>> tjx is about the only one who has room to raise price.and burlington target a customer earning $50,000 or less, tjx is around $75,000. so they'll promote price points at $40, whereas at ross or burlington, you'll see them tap out at $12 or $13. >> is it their gain, other retailers' loss, the fact that you're seeing trendier stuff at t.j. maxx. does that mean that the specialty stores and the department stores are hurting? >> they have those brands, too, but they can't match the prices. and what i'm seeing that's key is in-season products. this is not stuff that was stored in warehouses it will hurt department stores, but it also has the potential to take a little bit out of mass, because the price points and the brands, if i can pay the same thing for my kids to have a nike t-shirt as opposed to a walmart no-label, why not do it? >> one of the things in this deloitte back-to-school report is the way in which the consumer doesn't have real -- a great view of the labor market in the next six months, right >> that's right. which once again,

tjx which i like had 3% same-store sales and burlington was red hot, 4%.e close to this company. now, in terms of new stores savers has been expanding its footprint, not growing like crazy, 294 stores in 2020 and 317 at the end of the first quarter despite the expansion, net sales growth slowed to 3.7% in the two-month period that ended up may 27th. that's -- i don't like that deceleration what about prochtability savers lost 63.5 million in 2020 but then in 2021 their net income came in at $83.4 million. although it stagnated. only 1.4% up last year this is one of the things i'm concerned about but get this, worse, they had a net loss of 10.2 million in the first quarter. although savers also said their net income was back in solid, positive territory for april and may so this may be historical but i didn't like it still down year over year. that said when you drill down to the earnings for interest tax, depreciation and amortization it got much better numbers. on the other hand the free cash flow is back in negative territory. i don't like that. it's not

and they say tjx is the ar ostf the show we'll trade that name in "star lunch. ( ♪♪ ) ( ♪♪ ) ( ♪♪ ) ( ♪♪ ) constant contact delivers the marketing tools your small business needs to keep up, excel, and grow. constant contact. helping the small stand tall. with gold bond... you can age on your own terms. retinol overnight means... the smoothing benefits of retinol. are now for your whole body. plus, fast-working crepe corrector diminishes wrinkled skin in just two days. gold bond. champion your skin. >>> welcome back time for "three stock lunch. today we're starting with draftkings, up 5%. bank of america says they're near an inflection point and could rally another 20%. does our trader agree? we're joined by jay woods today. it's been ages great to have you here welcome. >> great to be here. good to see you, kelly. >> let's get to it what do you think about the stock? >> we're talking on a day where the four major sports is not having any games, but the stock has been on a tear long term, this stock, 2022, we want to put it in the rear-view miro it's turned arou

i think that walmart is your last saving grace, and tjx, which got a huge upgrade today >> loop goeso buy. they were at 75. they go to $95 on tjx. >> one of the secrets, by the way, a lot of undercover former police people in the aisles who instead of just letting you walk out -- like i once saw a person walk out of banana republic with three sweaters on a hot day. i demanded to pay. i was an outlier but when you go to tjx and you're in that second sweater, someone comes up to you and says, take that off. that's the smart way to do that. why won't anyone else adopt the ex-police eyes i don't know $15 an hour. >> worker safety that's the one thing >> yes >> so, you, in general here, although today's futures notwithstanding, remain pretty cautious you still think the magnificent seven is the easiest way to play >> everything about them the anti-inflationary. i'm talking about what's going to happen in the pipe. today's a good day, but if you're looking at job creation in this country, you know that we're stimulating a job market that is so stimulated already, and we are not -- remember

largest publicly traded owner and operator of what are called open air shopping centers, tenants include tjxme depot, among others shares up double dim its over the last couple of months. connor, good to have you with us nice quarter here. everybody seems worried about commercial real estate, but not about you and the sector you're in why is that? >> it comes down to fundamentals i think when you look at supply and demand right now, there's been over a decade of no new supply demand is very strong across the board, not only for the anchor supposes as we saw with bad, bath, and beyond we replaced multiple places at 31% higher rents than before and on the small shops, as well. that's one of the big takeaways, the strength of the small business, which is the lifeblood of the u.s. economy. that continues to reach all-time high occupancies in the portfolio, a good indicator of the small business environment of many new businesses opening in our shopping centers. >> what kinds of retailers went into those rather big-box bed, bath, and beyond locations >> the diversity of demand is incredible when

i don't want you to add any more, i would rather see you in tjx.ulations for making more money than you already have. let's go to trey in texas. >> on sunday, my wife and i were talking about flying to aspen this weekend. yeah, i will make it as far as the airport. heavy losses. weight watchers move up here. >> yeah, you know what, i am suspicious because they don't make money. and i have been adamant that if you want to do the weight loss, you go with the best and that is trust holding eli lilly. don't mess around, go with the best. now, the charts, as interpreted by carley garner, suggested we could be looking at a tremendous multiyear rally in multiyear treasuries right now. the fed really can get inflation in check. and you definitely do want somewhere return bond exposure. there is much more including my interview with palo alto networks. so, where does palo alto networks meet the changing landscape? let's check in with the ceo. how the heck should you handle that? i am going to give you my take and it is not easy to understand. of course, rap

people really like the guy it is incredible when i met him, you know, he gave me a la croix, he liked my tjxants, 14 bucks, very good, only 30% poly. although i did have to jump over the highway to get there on time it was a freeway it was a little keanu reeves thing. the bus was coming to me but i just think that's who he became he is a guy people want to know. >> well, rising stock price cures all ills, jim. >> yes >> it does >> makes everybody great >> yes >> that's why i hate at&t. that's why disney's become problematic. >> we're going to talk some disney and a lot more after the break. we'll get to tesla expecting some forward numbers, perhaps. levi's tonight we'll get cramer's "mad dash" and countdown to the opening bell check out the weakness in the premarket. >>> take a look at ford this morning getting sales numbers in trucks up in the second quarter. ev sales, up year-to-date. jim, coming on the heels of gm and the industry sales, just an enormous demand for cars >> ford's stuff is sold out. you go to a bronco, the buronco assembly line, and they come off the line and they're all o