i had a lot of high hopes for mary dillon.- >> good things at ulta >> fantastic things at ulta, which i am long. and it's really been disappointing. we knew about the nike relationship for a long time, that's changing, and they seem to have been slow to, i mean, they do have hoka, all that, but they are in the middle of this giant revamp, she's making the super stores and spending a lot of money so, i don't know i had to just -- one foot is out the door and i'm wavering on the other foot >> that's, by the way, i think that's really interesting what she's doing, and a lot of p people, if they are down in a position, try to wait for that day. i wanted to get back to x, the fact you are doing what you're doing makes a lot of sense citi bank in their note talked about mary dillon, they said the difference between ulta and foot locker may be the relationship with the brands that work so well with ulta may not be the same relationship, and again, they have -- you know, they have -- we know about nike, we know about the dynamics here

. >> people are excited about mary dillon. they got disproportionately hit by the weaker consumer spending at the lower end. they have a lot of exposure through the mall. >>> the tsa saw nearly 3 million people pass chew checkpoints after the agency already saw seven of its ten busiest days in hits history as fares fall and consumers are eager to travel, can the airlines keep up the mom momentum? >> joining us is gordon bethune and savi. good morning to you both. interested in how the stocks, 30% off their highs as a group. they trade -- delta and united trade at four to six times earnings. the market seems to be saying the good times can't last, at least in terms of profitability. what's your view on that? >> i agree. that's definitely what the markets are saying. i disagree with the markets in that you have seen some fare weakness in offpeak times. the airlines are moving as quickly as schedules allow for the off-peak periods. i do think while it may not be as strong in the transatlantic next year as this year, i do think th

as i told members of the cnbc investing club, this is mary dillon's company now and dillon traded ulta beauty to rover. once it's right, the stock started roaring. i bet many bear analysts will have to upgrade tomorrow and go bullish in response to what happened today. i'm not saying that investors move on from magnificent seven. they had a pretty terrible outing today. salesforce and snowflake reported some of the best quarters i have seen in ages. we will have them on tonight. i bet you will be blown away by their comments. travel trust followers know i think salesforce is incredible. but it smashed my expectations we have to crow about at tomorrow's morning club meeting. some stocks have gone too far. humana and cigna, i think this is a terrible idea. can these two manage care companies leave the room? she will fight this deal with everything she has, arguing that the consumer will be hurt. you will hurt by two health care insurance giants getting together. and you know what? she'll be right. i will be happy to have you on to shoot down what i hope is an ill-advised trial balloon. c