tj maxx coming to their properties is a real endorsement for these names. >> let's vote.ime to vote >> he got he at occupancy level and the other one, tj maxx you kidding me >> you know why? because i'm a max all the way. >> you know what, don't get too fooled on this whole thing with dividend yield 5% it's great but there's a reason. the stock has gone up and down >> what do you say >> i'm with steve. there we go. >> i hate to do this, david. there we are if you walk around these exactly. ultimately, i think you have a big problem. prices where the ten nates are not priced to market >> the ties are us with that number i'm with lefty why? seaburg because he's wearing the left-handers mitt. >> it's a great story. >> two buys in one sell. coming up, did seaburg's pitch make you want to shop for shares vote in our poll reveal the answer later on plurks summer at the box off office sequels that probably should not be sequels michael burns will be he to re explain. you're watching "fast money" on cnbc ch first in business worldwide. i hired some help. he really knows his wine.

maxx do well tj struggle, theyies are offering incredible deals. used are finding that in goods, used furniture, used high end, companies like the real real, they sell luxury goods online and deal. that desire for a and i want to be greener, i on't want as much stuff, maybe i can get something back for this piece i don't wear anymore put toward something new or rehome something that used to be new and is now gently used. in fact, the dress i'm wearing was thrifted. secondhand. yeah, you are right. there is definitely a trend oward that in several industries and whether that is driven by desire to be green or is re for a great value, it hard to say, but it definitely has companies like tj maxx because that is definitely their bread and butter is that low price high segment fconsumers are willing to buy things that were that could take a bite out of their business. host: lindsey rupp covering bloomberg, try for talking about the state of that industry. thanks for your time today. guest: thanks so much for having me. show, remainder of our your though

than 3% it was a number of department stores that actually outperformed, kohl's and dillards up 5% tj maxx, up 4% macy's and j.c. penny both up 4% is that th the start of a retail resurgence let's go to the man who called the worst chart in the whole world. >> it has been for six or so months making it a series of higher lows and lower -- you got it got the point. here's the deal. we are overstored as it relates to department stores they've been going down for almost two years now, the fact we're startingto see these bounce a little bit after a series of strategic deals. back to the amazon purchasing whole foods for $14 billion. the announcement that i think helped nike a whole lot today. that they are going to be opening a store front on amazon, a digital store front. these are strategic deals. they speak to the challenges in retail and when you look at the store, we know this well that there is just way too many of them. they need to consolidate and close some of the underperforming stores some of the names have a lot of opportunities as it relates to the real estate market there's good

>> you have tj maxx, ross, burlington.ve been doing really well the past 10 years and will probably continue to do so because they hone in on what the consumer wants -- value, and experience, something new every time they walked in. thank you so much. scott is sticking with us. we will discuss the central banker effect for more. i just want to be cap nike results, reporting $.60 earnings per share. analysts looking for $.50. revenue topping estimates as well, but no mention on future orders. from new york, this is bloomberg. ♪ joe: -- julia: welcome back to "what'd you miss?" i want to get that to what we were talking about. we discussed equity markets, valuations, the bond market, and the fact they are undervalued at this stage, too. what is the achilles heel when you look at the market? scott: i do not want to beentate it -- it has not that volatile, but it feels volatile. we are living in this environment where people are becoming more and more complacent. valuations are cheap, so there's not a lot margin for error, so

. >> let me go to tj maxx get some under armour clothes. >> get something tight fitting to go with your hair cut. >> when i went to goldman sachs for that marshall's suit, here's $500, just leave. >> not the first -- >> corduroy. >> the corduroy suit. i thought it was a work of art. >> still waiting for pictures. >> what color was that? >> it was light tan. >> light tan, nice. >> and corduroy -- >> like louis ck's tan car. >> jim, that corduroy -- no. got to go -- he sent me to moe bar -- >> that's low. what a show. >> when we come back the ceo of adidas on the impact of terrorism on the consumer. we'll whatever from arianna huffington live from the iconic tour. the dow is up 27. >>> welcome back to "squawk on the street." keeping a close eye on washington this morning. speaker ryan holding the weekly house gop leadership news conference. we'll look for any comments regarding health care, infrastructure, potential vote on the choice act and a bunch of other things. welcome back to "squawk on the street." i'm carl quintanilla with sara eisen