ulta beauty was ready to bottom, and today we got confirmation of this ulta vaults 4.2% one of the majorin the dow exxon mobil. caught an upgrade. merrill lynch, the thesis, exxon trades like an oil when oil was much lower so it deserves to go higher. if you take a look at where oil prices were when exxon was at this level before, they were dramatically lower big shoulders on that one. especially when it rallies almost 3%. big move for exxon including a fantastic piece from steve how nike just acquired a start up doing body scanning the ability to scan your feet can give them a major up here. i need these i have to buy two pairs of nike -- anyway, too much information. nike has been one of the best performers in the dow. finely, paypal, a company that has been battered from competition of amazon. laying low by talking about losing business. venmo is more beloved by the younger generation than ever there. no michael cohen, no china battles. no federal reserve and a zuckerberg free zone companies doing the same thing, more money for themselves and for you the shareholders stick with cramer

number one brand among the average income teen as their preferred beauty destination we did upgrade ultawe are an overweighted stock for that name $236 price target. we think it's a good time to buy the name >> one theme is the beauty aspect anybody looking at a chart of estee lauder knows what we've been talking about it's been straight upwards for a year turning back to a name not on the list, under armour what does ceo kevin plank have to do to make this brand, which was once all the rage, cool again among consumers? >> it's a great point. the one thing that's very different about under armour versus adidas or nike is they don't have the history it's been around for 17, 18 years when you think of what's trending now with teens, it's all about the '90s it's about that retro. so brands are going back into the archives and finding what was hot back then and pulling it around again under armour was founded on performance. that is an important category within athletic, but it doesn't lend itself to the current gen v demographic like it has in the past so they need to expand and segment the

. >>> while beauty is going viral online, it's not like the brick and more tore chains like ulta and2014 and plans to open 100 stores a year. >> how do you get customers to come to the store when online shopping -- >> online shopping is definitely a big part of people's behaviors more and more. people want to come into the store for experience. >> touch and feel? >> look, tchound a try is what bought beauty is all about. >> the beauty of today's makeup boom, insiders say it can only go up from here. >> the millennial and generation spending power is going to be the equivalent of the gen x and boomer spending power combined in the next few years. i don't see any of that slowing down. >> that's a lot of money on the table. >> a lot of money on the table and they're spending it in beauty. >> nbc news, los angeles. >>> jo, thank you very much. >>> next on "sunday today" harry smith takes to england where he finds one of the truly great characters of his many travels. >> i make predictions using asparagus. >> really? >> yes. i'm the only one in the world. >>> and later, a life well lived.

it's the second survey we had one last week saying business is pretty good. 500 ulta ultimate ewardsber this is a great growth retailer. why? because it's very much linked to selfies. very much linked to instagram. hey, whatever happened what was that russian thing i told you that would be cambridge cambridge facebook >> it's already fading quickly. >> it does seem to be you need another incident what i like is in the end you got to look different when you go out ulta has been the big winner and sephora for jc penney that's how you get a bottom. it's a big retailer. i don't want people to think i'm focussed on some niche this is no niche. >> you've been focussed for a long time and generally speaking it's been a good place to focus. >> thank you. >> over the last few years you've been discussing it. >> people will pay up for premium make up. and for hair and for beauty and that's something that these guys have been really blessed with the change in the way we look at ourselves when we go out the door. >> all right we got an opening bell coming up we'll spend time on kraft heinz. goin

you get ulta, upgraded to overweight >> piper gives them an upgrade it's been a stock that's been under pressure, and also had some real outperformance from time to time piper is betting that the outperformance is about to return i like the trade, but i'm not in it right now >> josh. hershey. downgraded to sell, ubs. >> there's six people here and i got the candy stock? >> sure, you did why wouldn't you >> because you're so sweet >> oh, my god. >> i have not -- i have not been a fan of the consumer staple stocks and they have underperformed and normally the contrarian would be like, let's take a look. but all you see is cost rising and consumer trends shifting away from things in packages and cans i'm not in the space, and i would not be a buyer >> goo-week high for etsy, initiating coverage with a buy >> this has been a great stock year to date, but it trades at 53 times earnings. while they have done a really good job in restructuring and cutting costs, now they have to focus on top line. i think they'll be able to do it, but it's fairly priced not my cup of tea. >> mcdonald's announc

i related ulta beauty saying it got way too cheap and integral to my look your selfie best thesis today, guggenheim saying -- the only difference i can see between guggenheim recommendation and mine, the stock was 18% lower when i thought you to buy it. if it is simply reports numbers that so exceed a hyped up consensus, that it has to go higher that is what happened with netflix. obviously something great is afoot. if you are sitting on a down and out stock with a bad chart, you might want to hold on to if you are sitting on a stock that is rallied jieg gantically ahead of the quarter, it may not matter short-term as we see with the banks which to me remain terrific buys but sure don't look like it as if they severely disappointed the cons senses and they didn't. walter in north carolina. >> caller: hey, jim, booyah from north carolina. >> there we go, what's up? >> caller: thanks for taking the call i watch the show every day and have for many years. >> we love that. what's up? >> caller: in the last two trading days, after financial farms reported all showed sizeable gains only to re

they have ulta as a consumer discretionary as far as we're in different sectors. to tell you, makeup is not discretionary. dyeing your hair is not discretionary, and i look to see what they had done in the last recession, and it did quite well so there's short term problems that most of your viewers are probably aware of, and they have a great ceo, and i think the working through the short term problems, but, yeah, i missed a good opportunity down below 200. >> it's down 250, but chipolte is what you're watching. >> sure is i had to be patient with that stock, but i knew that it was in place, and it took almost three years from the time they had all the issues with the e. coli and the data breach. to see it turn around and to have such a great quarter, have the numbers reflected in the earnings, finally, i think it's on its way up, and i definitely feel like i did the right thing by holding on to it, and i think the next five years will look good for them. >> jackie, before we go, do you, like julie, agree the market looks better than it did in the runup? >> oh, a

each other ] >> but i do, i work really hard on it and i just designed some essential palates for ulta[ cheers ] they're super cute. i'll give you one if you're nice to me. >> jimmy: i'm so nice to you please. please. i love you so much. >> i love you. >> jimmy: every time you come on, we always play and we have so much fun. tomorrow night's "scandal" and then next thursday -- >> don't miss the last two. we're going out strong. >> jimmy: really? >> yeah, you'll laugh, you'll cry, you'll scream, you'll be happy, you'll be sad. [ light laughter ] it's a bit of a roller coaster. >> jimmy: and you'll be live tweeting as you always do. >> of course, of course the whole cast is getting together for our finale. we're all getting together. we're actually doing a live reading of the final episode to benefit the actors fund but we'll also be tweeting together. it will be pretty epic. >> jimmy: you got the ice cream, right? >> oh my gosh. our last finale you sent us your ice cream flavor and we all binged on it. >> jimmy: yeah, you guys are all together. it's like a sleep over. >> it's so great.

until proven innocent until they can take out new highs, i don't know why you get excited about it >> ultaamed the makeup retailer their best idea. >> i think it's a good call. i'm not sure i'm going to say the best idea out there, but a good idea. this was a broken growth stock it hit 320 plus about last summer and it's come off 30%. now it's starting to find its footing. it's cheaply priced. the only thing you have to worry about is there is competition, not only sephora, but a lot of department stores have figured out there's great margins in makeup that's the only thing to worry about, but a good call >> seizer's announcing it will open two nongambling palaces in dubai later this year. are you buying it? >> look, it's a new generation for the company, where non-gambling resorts are looking to build it's competitive in dubai. i have been there. lots of money going to resorts, high-end rezortsz. it could work for them >> no gambling, though the ceo of fedex freight will retire, still, the stock climbing today you used to own. >> i go in and out of this name, but it's still a proxy on gro

ulta beauty. that selfie trade seems to be back in vogue, kelly >> say it ain't so bertha, thank you very much. bertha coombs, treasury yields under some pressure. rick santelli at the cme bonds moves, 6.773. >> yes, there was pressure today. one-week chart of 2s and pay particular attention to the right side after the data came out on what wasn't a spectacular jobs report, at wages weren't down, we're down three basis points. everything turned. the catalyst to rates moving down was pretty much the data. if you look at one week of 10s, you can see the same thing but it didn't respond in kind to some of the issues when steve mnuchin, the treasury secretary in my opinion helped incite a bit more selling in equities treasuries weren't that responsive down six on the day on 10s on the week you're unchanged on 2s and up three on 10s and now three basis points below that very dense 22-session in the 2.80s. that's important as you move away from that, most likely there is going to be a drift to lower rat

. >> they said it's better now than sephora which is jk penny you used to love ulta. >> i did. >> andctor supply. >> i used to like to talk to you about them they were the key to the market. >> they were. >> that was the age of the retail. >> yes. >> brick and mortar retail. >> yeah. >> remember that >> you mentioned netflix, of course, it brings up, in my mind cbs and viacom why you want to consolidate in this current world. >> right. >> a couple of things to share there. this is a miniseries now but i think it's on the way to being a major motion picture what is the growing encyclical both sides. cbs management teams not as much. they're not arguing with each other. the controlling shareholder. but one of the keys i pointed out yesterday is the huge differential they center in terms of the potential synergies they see. >> yes. >> viacom people close to the company telling me it identified close to a billion dollars its management team, by the way, bob cfo have presented to the special committees of both companies. however, cbs moonves chose not to present to the special committee. t

quite nice at this point, so i think, you know, you asked about luxury i will tell ya that ldm, estee, ultathey did well today, reporting nice numbers, and people still want to look good, and -- >> what's going on with that i mean, where is that coming from talked about luxury exposure to china was a problem, and so crackdowns there, and then even in the u.s., there's other notes about high enreal estate and dropoff there. it's an interesting area about performance. >> loreal said china grew the travel piece 28% growth, so you are seeing a lot of strength from china, but it's across the board. even the u.s. was quite strong, and europe, so it is definitely a time within consumer, within discretionary where you want to be, and on the pullbacks for all of these macro reasons, it's an area i'm adding too. >> there's a subgroup of consumer staples, just personal property, which is estee and things like that, the strongest group, and basic nonfood consumer staples >> food is not the place to be right now. >> another deal. there's a bull market in personal pampering or whatever it is, and maybe t