i think it's a four way race going forward with nike and adidas, anta, and lululemon.ike of china with 11,000 stores of their own and 1500 vertical stores, so their muscle is strong and i think it's kind of the hidden tiger that a lot of people in north america don't know about >> you mentioned nike but you did not mention under armour both having new ceos, patrick frisk starting as ceo of under armour on january 1st and nike's john donahoe moving in on january 13th under armour not a competitor here to lululemon? >> no, i don't -- i think under armour kind of lost it many years ago. i think they got stuck in the sports authority bankruptcy and nike, i think, changed its business model to move away from wholesale. i think with under armour moving into kohl's and being more of a discounter hitting a very skinny market i would say of 14 to 18-year-old boys is not big enough to take the market in the future >> it sounds like you are still fairly bullish on the future of athleisure with those four companies that you named what else do you think will define retail as we loo

they were being targeted. >> she was surprised to see the lululemon store boarded up. she wanted to come here and by her pricey leg ends. >> it is hard to find good steal 100 of them that are worth $100 and sell them for $50 and still make money. the fast moving crews lped and boarded up the store. >> it seems crazy. i cannot believe that they did this again. what can they do with all of that clothing? i mean, it iis time, like most, suspects got away. last month one was charged with assaulting a security guard. >> through some type of device, they threw something through the window and they went through the back of the store and took as many items as they could. >> especially, at 2 am it is easy to get in and out without being seen. >> they said what does it mean to other this is here? >> merchants near to lululemon wonder if they should start locking things away like jewelry. >> they will have to put gates up or lockup. having the guards there made a lot of sense. but with the beaten guard last month leads to concerns. he was filming them. he was on the ground and th

. >> it is the third time that they targeted the lululemon store . good evening, i am julie haener. what was different about it this time? >> reporter: it was 2 am when they did it. the front door glass is shattered, inside burglars made off with the high end sports where the police department was 10 minutes away. she was disappointed to see the santa rosa lululemon store closed the. >> i just wanted to buy leggings for school. it is good leggings they have. it is hard to find good leggings.>> reporter: seen across the bay area it is usually grab and go which this was caught on fresno. the santa rosa store has been targeted at least four times after opening up a few years ago. this mama seems to see little crime. >> it is crazy. i cannot believe they did us again. because they do with all the clothing? it is nuts. >> reporter: this time like most the suspects got away. he was charged with assaulting a security guard. and after that two guards were caught on duty and the latest ripoff was after midnight. >> they threw a brick through the window and they went through the back of the s

. >>> hot -- hundreds of thousands of dollars of clothing was stolen from a local lululemon store. this has happened before. >> i have always wanted to do this. ♪ ♪ ♪ ♪ ♪ blow a kiss into the sun ♪ we need someone to lean on ♪ blow a kiss into the sun ♪ all we needed somebody to lean on ♪ ♪ ♪ you shouldn't have to pretend you're fine. you shouldn't have to be the ambulance. you shouldn't have to be thinking about the cost. you should just be focused on her. covered california can help you find a health plan that fits your needs and budget. because we believe you shouldn't have to choose between the life you've built and the care you need. >>> here's what watch the bay area's premier live local newscasts on ktvu plus. >>> for the fourth time in 3 months, thieves hit a lululemon store in santa rosa. the thieves got away with thousands of dollars of merchandise. we explain how the latest crime is different from others. >> i had no idea it was being targeted. >> this shopper was disappointed to find santa rosa's lululemon store boarded up after burglars broke it overnight to steal the

>> shares of lululemon have been higher by 90% over the last year maybe they would be higher if they didn't have such a run. what is lulu doing right basically everything they reaffirmed their earnings forecast and revenue forecast, comparable sales they think will be stronger than previously expected and jpmorgan's matt boss says if history is any guide, the last five years when lululemon preannounced in january, they almost end up undershooting it when you go back and see the full quarter reported. so lulu's hitting on those retail fundamentals. they're offering great products that consumers love and want to pay for. sales is not really part of their m.o. even though we live in this promotional environment. and this holiday season was no exception. you look at kohl's what happened at kohl's, it appears, is that women's was their weak point it's a problem because it's 30% of the business. when you add in women's accessories, that's 40% of the business of that, 70% of that is private brand, which means brands you can only get at kohl's if that doesn't excite customers to come in, tha

lululemon looking like the apple of investors' eyes, hitting all new highs today.uidance thanks to a strong holiday season. lulu is up more than 85% in the past year. guy adami, is this still a good bet for our viewers? >> we have to address this i had to bring my dog with me right now. now jason is playing all the dog park we're bringing the dog outside, number one number two, this is a stock i think across the desk we've been positive on for quite some time. we poind oted out the valuations stretch. the growth signifies they're moving to the upside i think this is a name despite the ridiculous move and despite my thoughts about the broader market, you can continue to own it >> i do think dropping this into the conversation we had last block, would lulu be doing this in an environment that's anything close to this it would not be. it is a great growth story, the addressable market in terms of the male addressable market. it's going to grow significantly. that's exciting. the valuation is not exciting. >> it's not all sunshine and locally pops and rainbows for rain

is a lot of our appreciation we've seen in lululemon has probably occurred.hat doesn't mean i'm going to sell out of it i just believe you're not going to see the type of gains we witnessed in 2019. >> you mean it's not going to go up 62% >> i don't think so. >> if it goes 20%, would that be good >> i would take 10 to 15% on this name. it was a fantastic quarter it's going to be to grow the footprint, 85% u.s. exposure its peers, you're talking upper 40s to low 50s that's the opportunity source. the opportunity source is also to sell to males, but i think a lot of that is going to have to be a wait and see approach i'm still going to hold the name. >> thank you for that. long-winded answer. >> what stock was that again >> twice. >> sarah in houston, texas, wants to know about exxonmobil stock at a 52-week low today, lowest levels since december 2018 does pay a 5.2% yield. what would be the best move to take with 2,000 shares of exom >> i haven't invested in energy stock since i don't remember when it's under siege because of the cost of oil, gas glut. by the

coming up, lululemon hitting an all-time high today.e committee will trade that and give you final trades on "the halftime report." i'll get that later. dylan! but the one thing we could both agree on was getting geico to help with homeowners insurance. what? switching and saving was really easy! i love you! what? sweetie! hands off the glass. ugh!! call geico and see how easy saving on homeowners and condo insurance can be. i love her! and when you open a new brokerage account, your cash is automatically invested at a great rate. that's why fidelity leads the industry in value while our competition continues to talk. ♪ talk, talk - when i see obstacles, i create opportunities. (soft music) - when i see adversity, i find a way. - when i hear never, i say now. - [announcer] southern new hampshire university is education made to fit your goals with over 200 degree programs, flexible class schedules, and some of the lowest online tuition rates in the nation. (cheering) - so when i face barriers, i can break through. - [announcer] breakthro

. >>> in the north bay, thieves hit a lululemon montgomery village, made off with racks of clothes, tensrs taken. targeted four times since opened in 2017. >> in east bay trying to identify these four women, working together to fill shopping carts in alameda, saturday around 9:00 in the evening. filling up carts, loaded up in ford minivan and took off. lot of it was captured on surveillance cameras. >>> had a dry spell, need some rain. >> i guess it's coming. meteorologist drew tuma has the forecast. >> showers we're trackig are light in nature and mostly falling tomorrow night. time line in a second. live doppler 7 is showing a quiet picture. enjoyed a lot of sunshine today, clear skies. emeryville camera, live look, no raindrops on the lens but this time tomorrow will track showers through the bay area. storm impact scale, exclusively from abc7, one to five. coming tomorrow night and lingering is light, level one storm. rainfall is minimal, less than tenth of an inch and winds light as well. right now it's getting cold. santa rosa is 37. 39 in novato, fairfield down to 37 but 50 in the

. >>> another burglary to report at day lululemon store in santa rosa. this marks the third theft in the store in four months. burglars smashed a glass door and made off with several clothing racks. no suspects have been identified, the store declined to comment. >>> drivers are facing what could be costly repairs after a south lake tahoe gas station mixed up some of its fuels. a safeway located along lake tahoe boulevard posted notices on their pumps this week stating that any diesel fuel 89 or 91 octane gas purchased between december 30th and january 2nd may have been contaminated. the worst part, no drivers had any way of knowing. and, many were affected. >> i picked up some people and then my check engine light came on. >> my neighbors actually had to have their car towed out of the complex. the car wouldn't even start. >> repairs can cost anywhere from a few hundred dollars to a few thousand. the safeway that provided the gas is apologizing. and advised those affected to contact safeway customer service. >>> we have been watching some rain in the fo

lululemon is one of the stocks to watch and stocks flew to $500 per share with upgrades from analystsr trade with china helping out as well. the dow jones up 43.2 28 thousand. the s&p is up a quarter of a percent and the nasdaq up to two 9211. >>> for the second year in a row, car sales fell in china. the sales were down because of the trade war with the u.s. combined with consumer concerns over a slowing economy. the chinese association of manufacturers reports sales down 10% from 28 teen. >>> united airlines adding new destinations this summer. it will fly to santa maria california between santa barbara and san luis obispo. a reputation for quiet beaches, wineries and its own style of barbecue. united will also have daily flights to milwaukee and those continue through labor day weekend. >>> and this is the amazon story. a family recently received their order from amazon's warehouse. the woman opened the box and saw what looked like dirty diapers. she was more concerned because her daughter was born at 26 weeks and has a compromised immune system. they were shipped from returned ite

so let's start with lululemon, as the company said for the fourth quarter they're expecting earns toexpected to be in the mid to high teens. that's above the low double digits they had first forecast, and then abercrombie, this company reaffirming its forecast >>> for that black friday week it's enough right now to juice up those shares. back over to you guys. >> mike santoli, it's pretty interests. it seems like there's very stark differences, yeah, both in the market and, you know, in stores themselves, but there verb some of these losers, so to speak, that have been so beaten down that actually have gotten some extraction it's kind of interests, there's there's been a handful of l brands or some of these are these others that have actually got a bit of a bid, because this is a pretty generous market right now. >> anything you like in retail >> the one consistent factor is the important of hard line that's what's really consistent. >>> kate rooney has the details. hi, kate >> hey, will reports that writesa is in talks to buy plaid it's not been confirmed. this is according to dow j

lululemon. bill: lululemon up premarket around 3%.then you had the breakout in 2018, then you have a clear uptrend above 207. the chart looks good. ♪ hey. hey. you must be steven's phone. now you can take control of your home wifi and get a notification the instant someone new joins your network... only with xfinity xfi. download the xfi app today. jonathan: from new york city for our audience worldwide. i'm jonathan ferro. "the countdown to the open" starts right now. ♪ jonathan: coming up, earnings season upon us with equity markets trading near all-time highs. the chinese vice premier landing in washington as the iranian government admits it shot down a commercial plane. protests in iran turn ugly. with 30 minutes until the opening bell, here is your monday morning price action. equity futures advancing 10 points, around .33%. euro-dollar unchanged. yields higher three basis points. your 10 year is 1.85%. will earning seasoned backup a record high stock market? >> can we count on further valuation expansion? >> we need to see the e

>> i think it's not unique the icr conference in orlando and lululemon saying things are better thantlier, given the fact most apparel is weak but you see lulu doing well, baxter is doing well, bristol-myers, i think bristol-myers says things are doing well, glaxosmithkline. companies say i can't wait i got to tell a better story than we've been telling. >> that could add to the momentum we've seen. >> yes >> nike jim donohoe taking over, the fourth ceo we've seen in the company's entire history, dow component. what do you think about nike and its prospects right now? >> this is like kevin johnson moving over to starbucks, succeeding howard schultz. you need a technologist right now. there's no way that you can do personalization like nike wants to do without someone who really understands both the cone sumer, consumer, ebay and the enterprise which is service now. the combination nike pulls away from under armour and adidas it was a great move by parker. >> jim, thank you. we will see you in a few minutes and look forward to everything you've got coming up from out there today. >> c

specifically, lululemon, higher by 4%, after it did its fourth-quarter outlook. it had a strong quarter, giving . lift to other retailers the prospect of that trade deal signing today coming later this week and the removal of tariffs giving a lift to this sector as well. as earnings season kicks off tomorrow with the big banks, i want to look at expectations. financials are expected to fare well, about 10% estimated. utilities also expected to see numbers grow. for the rest of the economy, we are expecting to see profits fall. year on year growth of earnings, negative 35%. vonnie: thank you for that. let's stay there with bank earnings. bank stocks coming off of their best quarter in two decades. a 6% surge in 2019. fourth-quarter profits were the six the biggest. sonali basak is here with a preview. given what kaylee said, we should be expecting double-digit returns. >> relative to everything else, the banks look healthy. we expect eps growth, but when you dig into the numbers, we see the expectation of net interest margins under pressure, investment banking und

we mentioned lululemon donohoe starts at nike five below holiday disappointment but futures look goode're back in a minute i can. the two words whispered at the start of every race. every new job. and attempt to parallel park. (electrical current buzzing) each new draft of every novel. (typing clicks) the finishing touch on every masterpiece. (newborn cries) it is humanity's official two-word war cry. words that move us all forward. the same two words that capital group believes have the power to improve lives. and that, for over 85 years, have inspired us to help people achieve their financial goals. talk to your advisor or consultant for investment risks and information. ♪ >>> we're going to get started with trading here at the new york stock exchange around 12 minutes or so from now first trading day of the week, of course. what a year, though, it's been for shares of tesla so far, jim. i know that's a focus for you on our cross-country mad dash this morning. >> look, everybody is behind now, starting to catch up to the stock. opco was behind and opco comes out this morning and say

still not a bad move for the market overall >> time for today's power movers first let' look at lululemon4%. the stock hitting a record high as the company boosted its fourth quarter forecast after a strong holiday season and take a look at beyond meat. why not. now up 40% in the month of january alone and we're what, 11, 12 days in the brand's ambassador none other than snoop dogg, appearing in a new ad promoting the duncan beyond sausage sandwich and a biomed under pressure getting smoked after its report, also presenting today at the health care conference. we'll have more on that company in a moment. off 12%. >> meantime, the oil market is closing for the day. back to eric how we looking >> we're not seeing record highs here you see this red here, oil prices falling for the fifth straight day wti's longest losing streak since herb early october. wti also slipped below its 50-day moving average for the first time since december 3rd. come as tensions in the middle east turning investor's attention back to the simply here in the united states. the aaie expects u.s. output to average 13 m

and we've owned the fang stocks and lululemon and marriott and visa and we continue to hold those positions. all we're doing is trimming back a little bit and taking profits on some of those names still owning them but trimming back and getting exposure to compliment what we have. right now in a period of uncertainty, you get the volatility the other guests are talking about. gold does well during periods of policy and certainty pause is a great example of a silver, the number one silver mining company with great reserves demand for silver is up. and lithium is a play on the electric cars. as a largest lithium producer in the world. we're balancing out. it's the blend you have offense and defense and it's just blending out that portfolio for balance. >> do we still play offense given we have an election this year from i'm told, first day of an impeachment trial starting. and 75 % of the institutional investors believe donald trump is going to win. will people too complacent right now? >> i still think there's growth opportunities at least for the first half of the area in areas such as bio

>> caller: hey, cramer i am a marathon runner and my running community is obsessed with wearing lululemon do you think there is more room for the stock to run no pun intended. >> i love that the answer is, yes, i think lulu is not done. 233 and all-time high today. i think lulu is incredibly well run. it's been well run got a new ceo. it is just terrific. and even up here it's a buy. let's go to gerard in south carolina gerard >> caller: hey, jim. how are you? >> i am good, gerard how about you? >> caller: good. sorry about philadelphia i was rooting for them. >> yeah, me too. i was going back and forth with my friend today. i'm trying -- i'll put it behind me soon but i just want carson wentz to get better as fast as possible. >> caller: good point. okay, jim, i started a position in revolve on your recommendation they missed their last two quarters do you still like it. >> yeah, i really do i know that -- i know the stock has come down a great deal but it's an e-commerce fashion company that i think -- i actually had a debate about this with my daughter who says, dad, you're a little to

i don't think a company like lululemon is going to change the sales forecast due to the geopoliticalto energy, it's the focus, touches every fabric of the economy. it's a different era at this point. opec is a cartel-like structure, no longer exists. the united states is largely energy independent. i think the knee jerk reaction is to sell stocks by cooler heads will prevail as the week unfolds. lauren: oil prices are rising a little bit. that's actually not a boone for saudi aramco. on sunday, their share price fell 1.7%, down again today. you know, what risk is this for investors, that investing this part of the world, this is what could happen. >> i think what this is about is this was an egregiously overpriced ipo when it first came out. they came out at $1.7 trillion. most analysts thought it was worth half that. i think this will settle out over time before it's an investable bottom. this is a liquid at this event. they're -- liquid a liquidity er them. lauren: a big week for economic data, particularly the december jobs report which comes out on friday. your expectations? nove

>>santa rosa police are investigating an overnight burglary at a lululemon it happened this morning around 02:00am in montgomery village near farmers lane. when officers arrived they say they found the glss front door broken in several racks of clothing emptied no suspects have been identified police say this is at least the 3rd theft atthat location. it's estimated that 10's of thousands of llars worth of merchandise was stolen. >>san francisco police they are investigating several illegal side shows that anat least 3 intersectionsunday. bystanders caug the sec chaos on cell phones. a robber was burning smoke filled the air intersections blackedout was tire tracks. e person i used to participate and sideshow and says that what the people did really was dangerou >>here in the middle of the street, know the kids >>and does do their thing a anything can happen and they can run into a building when it to the people. >>identify those who participated they say they will developed and enhanced enforcement plan. an hour's long standoff this continues night in oakland police trying to coax out arm

earlier this month, a robbery took place at a lululemon and the thieves got away with 10's of thousands of dollars worth of merchandise in that crime. >>it happened in the montgomery village near farmers lane police say it was at least a 3rd theft at that location. here's a map showing the location of this crime and the petaluma staffs. the stores are about 20 miles apart police have not said if there is any connection between them. >>developing tonight passionate protests in oakland, a group of homeless mothers and their supporters, the mothers forcibly removed from a vacant home were released from jail this evening and now tonight they return to that home that they've been occupying for several months. they are back at the site with their supporters outside the home in protest. >>we shall not be moved the because we are stronger as a force and we see that. from today from the wake of weak got. we see that. and those who does stand by as these representatives who we've been in office. i think that makes action will be there. i think the next action will be at least talk to see more in

listeners are what >> consumer discretion, you can buy home depot right now little bit more risk, lululemon. industrials, look at union pacific. if you want to take on a little bit more risk, buy bowing and g.e., and in technology you buy adobe on a pullback, next earnings report they usually get the guidance by adobe when they give cautious guidance look at fin tech, fi-serve and fidelity information services. >> we'll call you flash pavlik what about national security, where are you finding opportunities for clients? >> 2020 we love financials coming in 2020 we also like the industrial. we see a pickup in confidence in corporate. i think the third is controversial because it's an election year, but health care health care away there large-cap pharma and pharmaceuticals, more in the biotech and med device. the fundamentals look sound. there's going to be a massive amount of m&a activity >> good real-world investment advice ways to make money art, you look pretty good considering the patriots are out so early >> thank you for bringing that up >> it was time thank you so much. see you soon >

. >> it is interesting, it is exactly like the costco, lululemon, which i pettily, there are these namesn able to perform and come through for investors. people gravitate toward them when they are looking for a consumer name to trust >> aren't you going to be listening to the commentary around china huge part of the growth business. >> it is a tough day for the earnings to fall china is going the weigh on this stock. >> how can they not have cautious comments. >> they are not going to have visibility on the impact i think they have to be cauti s cautionary >> at 9:30 tomorrow morning, the starbucks ceo. lisa siu at 9:00, and kevin johnson at 9:30 reacting to their stocks after their > ilings report. >>wh pool, harley davidson and more -- we are back in two minutes. memory support brand. you can find it in the vitamin aisle in stores everywhere. prevagen. healthier brain. better life. every time it takes care of something for us, we celebrate. how often does that... got it. servicenow -the smarter way to workflow. >>> all right. we are answering your questions now. first up, joe on paypal

that much, when you talk lululemon, peloton, the other stores he mentioned, canadian goose, they havemuch. amazon is going to keep doing what they are doing, out-executing everyone. he was on the show one of the days you were on, so i said what went wrong at jc penney. well, they were just resistant to the changes that need to be made by target and walmart. he said he ran into a brick wall at jcp and it was too late to turn it around. stuart: here's a hand signal. thumbs down. ashley: very good. susan: right. stuart: gamestop. not so rosy forecast. that's death watch, if you can't read it, for the radio listeners, we have the death watch thing right up there. weak holiday sales, not a great prognostication. who buys a game in a store these days? ashley: i spent many an hour in gamestop with the kids many years ago. cramped, not the most well put together store. that was a long time ago. they have got to do something. they can't continue to do this on the same track. holiday sales down a whopping 27.5%. also, just lowering those full-year outlook for earnings, below what was expected.

well, target's looking to take on lululemon with a new activewear brand. it's called all in motion.bring in $1 billion in the first year. all in motion emphasizes sustainably sourced clothing. this will be available on target's website, starting next friday, and in-stores later this month. the at hacriminals beware, thise the guy coming for you. ♪ cheryl: that's the original incredible hulk, actor lou ferigno. he's going to become a sheriff's deputy in new mexico. he is no novice. he previously served as a reserve deputy in los angeles he was a volunteer over in arizona. i want to see mark ruffalo try to pull that one day. right. that's a real hulky man, that video. maria: i love that story. dagen: he is also an icon for the hearing disabled because he lost most of his hearing when he was a child from an ear infection. he's really achieved a lot and is a great shining example for people who suffer from hearing loss. >> i didn't know that. maria: we're waiting on jobs in america this morning. the december jobs report is out in just over an hour, we're previewing it when we come back.

lululemon and others it's actually doing reasonably well it's these that aren't doing well. >> i saw that suggested even some were having trouble recently because of the forever 21 bankruptcy where they conceded because you too much so much space you'll have lower rents. >> it has to become more experience based the consumer wants experiences the consumer wants value the consumer wants something different than everywhere else it's going to be the same stuff that you see in every mall it's not as exciting as the consumer you often buy that segmented differentiated brand and the gen z customer is looking for social responsibility and they have a story to it they're not necessarily all in there. >> are there some brands that aren't able to catch upment? they have been struggling for years and they need to move to the digital world? what happens to them. >> i never write off a brand with a lot of great legacy and equity in it they can always reinvent themselves we saw that with toys "r" us. >> toys "r" us literally has one store. >> but my point is there's equity in the brand name. >> th