simon mentions lulu. beats by four cents.ue raising their view after that terrible guidance in june. >> it's an interesting stock. let's bring in our research analyst. sam, welcome to the program. it's a heavily shorted stock. about a quarter of the float. you would expect to get a move like this on good news. is it a fundamentally a turning point? >> i don't think so. the total same-store sales were better. their brick and mortar, their own retail stores were down 5% on a comps basis. they are still opening a lot of stores. begin that probably 30% plus of their store base is less than three years old, they should be comping significantly better than that. they said traffic improved, but conversions were down. i think they lost a lot of customers to other people. they continue -- >> interesting. >> sorry. >> directly customers up about 30%. keeps the overall same store sales figure, for want of a better expression, constant. much has been made of the new fashion, more of a focus on street wear. potentially, is that a game cha

i wouldn't buy lulu here. right now lulu has lost its edge in the marketplace. >> the double-digit surge in the stock today has murph in the child's pose. >>> and cantor fitzgerald charity day has celebrities lining up for a good cause, we'll talk to the store of hbo's "boardwalk empire" steve buscemi, when we come back. you you. >>> welcome back to the half much. take a look at shares of lululemon today, soaring after raising guidance for the year, after more than a 20% drop year-to-date. we can't seem to find a bull on our desk. so we want to know from our viewers, are you a bull or bear on lululemon? log on to cnbc.com/vote. pick your side. we're going to discuss it on the desk. while you vote. you still think it's a downward dog? why? >> i didn't have a position coming into today. but this move, decent quarter. >> let me rephrase my question? do you still think it's a downward dog and why? >> it doesn't matter if you had a position. >> it kind of does, now my money is there, now i believe, i'm putting my m

>> we're northeast neutral on lulu. the market in general and as the growth continues to outpace growth in most other cat dpoers. but because they're the ones with the target on their back, there are a lot of other players coming into the space that we think might be a better way to play it. one name we like is gap. you know, athletta is a business that they run that's growing rapidly. in the u.s., they're going to approach to having 100 stores this year. we think at some point they take that brand global. and it's not a huge piece of the overall gap portfolio, but we think it adds something to gap from a growth perspective that makes it a little bit more attractive than it otherwise would have been. >> and throughout the show, we've been asking you, what do you think about the latest fitness crazes? does sports wear have to be fashionable? josh tweeted in earlier saying lululemon is a fad. i buy a decent pair of shoes and wear an old t-shirt while working out. get in touch by e-mail, worldwide@cnbc.com or via twitter o

you may take out lulu. are you ladies wearing the lulu? i know guy does. >> i am offended. i have gratuitous footage. >> you are short? >> she wasn't in under armour garb. >> she was in the prior release. >> the models. >> very athletic. >> if i can get that physique by wearing under armour, i'm there. next up, twitter shares are up for the first time since last week, ahead of products, daniel graf is scaleing back a side project on its core vision. nice run here, dan. >> it's a great range. the stock is still down, this is a sentiment trade. are you not long twitter. you should be short. i think there is a whole sat a list here. some of the key metrics, the nfl proves to be some sort of defining moment here as they start this new season and they engage more, remember they brought on an exnfl executive to the managing team. to me i leak it here. if you have been long, you could see business, i am long, i am sticking with it right here. i would probably do what aaron likes to do is overrule her long. >> i think it's a bad day for zbroeshl we often play the game would you rat

shares of lulu lemon, $44.95. but the news not so good for crops. nicole: buckingham research today putting out a note, so many reasons they are cutting stock from neutral to buy. in the long term going forward looking at 2015, investors at this point going forward, shoppers are feeling the cost cutting type of mood. the reception going forward seems somewhat cool. we have turnaround in sales trends, may not happen until 2016. in the near term the sales trends are weaker, regional and seasonal as well as foreign exchange rates. those numbers, foreign-exchange rates going forward for earnings per share. there is no reason to be optimistic. for the near-term they lower the phrase to $14 from 20 so right now it is not so hot. dave: thank you very much. coming back to you in a moment. 9/11 a day of remembrance for reflection for americans across the country. so many have given their time and contributions to charities helping the victims of the attacks. dave lindsey was honored with his charitable work with the 9/11 foundation by helping ring "the openi

this is lulu, hi, baby. and this right here is shiloh. we have max, pepper, that's the black and white one. we have greta right there. and the other retriever, that one is -- wait, precious. precious. the german shepherd is sarah. and then we have shelly and right here we have alice maine founder of right here lily's legacy. it's a senior dog sanctuary. tell me about this dog haven we are in. >> reporter: you're in petaluma at a wonderful facility that we have to save senior large breed dogs. dogs 50 pounds and heavier and 7 years and older. >> reporter: i'm guilty. i have rescued two dogs before and they are puppies but tell me about senior dogs. >> they are perceived to be the hardest to adopt out and actually they make incredible pets and they are fairly readily adoptable. so they come well trained. they come very grateful for being rescued. they don't chew. they don't dig for the most part. they're just easy. they come in and become part of the family almost immediately. >> reporter: great with kids, great with seniors and you have a

>> sonny: well, dante and lulu are coming home. that deserves a celebration.et's go to my -- the office and we'll talk about it. >> carly: [ chuckling ] yeah. i'm not going down that road again. nope. i have to get ready for franco's party. >> sonny: oh. is it like a bon voyage party, see you later, alligator? >> carly: it's his birthday party. >> sonny: oh, a day of mourning. wow. >> carly: actually, it is. it's not just franco's birthday. >> carly: actually, it is. it's not just franco's birthday. it's jason's birthday, too. that's why there's a listerine® product for every mouth. one to clean your whole mouth. one for those hard to reach places. one to protect kids mouths from cavities. even one to freshen breath on-the-go. with over 100 years of innovation in oral care... there's a listerine® product for every mouth in your house. for cleaner, healthier mouths go beyond brushing alone. listerine®. power to your mouth ™. apples fall, but the apples of your cheeks dodefy gravity. juvÉderm voluma® is the only fda-approved injectable gel to instantly add volum

here is lulu chen. we have been talking about it this morning. they don't want to be a one trick pony. they don't want to have everything in one basket. >> definitely. are lookingthey into these emerging markets like russia and brazil, but also the u.s. has always been a place that jack ma has aspired to, even before the ipo when he was just starting the company. the u.s. has always had a special appeal to him. that is why we are seeing him investing in these smaller companies, to learn from local companies, their experience an operating in the u.s. also, following the diaspora in the u.s. and cater to a larger market. >> astonishing, $230 billion the valuation. what are people telling you about, whether that is expensive, etc. >> any discount that previously existed has been erased. news just came in that they are issuing additional shares. boosting their ipo size by 15%. that is 48 million additional shares, making them the world's largest ipo ever. in our bloomberg asia billionaires reporter. man who has done well after this, jack ma. >> basic

here is lulu chen. we have been talking about it this morning.trick pony. they don't want to have everything in one basket. >> definitely. are lookingthey into these emerging markets like russia and brazil, but also the u.s. has always been a place

. >> lulu has been one of the worst performing stocks on the year.t how it performs historically on earnings day, it is a relatively strong day. it has rallied the last eight quarters. it moves a lot. expectations are generally low going into the earnings report. lululemoneport out of should send the stock higher here. they are implying a target just south of $42 per share by this friday's expiration. i will be looking to get long lululemon. 41-42 callthe spreads for this weekend's expirations. it is a great risk set up for me. >> that is a move. overall analyst sentiment and it is pretty cautious. two thirds still have a hold call on lulu. you areteresting that expecting it to rally. why is that the time horizon? why not play it further out? >> i like to play earnings on a one-week that an implied volatility gets priced into options. after the event comes out, it is a lot a premium decaying away that is hard to fight any long-term position. i want to be out of the. trade if i am wrong. .. and i have a very defined downside risk with a great upside p

lulu, tell me something. what is the atmosphere like? calm?just reasonably >> definitely. one of the key questions that investors will be asking today will beer alibaba issuing more shares or bumping up the price, and they managed to attract enough orders, so they might be closing their ordertaking process early for the ipo. one of the key questions for because the ipo is so high profile, and there is so much demand, some might be insulating their demand, so that is something they should take care of -- and might be insulating their demand, so that is something they should take care of. -- might be inflati ng their demand, so that is something they should take care of. the company is still looking at september 18. starting trading the next day. what are the fundamental is most concerned about when it comes to what could be the biggest ipo to take place ever -- what are the fundamentalists ?ost concerned about >> how they will sustain growth, especially when it comes to mobile. even though they have a great mobile, how are they going to sustain this growth? also, with insta

lulu . listen, this is at one points it was unstoppable.ululemon made yoga popular in north america, it was wasted with win chip wilson and his big mouth, he went off with some rants, but still they are executeing better than wall street thought, they beat the streets into last 4th quarters, in july they beat it by big amount. margins have dipped, costs are soaring, they have new product lines. but i think they have turned conner enough now, they get to ride coattails of yoga clothes, last year they surgeed 45%, regular work out clothes 5%, i am looking for stock to break out to 45, have you a good shot at 55. if you are a short-term investor this may not be a trading vehicle yet, long-term, but it is volatile, i caution. what do you think. >> you like it because that by guy made you buy yoga pants. >> i love that kid. >> i don't like it. same-store sales were flat, they beat because the street was looking for nothing. they are down so low, i think it hits resistance at 46, i think that yoga is a fad. charles: it has been around for 8 housf

. >> lulu lemon. >> netflix. >> charles: you have one jillian? all right, guys, by the way, my stock ideas on the way. it's an israeli tech company. it burst on the scene a few years ago. i think it's ready to sore again. i like the news coming out. stick with us we're going to try and make you some money in just three minutes. i'm only in my 60's. i've got a nice long life ahead. big plans. so when i found out medicare doesn't pay all my medical expenses, i looked at my options. then i got a medicare supplement insurance plan. [ male announcer ] if you're eligible for medicare, you may know it only covers about 80% of your part b medical expenses. the rest is up to you. call now and find out about an aarp medicare supplement insurance plan, insured by unitedhealthcare insurance company. like all standardized medicare supplement insurance plans, it helps pick up some of what medicare doesn't pay. and could save you in out-of-pocket medical costs. to me, relationships matter. i've been with my doctor for 12 years. now i know i'll be able to stick

. >> i'm with you on ulta, lulu you could still see my panties.ughter] charles: she did so well last night, tamara holder's back with us, fox news contributor. you won't start any fights tonight? >> no, i'm actually upset with tracy though. charles: and a political prospect here in the flesh, hope you're ready to rock and roll. >> thanks for having me. charles: there's no favoritism. let's dig into the first real, real deal. it was mostly a miss today for the market. listen, i don't -- i think the market really yawned at the president's speech. it was sort of -- there were no surprises there. he wasn't really adamant about a whole lot of things, so i think that's one of the things we opened a little bit lower. the bottom line at this point, i think, is the reluck tan to use american boots on the ground, it still seems really troubling to a whole lot of people. maybe the kurdish fighters, yeah, they've shown some valor, but the soldiers, i don't know. you know, since we made that responsible exit, i think we learned some pretty hard exits. presiden

lulu lemon, ceo so offended women that their stock went from $70 to $30. there has been solid brands with core audiences that loved their products that walked away. i don't think anyone could be so arrogant to say football cannot suffer. i don't know if one of the up mat questions should roger goodell go. if wish he would have just said, it was a p.r. aspect of the ray rice video going public that got our act together north that additional things came up. >> the video -- >> a qusay mea culpa. >> other owners will be say you're going tot be an embarrassment now. maybe we need somebody at the top to handle this or weight it out. >> they're waiting it out but when you read between the lines -- the sponsors now are in a position where they have to be able to tell their con it opportunities -- con state -- constituents why we stuck with the nfl. typically means someone had to get let go. we see it in the corporate world to and the political world where occasionally the person at the top has to leave to satisfy everybody. now, don't know -- >> not on that stage

. >> this reminds me of lulu last week. a series of misses, you get to a certain point where you can't miss anymore. >>> blackberry getting a -- getting hit with a downgrade as the company reports earnings this friday. they are launching their brand-new phone, the passport, tomorrow. i'm sure the lines around the block just like the iphone. sleeping bags. marshmallows. >> you certainly can't buy blackberry because you're looking for a line. nobody gets the publicity apple gets. downgraded to market perform which -- what's the point anyway? stock was down 3%. this is a turnaround story. i still think there is a lot more that this company can do. ceo is fantastic. has done everything he has said so far. coming in to the last quarter of the year is when you'll see the turnaround. we have earnings this friday and i'm staying long. >> what do you think, dan? >> i think the stock's run too far, too fast. when the stock was $7, $8, that was a great call. i don't think the value is there now. i just don't think it is a great play h

we know from lulu, they may have lost its way, but you seem to be pioneering a new way. >> we have a new brand, and anu is a brand, it has 1,200 yoga instructors in the u.s. that are real fans of the brand. and yoga instructor, they tend to educate their students about which mat to use and which shoe to wear and it becomes part of the yoga lifestyle. we're developing a concept as now a lot of yoga studios are having -- there are hygienic issues surfaces so people are wearing a foot covering in the yoga class. we have got a product coming for that that i think is quite revolutionary. >> when i go to the ugg website, i don't want to lose sight of the flagship, i see lots of different kind of shoes. and i say shoes not boots. >> right. >> it looks like there's a revolution in that brand. >> well, the brand has emerged a lifestyle brand. in the broadest sense of the word for men, women and kids. our men's business is up 140%. well, really since we signed tom brady. and that's been -- men discover ugg through slippers and then suddenly find themselves in a pair of our boots and then shoes

. >> and pete, great couple of days for lulu. >> love this company. and the fact they have been able to turn things around. they rised the guidance for next year for nearly $2 a share. huge shorts? here. but the balance sheets are the phenomenal. trades a 22 pe. not overprized and i think it's going car. >> alibaba coming up, feeling the love from wall street's biggest investors. should you swim with the whales? and up next. more than one way to skim an apple. trading the big movers on the apple's new product line. and ceo chairman terri duffy is here with us. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform, the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running. sometimes they just drop in. always obvious. cme group can help you navigate risks and capture opportunities. we enable you

economists expected a reading below the the 300,000 level and shares of lulu lemon rallied about 14%ay. the maker of yogawear reported earnings in revenue that beatest the mas. that's it it from cnbc, first in business worldwide. r every hackk and nuisance in the world. but systems policed by hp's cyber security team are constantly monitored for threats. outside and in. that's why hp reports and helps neutralize more intrusions than anyone... in the world. if hp security solutions can help keep the world's largest organizations safe, they can keep yours safe, too. make it matter. tthe will..., mobilizing to take on the world? you don't know "aarp." aarp and its foundation are taking on hunger with 29 million meals donated. drive to end hunger teams with local agencies to reach the hungriest among us. if you don't think feed the hungry when you think aarp, then you don't know "aarp." find more surprising possibilities and get to know us at aarp.org/possibilities. i'm on expert on softball. and tea parties. i'll have more awkward conversations than i'm equipped for, because i'm raising

. >> lulu, thank you very much, joining us to go through this -- we've gone on forever waiting for thising on market-wise. let's get it over to david. david? >> the nikkei 225, what do we have there? dollar yen, 104, north of 104, just about the lowest level, weakest level for a japanese currency since january. that's pushing it up over in japan. you look at the thai index and the kospi in south korea, it's simply a story of heavyweighted stocks. you look at samsung and hyundai pulling the index down. a lot of that also has to do -- it was alluded to what's happening with the forex market. euro, let's look at this officially, 131.19, 131.20 is the level that we basically saw last september 5. let's get a two-year chart so you can see it very clearly. next stop, 128 here for the common currency. it's fairly clear for you. so this is september 5. this is where we are right now. 128, that's what you have as far as common -- i mean, you look across the markets. i can't see another currency really under -- just look at how these reports are playing out. you had p.m.i. data out. you had the e

lulu dk sells her own at bloomingdale's. >> is there there's a di yichlt element how how to apply themly with water and a cotton ball and it's on your skin and cut it however you want to cut it. i like to wear them as bracelets. >> it's like the tattoo you can show your mom and dad. >> exactly. >> reporter: they can last anywhere from four to six days and you can shower and, yes, go to the gym and get your sweat on but can my new glam look really translate from work to play? i enlisted the help of "good housekeeping" style editor lori bergamotty. >> seriously, ladies. where's the party. >> incredible. >> you can't be afraid to add to what you already have on the tattoo so what we did is give you two bangles and put shine, sparkle in there. >> reporter: and the office, a flowy skirt and fitted blouse. >> i have tattoos on. is this really going to be okay? >> absolutely. >> i think so, right? >> what's great about the tattoos whether you work in an office that's very quiet and you don't want to jingle when you go down the hallways this could be a great substitute. >> reporter: you can ev

lulu reports next week, i don't think it's a big number, but angel martinez is big.gher. >> especially off the field. no matter how many i need or how complicated things seem, it's not like you can carry them to the next game. >> that's a new -- >> i'm not jealous at all. there's no reason to be jealous of tom brady. he has nothing we don't have. he has everything we have. leave it at that. >> i like watching the gisele ad. watch that a few times. >> no, we all have better lives than he diz. >> stop trading with jim after the break. [ inhales ] [ male announcer ] at cvs health, we took a deep breath... [ inhales, exhales ] [ male announcer ] and made the decision to quit selling cigarettes in our cvs pharmacies. now we invite smokers to quit, too, with our comprehensive program. we just want to help everyone, everywhere, breathe a little easier. introducing cvs health. because health is everything. introducing cvs health. everyone is looking for ways while to cut expenses.s unique, and that's where pg&e's online business energy checkup tool can really help. you can u

not at lulu lemon. >> you don't have to, because in "usa today," -- >> aggressive. >> talking about putting unlimited iphone 6. >> $50 for everything. you can spend another $20 and get upgraded every year for the rest of your life. >> i'm predicting better than expected christmas sales because of this. >> when we come back, cramer's mad dash. we'll count down toward the opening bell, get you one last look at the premarket on this wednesday. "squawk on the street" will be right back. "hello. you can go ahead and put your bag right here." "have a nice flight." ♪ music plays ♪ music plays traveling can feel like one big mystery. you're never quite sure what is coming your way. but when you've got an entire company who knows that the fewest cancellations and the most on-time flights are nothing if we can't get your things there, too. it's no wonder more people choose delta than any other airline. (vo)solver of the slice.pro. teacher of the un-teachable. you lower handicaps... and raise hopes. and you...rent from national. because only national lets you choose any car in the aisle... and go. you

senator johnson hour guest, andrew practices the downward dog when we roll through lulu lemon earningsk box" at 6:00 a.m. eastern time only on cnbc. >>> future of higher education is a constantly moving target from the emergence of online courses and now styles impact the landscape. there's a new twist with the most popular course online only to stanford students and the public. the experience was led by our guest host today, professor john taylor. john, this is interesting to me. there's massive changes coming. you did this in two versions. >> right. >> how did it work? >> we did the open online, where we had thousands of from all over the world, amazing. more interesting, we offered this course for credit to stanford studentings, and they were all over the world, for credit, paid, and it boriced worked out better. >> there were 25 students in that version? >> yes, 25 in the other. >> same course for many, many years, but online, using the new technology, they liked it, did well, very promising. and it's not disruptive, integrates well. some are positive. >> a situation with one-on-on

lulu's and the scarf. >> i love that. >> last but not least, i have to rave about suede.nld of the riding boot that goes over the knee. now he's a great designer, the price point $49.95. you can get the look at dsw. you can try it -- >> and that's for two. >> can you believe this, there are seven colors. and you can get flats, oerg is online. >> thank you, baby. >> more signs you may need therapy. >> and our favorite guy is back, we have some tips, coming up after your local news. my budget used to be a real downer, even when we needed stuff for the home. i was a negative nancy. but, thanks to fingerhut.com, now we can shop with low monthly payments, and they've got over 70,000 items from brands like samsung, kitchenaid, xbox. two words: mini donut maker. uh, that's three words. just click on over to fingerhut.com for the credit you deserve to get all kinds of great stuff. [ doorbell rings ] oh, i hope that's our new espresso machine. and that hot delivery guy. ♪ and that hot delivery guy. apthai shrimp salad,bos now with crisp greens,w juicy shrimp, and sliced almonds. a