marvin ellison, chair and president and sceo, great to se you all. a huge story the other guy not up so much, that's a win marvin ellison, chairman, president of lowe's. low. and it is still a buy. stay with cramer >> coming d to chase humanity's next big breakthrough can it equip your portfolio for success? find out next. if you're 55 and up, t-mobile has plans built just for you. switch now and get 2 unlimited lines and 2 free smartphones. and now get netflix on us. it's all included with 2 lines for only $70 bucks! only at t-mobile. icy hot. ice works fast. heat makes it last. feel the power of contrast therapy, so you can rise from pain. ♪ ♪ ♪ ♪ more diverse thinking leads to more unexpected, more thoughtful solutions. ♪ >>> another day, another record for letter a they make instrument software and services for the life science diagnostics and chemical industries the how much do i love that? here's the stock that spent the last 60 months marching upwards. i've been recommending agellent since april. and the stock is more than doubled from there a

>> yes >> there have been a couple of quarters where they outperform doesn't happen a lot. >> marvin ellisonsn't have any ability to at home depot lowe's cannot necessarily call whirlpool or black and decker and say, we need -- we want you to take all the drills you're going to send to home key poe and send them to lowe's. it doesn't work like that. i think walmart has a lot of power. >> by the way, the tone is pretty defensive this morning we have a lot of krogers at the top, p & g. >> are we doing that xagain? t tiresome. >> they trimmed some ad-v and bristol, merck and gm. >> bristol up. i can take -- rodney mcmillan, i've known rodney for a long time, ceo of kroger. when the stock was at 27 he was like, you have to believe in me. believe in me, was he the new york mets in the world series? the time was to believe in him that stock has been a rocketship kroger is a much better company. they managed to be able to localize the stores, which was brilliant. and they're up against the large est grocery in the country which is walmart and they're holding their own. look at that stock of course,

. >> you have marvin ellison on tonight. you'll get into that with him as well i know >> stock up 20 small caps is up 20. joe, i wanted to ask you about the energy trade i mean, to me, you and i are on the same page on this. so, where is the inflation we're all thinking about right now could that be peaking along with delta? >> the inflation is in the supply chain and transportation cost i think you heard that with home depot. the inflation is not represented in commodities the problem for a lot of these commodity names, jim, they're all debt-laden if i were some of these companies, i would be doing secondaries to pay down the debt they do it with the do-it-yourself stock they should do it there. >> cleveland cliffs are pretty smart guys >> that's a huge jim leeben that will farmer jim loves that stock. >> i first heard it on his show. i must have been 12. >> he's loved it for a long time bought more. speaking of buying more, what do you do with some of these retail names today? the best in show today is who? target or lowe'

30% versus depot 29. >> right so this is the beginning of what i've been waiting for with marvin i think that ellison always from the day he took it would get it to where it is comparable, if not better than home depot home depot owns the pro market i think marvin is making inrows in the pro market. a lot of it has to do with the stores themselves, which are much better looking. the star of the show is walmart. >> still >> how many different -- i've got so many different people saying better than expected, better than expected i was texting an associate i have at walmart, put doug out. i mean, doug did great now walmart's bigger than all these guys home depot did do $40 million. can we pull back for a second, when you shop at walmart, you're still shopping >> oh, yeah. >> the retailer is -- maybe they're a lower end customer all i can tell you is that walmart's numbers were so extraordinary. lowes on a two-year stack were great. home depot says there's more pro than consumer. i listen to brian cornell. if you listen to brian cornell, i think we've all been accustomed to brian cornell saying when thin

. >> that's marvin ellison catch more of that conversation, the exclusive interview tonight on "mad money, if anything, overall from these retail reports or are they just singular stories each in and of themselves >> i would venture to guess like 99% of the viewers are not aware that amazon's prime day occurred in june. and what that did was pulled forward a lot of retail sales that would have ordinarily shown up in july so when you look at that july retail sales report, you need a massive asterisk and one retailer would not have mattered that much but in the case of amazon, not only are their own online sales massive but that prime day prompts all of their other competitors to order up aggressive online deals of their own so that activity got pulled into the past quarter pulled inquiquarter and into th quarter and almost all of the fall in retail sales was because of online retail down by 3.1% during the month of july and online retailers, almost 15% of the entire report so if you're not aware of that, then you probably think things are worse than they are. things are good. the consumer