one of the stocks is kroger.hich is the largest traditional supermarket chain in the united states. and doing all of its business here. there are a couple of things that are very interesting about kroger. one is you're right, it's quite traditional, but actually, it's been a great grower. it's been a stable grower. we've seen increases in quarterly sales at kroger for the past 46 quarters in a row. and an average 7% growth rate over the past five years. kroger demonstrates great business efficiency. if you look for example in terms of sales to assets, you see four times as much on an annual revenues than you do in total assets on the balance sheets and strong sales to assets is one of the main levers that management has to drive return on equity for shlders. >> nellie, thanks for coming by. nellie gilbert of materan capital. pete of the three in. >> i like the housing play. earl year we were talking about itb. this plays into this whole idea. even though the run as much as it's run over the last three years, last

and pay the same price, you would say kroger and safeway must be colluding.o. that's just the market forces. >> no because the bananas are 99 cents a pound and safeway charged $10.99 a pound and so did the place across the street but if you could go to a supermarket two hours away and they were 80 cents a pound, you would say that's a little fishy. that's what's going on in certain routes where there's not enough airlines serving the same direct route. you can do tests online with pricing. >> broadly speaking, what has gone on, the airlines are thinking -- are still adding capacity they're still adding seats. but they're concerned about their businesses right now, and the government doesn't like it. >> rightfully so. they should be concerned. the government is knocking on the door looking to rip it away from them like everything else. small business owners in america fear the federal government and the bureaucracy it throws to them. that's the whole point here. they're adding capacity. they're the ones who have to go to the federal government to get mergers a

. >> kroger is up 21% year to date. >> and safeway is figuring it out. >> fairway is killing it. trader joe's, there's always going to be a lot of competition eventually. here's the interesting thing, $36 is highly significant. you look at 2014, that was the level that was a solid support as you'll ever see, and so it's not a surprise that this is where it stopped today. and it seems to be holding that being said, i don't know that i want to make a bet that it will continue to hold that level. we don't know what the scandal in new york is going to cost the company or what the reverb rations might be on a national level. this is a big story in the press. >> look, the ceo said in his words on the call, trust is broken. >> absolutely. that's the biggest problem. everybody is talking about competition, that's one of their problems. image is the other. one of the things when you look at whole foods, you talk about a company that's concerned about their image, like starbucks, like many others out there in the retail space. when you look at the company and you see margins going down. yo

kroger sales at 18 times earnings and after today's decline it's 19 percent earnings. that cause not make sense. it makes whole foods too expensive. it's 11 percent for this year and whole foods is more expensive and doing worse and the money managers use. they tried hard to judge it stores using other metrics and return on the investment cap. they called it her neverettrit cal. it should be private. never the less my discipline of using the same and yes i am con train restrained by the four walls and more on that later has rarely lead me astray. listen at the amgge of 60s and retail like this i cannot change now. it's dropping on the base of fundamentals. i love going and shopping and that's emotion that's talking. you have to take the emotion out of the equation. when you do you can think with ai clear head. forget the current price of the stocks. reflect on where they're going. for an investor it's a longer term. it's right to sell it and wrong to fell facebook. you may disagree, but know this. you're disagreeing with a process that most big time money managers use

ena de supermercados "kroger" retira del mercado varias especias despÉs que detectaron salmonela en unentrÓ la neblina y refresco en san francisco. pero el resto del Área sigue igual. >> bastante agradable hacia el norte. todavÍa se mantiene el sistema de alta presiÓn. una vez que se mueve entre humedades del sur. la que trae la presencia de algunos poblados. esto en las zonas de montaÑa. peligroso por los incendios. temperaturas maÑana mÁs frescas. hacia las costas en los 73. buena noticia. maÑana tenemos luna llena. es la segunda luna genera en el mismo mes. el pasado 2 de julio se presentÓ la primera luna llena. maÑana 31 tenemos la nÚmero dos. por segunda vez se le denomina luna azul. un evento no muy frecuente cada tres aÑos. asÍ estÁ. disfrute de nuestro satÉlite natural que se presenta maÑana como el asus. sÁbado y domingo temperaturas en los 73. va subiendo la temperatura del domingo. tengo mÁs detalles por supuesto maÑana, buenas noches que descanses. "adam sandler" regresa a la pantalla grande en la nueva peÍcula "pixels".---el film se basa en un cort el comediante adam sandl

are a striping on the swauktsz that have in the past obey retired around schools and mid street kroger's are now going to be more dominant in our intersections beginning on geary street those are important one there are and do in fact slow down traffic and make people more aware but also what ed reiskin and others have been saying in our street safety advocates we've got to make people more aware if we can make sure that ice are the first and not other distractions that the eyes see the crosswalks and people in the crosswalk using that it will penetrate people in vehicles to slow down and respect the people that are using the sidewalks and streets and the warns turns into a higher level of safety on the streets this is exactly what we're trying to side here you'll see the departments working i'm going to take physical action and laying down the stripes myself but more of this is going to happen because we as a city agreed we're going to put serious resources into these our vision zero so that it is not just a a pronouncement we make those things happen on as many street corners as possib

>> jim, my stock is kroger. >> and your stock is right! i think kroger paid when it's good.s exactly the kind of domestic stock i want people to own. boy, are they good. would you come on the show. i even love fred meyer and even though i spilled a lot of stuff with the containers on the floor, but i wipe them up with a broom! how about mike in new york? mike! >> caller: jimmy! >> yo yo. an upstate new york rootin tootin boo-yah to you. >> and a 46th street boo-yah to you. >> caller: i'm crying murphy oil. what should i do? >> the oils. i'm crying too. they're too hard. they're too hard. there will come a time and i like the high yielding ones right now and, i'm telling people enough is enough and all of these other ones they have to let the lick wi dagds continue. i need to go to gino in connecticut. jean! >> caller: i invested in and i doubled my investment and i am trying to figure out if i should take money off the table. >> you know i liked it then and i like it now. let's go to al in california. al! >> caller: how are you doing, jim? welcome from palm springs where it'

watch kroger and biojen.'s you could eat off the floor. >> we'll see you tonight, jim, thank you so much. jim cramer "mad money" 6:00 p.m. eastern time. as you can see, china is down 8.5% overnight. we'll be right back. . . >> good monday morning. welcome back to "squawk on the street." we are live at the new york stock exchange. marks getting a tough start to the week on a busy week for earnings. a quarter of the s&p will be filed this week t. sell-off in coin overnight has meant pain for india and europe now it's our turn. the dow is down 126. >> lots of rip him effects. let's get to the road maps for the hour. which companies have the most exposure for that market in the u.s.? plus disney ceo bob iger speaking out in an exclusive interview. will espn be sold directly to consumers? hear what he had to say about that and more. plus luxury retail stocks taking a hit. is eight symptom of a bigger problem? how do you invest in retail right now? >> coming up later the ceo of schrieber labs looking to see how the

they are looking at kroger saying kroger is doing so well. >> there is competition.hile, they were alone. now, they are not. >> everybody has that kind of food. we are talking about same-store sales. john maki says listen i know it is heresy but we want return on invested capital enterprise value. i have been taught if you don't look at same-store sales, you are going to mention the big picture. i am a conformist. >>> whole foods is going to open at the lowest levels since january of 2012. they are celebrating the 225th anniversary. celebrating their ipo. i always think of tommy lee jones. >> what does he say right before dr. richard kimble jumps? >> i don't care. >> taking a look at some not big cap names moving big. western dig, jim, they are going to be up 10% z. >> when you take their numbers down off of michron, you recognize they caught the shorts, not unlike sandisk. they caught the shorts. the number cuts were so aggressive. they could beat them no matter what. let's be careful. a coiled spring because of repeated number cuts. >> sounds like what rail expecta

. >>> tonight kroger recalling four of its store brand spices over salmonella fears.ave much more on our website. >>> we told you boston pulling the plug on his olympic bid for the 2024 olympic games. los angeles is the new american front-runner. l.a.'s mayor saying he'd be happy to talk to the u.s. olympic committee. >>> the first new dr. seuss back in 25 years, what pet should i get, on sale you bet. a bestseller yet? i'll stop here. number one on amazon already. discovered in the author's home years after his death, hidden in a drawer. >>> extraordinary footage from virginia, firefighters storming up the stairs able to rescue two dogs. rare footage. you can see the dog's tail wagging there and we loved it. >>> when we come back stay tuned for this. the woman making history today and millions will be watching her on tv calling the shots. >>> abc world news tonight with david muir, brought to you by progressive. progressive, you'll save a bundle! [ laughs ] jamie. right. make a bad bundle joke a buck goes in the jar. i guesthat's just how the cookie bundles. now, you

going into kroger. this is as ugly as it was beautiful yesterday. trust any of these markets. go ahead and buy it. sea of red. >> unlike china we haven't head opened the liquidity spouts yet. they've cut rates. we have rates at more or less zero. we haven't cut margins or created a rescue or in the case of china, how many stocks aren't selling at all? >> 74%. get it over with and then start anew. >> it hasn't helped. >> i was telling david maybe gdp slows in china. i'm looking at a piece who says they're not going to give you the real number. >> we're down to 7% officially in terms of gdp growth. and the stock market is not as nearly as important as it is in other places. but it can impact the ability of consumers to want to buy more. you keep an eye on apple because it has a huge market there. alibaba shares were down yesterday. came back fairly dramatically but getting hit at 3%. that has the affect of bringing yahoo down. it's spinning off roughly 16% of ownership. we're seeing that play out. yesterday free port you hit late in the show. the doub

and it's lowered full-year sales guidance look at how whole foods has compared compared to kroger.ted about a new smaller, cheaper chain which will roll out next year. the first one, kelly, here in los angeles in silver lake, a very hipster-y neighborhood. targeting the millennials who don't have really big paychecks. >> jane i was going to ask you an anecdotally, which market do you go to? >> i go to trader joe's, go to costco. you go everywhere. you don't go one place. >> but your whole foods shopping behavior, has it changed at all, jane? in the last couple of years? >> i go there not as much because i'm not quite as convinced, this is a whole other story that organic is -- as great as they say it is and worth it. and whether that label really means that much. >> i think you're not the only one, which is why the kroger numbers on the back of that are interesting, as well. thank you. jane wells in california. kate rodgers has those highlights. >> that's right. we wanted to bring you a few headlines from steve wynn who said macau continues to be more of a question than a certainty

it still -- >> take a look at a chart of kroger for the past 12 months. take a look at supervalu, which has the spinoff so, that could unlock value there. target, which offers organics. organics is not just organics -- >> it's gone mainstream. that's the problem here. dan's talked about it a long time ago. >> to tim's point real quick it was a year ago b.k. was here they reported on this, they being whole foods market. pete was on the hook there. the stock was trading 38. >> they dipped their toe in. >> they dipped their toe. so it's the same levels timmy was talking -- >> yes. trade at 36 bucks i would dip my toe in. >> top drawer trade? >> it's not a top drawer trade. this is something you keep the ticket right on your desk. >> toe in and take it back out. >> exactly. you've got to be very careful here. >> sticking with food here. shake shack vague big move ahead of its lockup expiration. shares available tomorrow. dan nathan's break down what it means in tonight's "fast casual." monster move today. monster. >> there's a good, bad, and maybe just ugly w

. >> walter i wonder if this weren't whole foods, if it were kroger or middle-income aimed or discounten a much bigger deal. is it because whole foods customer can absorb the cost of $18 almonds already? >> whole food has a brand. you feel good about whole foods. they've got to protect that brand image. something you said a moment ago. out here i'm going to say something that makes me unpopular. talking about government regulation being awful and government inspection. they said we should get rid of usda and food inspection but every now and then you want people to know we are checking up for the consumers. >> i think giving a coupon away is a good idea it's prudent. it's not necessary. the whole food consumer i believe, believes this was not an intentional thing. i did a little mother-in-law research before i came on and asked my mother-in-law what she thought. she thought it was no problem. >> that's the authority on these matters. thanks for joining us appreciate it. >> not at all. >>> does gender matter in silicon valley? women hold top jobs in some of the biggest names in tech. my

has 50 some billion in annual revenue, number two rose grocer after kroger.for growth. they will find low values to cash flow. maria: kathleen, good to have you on the show. kathleen smith. jeep hacks attack, what that means for the future of driverless cars. back in a minute. ♪ maria: welcome back. a new pole in key states could spell trouble for hillary clinton. cheryl casone with the headlines right now. hey, cheryl. >> this new "quinnepiac poll" shows hillary clinton is behind three gop candidates in three critical battleground states, colorado, virginia, and iowa. 46-38 in colorado and by similar in virginia and iowa. wisconsin governor scott walker topping hillary in all three states as well. former governor bush is ahead by five percentage points in colorado. >>> outrage in arkansas. after an air traffic controller was arrested for allegedly being drunk on the job. the trouble started when a pilot tried to reach the tower in spring dale, arkansas. didn't get an answer. police say the controller was found passed out in his chair with his shirt off. yeah

kroger you don't trade off of china. >> 3% yielders yesterday went nuts at 11:35 a.m.'ll see you in a few minutes. >> job cuts at microsoft. we'll give you details next. ♪ i built my business with passion. but i keep it growing by making every dollar count. that's why i have the spark cash card from capital one. i earn unlimited 2% cash back on everything i buy for my studio. ♪ and that unlimited 2% cash back from spark means thousands of dollars each year going back into my business... that's huge for my bottom line. what's in your wallet? >>> welcome back to "squawk box." in corporate news today "the new york times" reports that microsoft announces a new round of job cuts as early as today. they're said to be in in addition to the 18,000 positions the job was said to cut a year ago. >> the other big corporate story this morning barclays ousting their ceo. shares of barclays went up about half a percent. they've had a number of problems. it's just the latest in the line of european ceos that have been out. >> earnings coming out tonight. hot and heavy. i think another

now you're not just competing against the local grocer or kroger or whatever. >> you have amazon. >> everybody is selling food. so unfortunately, a & p, looks like the name is going away. >> tell me about the truck that's not the truck. >> i knew you would like this. $60,000 plus -- >> come on. >> a ford f-150. >> that doesn't look like a ford f-150. >> all the stuff is on the inside. self-parking. >> it's going to be a big seller. >> massage chairs. >> i don't know who is buying it, not people who buy trucks. >> made of leather that was hand-massaged by shoguns. >> are you making this up? >> i made up the last part. >> he made the last part up because actually all the craftsmanship inside it's actually nordic elves who did the small stitching work. >> with a shoe. >> this makes a lot of sense. it makes a lot of sense because, again, everybody loves to question what do more millionaires drive than anything else? the f-150. they have a big audience and actually, a lot of wealthy people out there love driving this truck, too. >> it's great, but it's more car inflation, right? am i gett