and that makes ulta a necessity. a prestige necessity. i've been an ulta fan for inches a.cks gave a 28% gain. not to 73% over the past two years. s&p 500 over the same period? 9%. the reason for this tremendous outperformance is that ulta salon keeps putting up tremendous numbers. and the most recent quarter last thursday at the close, a picture perfect example. revenue higher than expected. 20% year over year. made all the more impressive in that the growth is nearly accelerating. they have arg. accelerating revenue growth. the earnings yue at a 39.4% clip. the fastest in more than three years. best number in ulta's history. they're getting in and they're spending more. expand by 150 basis points year over year. the 36.4%. that's the company's harmingest quarterly gross margin increase in at least four years. the operating market, the percentage of the revenue, except the interest payments and taxes came in at 13.7%. the largest increase in 14 quarters. to top it off, when it was getting crushed, talking roughly a million shares over the course of the quarter. pretty impr

maybe ulta, buy, get a five letter f.a.n.g. replacement without google. let's play jumble. maybe it should be, how about maybe fuban? how about unfab? what do you think? you tell me. here's the bottom line. beware that the high growth game is one that ever ends. these stocks always bounce back. but the issue is from what level? we can't ignore brexit, we can't ignore a slowing global economy. all these stocks have high growth potential, if we get a real recession, nothing's immune except companies like clorox. the kinds of staples that never need to be reiterated as buys because they're the stocks that shine in times of chaos. today, with chaos resbit, they sold off. don't worry if scotland or barclays or some british institution hits the skids again, the staples, not unfab, will be making all-time highs. let's go to jim in michigan. jim? >> caller: hi, jim. i have a question about bank of america. do you think they'll raise their dividend any time soon? and i like to buy and hold stocks. so i'm thinking about buying bank of america and hold for 10 to 15 years. what do you

then there's ulta salon where only a fool bets against mary dillon. every day more women decide they can't go out without make-up. there are too many cameras out there with too many high resolution screens them should call themselves ulta selfie is that salon. heaven for bid you ever see a store from the mall in the list. there's plenty of takeover talk married with the best stores. looking for that one director, that fellow, he doesn't seem to like. how about tech? poorly represented. inindividu invideoia. it is a wit of a conundrum. it barely goes up. apple closed down today. what else is new? there's advanced micro which comes under the category of, see, we're still not dead yet! the only one is dizzow. er price line expedia which is wall cheap online travel. pretty much the frugality of shopping at the dollar stores. what is shocking? what kind of companies do we need to see more of that were out there? three. there were only three. three big capitalization stocks to me that are signs that you should have a rally someday. the wet noodle of an econ

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. >> i think this is driven by ulta. >> really?lta's web page, you'll see a huge elizabeth arden section. remember why people wear make-up. i went to polo last night. do you think i took my make-up off before i went in there? geez! this is elizabeth arden. if you like the trend, it's el, estee lauder. you go to ulta's site and you'll understand why people have to do it. you have to wear make-up. carl, everyone has to wear make-up. make-up is an expression, too. i was watching the web site mike, trying to feel young, millennializing myself. they put make-up as a statement now. make-up, statement, selfie. sara eisen did not have a selfie stick yesterday she was talking about in china. make-up. if you go outside, you need elizabeth arden or estee lauder. mack, do you know mack? >> of course. >> i'm thinking about wearing mack this weekend. >> you're talking to a guy who wears make-up almost every day. >> i'm anti-millennializing myself. but elizabeth arden, revlon, it's driven by the need to have make-up when you walk outside. >> we s

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remember the other was ulta salon. how is it they're doing so much better than ross? some of it the simple execution. home goods sells home goods. i love my home goods store. always start the summer by going there. the consumer isn't really excited about empower right now. people buying home goods hand over fist. suddenly it becomes very valuable. the enthusiasm of our home goods customers is hard to beat. also, tjx seems to outhustle stores. it is saying that they stumbled in their transition to rolling out product for the spring. an area where so many are struggling, all i can say is wow! ross is down more than 3%. tjx is up 2%. i'll bet they have more room to run. a slight for ross stores. if gap can report a good number, they deserve to go higher. thanks to its home goods business. while ross stores stumbled right at the moment when you expect these bargain basement names to be thriving. i say stick with tjx. may be by more than. what a shift. incredible. jerry in florida. jerry. >> caller: yeah, jim, thank you for taking my call. american, are they a buy or a tra

the strongest retailer out there is ulta salon. it raised sales, earnings, it was a love fest. totally consistent. it has become the new bench park but the only bench mark. asking every retailer and restaurant to live up to that standard is bordering on the absurd. now zoe's is expensive. at $37 it is barely profitable. i would use it as a buying opportunity. let's see what happens. do n do not abandon ship. it has made it almost impossible to fathom. stick with cramer. pitch you investment opportunities. i've got a fantastic deal for you- gold! with the right pool of investors, there's a lot of money to be made. but first, investors must ask the right questions and use the smartcheck challenge to make the right decisions. you're not even registered; i'm done with you! i can...i can... savvy investors check their financial pro's background by visiting smartcheck.gov i'm spending too muchs for time hiringnter. and not enough time in my kitchen. (announcer) need to hire fast? go to ziprecruiter.com and post your job to over 100 of the web's leading job boards with a single click.

. >> $2.99 at ulta. >> people for get about their hair and scalp in the summer.y are walking around scalp exposed, sun hitting their tall seven. this is your guard yan hair serum. you actually used this, this morning. >> take a little bit, yeah. >> put tonight your hair and scalp. you will see it will be soft. it contains a three blends, jamaica castor oil, sunflower, it stops a lot of that sun and really great. >> it is protecting your hair. >> yes. >> does it help with frizz. >> yes. >> you can see my hair does it. >> it does president get oily. >> i wanted to she it to you, my hair has massive shine. >> a lot of shine. >> yes. >> you got to have that sun in the shine, you want to shine in the sun. >> crusty feet, i have seen that a lot. >> talking about feet, flip-flops and mess up when you see scaley feet. >> this is a new wet and dry rechargeable foot file. in one should walk around after using this use this in the shower. it is like two seconds and that crusty feet is gone. it is the first foot product that works in the shower. owe you can use it, and watch

a high jump and by that measure i can tell you that only ulta surpasses their game.is a buy not a sell to me and mr. wilson should go pick on someone else like the dozens of other retailers that failed to live up to the new standards set by none other than a rapidly improving lululemon. stick with cramer. >> announcer: we've been to share it and more media content for more people on more devices than ever. cnbc.com presents "bing." >>> i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money." i'm jim cramer and i will see you tomorrow. >> wait, go up! [screams] hi, i'm jay leno. >> all: hi, jay! >> hi, everybody. how you doing? and this is a show about cars... it's fun to drive cars that are really different. i never knew the beach could be so much fun! and motorcycles... [revs engine] >> all: whoo! >> and well, anything that rolls.... like driving a two-story building. [brakes screech] oh, my god! strong as an ox! explodes... i love the smell of napalm in the morning. >> yeah! >> or makes noise. >> you

. >> ulta. that's been an ultimate stock?n's stock has not been that good. >>> if you've ever needed proof of what you write in e-mails ask the employees at goldman sachs. like many companies they monitor e-mails, however, eamon javers has found 187 phrases that draup red flags. eamon javers is here to read all 180 phrases it's fascinating reading, we've gottet the whole list. unfortunately due to cnbc i can't read all the words out on air. but, look. they tell the employees at goldman sachs that they're being monitored but the employees don't have the lift of phrases. we've been able to obtain that list from the aurs. when you look at it in total they're looking for any kind of dispute particularly with clients, any kind of emotional tension among its employees and take a look at some of these search terms and you'll see what i'm talking about. among the things that they're regular flagging. rebate or refund, what i lost, report the matter to the s.e.s.c., nasd or nyse. one. where did my money go. that seems pretty obvious.

we like ross, ulta, and target, as well because they're domestic retailers and we encourage to thinkut, a, beta, b, higher yields, and u.s. stocks in terms of how to make money in this environment. >> if you could talk about the positioning of u.s. consumers heading into this market turmoil we've seen recently. we've just had an upside surprise on consumer confidence. it seems like real consumer spends i spending is running about 4%, yet retail stocks in particular have been rather weak. is there a little bit of a disagreement between the economic data and the markets on this? >> yes, i would agree. and i think one of the things i would like to point out is some of the largest global names have actually less exposure to the uk market. for example, nike, vf corp that owns vans and timberland. we estimate 3 or 4% of their revenues come from the uk market. there are some smaller names like fossifossil, deckers that ugg boots. much more to oliver's point. >> if we could drill into nike, and under armour, as well, they've really been significant underperformers as investors just turning a

. >> ulta, crown castle. trading at highs today.road swath they are of names thr quite cyclical. >> and a very positive sign. if i'm going to bring some positivity to the discussion i do like the fact that it is really across industries. you don't have a rotation from one to the other that you are seeing names across a number of different industries do well. so that seems to be more of a bullish signal. but, you know, i still go back to the issue that this is a market that is not really based on the fundamentals of the companies and them being able to support the growth rates. so the question becomes whether it is an interest rate hike. whether we find the numbers out of china now go in the other direction because that is where they were a couple of months ago and then they changed and changed again. it seems like there is that catalyst and more potential risk to the downside. >> one of the most loved retail names has been apple. today interesting developments. re/code earlier talking about how the at boom is over. and then the news

i have to go to ulta salon to beat that. the margins are improving.n't it time to just say, you know what? let's see. maybe these are doing better and rather than blame the board which has a lot of good people on it, why don't you say, you know what? they're going in the right direction. >> they're not putting any more bottom on the bottom line. they've increased but nothing has gone to the bottom line. >> they bought back a lot of stock and let's go over the board. you have a couple of people who are close to you on the board. again, i'm defensive about this only because this is one of the few that it was a bright spot. i'm looking at a macy's and a cold and at an under armor, at a bed bath. alternative a lot of -- best buy, and you know, pvh. no one had these numbers and they bought back a lot of stock which in retrospect. they bought back at the right level. i'm imploring you to look at your comments before the quarter and look at it now and i'm not saying throw them a bone but you have to recognize that this was the best quarter. >> yeah, but you'

ulta salon leading the charge up 24% and below that big lots and five below.one well, up 14 and 12% each over the last 80 days and worst retail stocks, conn's and abercrombie & fitch and fran kresa holdings. cohn has lost half of its value. retail seems to be changing. genius. >> master of the obvious. >> genius insight by sullivan. >> all right. it's just after 2:00 p.m. on wall street. stocks are losing steam this hour. the dow jones industrial average is down triple digits at this point. the s&p and nasdaq are weaker as well. dow off 115 points and the s&p lower by 12 and the nasdaq lower by 28 points. what are the biggest threats to the u.s. economy? steve liesman knows because he is here with the exclusive results from the cnbc fed survey. steve. >> thanks, michelle. at least i know what the respondents to the fed survey know. outlook for growth, came down pretty dramatically with the weak first quarter and had that built back up a little bit and then it came back down. we're now hovering in the boring and per pet pull. 2.3%, 2.1% for the next year, the r

today, ulta, or dollar tree, con agra foods and mccormick all of the stocks at lifetime highs. it is called market scam. let's owe look at all of the 30 dow stocks at the same time. 29 of them are up. only verizon is down. it is a broad based rally. back to britain referendum comes this thursday and decide do we want to stay in the european union or leave? at the moment, the state campaign appears to be winning. ashley webster our very own is in london right now with us -- going to be over there on vacation for a week by the way. what's the very latest that, yeah, yeah what's the very latest you've got? [laughter] >> is safe to think of stew by the way english primary league big soccer league here in the u.k. came out and endorse looking across the english channel to europe saying we need to be in the eu for what it's worth. ukar, autoindustry coming out. so the momentum no doubt with the remain campaign william hill, bookmaker here in the u.s. -- in the u.k. say there's an 83% chance that england will -- or u.k. will remain in the e.u. i do say, though, things change quickly a

first of all, big moves here, the likes of ulta salon and beauty.hs last may. another one. amazon.com. andrew was talking about this idea that jeff bezos announced a huge intention to invest in india. amazon shares up 71% since the last record high. the best performing stock in the entire s&p 500 since we saw the record highs last may, nvidia, a semi conductor maker. computer chips that power graphics for high-performance computer machines. these three stocks have done really well. if we see the record highs again, will it be the same stocks that take us there is the big question. >> leadership always matters. >>> now to the race for the white house. hillary clinton officially clinching the democratic nomination. but bernie sanders is not backing down, vowing to continue his fight until july. donald trump also sharpening his attacks against the presumptive democratic nominee. joining us is democratic strategist and the senior vice president at skd knickerbocker. he served as an aide to kir stin gillibrand. thank you for joining us. >> thank you for