place. our data shows us that it's absolutely true. we do about 10,000 transactions at the moment in business meals and business meetings alone. the same not really a starbucks guy, but that is not really for me. i want to backtrack and little bit and talk about what your main business is. some people might know the trip it is this common interesting one, but the expense is this is fascinating. >> absolutely. we are laser focused on the simple and perfect business trip. every day, we get up and think about the way auto works in terms of business travel. absolutely taking the effort out of expense reports. >> how business -- how big is the business ultimately? when you look at the core business, who buys it? wesley c customers from the individual, using some thing like trip it all the way to the largest companies in the world to hundreds of thousands of employees. it is effectively anyone looking to take the pain out of travel, or looking

howard schultz created hundreds of thousands of jobs.prise. >> has there ever been a president that's run that didn't have some elected office beforehand or who has won, let's say? >> handicap it. put a percentage on it. >> you know hilary's running so he's not going to run. >> go ahead. >> he admits himself that he has some personal failings that might keep him from running. he's a control freak. there's a lot of founders still running. do you believe he's using the company as a platform for himself over something beyond starbucks? he says in the article the private sector has to take a larger role than they have in the past. our responsibility goes beyond the pnl and stock price. we have to take care of the people in the communities we serve. if at least a third of the country doesn't have the same opportunities as the rest going forward then the country won't survive and he says that's not socialism. >> i mean -- >> all good things if you are -- maybe all good things is being a ceo but also clearly if you're running for office. >> i t

would he pull a howard schultz and would you have a problem with that?ere mark pin cuss i would fine don mattrick, take back control and figure out who should be running the company ping cuss knows it shouldn't be him but an expert in one of the categories zynga is trying to go into, they need new management and the reality is we need somebody who is not getting paid the enormous sums that zynga's current management team is starting with somebody who is, you know, really incentivized for the long-term growth of the company, would be good for zynga shareholders. this could be a win win if you bring in the right person. >> certainly a lot of damage today and who knows where it would be without all the real estate we talk about too. thanks for coming to the phone. >> thanks for having me. >> rich greenfield. let's get over to the cme group and check in with rick santelli. hey, rick. >> hi, carl. everybody is talking about 2015, of drexel, i remember it well, there on that fateful day of 1990 when the lights went out but another anniversary this february, be

howard schultz took 18 months. this is probably going to be longer. it's more far flung. they've got the food chain going against them. >> speaking of food, this week's earnings, 66 s&p companies, including coke pepsi, kraft, kellogg, whole foods. we're going to get a lot of information. >> that's like a jeopardy question. which one of those is wholesome, organic, and natural. you have to say it in the form of a question. >> yes, you do. what is whole foods? >> it was daily double. >> daily double! >> oh my. and you put zero in. it was the final jeopardy. >> i know. confident. >> yeah. i mean it really is. this is packaged food week. the whole trend is against. but there's some guys. pepsico does that high single digit. jeff simon with some interesting commentary about how nelson pelt is going after some of the winners. he's got bill johnson on the board at pepsico. let's see what happens there. >> we talked about that a lot as a trend in activism. where the downside doesn't appear to be as great. that being said dupont has absolutely migrated, i would argue, from a battl

howard schultz on the cover of "time" magazine talking about not just the success of starbucks but whetherd run for president. david geffens told him he should do it. >> look i'd be -- i think howard feels he's on a mission to make it so he's create the grade world company that's the great face of capitalism which i think he has succeeded. dunkin' brands like the dividend boost everybody don't mind the comp stores aren't that good. it just -- it's one of the few places that's been getting a pass. starbucks, kind of blow it away, the stock continues to trade higher. starbucks, disney, a couple of the companies that have become3m --s distinguished themselves as courtrporate portfolio. consistent growers, 3m starbucks, disney hire multiple on higher earnings which is healthy. >> few excuses on forex or weather or anything else. >> by the way, under armour didn't mention once anything about forex and moving aggressively internationally. stock should be up more. >> moving aggressively internationally, netflix apparently going to expand to japan this fall as european expansion appears to be on t

expansion, buy it over the european comeback and buy it over the food buy it over the new strategies, howard schultzitting on every cylinder. >> gap holiday quarter earnings above estimates, revenue in line as comps at old navy up 11. gap forecasted drop in full year profits citing strong dollar in the port disruptions. jcpenney missed forecast weighed down by holiday discounting and investment in store expansions. comps were up 4. 4 and were looking for 2 to 4, a bite spot. >> gross margin not good. still talking about the self-inflicted wounds of the previous year. enough already. enough already with the self-inflicted wounds. gap stores, it's difficult, the new ceo starts out saying we're not satisfied with the performance at gap. i like the stock but wait that said other divisions are very good. there's a sense that athleta is a lulu challenger. i like the momentum. i think the new ceo of gap has a lot of cash behind what he wants to do but has to change the gap stores. merchandise is already ordered for the fall but the urgency's there. >> banana's all right. >> on fire. >> up two. not bad. >>

like bezos, starbucks' howard schultz is obsessed with the customer experience.ffee shop in brooklyn to see what they were offering. he is constantly checking out the competition. it's important. the chain stumbled when he stepped aside in 2000. returning in wait he closed stores, hired new people and asked for suggestions. he was willing to change the term, and it did. stock is up over 900% since 2000. larry ellison is oracle's founder and chairman now. he is the first primary strategic thinker. he changed way we think about a product. oracle bundled things and sold it as a site. oracle stock up over 17,000% since its ipo. gains are far more modest. up only 17%. they help to build and change systems with a series of acquisitions, bringing auto new product and talent. stock is down though, since investors are giving hem a break. basically because of rapidly changing pace of the technology in his space. they say really ubd note that he is actually survived and maintained a leadership role at a time when a lot of his rivals that were back there in 2000 they're no l

when do we expect the extra -- >> howard schultz at 125rstarbucks said they haven't seen it yet and he expect it until the second quarter or second half of the year. >> five months. it's a lagging effect. >> and the hedges too. >> we haven't seen qe start in europe. >> that's a good point. >> we've to leave it there. >> we're not going to mention the "d" word. jeff, kevin, always good to see you both. >>> coming up which retailer is selling this item which looks shockingly like the uniform holocaust prisoners were required to wear? that sounds like a disaster for the company, but that story is coming up next. >>> first, sue herera has a news update. hi, sue. >> hi simon. here is what's happening at this hour. president obama says it will be a difficult mission, but he is asking congress to authorize the use of military force to defeat islamic state forces in the middle east. mr. obama's request does not involve deployment of ground forces. however, the president says he could deploy special forces if the u.s. had what he calls actionable intelligence about the location of isis leaders.

basically, howard schultz. >> all right. >> a couple of things, first of all, it survived the dotcomble and continued to thrive. the average tenure of a top ceo is five years. >> that has gone up. >> right. it seems laurg. but that was according to them in 2013 that was the number. so let's look at what they have in common. i spoke to a number of capitalists. i spoke to investors. i spoke to manager professors. they're business innovators. they have the ability to reinvent themselves. and this is very important. they're not afraid to hire people to help them reinvent the companies and that's pretty much been the theme with all the managers. starting with bezos. he's a founder of amazon. basically re-created the retail culture. during that time he's made a lot of mistakes. some people say billions of dollars of mistakes in the acquisitions that he's made. again, he's not afraid to trade experience. he's not afraid to trade the short term for the long term. >> $1 stiff billion market cap he could have done $10 billion in mistakes and still been one of the greatest ceos alive. >> yeah.

howard schultz taught me that when you come back or change management, it's 18 months.arder to turn than starbucks starbucks. but i thought it was good news the united states and europe weren't so bad. i think that's the way the market's going to play it. asia's been a disaster for a long time. it got to be more of a disaster. it's like yum at 67 when it was a disaster. got a new sheriff in town and maybe can make a difference. >> the stock is trading at a discount obviously because of what's happened to some of its peers in the restaurant business. you say 18 months to make a turn, but how long would you wait as an investor to get in? >> i think that there's plenty of time but kind of wish we don't. the change is going to take a long time because the food is so out of style. a company that was passed by. when i look at chipotle and read some of the things that chipotle's saying it's clear that mcdonald's has to reinvent itself. i've got four chains that are doing burgers that are better than these guys. they've got to clean their act up. figure out how to become more r

. >> howard schultz once and i said that i had never known that i would ever utter the words a 2% venty with some cinnamon on top. i never knew that i'd say that. what even is that? >> you love saying it now. >> and throw in a $4 scone and an $8 cd and then they ring it up i wanted a cup of coffee and it's going to be $23, sir. that was starbucks. that's the way they did it and cds was part of the whole -- >> it sounds to me like they are not giving up on the rech knew stream. they still want to play in the business. it was funny because my first reaction hearing all these headlines about mcdonald's, they must be finding a way to cut down on the number of offerings. this is a story about the cd. >> made a lot of money off music. >> probably not but they're not getting out of the music business. >> when is the last time you bought a cd? >> christmas a year ago. >> okay. >> just howling in my ear for the enl tire -- >> we have all these pieces of technology. >> howling. >> it makes for better more interesting read. >> it makes it real easy to do this. >>> when we come back we'll take a lo

howard will be a little bit more difficult to move than hamels. he's guaranteed two more years, $60 million. live from clearwater florida, for nbc10, marshall harris comcast sportsnet. >> keep warm. flyers have re-signed nick schultz to a two-year deal. take a look today, defenseman team mu going through his first real practice. yesterday was the morning skate, today the practice. he hopes to play in a game in seven to ten days. by the way, the pga's bmw championship will be coming to new town square in 2018. according to comcast sportsnet. if members approve. john clark. >>> we are really in the thick of this cold and snow aren't we? >> yes. some of this air from siberia is headed our way. snow showers this evening. brief snow showers, but long-lasting cold wave. interrupted for one day, on sunday, by rain. as we get into the 40s. but some bitter cold for tomorrow, tomorrow night, into friday morning, through friday night. >> and then you said the rest of the month isn't looking great either. >> yeah, after sunday. >> wonderful. >> siberia. for all of us here at nbc10, thanks for watching. >>> on the broadcast tonight, polar express. dangerous subzero temperatures across a huge part of the country. so many roofs