tjx, 4. target, 3.8.nt to reference people anything above 2% is terrific, is good in this market. these numbers are excellent. you see the mixed response of the stock prices here. lowe's was good numbers. guidance was okay. that stock's had a terrific run. dollar tree guided a little bit lower, though. i think it was disappointing but the stock's up. tjx, guided lower expectations for the first quarter, that's why it's down. target was roughly in line. you see mixed results here. the guidance is okay. same-store sales are very good. if you look at dine equity this is a restaurant, different space, but these guys own applebee's and ihop ihop same-store sales up 6. 1%. that's the highest quarterly sales increase since 2004 for ihop. applebee's the best numbers since 20011. ihop, that's moving the dial for that company. take a look at that stock right now. ihop respectable run last year. finally, i want to note chesapeake in the exploration and production space, going to be down big today. down 9%. they had

julie hyman has more on tjx.: the company is joining retailers who are saying they will be raising wages. tjx says it's full-time and part-time store associates will be earning at least nine dollars per hour in june. beginning sometime next year the folks who have been employed for six months or more will earn at least $10 per hour. this follows on walmart's announcement that it will be waiting -- raising wages. some of this has to do with these companies wanting to improve the wages for their employees and customer service. it is also a more competitive marketplace for retail labor. betty: thank you so much. julie hyman at on our -- at our breaking news desk. he says he wants to make the fed more accountable. bill huizenga joins us next. we will be back. ♪ betty: top stories this morning. greece gets a warning from creditors. athens, earning plays -- praise for new reforms. the imf and ecb say actions be glad with the words. in ukraine, possible signs of progress. the government saying fighting with pro-russian

i think pete is right about tjx.hen they break that down, that is the shipping and problems with getting the ships into ports with the unions on the west coast when that does loosen up, a lot of that stuff is going to flow quite frankly to tj max because they missed opportunities at the other retailers. that hurts those other retailers and benefits t.j. maxx. >> ibm holding its investor day today. jim lebenthal spending the morning there. you own it. >> yes. >> did you hear anything that impressed you? >> i did. the first -- two things i want to talk about here. one the ceo virginia rometty and the other the actual technology. start with the ceo. this is obviously somebody who has been on the hot seat with a few earnings misses. she is calm, very confident and very in command. i watched her give a 45-minute opening dialog that had no notes no teleprompter and she was flawless, one item after another very in command. that is the ceo you need at a company like this. you need a leader. talk about the technology. >> let'

dana telsey. >> she brought up tjx, $73 price target.e a look at the price action in that thing. extraordinary the guidance weak, the stock hit. down a couple dollars, now up a kul couple dollars. this is a company, carol runs this company, does an outstanding job. they've managed through some difficult times. the stock continues to improve. you look at those same-store sales numbers were those up. you look also at how well they've been able to manage while they have a' been putting money into the company and still be able to produce the earnings they have. that's a company to keep an eye on. >> nordstrom she mentioned in the middle of a breakout. >> one of the best in class stocks. >> look at the chart of nordstrom, kind of consolidated below 80 since the beginning of the year, didn't get anywhere. it's just breaking above this week. retesting that level. i think it has the potential to be $100 stock at some point. >> she moved -- >> she moved a number of names. guys in the control room, throw up coach real quick. been big dough bait on

tjx, target, tgg would be one we look for.arget came out with strong sales for the latest quarter. stronger than expected same-store sales. tjx, parent of t.j. maxx and marshals. eleven% rise in profit. quarterly dividend was on the rise. those were just a few names in the consumer area that hit those lifetime highs. back to you. >> thank you, nicole. david: well the s&p futures are closing just about now. 10 seconds from now to be exact. todd horowitz at the cme. how is it shaping up for tomorrow, todd? >> they're closing a little bit softer but very close to the unchanged line but i think it is important for people to say you know what? markets at all-time highs. they're making new highs every day. indexing part, we need to look for alternatives. i think you look to the oil space for some of those stocks. alternative investors, real estate. with room for growth because i think the indexes are really well-overdone. david: good stuff, todd who are waits. thank you very much. >> u.s. home sales fell less than expected, yes, les

tjx companies will raise pay to $9 an hour in june this year. people who have worked for six months will get $10 an hour on the heels of walmart's announcement that it will increase wages. >>> ambushed at the gas station. this woman wasn't having t the feisty way she got a purse thief to give bass her stuff. >> the earthquakes shake up the sports experience. an exclusive peek at their new soccer stadium and t >>> tonight we're getting a first look at the new stadium for the bay area's other football team. only on "5" len ramirez on the new home of the earthquakes. >> reporter: allen for soccer fans like me who have been around for a long time, this is almost a dream come true. we have been waiting for this for a long time. but here it is the new avaya stadium $100 million stadium. privately financed about to open this week for bay area soccer fans. the san jose earthquakes have been kicking around the south bay since the 1970s. but now they finally have a home. >> i think what we can do here is really show a permanence that i think the community

ross stores is a favorite, tjx that dip was moe men tarry. that's where you buy that stuff. michael no new york michael? >> caller: my name is michael and i would like to give you a nice big boo-yah. >> fantastic. take some mompolls with me. what is going on? >> caller: three mountain coffee rosters. >> that stock bottomed. i know they have the corner from haiti. here it goes slow step by step inch by inch green mountain comes back. that said we're in a monster beverage mode of those two coca-cola is more likely to buy monster. green mountain good but monster, monster, as much as i try, as much as i want to be negative and angry and gloomy i couldn't stay that way. there is too much good news. on "mad money" tonight, it cleans up everything and the stock is over 15% -- maybe not lamas, it's over 15% this year alone. i got the ceo and oil is nearly half the price but fears have yet to hit the patch. is the worst yet to come or did we dodge a bullet? don't miss my take. what is the best biotech? more than double over the past year. i'll put the stock under the microscope. you

. >>> well tjx, the parent company of marshall's and home goods, boosting pay for its u.s. workers to $9 an hour. the move mirrors wal-mart's recent decision to increase its hourly wages. apple, ordered pay more than $530 million in a patent trial involving its itunes software. apple plans to appeal and target beating its earnings estimates despite taking a big financial hit from pulling out of canada. chief financial officer will be joining us at a power lunch exclusive to discuss the retailer's outlook, and that folks, will be in about 20 minutes time. >> all right. he was once brazil's richest person by far, but his life has taken a complete u-turn. batista on trial for insider traced over the financial meltdown of his oil company. the judge now facing heat in this case as well. you two get to follow some weird stuff. >> weird stuff happens overseas doesn't it? >> a brazilian newspaper, take a look at this has published photos showing the judge in the trial of former oil billionaire ike batista driving batista's porsche suv. the car was seized by authorities earlier this

the companies like tjx. walmart. that makes sense going into this economy.big tech guy. i like water utilities. we have this big water problem -- charles: we've been hearing this for 20 years. >> and our infrastructure gets a rate of d plus. it's horrible. then another one is -- especially food companies, united national foods. ride the gluten wave. charles: thank you very much. i appreciate it. we have to do the audience on tv. brandy wants to know about buffalo wild wings. super bowl strategy of 8% this week. time to take profits and let it ride. you guys like buffalo wild wings. matt: let it go. breaking up today. let it go. >> agreed. charles: all right. and from facebook, this is what's going on with restoration hardware? nothing. nothing. it's great. i know it hit the stock. but you'll be okay. she wants to know. sitting on 50% cash. that's too much. i think maybe 18% cash when you're a little worried, but you have to put money to work. if you put money under your pillows now. it's worth less a year from now and worth nothing a year from now. put it to

tjx won't say what their workers currently earn.side experts estimate they get paid about $8.25 an hour. today's move allows walmart's decision last week to raise its workers pay. low paying retailers are having a harder time retaining workers as the job market improves. >>> and check the ceiling fans in your home if any of them are a brew master belt driven steeling fan. the company is recalling those close to 10,000 of them. the problem, when the fans run in reverse, the hub holding the blades can separate from the shaft and the blades can fall possibly hitting someone. no one has been hurt so far, but the company can provide a part -- a part to fix the problem. >>> apple will soon diversify options for emojis. there will soon be hundreds of new selections of the commonly used texting graphics that includes different skin tones, new icons for gay families and new country flags. right now, almost all emojis depicting people come in white or cartoon like yellow. it will appear in the next update but the company hasn't said when that

kohl's, tjx, macy's and nordstrom follow with 16% and 15% respectively. but it's not just the u.s.ns that analysts are watching because 21% of lululemon stores are located in canadian oil reliant economies followed by carter's tjx again, l brands american eagle, and kors. >> joining me with his take is joe feldman. great to have you with us. and so what do you short these names in the oil affected regions? >> no i don't think so. i think, you know, yes, there's exposure in some of the regions to all those stores but it doesn't mean that sales are going to just fall off a cliff as a result of this. and the lower gas prices actually can help the consumer and coincidentally most of those states are the most populous states the country. there's a reason for that. i think we shouldn't overdo it either way. it's not a big boom or a big bust. >> joe isn't the real issue -- this is sharon epperson -- wages and wage growth and regardless of whether oil prices and gas prices continue to decline, if wages do not increase consumers will not have the discretionary spending they need to go to so

staples, state street, hanover insurance, tjx and boston beer moving slightly lower, state street upes up three-quarters of a percent. >>> will it team up or be gobbled up? that's the question many investors are asking about the number one online photo printing service, shutterfly. the company recently reported earnings that beat wall street expectations on both the top and bottom line, but questions remain about its future. here with us now in a fox business exclusive shutterfly ceo and president jeff housenbold. let's take you guys out of limbo for a moment here and let our viewers know, because this is a stock over the past five years that has performed beautifully, up 133%. right off the bat, jeff, are you guys for sale? >> you know, we're not for sale. we're focused on delighting our customers and driving long-term shareholder value. in q4 our customers were up 22%. orders were up 25% and revenue up 18% for a record $922 million. and we just guided wall street to the midpoint, a billion 50. so we're now joining the billion dollar revenue club, and we're continuing to build a fan

coming week brings quarterly numbers from a host of retailers, including home depot, macy's, target tjxe target of t.j. maxx. and also comcast. fed cast janet yellen set for her annual two-day testimony before congress. it will take place tuesday and wednesday and you can bet investors will be listening closely. and on tuesday, "consumer reports" is out with its annual list of the top automobiles. american brands expected to be a big improvement over prior years, including three in the top ten, for the first time since 1998. i'm tyler mathisen. get all your business news on cnbc. >>> good morning. we're still tracking dangerous ice, as we head into the rest of your morning, at least until 9:00 a.m. until our temperatures start to warm above freezing. so you want to be very careful when you're heading out, both walking on the walks, parking in the parking lots driving on the roads. pretty much wherever you go outside, you want to be very careful. we're starting to see most of the storm tapering off, we're still dealing with rain throughout parts of our area and then more cold is on the w

plus, tjx companies profit jumping on its earnings report. the retailer also followed wal-mart's leap in raising wages. we are awaiting earnings from kohl's and the gap tomorrow. >> we kind of got the sense that some things were better. we know they decided to leave canada high and dry. i don't think there's anything wrong that happens today. somewhat skurve and they beat that. very interesting, the stock's up 38%. i think you still have very good first half comps. i stay long on the name. it's a broken stock that i think is on the road to repair. >> i would also be worried about target. it's up 38% since may. and also, the comps are going to get harder. >> considerably tougher. they're doing a lot more right than they are doing things wrong. >> i think this is one of those -- i mean, if i were dana kelsey -- >> whoa. >> if you're a retail analyst -- >> i would be putting this one to a hold, rather than to a buy. >> that was obviously great news for the company. traded higher, the market was down a little bit, but this does not break out very

right now tjx is up 3.3%. from the beverage movers, sam adams saw 13%.n in almost six years. ♪ stuart: we have war information coming about with the fbi arresting three men. liz, do you have more on this? another defendant which was seized was provided financial assistance to killed a u.s. branch of isis here in the united states. stuart: jason riley is here. this is news that is just coming into us. your first reaction, please. >> you take the fight over there. you do not want to fight them here. we need to be taking this threat more seriously than this president seems willing to take it. he seems reluctant to even define the threat. >> reluctant to accept and admit that they are already here. what is the man's political position if we do have an attack on our own turf directly from isis? >> the u.s. is the world's a disparate to u.s. stability. when someone comments with a threat like this with that mentality, you have a problem. i take them at their word, stuart. i wish that the president would. >> what about the war on christians in the middle east.

tiffany, tjx. so you have abercromibe. is almost 30% in europe.more and more retailers are coming across the pond. >> one of the big questions in 2014 is when will consumer stocks play catch up with the rest of the market. we have seen a rally in the retail index. do you think given the acceleration in the economy, in the u.s. economy and in the outlook that could help retail stocks continue to out perform this year? >> it depends who you are. we've seen rekren new highs, underarmour, lb victoria secret. so there's the have and the have notes. the department store space is still struggling with too big of a footprint but the best news in retail is m and a. you saw it. staples, office depot. radio shack going out of business. for consumers we're so overstored. so rationalization of the industry. sears close stores, jcpenney, this is good. >> staples agreeing to buy office depot. $6.3 billion deal. will it help them compete with amazon? >> yeah, so, you know, in 9'97 there was some turned down because they used to own the space. used to be office ma

lowe's campbells soup target tjx and sodastream report after the bell. u. s. now indicating a mixed open after the dow and the s&p 500 hit record highs. the focus will be on the nasdaq as it continues to march toward 5,000 and of course the focus today will be on janet yellen. the fed chair will be back on capitol hill testifying before the financial house services committee. speaking to a senate panel yellen laid the ground work for a rate hike sometime this year but the fed is not in any hurry. yellen is optimistic saying the labor market is improving but inflation remains muted. >> inflation is being held down by transitory factors, particularly the decline we have seen in oil prices. we have also had considerable slack in the labor market and it's diminishing over time. wages are a lagging indicator of improvement in the labor market. we have seen improvement and if we continue to see improvement it would add to my con piano dense. >> we have been asking you when will the fed start to hike rates? e-mail us at worldwide at cnbc.com and get in touch with us

but look it's raw storage, it tjx, they've had the big move and dollar stores had big move.ople that's where discretionary income off of gasoline is playing the biggest role versus tiffany and that kind of thing. >> national retail federation issued their forecast for 2015. they don't count gas stations cars and restaurants but they are looking for 4.1. a year ago it was 3.5. it would be best year since 20 11 when they did 5.1. >> i agree in principle. they miss badly the way to calculate black friday. i want to see other ways to calculate. the fact you said they've missed different methods tells me that you know don't go too crazy about their numbers. invest on bottoms up what the companies tell you. give you good forecasts. >> to the degree we get monthly comps anymore at all. >> ceos forthcoming about -- if you go over rick weissman's amazing call from vf he talks about disposal income how much it helped coalition of brands. remarkably fabulous call. sketchers said the same thing on "mad money." he's very good. tim boyle, that took was up 7 on friday. remarkable call. dis

tjx too. >> jane you know also the west coast, this is an orange farmers worst nightmare. california citrus crop getting squeezed by not one, not two, but three threats all at the same time. this past winter has been warmer than usual in california. now, that actually might be good news for the locals but some bad news for citrus growers. meantime, we're looking at some warmer temperatures taking place in florida, and then the cold snap taking place in florida, mind you. may freeze the crop before it even grows. that's all bad timing with the west coast. port standoff taking place, as jane was pointing out. also thousands of those oranges ripening and sitting around rotting at the ports and to top that off the six-year drought in florida placing even more pressure when it comes to citrus crops. what's at stake? well, the triple whammy placing $300 million worth of orange exports on the line and orange well, they're down 10% through the last month, and there's some good reasons behind that. we're talking about it all with joel nelson now, president of california citrus mutu

the consumer also in focus among the companies set to post quarterly results we have target coming up tjxcampbell soup dollar tree and sodastream and then global news data on china's manufacturing sector. surprisingly to the upside. the pmi rising above the 50 mark which apparently is a demarcation between expansion from contraction. >> the hsbc pmi. >> the bank. >> i'm going back to for your fyi -- lol. i mean. >> supposedly good news. that's the take away. >> that's wiw. wtf? are we going to say any words? huh? >> you know what it means. >> those were 8 letters in a row. >> you like some of those letters. >> many case you missed it. >> i used to think that was a pyotech company. i thought it was for pharmaceuticals. why am icon constantly getting information on pharmaceuticals. what's fmao -- what is that? >> what's that? fear of missing out. >> and then there's the company morris and foster. i don't know -- >> bad. >> yeah. we have to talk about this at some time. becky and i have been talking about this again today. could you ever see the cop concedes fight to obama on fed raising --

the retailers fall under the parent company tjx. the move is to retain talented employees. first pay hike will take affect in june. some will see pay raise to $10 an hour. experts predict this could be a sign that retailers would be likely to follow the lead set by walmart. willie there is a simple reason this is happening. dictates come down from washington, d.c., it's coming from the ground up. the demand is higher and suddenly there's a tightening of the jobs market. if you want to keep good people you pay them more or they leave. >> ask any economist what's happening right now. they don't feel emotional pressure from washington or from different interest groups. it's because they can afford to do it and the market's tightening. >> listen, people are starting to do better, slowly but surely. of course the new york post has that on the front page. you look at their cover today, americans are doing better. they're getting better deals. >> most families now are getting $100 million tv deals. >> especially -- >> barnicle, can you name any of them? >> yes, i can. >> can you?