i think estee lauder has more room to run. the company's slower growing brands have just begun to turn around. meanwhile, under the leadership it's invested in other brands. consider in 2007 estee lauder and clinique represented 60% of the company's sales now down to 40%. midsized brands now collectively represent as much of the company's sale as estee lauder and clinique. and the midsized brands are growing much more rapidly. mac in particular. where did this thing come from? it's got fabulous growth in all regions including places that no one has growth. china, brazil, turkey. on top of everything else estee lauder is an innovator. it spends a lot of money on research and development so it can roll out lots of new products. it's avoiding the cannibalization of its existing business. this focus on innovation is now estee lauder created the sixth best selling makeup products in 2014. plus at a time when companies are struggling overseas's estee lauder is growing. this one any weakness this is a high quality growth stock to buy

if you look at estee lauder, it's expensive and by god what an extraordinary business they have.hey did a great job. they don't smell even though the fragrance business was actually off a little bit. that's okay. the thing that really doesn't smell right though is elizabeth arden. this company missed. the stock is down a little, not a lot, but i think you have to really be careful. there's a ton of debt here and if you look at debt market. the debt is starting to trade in the double digits for six-year paper. that's telling you something is really off. doesn't smell quite right. stay away. if you want to be in the space, yell. that's the way to go. guy? >> karen says something. when she's passionate about something she's always right. >> your ears perk up. >> my ears perk up. >> i'm a big fragrance guy. >> i know. >> let's take a page from darren's back. dan nathan has a fine print of his own on yum earnings. dan in. >> you got feisty last night. >> i got feisty. >> five-dayy. >> listen, expectations going into this quarter were actually not high, okay. guided down to q4 when the

it threatens everybody's lauder's supply throughout northern california who receives water through the>>: this isn't a first. a train carrying crude oil crashed in lynchberg virginia last year. also in quebec, canada in 2013 where 47 people died. >>:when these railcars the rail and blow up a they're like small atom bombs that turn into fireballs. alecia reid>>: rail lines are proposed to carry oil into the state by next year. affecting both the valero and tesoro refineries. over 1400 signatures were collected from people in benicia that are against it. because of all those signatures, the proposal has been recirculated, and will be reopened for public comment on june 30th. in benicia pam moore>>: a walnut creek family knows a lot about the gift of life. tonight, as kron-4's charles clifford explains, a man has received another medical miracle from someone near and dear to >>:by the time i was 50 they tell me it was now or never dared to get the transfer or dialysis. charles clifford>>: his wife sonia immediately volunteered to give him one of her kidneys. doctors told them it was not a

her 20 million followers on instagram helped her land a lucrative deal to be the face of estee lauder. and big gigs, walking a-list designers like diane von furstenberg. instagram has given her a huge platform to market herself and her brand. more followers means more jobs. >> i mean, my instagram is my personal thing. i like to have fun with it. i like to show people my life. >> reporter: matthew's new jetset life is something his father hasn't gotten used to. >> he saw me with a hair dryer which i've never even thought about using one. he goes "gives some volume to your hair?" >> modeling st i looked at him. he shook his head. just laughed. "oh, that's fine my other daughter." >> reporter: like all daughters he's looking at building his social media following. >> how many instagram followers did you have? >> six months ago when they found me i had around 1,000, 1,100. i'm close to 40,000 now. >> reporter: since our interview two weeks ago, he's gotten 10,000 more followers. >> give me modeling guidance. i want something very chic now. >> very chic. >> i want to make a model face. >>

. >>> strong holiday demand for its skin care and make-up products estee lauder posted better than expected results. the beauty company warn full year sales fall more than expected because of the stronger dollar but shrugged that off. $78.40. >>> tough day for shares of dunkin donuts. a lot of people like the coffee and donut chain but profits trailed estimates and cut its full year outlook blaming consumer challenges and competition in the breakfast environment. the company did raise quarterly dividend to around 26 cents a share for yield of about 2% and all the sugar you can entail. shares fell to $46.03. shares for sprint in the meantime set its quarterly revenue fell less than expected. the wireless provider attracted more by cutting prices offering big promotions. shares up more than 5%, finished at $4.82. same time, verizon wheeling and dealing, selling to frontier communications $10 billion on that one. dow component also selling cell towers to american tower for $5 billion. going to use some of the proceeds to buy back about $5 billion of verizon stock. look at the shares moving hig

his team freelance reporters often blackmail illegal lauders.ived at least 500-dollar as month from prescribes. six tiles the average wage. occasionally he files a story. >> to be honest, we are all the same in this country. but there are different ways of giving and receiving prescribes. sometimes, if they are discreet they put the money in an envelope, everyone benefits from illegal business. >> do you think there's anything wrong at all with the way you operate. >> we don't bother people that aren't involved in illegal business, it is simple we only come in when people break the law. >> increasingly his team faces violent retaliation. >> sometimes journalists ask for a little money for food. i will give them what i can if they want more, i can't ard to it. i can only fight them. >> last november a journalist was shot dead while investigating a company. he was accused of extortion. tonight he is with another colleague whose car has been smashed by illegal loggers. >> he got angry because i found them loading wood into the van. i caught them in

they have led the charge, you know, from estee lauder to under armour.ven though under armour stock pulled back a little bit. their numbers are absolutely phenomenal. lost in all the earnings news is that trade deficit. that was out today. the biggest gap in two years. in fact, the biggest one-month surgery since july 2009. the deficit almost $47 billion. i mean, this is significantly higher than anyone thought. the street was looking for 38 billion. driven by increases by our trading buddies. china and germany. i mean, you ever wonder why there's so much money. there are more dollar bills outside of america than in america. because we buy stuff from everybody around the planet. thethey gave us their stuff. we give them our dollar bills. can the american consumer save this economy, but the entire planet? according to our guest, this is his chart, it will help certain sectors. he's saying, the technology, consumer discretionary. industrials. i happen to think he's right. i want to find out from the panel if they can save the entire planet. i'll start with

the consumers like estee lauder and ralph lauren. >> chipotle getting crushed because they missed theod costs going up and heads-up, talking about increase in labor, that would hurt chipotle too, priced to perfection. charles: thanks a lot. great show. congratulations. raytheon, you had a great pick, with take two, you had a great pick with staples. >> i had h-p. come on now. charles: check it out, look tath on the screen, we're going to be live on the money show live from orlando. see the show, 6:00 p.m. in orlando. . lou: good evening, everybody. i'm lou dobbs. the islamic state trying to prove that it's bolder and more brutal than ever despite a six month war with the united states and coalition nations. the radical islamist terrorists today releasing one of the most violent execution videos that shows a jordanian pilot being burned alive in a cage. the barbaric act provoked demonstrations and jordan is now vowing to avenge the pilot's death with a, quote, earth-shattering response, one will include the

walt disney, hasbro, wyndham, boeing, honeywell, listen, starbucks is in there, estee lauder doing veryhighs right now. so as we turn away from -- january's already in the rearview mirror. we look back at risk appetite and is it back on the table. stocks are once again in record mode, erasing the down beat performance from january. i mean, look, if you remember last year after falling more than 3% in january, the s&p 500 bounced back in february, went on to end the year with a stellar 11% gain. so does that mean we see another year not only of double-digit gains, but bucking that january trend where if it's down in january, the rest of the year's down, or will global headwinds push these markets south. >> 32 advisers' founder and ceo, robert wolf. you are striking a little bit of a more cautious tone now. just as we're hitting records. >> well, it's great to be here on a record day, how's that? liz: that's all you. >> listen, it's great to see boeing, honeywell, disney, i know all the ceoss, they're great visionaries, and they've had a great fourth quarter. right now not surprising the

. >> we are watching what's happening with estee lauder. higher demand for its skin care and makeup products during this holiday season this past one, investors are shrugging off the warning that full year sales would fall more than forecast because of a stronger dollar. in this case shares are up 7.5%. rival coty gaining ground hitting a record high on its better than expected second quarter profits. it's well known for calvin klein perfume shares among others. >>> dom earlier broke down the sectors leading this rally, utilities, telecom, health care. that's a very defensive risk off trade. so is this how investors should play it in the months ahead and what does it tell us about quality of the rally? joining us jack ablin, chief investment officer and burns mckinney. welcome, guys. >> hey, sue. >> jack i'm going to start with you, if i could. we do have a rally but does it worry you that the more defensive sectors of the market are those that are leading this particular market move? >> it does, to some degree. of the five market metrics t

. >> i made a list of all-time highs today, disney, estee lauder, home depot, low's, starbucks, sherwinliams, hasbro, not counting an ingersoll rand, things that are ostensibly leveraged in europe. are we reading that wrong? >> i don't know that you're reading it wrong. that stuff makes some kind of sense. the industrials have not been a leadership group. it's a dollar issue more than anything else. yeah, it's been what we've expected coming in terms of u.s. consumer tail winds despite mixed data but we used up a lot of energy to get here and not as if there's a lot going beyond. nasdaq 5,000 we will hear a lot about. >> we will hear a lot about how healthy is the u.s. consumer or isn't it? we're seeing a rotation in the way people spend today and as we move through the retail part of the earnings season and we get big misses we're going to be reminded it's not on breakfast cereal and campbell soup. >> "usa today" poll people all the gas savings what did you do with it? nearly half said it made no impact, 30% say saving more, less than 20% say spending more. >> it's been a very rapid dr

i was on the phone with leonard lauder and the head of l'oreal. suppliers and they have said the same thing to me. there is not a retailer who is servicing this high end specialty business of these high-end black -- high-end brands. they are sold in a smaller environment. very service oriented. a different experience than going into a department store where you have the major brands the large brands. we do some of those that blue mercury, but many of these niche brands. it is a different touch and opportunity. >> if you're looking at the specialty cup and -- specialty customers, what are you going to buy next? >> it took me 10 years to make this acquisition. i have a little more room in the future to think about what is next. for us, we are a big cash generator. a lot of opportunity to continue to pay dividends and buy back shares. if there is a teacher copper to be like this one, we want to jump on it. we will always look at other ideas that we do not have anything on the plate at the moment. >> the distinction between organic growth and the grow

we'll be hearing from estee lauder michael kors sprint dunki brands.ig day for social media. >> i'm going to bring you flashes out of europe. we had the ecb winter economic forecast. the headline is outlook improved but risks remain. if we dive in to a few more for the first time since 2007 all member states are expected to grow again this year according to the european commission so an improvement there but they're saying that risks remain. growth is forecasted to rise 1.7% as a whole and 1.3% for the euro area. in 2016 especially for the eu and euro zone. coming up as oil volatility continues we hear from the finance minister of saudi arabia about how his country is bracing for long-term lows. we'll be back in a couple of minutes. opportunities aren't always obvious. sometimes they just drop in. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances. >>> saudi arabia continues to slug off the recent slump in oil prices. but

es taye lauder and coty boeltth up sharply. dunkin' donuts missed estimate by a penny.er, raise its quarterly dividend by -- to 26.5 cents from 23 cents. you ask see the brand share down by 20%. >>> so let's get more on what's behind the number at dunken brands. chairman and ceo nike l travis, welcome back. >> good to be here. >> i want to z you, after mick donlds and conversations we've had with other, do you think you're losing the millennials? if so what are you doing to get them back? >> we're not losing millennials. we're becoming more attractive. a good illustration of that is on the digital side of our business we reported stellar numbers for our dunken points. we achieved it slightly beat it. we also had 11 million downloads. we know that millennials like our products. they like how fast the speed of the bids. they like they can go and sit down with our wi-fi. we're actually gaining in that area. and i think one of the things that's going to happen this year, we also announced earlier this week a program we're going to bring in blenders in med mid year. we think

lauder milk's question. i'm concerning about terrorists here. taking who we think are everyday young people, having them exposed to the way these radical organizations use the social media and the other recruitment resources and how -- what is it that we can do to sort of cut it off at the pass. what should we be doing in terms of accessing young students, vulnerable college students? are there resources that we should be putting in educating and counter-acting some of this negative propaganda, this ideology-spewing that is taking place with -- how do we help our communities and families see signs? are there any commonalities or characteristics that seem to be most vulnerable that are home-grown, that seem most vulnerable to this radicalization and can you share with me where you think our greatest threat is in terms of the security? is it on the southern border of the united states and mexico? is it some other borders that we're talking about? for someone like me, i consider myself spongebob. i want to soak up as much understanding as i can get

. >> amongst the other names working today, based on either guidance or earnings estee lauder, snap-onesults. >> love snap-on. >> allergan 217, beats by 34 cents. people saying they should have asked for more. >> no no no one believed that they -- i mean no one thought that there wasn't a vicious overpay going on there anyway at actavis. david pyott came on mad money over and over and said we can do this huge number, and everybody said it's not true it's not true. he said, no we have earnings power. only one man believed him, the ceo of actavis. ceo of actavis was right. >> so far. >> so far? >> so far pretty good. pretty smart. >> what do you have to win -- you know what? so far the patriots are good but let's see. >> it's over though. i disagree with that al le gory. >> deflate-gate. >> talking about the season as a shareholder. yes, it's been a very good ride. >> a -- >> let's see how the integration goes. see what the next deal. >> numbers at allergan unbelievable. i've been a huge supporter of that team -- that team -- at snap-on, how many times does he have to tell you we're not

lauder milk's question. i'm concerning about terrorists here. taking who we think are everyday young people having them exposed to the way these radical organizations use the social media and the other recruitment resources and how -- what is it that we can do to sort of cut it off at the pass. what should we be doing in terms of accessing young students vulnerable college students? are there resources that we should be putting in educating and counter-acting some of this negative propaganda this ideology-spewing that is taking place with -- how do we help our communities and families see signs? are there any commonalities or characteristics that seem to be most vulnerable that are home-grown, that seem most vulnerable to this radicalization and can you share with me where you think our greatest threat is in terms of the security? is it on the southern border of the united states and mexico? is it some other borders that we're talking about? for someone like me, i consider myself spongebob. i want to soak up as much understanding as i can get. a

. >> you go to the chanel counter for the estee lauder count they're going to sell you that.ing to look at you and say what's the opportunities? there's no counter. >> right. you don't look at this as any opportunity to canal liez your business? in terms of -- if she wins you don't lose? >> no she's capturing a customer that i don't get, actually. there's definite a freestanding customer cha we don't get. >> do you see an opportunity of transitioning her customer to you for other types of products? >> there may be. >> this is brand new for us. >> yeah we're both kind of late night e-mailers and texters, we're kind of exchanging a lot of thoughts and ideas. we've talked about loyalty program exchanges. so we don't know exactly what we're going to do but we've got a thousand ideas. >> what about the comp plans in your program, you have full-time employees? >> yes. >> and you've got bonus plans, compared to the aisles that are all over macy's? with those individual comp plans does that cause a problem with employees? >> i don't think so. this guy is asking hard questions. >> wel

ralph lauren was 28 estee lauder was 29.much tougher story. >> you're saying if i wanted to build my hyper loop i'm too old? >> too late. >> you haven't started? >> no. i'm 43. >> i'm thinking of resuscitateing roller blasd and lightdes and light bull.bbulbs. that's my plan. >> in the late 30s. >> been doing -- it. >> if the hyper loop works he can go backwards. >> now 43 years ago old -- >> thank you for coming in. >> thank you. >>> when we come back this morning, actavis ceo brent saunders will join us on the set to go through the company's earnings report. >>> but first, taco bell goes asian, we'll talk about a new men you're item. >>> time for the aflac trivia quiz. when did trading at the nasdaq begin. the answer when "squawk box" continues. they got some new-fangled kinda one day payin' machine? hehehehe yea, i got aflac at work. aflac... in just one day, we approve and pay. one day pay, only from aflac. aflac... can it make a dentist appointment when my teeth are ready? ♪ ♪ can it track my crew's performance, and prot

i've been on the board of estee lauder for years. >> what do you think happened?e a back story we don't know about that you do? meaning, it seems odd to me if you just thought the company wasn't doing so hot, you would actually take some time and figure out who the next ceo is. if you cut them off at the knees and put in an interim ceo happened. >> clearly something bubble ld up. i think most people thought they were moving their offices to mumbai after being announced. something happened. what happened, i have no idea. i actually got a phone call from adam aron yesterday and e-mail from frits. i wish him luck. it's like watching your kid grow up. you want them to be competitive and innovative. i think the company has to get back to that spirit of innovation. that's leading, not following. so we'll see. i mean we're launching -- we have a new hotel company in europe that we're launching in london with 70 hotels called the principal group. we're launching two new brands. just made them up. and it's not -- it hasn't opened. >> how does that happen? >> serendipity. i