abigail doolittle is looking at ulta. >> ulta is sliding on the day and they put up a miserable thirdrter. name this sales estimates by comp sales down even more, down by 9%. this has everything to do with the fact that folks don't want to go into the stores and shop, where you are touching things and around other people, and if you are stuck inside, how much makeup are you putting on? adjusted earnings beat estimates, but on a year-over-year basis, down 40%. pretty incredible. there is some light at the end of the tunnel. they have very tough comps because this is such a strong store. in 2020, compared to the prior year, difficult comps. miserable,0 is so 2022, the fiscal year, there's expect it to be a real recovery of about 36%. let's hope that happens. there is a store close to me that generally looks empty, but they are not suffering as bad as some of the other cosmetic companies. they are actually up on the year, where the likes of revlon and others are slipping on the year. lta outperforming the market. vonnie: the ceo was somebody that people were watching, everything that she

experiencing mild profit taking joining us is a true treat is the ulta beauty ceo mary dillon.t when you come on. thank you so much. >> thank you so happy to be here. >> so, i want to step aside from what the analysts are saying in the spreadsheets and telling them, how are you able to grow a business for makeup for a cosmetics skin care in a pandemic where people are afraid to do anything touching their face, their mouth, their eyes? >> well, i think this experience, let me step back and say, first of all, i'm so proud about the ulta beauty associates and what we have done to work hard to meet guest needs during this time and every dimension. i think this shows that beauty is a very important category for people at any time, especially during this difficult time that we have been through because the categories that you see really excelling are all about self-care. so skin care, people have more time at home to experiment with new rituals, we're seeing that in our data, trying new products, masks, serums, ways to -- you might not have as much time in your normal life to do expe

later a house appropriations subcommittee ulta hearing on access to abortions. pres.-elect biden: good afternoon. pres.-elect biden: good afternoon. vice president harris and i have just received a briefing on the covid-19 by our team of experts. as we end one of the most difficult years as a nation, i remain optimistic about our future. vaccines have been discovered and developed. there is more to come, we believe. give us enormous hope. our economy is poised to come back and come alive. i can see a return to normalcy in the next year. i also see incredible opportunities for our nation in the years ahead. job creation, clean energy, racially quality and much more. ahead. job creation, clean energy, racially quality and much more. but, we need to be honest. the next few weeks and months are going to be very tough, very tough period for our nation. maybe the toughest during this entire pandemic. i know it is hard to hear, but it's the truth. as roosevelt said, i think the american people can take whatever we tell them if we tell them straight from the shoulder. spine f

and ulta beauty missed expectations on sales for its third quarter and also saying same store sales fell3.5% and stock three, the other way, cloudera surging after posting growth of 10% and the board did approve the buyback of $500 million in stock shares up 14%. and the friday bonus stock, pagerduty. this is a software company and it reported a better than expected loss, sales also came in above estimates and the company forecasting higher than expected guidance. up 16%, a bonus stock for you to focus on this friday >>> on deck, what you love about fridays other than the fact that it is, you know, friday. our exclusive look at what companies are making the biggest bets with their own insiders buying the most of their own stock. is that video giving you a hint? your exclusive insider buying segment is ahead labradoodles, cronuts, skorts. (it's a skirt... and shorts) the world loves a hybrid. so do businesses. so, today they're going hybrid with ibm. a hybrid cloud approach lets them use watson ai to modernize without rebuilding, and bring all their partners and customers together in one

ulta they report earnings i'm loving their announcement of the partnership to have mini stores withinest of both worlds expecting great things from them in holiday season also they are up 32% in the past month alone, and i love it >> you've already owned it and bought a little bit more recently, is that right? >> i did, yeah, absolutely, and i'm not deterred by that whole announcement with sephora and kohl's that doesn't make any sense to me sephora customers is not a kohl's target so i think the ulta and target partnership is great. >> steve weiss, what have you got? >> juma. fundamentals better since the quarter. i'd step up. >> farmer james? >> alphabet, all-time high today. does that catch anybody by surprise i think it does. >> yeah. >> nice move. >> all right joe, last but not least, what have you got for us? >> perkinelmer, about to make a new all-time high and scott, your showup and sipe, that's the line of the week. >> guys, thanks, thanks for watching it was fun today "the exchange" is now. >> thanks, scott welcome to "the exchange." i'm kelly evans. november saw a huge lead

. >> we like planet fitness as well ulta, those are other ideas we would look at as well as revolve.lve, the clothing store online if you have a view, which a lot of people do, that next year will be a good one for the consumer we are getting another stimulus package where we'll get checks, unclear, $600, maybe $2,000, unemployment checks, the vaccine. which are positioned for a come back >> we are optimistic ulta, we like a lot revolve has a big selection as well. hopefully department stores and specialty retailers may improve as we look to advisability on vaccination. we'll look at mall-based retailers and others like ulta >> we've talked to you about the demise of the mall for years now. long-term, are you bullish on mall-based retailers >> we are cautious the mall continues to evolve there are more closures. we'll have to watch that as department stores have more closures, that will be more negative impact. closures will continue to happen a lot of retailers will continue a lot of disruption. more positive on digital models such as far fetch, the real real walmart with curb side

reglas de insalubridad en acción de g racias,la mayoira está en centros comerciales de la región , ultasn restaurantes. >>> y también hablan de las restricens de saljd para evitar la propagación del coiv . >>> alcalde de san josé admitió que pasó el demos día de acción de gracias con 7 personas yd dicen que se reunieron en el patio trasero de casa de su padres y que usaron mascarillas cuando no comían y dijo, pido discuplas por asistir a esta cena de acción de gracias con su familia, esto genera preocupación entre expertos de saljd. >>> la gente no respeta la reglas de salud porque los líderes no son un ejemplo a seguir y sobre todo porque un día antes tripió lo siguiente, los casos están aumetnado porque estamos bajndo las guaridas y las macasrilasl cconfamilias y amkigos, pero también la alcaldesa de san francisco asistió a un cumpleaños con siete personas en el restaurante (en inglés) en napas ocurrió el 7 de noviembre un día después de la celebración que realizó el gobernador gavin newsom y el condado napa estaba en colr naranja y ddónde se permita comef al exterior d eestableciiento

the ceo of ulta beauty, mary dillon, wants millions of people employed by retailers employed.ghted the disproportionate effect on communities of color saying we must cure the problem with a longer term plan aimed at driving with equal recovery based on small business, home preservation and job creation. rite aid said the pharmacy chain is ready to play a critical role in innovations and john stanke says we must work together to ensure an equitable justice system, including redefining the relationship between law enforcement and all those they serve. the biden administration wants robust comprehensive aid. even if stimulus is passed, biden said more is needed. >> it's interesting to hear the ceos. it's what you might hear from people on capitol hill. instead it's the business community. >>> still ahead, germany on lockdown because of covid-19. we have a live look at the tough new restrictions in berlin after the break. say na-na. stop your cough from interrupting, with dq cough and congestion. it's max strength formula coats your throat and provides powerful relief. new dayquil

shares of ulta beauty are lower.is currently more down side than up side on that beauty stock. uber has asked the cdc to label its drivers as essential workers. that would enable them to get the vaccine early. and we end with pagerduty, 20% after beating on revenue and raising guidance for the current quarter. >> with the s&p up 14% this year and big tech making up a large portion of those gains, a lot of stocks have been left behind look at some of those laggards that could be pos wsible winner in 2021. they highlight adt we heard from the company's ceo earlier this week about how they're benefiting from the flight to the suburbs. go to cnbc.com/pro for the list. tyler. >> thank you, kel. two big numbers we're watching one and 20,000 that's 1% on the ten-year yield. what has happened there? and 20,000or f bitcoin why the dollar's drop is bitcoin's gain we'll tell you about it. you got to stay with us. sales are down from last quarter but we are hoping things will pick up by q3. yeah...uh... boss: doug? sorry about t

later a house appropriations subcommittee ulta hearing on access to abortions. pres.-elect biden: good afternoon. pres.-elect biden: good afternoon. vice president harris and i have just received a briefing on the covid-19 by our team of experts. as we end one of the most difficult years as a nation, i remain optimistic about our future.

david: ulta has a partnership with salesforce which is down over 9% today, would you think?e group, this is the name that plays into what we care most about, your security in your global footprint, the revenue crushed in the last 12 months, this is the name you hold onto, enjoy the ride. >> you are terrific, you did it all, thank you so much for being here, it's time to head over to cheryl who is dealing with green on the screen, it wasn't that way when we started out. >> thank you for the handoff, we'll see if we can keep the party going, the coronavirus vaccine is on the way, the uk the first in the world for the covid-19 vaccine by pfizer and the german partner biotech. the ceo confidence that supplied the life-saving drug will sees the need by the end of the next year. market making a late session run a stimulus talks are heating up, we have all the breaking news, the s&p 500 on pace for a second straight record close and the

so, i think you can look at things like ulta you can look at pdh, which is 40% exposed to europe.ically locked inside of europe at the moment i think that consumer is going to be ready to absolutely get out there when they can. >> i'm looking at your list of favorites. you have nike and lululemon on there. i've covered both of these companies and the quarters they have just put up amazing to see double digit revenue growth for retailers but hasn't that already been factored into the market these are both trading at very high valuations. >> you would think so. those two stocks have had a massive run. if you think about, first of all, nike. what are they doing? most of retail brands are talking about lower sales but higher margins because inventories are so low so they're selling full price nike, on the other hand, is talking about double digit revenue growth and higher margins because they are culling their wholesale channel that is usually highly promotional and taking charge of their business. so, i think for them there is a huge opportunity and i think this is likely a $200 stoc

. >> i used -- i used the ulta site and they have, you know, they kind of measure what you need.n an iphone, and then they send it to you. i wanted to have something that took off makeup, for me, spray painted like a car ppg, they spray me, and i need to get that car -- >> nice sheen. >> i use estee lauder when i get home and what i find is just unbelievable these companies pivoted like you can't believe. estee lauder pivoted to online remember used to go into -- i would show you, used to go into macys and spray you and put stuff on you nobody get near them >> stay away >> stay away we're sorcially distanced for those who think we aren't wearing a mask. >> ten feet. >> this is as close as i can get. >> this is as close as we have been to each other, without masks. >> i'm a little uncomfortable. but good estee lauder, great stuff. >> five minutes onitopeng bell for you. stay with us here on "squawk on the street." everyone wants to save on prescriptions. but are you saving the most? check out rxsaver - a free coupon app and website where you can see prices and save up to 85% on yo

>> walmart, target, costco we also like ulta as well.e like as well, and don't forget luxury stocks such as lvmh, and tapestry >> okay. wrote all of those down. oliver, thank you for playing. i just like to kid around, especially in this day and age, who knows. it's crazy anyway >> it's a connected experience, all you're saying, more printers, less pants and rethinking retail, it's coming back >> stop with the less pants. stop with the less -- thank you. thank you, oliver. all right. we'll see you later. andrew, i don't know we all need to, i guess we all need to come clean on this kind of stuff >> i'm wearing pants. >> you're fine, right? >> you know what i'm doing, i'm pulling a kernan this morning, i have my abc lieu lilulu lemons y so comfy >> joseph, shield your eyes, shield your eyes >> okay. those are my pants just for disclosure. these aren't lulu lemonpants a well. >> we're coming back in just a moment did salesforce overpay for slack? ch that is the conversation i was not looking at my pants, making sure my mic is on john ford

same for target, why sephora rival, ulta beauty is opening beauty shops inside of target.tuart: kohl's stock up 15%, as the brush volumizer. susan: rally 1/2, right? stuart: lauren, susan, thank you very much indeed. >>> serious, hypocrisy on the left, lots of it. a "new york times" editor claims the paper will cover joe biden, quote as thoroughly as they did with president trump. who wrote that comedy line? joe concha, fox news contributor is with us. joe, does anybody believe that? >> look at "new york times" hasn't endorsed the republican presidential candidate for the last 16 elections. go back to 1956. we were not remotely close to being alive. look at three quick examples. paul krugman wrote last night joe biden will be the quote, the first modern u.s. president governing in the a face of opposition refuses to accept his legitimacy as if hillary clinton and democratic lawmakers didn't call president trump illegitimate during his term. and look, before president trump took office in january 2017, this is what paul krugman had to say. is it okay morally, politically, d

going the opposite direction, something that stu knows, ulta beauty.ooks like beauty retailers didn't do as well as anticipated. foot traffic was down 9% in the summer months. stuart: that's all? susan: when you are on zoom calls, i guess you don't need to put all that makeup on. stuart: foot traffic. i thought the stores were closed. only down 9% foot traffic in the stores? susan: foot traffic and same store sales. want me to use same store sales? sales went down 9% in the snummr months. i think it's a recovery story here and the stock reflects that. cloudera is a one-stop shop for businesses to store, analyze and process data, anything like snowflake, anything that helps companies do better when they are working from home and on the cloud and remotely usually has won in this earnings season. stuart: clever name. cloudera. you got to be in the cloud these days. thanks very much indeed. overall, futures are showing a modest gain this friday morning but up about 100 for the dow. jonathan hoenig back with us this morning. all right. look, jonathan, every