ralph lauren, ulta beauty, ford. these aren't stealth reopening stocks they are hidden in plain sight and will seem more obvious as they go higher in the next few months gerald in alabama, gerald? >> caller: hello, jim? >> what's going on >> caller: i really enjoy your show it's informative. >> thank you t thank you. >> caller: i wanted to ask you about kimberly clark the dividends thursday look weak going into the close what are your thoughts >> the quarter is okay but nobody wants a stock when the economy is accelerating if it fields 3.5% it's doing fine. i think you can buy this one and put it away at 3.5 i was -- the quarter wasn't that bad but people hate this they hate all the stocks they hate clorox i like clorox. now gerard in connecticut. >> caller: good evening, jim. >> good evening. >> caller: big boo-yah from the great state of connecticut. >> you got the 55. you can get the shot there i love that. >> caller: good news for us. what do you think of macy's? they had great earnings and beat estima job. the c

ralph lauren going the rental way.rly $2 trillion covid relief bill. we're going to get into it when we come back. what sectors could see the biggest gains if this deal passes, we'll break it all down in the word on wall street this morning. it all starts next hour. "mornings with maria" is live on fox business. ♪ some day, somebody's going to make you want to turn around and say good-bye. ♪ until then, baby, are you going to let them hold you down and make you cry. ♪ don't you know, things could change, things could go your way. ♪ if you hold on for one more day. ♪ it all starts with an invitation... ...to experience lexus. the invitation to lexus sales event. get 0% apr financing on the 2021 nx 300. experience amazing at your lexus dealer. get 0% apr financing on the 2021 nx 300. experience amazing at your lexus dealer. i have the power to lower my a1c. because i can still make my own insulin. and trulicity activates my body to release it. once-weekly trulicity is for type 2 diabetes. most people taking it reached an

what do h&m, zara and ralph lauren all have in common? well they've all made clothes for dogs.ecent new york fashion week, designer anthony rubio presented his couture collection for animals together with his women's collection. aren't they gorgeous! i have not seen any in the woods when i walk my dog! so a matching couture dress for you and your dog. it buys into the humanisation trend where people are treating pat like members of their family and we have seen this for years. family and we have seen this foryears. covid—19 family and we have seen this for years. covid—19 has really exhilarated this trend and part of it is due to the rise of ownership because of this in turn will rise number of people trending into this. pat clothes are appealing to owners because they do not only fulfil functional needs like keeping your dog warm during winter seasons, but also give the owners to express their identities as pet parents. you could buy a jazzy of your fashion team or dress them in high fashion. they are a part of self—expression. it high fashion. they are a part of self-expressi

tapestry, another retail oriented company up about 2.5% ralph lauren off 3%. the equal weight xrt, that's the ticker off 2% as well. gamestop is a huge part of that trade. then a winning trade. check out hast happening with the semiconductor stocks because they were leaders on the way down and they bounced back the semiconductor ticker fell about 16% from recent highs the lows it's bounced back 11% now. look at the etf there, applied materials and micron as well all of these have recovered pretty strongly from the recent highs to lows back up to where we are now retail and semiconductors and i'll be watch on the short gain. see you. >> all good stuff. >> all right the 1.9 trillion dollar rescue plan beginning the find its way into the economy the administration can turn its attention to infrastructure and taxes. joining us to talk about it is jared. he's a member of the white house council of economic advisers jared, it's good to chat with you again. there's so much to unpack. a lot of headlines about stimulus and corporate or personal income tax hikes. what c

didn't know they were going to announce the new initiative where you're sharing ralph lauren is doingt elle brands. elle brands is a remarkable situation. they got rid of victoria secret. right? and they just became bath and body works and who doesn't want in a pandemic when you have to try clean a company that's about clean? >> that thing came off the bottom like a rocket ship. it's been up even more than that >> a rocket ship are you speaking the language? >> i'm not you're talking about yesterday's spac deal? >> no. the reddit that's what they -- >> is that what they do? >> are you part of that? >> i am not a part of that no please don't draw me into your wars man, you were battling yesterday with people on twitter i was watching it was like a street fight gone out of control i had this idea of you running down the street just -- i mean, it was holy cow. >> that is going to be -- that is the some people say the nadir. i would say the apex i'm done trying to knock people out. i was trying to find the first 100 people i could block because i blocked probably about 30 people today alr

that missed analyst expectations yesterday other discretionary leaders are etsy, tesla, ebay and ralph laurenmuch in the green leading the way higher for the stock market right now keep it here "squawk on the street" is back after this commercial break. cal: our confident forever plan is possible with a cfp® professional. a cfp® professional can help you build a complete financial plan. visit letsmakeaplan.org to find your cfp® professional. ♪♪ we see increased efficiency connected to more comfortable homes. emerson's energy star™ certified sensi™ smart thermostat uses geofencing to simplify how homeowners manage comfort and costs. emerson. consider it solved. >>> welcome back energy prices volatile as the blockage of the suez canal halted inventory our next guest says the delay is proving beneficial herb is the founder chairman and ceo of nordic american tankers he joins us now. thanks for being on with us. >> thank you for having me and good morning to you and good afternoon to the norwegians on this side of the atlantic. >> the blockage in the suez canal has been moved there was a backlog

-- >> my suit of choice, this is like, you know, i love -- you know i love those purple label ralph lauren suits i do i do guilty as charged. >> those aren't that high end, are that is purple label higher than normal >> they're criminally expensive. >> they are? >> i only get them on sale >> okay. all right. purple label i'm writing that down -- na, that's not going to work for me. i've got these on. i don't have a jacket. i didn't even bring one. >> it's "squawk box," you're not supposed to be in a jacket you're supposed to be in shirt sleeves. let's check out shares of chewy. they've been rising after the company posted a surprise profit of five cents a share. revenue soared 10% from a year ago. a 42% increase from the prior year that stock is up almost 9% this morning, almost 10%, 9.5%. i don't understand why this is such a big surprise because during the pandemic everybody got a pet. you can't find a dog or cat in any of the shelters these days everybody went out and got a pet, me included i don't know why this came as a surprise i've been using chewy nonstop for months at this point s