joe feldman, senior managing director at telsey advisory group joins us now to tell us which retailersbenefit from this warm weather trend. joe, we saw a little bit of a decrease in temperature over this past weekend. did that help the retailers going into the last couple of weeks here for the christmas holiday season? >> yeah, i think the cooler weather this weekend did help a lot. their retailers really have needed it. we have not seen sales of cold weather goods do very well at all. really people feel cold and then they'll buy some of that stuff. but all season we haven't seen that. that's where you've seen the heaviest discounts, has really been on coats, sweaters, outerwear like gloves and hats, things like that. >> you know, there's to me, joe, every year a kind of goldilox kind of quality to how we look at the retailers. last year it was too much snow, it was nasty weather, it was too cold. nobody was going to the store. this year it's too warm. nobody's going to the store. so how can you ever apply -- can you really ever make investment decisions based on those kind of things?

joe feldman of telsey advisory group joining us now. ear your points and i know -- but the market seems to disagree. the stock is down 30%. that's a problem. >> well, i think the issue that the market has has been walmart has had a lower guidance several times this year rather than just doing it all up front at once at the start of the year. and i think that a lot of people thought investment spending was going to start to taper off a little bit into 2016 but it turns out that it's going to really take more until 2017, even into 2018 before you start to see that. so i think that's just delaying some of the benefits that will come from the investment spending which is why the stock has underperformed. >> i like what they've done. they're raising wages, good. they're investing. that's good. they're going to pay a lot of vendors money. that's good. we know the thousands of companies that make money off the walmart halo. why do you think investors have not reacted more favorably to a reinvestment in the business? >> i think it's just a lot h

. >> joe feldman. so you're sticking to your neutral? >> right now sticking to it.competition like kroger out there, it's pretty tough. they're selling the same stuff. a lot of the same stuff. >> thank you very much. we'll see you soon. take care. >>> up next, the ultimate christmas gift for some. jane wells, what? >> reporter: brian, up next, you're going to meet my man servant. you're probably going to want one yourself. mostly we're going to wonder why did we think of this? when "power lunch" returns. victoria stilwell, you appear on tv working with canines. are you a dog lover, watson? i do not own a dog. but i work with veterinarians. how do you do that? i help them analyse over one hundred thousand pages of medical studies. that's great... 'cause they can't exactly tell us what's wrong with them. isn't that right, rusty? rusty. who is a good boy? who is a good boy? you are. yes, you are. watson, i think you need to work on your dog voice. nobody's hurt, but there will you totalstill be pain.new car. it comes when your insurance company says they'll only pay th