sarah eisen has more. >> reporter: the big consumer company results say more about the major shift in consumer tastes. according to the ceo of the organic food company. >> healthy eating is spreading across the world today. >> reporter: mcdonalds for instance is hurting as consumers stay away from fast food. sales falling 1.5% during the quarter in the u.s. and down 3.5% in june alone. analysts say it says much more about mcdonalds losing touch with its consumer than about the overall economy. mcdonalds has been introducing menu items like egg whiete mcmuffins and snack wraps. chipotle leaping 17% as it increased menu prices for the first time in three years. the take away, fresh food is in. chipotle is known for antibiotic free meats, organic produce, in other words, it's on trend. another example of changing consumer attitudes, coke missing the mark on sales because north america and many parts of the world soda is not growing. diet consumption is declining and juices are seeing slow in growth. instead, consumers are reaching for sparkling water, away from artificial sweeteners like

sus sarah eisen is naming a lot of people. >> annie's for one, you get a lot of chatter. they make the or gaining mac n cheese. annie's had trouble lately. so far the stock is down 20%. they have been struggling on eps, struggling on guidance. tear brands importantly are resonating with consumers. d.c. capital markets covers food. he says this would be a great bolt on opportunity for a bigger company that wants to get into organics and the other sort of protein is another one resonating with consumers right now, all natural, gluten-free, all of those kind of things. >> all of those buzz words. at the same, the ceo is 51-years-old and a co-founder of the company. are you getting the sense from the analysts he would be into sell you find oftentimes the founders don't want to let their babies go. >> what is interesting the ceo actually addressed this ken goldman analyst j.p. morgan on the earnings call asked at the end of may, would you consider getting bought out? he didn't say we will dom on speculation. he says, there is always an interest in annie's and i believe there c

sarah eisen who is due with "street signs" in 15 minutes, is already on the set and anxious to play.> it likely may happen during "street signs", so yes, we are of course are monitoring the activity. what stands out today, we went through the economic data that was released today, manufacturing at 10:00 a.m. came in a bit below expectations, but still showed expansion. that has been what has been underpinning this rally. what has frankly surprised a lot of people on the street that weren't expecting further gains. s that is a u.s. economy that is recovering, that is expanding, not too much, to get the federal reserve to think about normal higher interest rates, but just enough to keep corporate profits expanding, even if we're not seeing the growth you would like to see during a recovery, but to keep margins high and profits going. that's why the outlook for earnings, which really kick off next week, is strong and showing at least 4% growth. that is what i'm hearing from strategists and traders, and wile you're seeing not just many gains today, but actual 1% gains. >> absolutely. eve

what was most interesting is sarah eisen and carl both asked whether it's fallen in line with his ownershipsacramento kings, in other words he's been distracted. both times he did a great job of dodgeball. he did not answer the question, so i think that's somebody to watch, especially as activists being more active. i would expect more of that going forward this week. >> herb, thank you for joining us. >> sorry to shock you. >> i think i mild just a bit too much coffee, talking of which. >> which is a nice seg ways. what do coffee, corn and cotton have in common. the illiteration continues as we talk about the commodity combo this month irnts and bring in one of our favorite traders, get some trades, and the aussie wine instrument i industry may not be recognizable as we know it, maybe even less time. we'll explain. tdd#: 1-800-345-2550 trading inspires your life. tdd#: 1-800-345-2550 life inspires your trading. tdd#: 1-800-345-2550 where others see fads... tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-2550 turn inspiration

sarah eisen is here with the results. >> it turns out mcdonald's burgers are the absolute worst in america. that's accord to go "consumer reports." latest fast food survey. big chains like mcdonald, taco bell and subway rated lower than smaller chains than in and out burger, chipotle and chick-fil-a. they're spending more than ever to dine out topping $680 billion per year. fast food chains are struggling to find the right recipe to woo younger diners who are looking for fresher, healthier food to keep costs low. it is all about getting the millennial consumer. >> they're lagging behind. incredible. go to breakfast. >> that's where the action is. breakfast sandwiches. >> thank you. you heard it first. >> thanks, bill. it has been -- don't expect new jersey to follow suit. as governor chris christie told "squawk box" yesterday. >> i'm against legalization of marijuana. i think it's wrong. i don't think we should do it. >> well, governor christie isn't the only governor against it. washington state and colorado have green lighted recreational use so far. so clearly there are some barriers to

where you'll also joined by sarah eisen. >> more on your height range than brian sullivan, but not a bad way to kick off the second half of the year. >> bob. the important thing is the dow components that are moving us toward 17,000, it's a diverse group. i'm talking in terms of points. remember, the dow is weighted by price. so when you see a five-point move, six-point move, almost 40 points in the dow right there. visa, 4.6 -- $4.61, that's about 30, 34-point move in the dow. 3m. seven or eight points. you can see it's a diverse group. money being put to work today on the first day of the month. i mentioned before that certain etfs are having rather heavier volumes. all mid cap. heavier volume, stocks moving up, heavier volume. s&p 500 etfs also getting heavier than normal volume. the ivv here, the s&p big cap. of course we're setting at as in high here. getting some outflows? generally bond etfs also some corporate bolts, getting heavier volume, but you can see those bonds are on the down side. >> bob, a quick question. 17,000, yes, it's just a number. is it a milestone psychologi

i'm with sarah eisen and michelle caruso-cabrera. wells fargo right in line with what the company just reported. the revenue estimate was 20.83. and it looks better. it's 21. a little bit better. because 20.8, if you round it up, it's 21. 21.07. the net income number is 5.73 billion. there's a provision for some credit losses. that came in at $217 million. net chargeoffs in the period, $717 million. stock is already trading a little bit higher on this news. closed yesterday at 51.81. bidding 51.99 now. bidding 52. do i have 52.05? bidding 52 even and 52.25 is where the ask is. 52.02 now. the yearly high, we're getting close, setting a new high. i believe a new 52-week high would be a new all-time high. >> 53 would be -- >> that would be a new all-time high. >> it has outperformed the xlf financially up about 15% this year. >> i don't think it's ever been up here. it is still even though not in terms of assets i don't think it's the biggest, in terms of market company it is by far the biggest. worth a lot more than jpmorgan. worth $27

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. >>> good tuesday morning, i'm carl quintanilla, with sarah eisen, and jimmy is back tomorrow. one of four s&p companies this week, futures weak as the dow fell yesterday but hung on to 17 k. ten-year yield settled back a bit, and we have yellen's favorite labor indicators today, the jolt survey in an hour and nearly every index in europe in the red for time being. road map beginning with samsung likely to deliver worst results in two years due to cheaper phones. >> shares of one of samsung's rivals, apple, levels not seen since 2012 as tim cook considers broadening the board of director p. ad view, and the labor recovery is not translating into more customer spending. he'll join us live a little bit later on. first up, though, samsung warns second quarter earnings worst in two years, down 24%. the smart phone maker is cautiously expecting improvement in the third quarter. analysts say the high end phones are not selling as well because of an abundance of cheaper alternatives and the company may have no alternative but to cut prices. samsung, and interesting case study hit from

sarah eisen, all yours. >> thank you very much for the breaking data.are keeping an eye on the dow inching ever closer to 17,000, just a day before the big june jobs report, and andrew berkley, managing director, steven, the chief u.s. economist with securities. the economic data seems good, on trend, but it's not so, so, so good where we have to worry about the fed and higher interest rates. >> well, i think that's exactly the right interpretation, and the data is consistent with an economy that on average is running about two and two and a quarter percent, the trend rate, so you're right. it's not a number that says, realm, the fed is going to stop tapering, and it's not a number that says it rushes out and raises interest rates. the fed is on hold throughout 20 15 when it comes to interest rates. >> does that scenario set us up for a good second half falling on the 6 %-plus gain seen on the s&p 500? >> yeah, i think it does. the big benefit, this year, obviously, long interest rates, you know, came down 40 to 50 basis points, modest, but the economic

sarah i-- sara eisen has the story. >> look as mcdonald's suffering, same-store sales down 1.5% for the quarter 3rks.5 for the month of june alone, which is more about mcdonald's losing touch with its customers. so far that's not working. what goes works? the corp rachelle same-store sales s. on top of a menu price increase. consumers want fresh, less processed food. chipotle is on trend despite the consumer economic headwinds. coca-cola missing the mark on sales during the quarter, because in north america and many other key parts of the world soda is not growing. diet consumption, we've talked about it, is declining, even juices are starting to get hit. the growth is? sparkling waters, nonartificial sweeteners, which is why there's high hope for coke life to be introduced in the u.s. in the fall, with natural sweetener using stevia. campbell's soup just this week launched 200 new products lie v-8 protein shakes, campbell's branded organic soups, smoothies, fruit tubes, they're hitting all the trends here, healthy organic, eactually getting into greek-style yogurt, so the economic clim

. >>> good tuesday morning, i'm carl quintanilla, with sarah eisen, and jimmy is back tomorrow.ompanies this week, futures weak as the dow fell yesterday but hung on to 17 k. ten-year yield settled back a bit, and we have yellen's favorite labor indicators today, the jolt survey in an hour and nearly every index in europe in the red for time being. ro