josh has tweeted in to say lululemon is just a fad. i buy a decent pair of shoes and old pants to work out in. that's what he says. get in touch with us. we will be previewing those earnings at around 11:40 cet. don't miss that. >>> pro independence parties are taking to the street to mark the national day of barcelona. antonio beroso, senior vice president joins me now. can we start with a little update on exactly what the situation is in barcelona. >> yes. today is so-called national day. there will be big protests. the prime minister calling for the referendum on the 9th of november, which is a chosen date. then the central government will challenge them. >> will we get to a vote unless madrid changes its mind? >> no. i think once the constitutional court invalidates the laws that allowed the referendum, the prime minister has to decide how to handle it. they want international legitimacy. what has been the main argument, that mas and the referendum news in cat loan na, i would say it does provide an example if catalonia -- sorry, i

well coming up, mike murphy has been downward-dogging lululemon for months. >> that sounds hot. 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

. >> llewelluolin lululemon had p.s risk/reward in lululemon looks good. >> that's a street fight. >> that's a street fight. >> that brand is done. nobody's rocking lululemon anymore. just ask my wife. >> cargo pants. >> yes. >> for those big -- >> i like that. nobody's rocking -- i've learned from josh. >> walk through any mall anywhere in the country, i don't care if it's gap or banana or aeropostale, the display in the front women is very joggers, a different kind of pant beyond the yoga pant. that's what's going on right now. i'm telling you, they are not going to see the recovery that you'd have to bet on to be buying the stock at these levels. it's not even cheap. even after the pummelling, not an inexpensive name. >> there's a lot going ton. happy i brought it up. >> now we know. our top trade tonight, kb home, guys? >> where do i start with this? cancellation rate, 31%, it was 28% last quarter. that's the bad news. what's the good news? you might have flushed the stock out today. basically traded down to the ma

i think it will and then buy it. >> guy, what do you think of lululemon? >> very transparent observation by b.k. there. the margins were very good. the quarter was outstanding and the short interest suggests that this sell-off was it. i think this bounce can be bought. >> yep. >> same-store sales down 5%. >> better than expected. yes, they're lousy, better -- look at the washout this stock has hadp. i'm telling you -- >> for example not for -- forecast for this coming year. when you look at this company you think they would have a difficult balance sheet and they do not. it trades 22 times earnings now and forward. not some overpriced stock. >> you like it too. >> i like it a lot. i'm right there with guy. >> you want to round it out here, tim. >> i will say this much. a bit of a dash for trash if you look at the retail space and some of these specialty kind of retail items that companies that we thought were broken are finding their way to market has priced in negative news and you're seeing some rallies. look at best buy, jc penney, the extent that marke

charles: let's try to make some money, i like lululemon. lulu .isten, this is at one points it was unstoppable. lululemon 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

lululemon one of the top gainers on the nasdaq despite that being down. lululemon up 17%.ntel, it's the biggest loser on the dow jones industrials. that company's stock down nearly 1%. carl? >> coming up this morning is apple pay a major problem for pay pal, one of the top executives at mobile payment company will join us on the first cnbc skbrir. almost ready for lift off, yahoo! talks about the massive alibaba ipo. and john ledger speaking out on apple, amazon and company's new deal for inflight service. find out what he had to say. "squawk" will be back in a minute. y. guys? no, no, no... the scarlet king is lord victor's son!! no don't. i told you! you guys are gonna be so surprised when you watch the finale!!! you're so lucky your car has wi-fi. yeah...i am. equinox from chevrolet... the first and only car company to bring built-in 4g lte wi-fi to cars, trucks and crossovers. whenwork with equity experts who work with regional experts who work with portfolio management experts that's when expertise happens. mfs. because there is no expertise without collaboration. >>>

like lululemon here. the other side. is lululemon losing to this? maybe. i think we'll find out in the next couple trading sessions. >> i was really impressed, so i would actually buy it. our innovation pipeline is going to surprise and delight you. the last firm that i heard say that was apple ahead of this big 22-point run-up that they've had up until the introduction of the iphone 6 and the iwatch. so if nike is telling me that they're going to delight me with what they're going to innovate with, well, i'll pay attention. >> btw, guy, you laughed when i first brought athleisure a while back. but that's a natural thing that's happening. i'll interview you. >>> coming up next, could this be just the tip of the iceberg for the selloff here in the u.s.? a look at where the charts are pointing to the moves as the key as our next leg lower. gold hovering your 2014 lows earlier today, though bouncing back in the afternoon. your best way is to play the metal volatility ahead. ♪ music plays ♪ music plays travel

lululemon is looking to menswear for growth and also overseas.'s show you shares of alcoa today -- down by about 1% will stop the company signed a billion-dollar contract with boeing. the agreement will be the sole supplier of winning the scams of all of the leg's must how it -- metallic structure planes will stop that equal to a quarter of their total aerospace revenue last year. ♪ x welcome back to the second half-hour of "bottom line." i'm mark crumpton in new york. the national football league is taking more criticism over its handling of the ray rice investigation. areemale u.s. senators calling on the league to introduce a zero tolerance policy on domestic violence. according to the associated trust, a law enforcement official seven at age of ray rice hitting his then the on say to the nfl back in april. for more, i'm joined by trish regan. the investigation is continuing and nfl players are dealing with the mystic disputes and still playing for their respective teams will stop like that is the real problem here. it's good to see the 16 fem

lululemon is down a lot. i still think yoga is big. i've been focused on deckers brand because they have a new yoga shoe. do you buy lulu? yeah, yesterday you buy it. come on. let's face it. you missed it. >> we should point out, the guidance they are raising is nowhere near making up for the june guidance they gave which slashed everything. >> exactly. exactly right. is the yoga concept good? yes. that's why others are getting in on it. i think there is definitely a cessation of the turmoil at lulu, which is good. whenever we see cessation of the turmoil, management can focus on the business. i do believe yoga is not a craze or a fad. i miss christine day, the former ceo. i like to see positive comps. jc penney did not bounce until you had positive comps. i like to see positive comps. i'll make five below, i'll deal with that. i will accept restoration hardware. when comps are negative, it's tough to get behind something. >> interesting morning for retail. downgrade at macy's at stern's. this news out of radioshack today, an adjusted

one of the big winner, lululemon, about 14% to the upside. >> it's huge.ts, they saw sale on line. store traffic a little bit slower, but they've had a tough go of it, pr issues, quality issues, but the outlook is looking better for the holidays. lori: nicole, a big acquisition for blackberry helping shares today. >> it's interesting, a company that allows you to have multiple telephone numbers on one quite quite -- device. you don't hear that too off. some u.k. companies are looking to take that over, it's a tech start-up, so we'll continue to follow that story. david: thank you very much, nicole petallides. we are almost in the green across the board, but the inty cease made a great comeback today. there was a lot of sideways trading here and there, some individual stocks, but you think of how the markets started, lori, we started way down. looked like it might even go down to double or triple digits on the dow. to come out losing only 20 points is pretty good. and as you mentioned, all the other indices are in the green. we've got a busy day for you, "a

. >> lululemon.r than estimated second-quarter profits helped by it 15% jump in sales. -- helped by a 15% jump in sales. yoga pants. who knew they could be so profitable? stocks are open for trading. responding to this morning's week jobless claims data. i'm joined by the bonking himself, bill gross. the cio of pimco. -- i'm joined by the bond king himself, bill gross. i know you can't do the headstand here. >> you are not wearing lululemon pants right now. >> i beasley, mike is here with me. -- obviously, mike is here with me. let's start with you. we just got some numbers. it looks like you've been selling into the treasuries rally we have seen in the last few months. at what point would you reverse that trend? showviously, the numbers minor selling. the ultimate question is what is our duration? what do we think about interest rates going forward? we think the market -- these current levels, in terms of the 10 year treasury is fairly valued. that depends upon our new outlook which suggests the fed

. >>> it looks like lululemon is getting back in shape, at the beat predictions and raised the outlook, the company said higher than expected on-line sales, the stocks went up to 43.73. kroger out with strong results, the quarterly chain's growth is better than expected. the company attributed growing consumer confidence for the good performance, shares were up but only a fraction, 52.17. investors bought up shares of tamenco after eastmon chemical company announced they would buy the specialty chemical maker in a deal valued at $3 million, the experts look at the agriculture markets, tamenco had 26.21. shares of eastman off. and supplying boeing with aluminum sheet and plate that is worth more than a billion dollars. the new contract is the largest ever signed between the two companies. but despite that, shares of alcoa were down and boeing off a bit at 127.64. >>> here is another partnership announced today, go-go is partnering up with t-mobile to provide free in-flight texting beginning on september 17th. shares of go/go rose up to 18.58, t-mobile fell slightly. >>> and pandora scor

. >> even lululemon got a bounce. go to nike real quick. we have all waxed poetic about nike, timmy specifically, pete as well. the problem is, i think it is too much too fast. huge volume day. crazy move percentagewise for nike. nothing not to like. western europe was unbelievable. too much too fast. a lot jumping on the back of this. everybody raising their price target. i say, look for a bullbacpull b. i think you will get it. >> i took a third off today. this kind of a move, you don't see. i don't think you should see. asps are on the rise. their margins are on the rise. the assumptions, things are very healthy. why you have to remember about nike, a great long-term play. they will continue to he see better margin expansion. this multiple starts to get a lot of great news for 2015. i think you can take a breath here. >> foot locker. they crushed it last quarter. i think they crushed it again. obviously, we all seem to agree nike is strong. >> they had the worst drop in a single day ever. >> they are different numbers. when you looked ba

day but some names that suffered brutal losses this year are showing signs of a come back, sprint, lululemon, best buy. some call this a dash for trash. what trash is worth buying right now? >> i think target. look at some of the other retailers that were broken companies. people assumed target is a broken company. we know about the security breach. the canadian operations are absolutely broken but if you think about where the estimates are for this company i wish i was able to do the segment a week ago. the stock still at $62 is right now at the level before we have the worst of the news. they gave a second quarter update. we have guidance into the third quarter. you have a new ceo. margins turning. 3.5% dividend yield. this is a stock no one expects anything from and this is a stock worth owning. >> we see a blueprint and maybe less of an emphasis on food where the margins are razor thin and more of an emphasis on baby products and fashion. is this enough to pull the shoppers in? >> i think it is. you have to look at how they trade. we're talking about dashing for trash. it's all about exp

i will be looking to get long lululemon. 41-42 callthe spreads for this weekend's expirations.t 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 potential. seeing the we are three main benchmarks in the red right now. the ascent the trading below 2000. -- the snp trading below 2000. the nasdaq in the red also by about a third of 1%. bracing on the iphone event. bloombergtv will have full coverage. that does it for "on the markets." clip."ome to "money the nfl versus domestic violence. this thing is a mess. the latest dance moves in business. companies are getting together, spinning off, going p

. >> lululemon dropping the most in five years today, closing up more than 10%. itscompany is adjusting forecast. it has been adding more close of the can be worn outside of a yoga studio. down nearly 26% so far this year. hertz reaching an agreement with carl icahn. the company will appoint three new directors to the board. agreed to nothn seek board representation. yahoo! sang the u.s. government threatened to fine the company $250,000 a day if it refused to comply with user data requests. that is a look at some of the headlines. >> our nation's security is on the minds of many today as we mark the 13th anniversary of the september 11 attacks. waslemn memorial service held in lower manhattan to remember the nearly 3000 people who were killed in new york, also at the pentagon in washington and near shanksville, pennsylvania. joining me is ray kelly. he is the former police commissioner of the city of new york. thank you for being here. when you're talking about terrorism and so on, you discovered there was much more to your background than just being the police

we are watching shares of lululemon as well.p stock is getting pushed after the company raised its full-year forecast top -- and top profit estimates. that is something further its gain. we will be back "on the markets" in 30 minutes. ♪ >> welcome back to the second half-hour of "bottom line" on bloomberg television. i am mark crumpton. we are only a few weeks away from the view of our new bloomberg politics broadcast, "with all due respect." it will launch on monday, october 6, 5:00 p.m. new york time only on bloomberg. small biotech companies have a challenge holding onto funding while developing a drug that can take years to go to market. one company develops drugs for inflammatory diseases and cancer. the ceo recently spoke from the tel aviv stock exchange on his strategy to bring the pipeline of drugs to the market. >> bringing any drug to the market, it will be a collaboration with big pharmacies because we have enough money until the and. n-fite trades on the new york stock exchange. since elevator footage of ray rice hit

. >> bay -- the lululemon and a quadruple snaky. >> but talk about the popularity because the kids onlyunder armour. if i am not bleaches uniforms i am washing under armour. >> it is always on sale at they always give it away. charles: do you see that? i mention the margins are not getting better but they say it is cost cutting. >> there are discounting lot of merchandise with the growth is coming from that expansion. talked-about the store's opening up throughout the united states. and including international. charles: every day i will give a shout out choose someone somewhere. and then of course, because they said something but i have a lot of people to get the shot up with three people carry a and i met them at target. randy he said he votes democrats but a conservative on economic issues. and bernese from the bank for everybody stops me on the streets every day. but they do feel kind of lost and no matter what side of the aisle to feel like something is wrong. >> also my banker as well. [laughter] but to think where do they turn? they can turn here. actually they will get some help

shares of lululemon getting a big boost this morning.sales helped drive a better than expected quarterly profit. also tell you about emc because it's thinking of selling its virtualization software. the new york post reporting hp could be on that. and shares of jds, they are soaring. the network gear maker announced it would split into two entities. the company has been under pressure from sandel asset management. >>> up next, jobless claim data. the numbers, they are coming soon. and the market reaction just ahead. plus remembering those lost this day. it's been 13 years, which is the -- that's a staggering number in and of itself. but it still is fresh in everyone's mind that was there on that day. the chairman and ceo of cantor fitzgerald lost 70% of their employees that day. he's going to discuss the firm's charity day. "squawk box" will be right back. while every business is unique, everyone is looking for ways to cut expenses. and that's where pg&e's online business energy checkup tool can really help. you can use it to track your

charles: did you see lululemon? >> i did. charles: did you like it when i recommended it?i did not. charles: my girl, tracy, liked it. >> i know. i'm quite the yoga girl. [laughter] charles: actually, did i say that one? i meant ulta. >> i'm with you on ulta, lulu you could still see my panties. [laughter] 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

we have seen the grandiosity of some retailers like lululemon and american apparel flash into scenes this. we wondered what was going on at oracle and now pimco. founders think they have what is on which called idiosyncrasy credits. they don't leave unless it's a feet first exit the way a monarch leaves. and in this case, the grandiosity was certainly getting to him. of course the firm has lost almost a third of its backing. that's pretty bad. they have been underperforming the last two years against key benchmarks. so yeah, there are performance issues. but the erratic behavior, the grandiosity, the sunglasses at key investor meetings and eulogies to his dead cat and things like that, it's disconcerti disconcerting. they do speak to some concerns. and we haven't had a chance yet to talk about the shadow cast on his reputation perhaps unfair. i don't know nthat the allegations from the s.e.c. of improper reporting of assets. >> there is a guy named bill thompson, on the board of citigroup. he was the co-ceo of pimco for a couple of years. what i've heard today in my reporting again i

♪ pump it >> lululemon, right, i'm telling you i like -- >> the bro mans is on. >> bromance is on. >>hanks for watching. see you tomorrow again at >>> my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends and i'm just trying to make you money. call me at 1-800-743-cnbc or tweet me @jimcramer. today's a first day. 13th anniversary of the terror attacks that kill sod many at the pentagon and pennsylvania and the world trade center. it's a gloomy sad day. always will be. it's difficult to talk stocks on a day like today but we have our jobs to do and they don't stop on september 11th. so let's do this. let's remember what happened that day. reach out to someone you know who lost a loved one. tell them you're thinking about them and never forget this tragedy. as far as the stock market's long run even as today was mixed sometimes i wonder if we should

. >> i think this is negative for lululemon . think about it. it is a real category. it makes perfect sense, you are not spending $250 million to do it. 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 w

finish lululemon was getting $90 for a pair of stretch -- all they have to do is get women to come ins. what better way. melissa: it's amazing to me what a force she's become in selling stuff because you never hear her voice, but she is the highest earning model in the world for the eight earth year in a row -- eight eighth year in a row. she's pulling in now an estimated $47 million a year. she outearns tom brady. i think that's pretty amazing. you're speechless. i rendered bruce speechless. because you're watching her play with her hair, so you didn't hear a word i said, did you? you didn't hear anything i said, bruce. >> i think what you're saying also is that the audience is getting older. and so as she ages, the audience ages along with her. remember, models are all about two things. you want to be them or be with them. and so what she's saying aspirationally is if you buy this product, you can be with me or like me, and more importantly, she's not talking because you don't want to hear her talk, you want to look at her. melissa: good save there, bruce. rebel is rolling up the ru

. >> we haven't seen some of the flamboyance like at lululemon or american apparel. founder's behavior that brings questions to mind. here is a guy who has been in control for 43 years. could be a little bit too long in the saddle. not that i don't care about his age. age 70 who cares. it's the only job he has had. he went into the parent company and spun this out before that. he has been there a long time. he is considerably below the bark. the management behavioral leaving. you can't help but pay attention to the fcc investigation that there is some suspected manipulation of pricing of discounted securities that are re-registered at a higher price later. so with that his strategy is brilliant. if he knows he is being pushed out an acromonious departure would be devastating to his career. he wants to fight, not flight. >> i get it. >> you can go off and work on charities and things. he has to rebuild his reputation. >> got it. thanks for joining us. really appreciate it. . >>> coming up, a look back on a wild and crazy week here at halftime and final trades next. st

lululemon today which had huge short interest 12 days, we saw over seven times the normal average volumet to see that in continued shares. overall value is not that exciting. two days in a row if we can close, to that's a positive. david: a lot of waiting around. bob iaccino, good stuff, my friend. thank you very much. lori: oil prices have been cascading, falling to a six month low recovering some of those losses. the early declean was caused -- decline was caused by the trimming of the global forecast. was the third month in a row the agency cutting its predictions. david: joining us to talk about where oil prices are headed this year, john la forge, davis research commodity strategist. i know your focus is on demand, but i just want to talk about supply. let's deal with that first and then get into demand. there is a huge amount of supply, particularly from u.s. companies, a lot of whom the producers think that we are going to change our oil export laws, allowing them to export a lot more oil overseas. how much of the supply that has been created by these companies is affecting price

lululemon soaring, up 15%, comfortably beating estimates.ame-store sales did fall but not as much as analysts were forecasting. there's also talk about a lot of short sleeves in that stock, forcing those that were short to cover those positions. and macy's getting a downgrade. cut from neutral to buy, citing a fair valuation amid slowing same-store sales. >>> gold prices are closing right now. and with the strength of the u.s. dollar, gold's been suffering lately. let's see how it's been doing. it's down another $6 on the session. the copper and palladium market also losing strength today as it silver on those forecasts of slower global growth. ty, down to you. >> all right, thank you very much, sue. former university of georgia football coach jim donen was accused in an $80 million ponzi scheme. that case finally wrapping up. and andrea day is here with the details. hi, andrea. >> yeah, he was so excited about that investment you're talking about, he brought in a bunch of his wealthy friends, but he had no idea what was really going on behi

. >> number nine, lululemon. shares of 3% yesterday.t beginning. >> number eight, go pro. shares falling in the premarket after taiwan -- >> they have made the top 10 three times this week. its firstdeveloping camera that will be a waterproof model that will directly compete with go pro. >> we are calculating that every day. number seven, netflix. now fromght underweight. they are handling the challenges of expanding internationally. buying a rival for $2.3 million. number five, google. the company taking its mobile app overseas, working to market its content of boron -- abroad in japan. >> number four, darden restaurants. that toppedr sales wall street estimates. this came after an investor presented a proposal detailing ways to improve the company's operation. >> shares falling in the for the wi-fi service provider, saying they may struggle to get shares. shares of the beauty product retailer topping $100 a share after the company listed second-quarter earnings above analysts estimates. per plan to open 100 stores year over the next f

thomas stemberg sits on the lululemon,rmax, petsmart, and others. ofo joining us is the ceo -- the ceo--, edison of com edison. it is great to have all of you here this morning on this huge day. let me kick the conversation off. a very simple question. john, i will start with you. are you hiring and why or why not? >> we are. we continue to hire both in florida and new york. the bank is growing at $1 billion every 90 days. we are fortunate to be sitting right in the middle of two of the biggest growth in jens on the east coast of the united states -- growth engines on the east coast of the united states. we hired about 200 new people last year. >> will you do about the same this year? >> we will probably do about the same. >> i'm incredibly proud of the 15,000 men and women of con edison who have a tremendous commitment to our customers and operate our complex energy systems. we are hiring. we hired 900 new employees last year and 3500 over the last five years. they are high school graduates with the right aptitudes who we develop into professional

yesterday, lululemon reported new numbers for their second quarter. turnaround story, and they beat expectations. the revenue is up 13%. nice number. their earnings were down slightly, their revenue was up 13%. in terms of their comparable store sales, comparable sales, they claim they were flat. their same-store sales were down 5%. e-commerce was up 30%, and now it represented over 60 million of their $400 million of revenue. so it was huge. picked up 16% of their total business right now and growing, so here is the dichotomy -- 84% retail, 16% e-commerce. that is the way the world is moving. ask if you want to become a massive brand, if you want to go the way of a tommy helfrich or, do you need to have a freestanding store, a real -- a tommy hilfiger, do you need a freestanding store? >> you need a brick-and-mortar or physical presence, whether that is downtown or in the mall, that is up to you, but this is part of branding. you need to physically walk in the city. >> you want to show the retailer how the product should be presented. you put the bes

when you see -- now everyone is all excited about lululemon. positive article today. i still see minus 5. i need to see minus 3. the progression in olive garden minus 5, minus 1.3 i need progression. history is one step forward, one step back. >> on hertz, way can add there, again, points to the power of particular activists, the bigger by far which is carl icahn, as we all know. the fact he was able to get three board seats that quickly. 8.4% stake in the company, no doubt significant one. they did not have a vote for months and months. the annual meeting is the next chance he was going to have. yet they decided to do so. the conversations were people behind that decision. it was simply carl can be a disruptive force even if there is no near-term vote, particularly for consumer company that why battle. three seats is a big give-up. on a nine-person board, that is a big win for icahn. we'll see if it has an impact. the company with an interim ceo. there did seem to be belief he was the guy they want to go with, scott thompson i was hearing not the guy because of a com

. >> check lululemon, up 14%, a nice day for yoga pants.am minka rose after eastman chemical offered to buy it for $2.8 billion in cash, $26 a share. also, blackberry gaining ground on news it was acquiring mow vert to you, a provider of virtual identity solutions, those shares up 5%. a check of mcdonald's, the fast food giant filed a trademark application for, get this, guys, mcbrunch, according to a government filing. the company said it was tooer will i do speculate on its plans. the stock is down more than 10% since hitting an all-time high of nearly $104 on may 14th but an interesting concept if you think about it, right, chemly, bill? >> a lot of people chewing it over, thank you, dom f mcdonald's did roll out the brunch menu, we want to know if you would mcbrunch. go right now, excuse me, cnbc.com/vote, tell us what you think. >> meantime, get a couple of guests to tell us what they think, joining us to talk about more on this concept of mcbrunch, cnbc contributor carol roth and mark hake from hake capital management. carol, you are

there's a fair amount of notable names reporting next week including barnes & noble, krispy kreme, lululemonead of what's to come for the third quarter. >> we have a slew of consumer-focused data reports out as well next week. retail sales, consumer sentiment. our panel will tell you what they're watching as well, won't you? when we come back in two minutes. who do you trust? whose analysis is accurate? how do you make sense of it all? a simple, unbiased stock score consolidated from the opinions of independent analysts... is that too much to ask? nope. equity summary score, powered by starmine, will help you execute your ideas with speed and conviction. and it's only on fidelity.com. open an account and find more of the expertise you need to be a better investor. cozy or cool? exactly the way you want it ... until boom, it's bedtime! your mattress is a battleground of thwarted desire. enter the sleep number bed. right now, all beds are on sale. he's the softy. his sleep number setting is 35. you're the rock, at 60. and snoring? sleep number's even got an adjustment for that. you can only fi

lululemon discriminating against effectively fat people.u have the guy from abercrombie and fitch who said he will only hire attractive young guys with six packs so it becomes very complicated. race is a very different thing than some of these other kinds of things. >> have you got a conclusion for this long, drawn out article and discussion you're having here? what is your conclusion here? >> the conclusions is we've got to be careful. which is a copout. >> stop the presses. you're breaking news. >> it's an interesting setting to see how attitudes change. >> it's interesting try to watch him write a long piece without getting in trouble which is what is interesting. especially with "the new york times" and the pc police at that place. anyway -- >> that's not true. >> what's not true? >> the pc police part. >> there's no pc police at "the new york times"? >> no. self-policing. >> and there's no dust mites crawling up your leg right now feasting on your skin. this is what it looks like. i told you it looks like the thing from aliens. and it'