we really like about ulta is they were able -- we put ulta in the tech adjacent category i don't knowre you buy your makeup, becky, but for me it is ulta or sephora. ulta has been doing the quick pivot from in-store sales to their ecommerce are business we love what they have been able to do. it was almost seamless i really have belief the team at ulta is really prepping for mary's transition. we hope that goes well we expect nothing but good things >> i like tiffany's theme of tech adjacent. gene, these are stealth tech stocks ford is one you mentioned there. >> exactly this is one i believe, like you said, a stealth tech company the competition is really not materializes for tesla a lot of anxiety among the tesla leaders. ford is one that could be a come competitor the mach-e it is close to the $50,000 price tag. be prepared. this is a good old fashioned rodeo with tesla and ford. f-150 electric truck best selling vehicle in america is going electric next year. you will hear more about the mach-e and ford 150. these companies you think are kind of forgotten can start to play in the

ralph lauren, ulta beauty, ford. these aren't stealth reopening stocks they are hidden in plain sight and will seem more obvious as they go higher in the next few months gerald in alabama, gerald? >> caller: hello, jim? >> what's going on >> caller: i really enjoy your show it's informative. >> thank you t thank you. >> caller: i wanted to ask you about kimberly clark the dividends thursday look weak going into the close what are your thoughts >> the quarter is okay but nobody wants a stock when the economy is accelerating if it fields 3.5% it's doing fine. i think you can buy this one and put it away at 3.5 i was -- the quarter wasn't that bad but people hate this they hate all the stocks they hate clorox i like clorox. now gerard in connecticut. >> caller: good evening, jim. >> good evening. >> caller: big boo-yah from the great state of connecticut. >> you got the 55. you can get the shot there i love that. >> caller: good news for us. what do you think of macy's? they had great earnings and beat estima job. the c

also, ulta beauty republican p.j. s as the ceo announces her departure.money" returns we designed our 5g to make the things you do every day better. with 5g nationwide, millions of people can now work, listen, and stream in verizon 5g quality. and in parts of many cities where people can use massive capacity, we have ultra wideband, the fastest 5g in the world. this is the 5g that's built for you. this is 5g built right. only from verizon. >>> welcome back to "fast money. we've got earnings alert on ulta, sinking in the after hours after announcing a shift in the c suite. courtney has details >> ulta announcing a ceo transition effective in june as it reports the quarterly results, too so current president will succeed mary dillon as dillon transitions toss chair of the board for a year someone else will move to coo and renaldo will be retired from the retailers board at that time as well. let's go into the erpgs. ulta beating estimates by a wide margin on stronger than expected revenues that was actually much less than the 1 is 1% drop analysts had estim

keep old beauty -- keep an eye on ulta beauty. the ceo stepping down.ere for eight years, but she's relatively young, and really credited for taking this company and the stock to new heights. ulta was not a whole lot before she came on board. she really turned it into a juggernaut. to see her tap down and not really have a true succession plan in place is really concerning here. they did also report earnings. those comp sales are still meager, and the forecast not living up to expectations. that is why you are seeing the shares down. tesla could get caught up in the tech selloff. there was also a relatively minor fire in a facility, but part of the facility that was under construction, so unclear if it has any real aerial impact on its output. a couple of the names to keep an the premarket, coupon had a pretty interesting day yesterday. shares actually closed below where it opened, but still well above the actual ipo price, so good for a 41% pop up. roblox, the trendline has been down ever since its debut. you are not really seeing the aggressiveness in

also a play for target is they partnered with ulta so they will have ulta pop-up stores in target which we kind of like love that specialty piece. but even getting to the financials, you know, i have talked about jp morgan and goldman sachs a lot on the show. these are two companies that we love the diversified revenue streams. we love actually both of these companies from an esg perspective, and they're just steady again, we're not looking at these companies in necessarily a day or a few weeks when you look at the numbers for jp morgan in the past month, up 22%, right so, yes, a little dip right now, so maybe you -- you know, maybe it is a good time to buy but goldman sachs, in the past three months up 27%. we like those numbers. >> yeah. i'm sure you do. you know, the question is are you going to like them as much from here and are our viewers well-served to buy some of these names here thinking that those kind of gains that you have enjoyed to this date are going to continue. that remains the question and why i question you guys, you know, the way i do about all of that jim laventhal

scrub leless with dadawn ulta it's susuperior grerease-cleang formrmula gets t to work fasas, mamakingy work of totoughs dawn t takes care e of tough g , whwherever it t shows up.. scrub less, , save more.e...wh dawn sure, your healtlth insurancne telllls you to s see a doctor bubut, um, looook around.. ththese days it's notot that easysy. you're telelling me. but humanana helps makake it e. huhuman care g gives you t tof ways to tatalk to yourur doct: phone, c computer, i in perso, or tabablet. hey jeanan! hi!! this is jujust a ququick followow up. your numbebers are e looking grgreat. you u don't evenen have toto put on shshoes. ooooo! easy pepeasy. you lilike that, h huh? mhm. huhumana. a morere human wayay to heaealthcare. >> o'donnell: tonight, new york city police are investigating a terrifying crash in midtown manhattan that left seven people injured, including two children. a van and a car collided at an intersection and wiped out a restaurant's outdoor dining area. surveillance video shows how the wreck sent tables, chairs and other debris flying. hundreds of students and teac

but the rifts will take a long time to mend a christian from mosul works as a guard at ulta had a church his family fled the city when i sell to control and has yet to come back from here on the most important thing is security people are afraid to come back there is no stability to foster religious coexistence but the same unesco project includes plans to restore the great mosque of nori this is where i saw declared the establishment of its caliphate in 2017 as security forces closed in the armed group blew up the city's beloved leaning minaret a symbol of mosul's identity or. the one who built the manor it was christian and the one who'd rebuilt the story was christian we lived all as one and we wish that our relations return to what they were now christians and muslims once again to work side by side to restore what has been lost so that one day the sound of church bells can once again ring out alongside the call to prayer simona fulton al jazeera in muscles. saudi arabia says it has destroyed a missile fired from yemen reports say an explosion was heard over and iran go all facility

scrurub less witith dawn ulta it's superioror grease-clcleang formula gegets to workrk faste, making e easy work o of tough ms dadawn takes c care of touough , whereverer it shows s up. scrub leless, save m more...wh dawn sure, your health insurance tells you u to see a d doctor but, um,m, look arouound. these dadays it's's not that t easy. you'rere telling m me. but huhumana helpsps make it e. human cacare gives y you tonsf ways t to talk to o your doct: phonone, computeter, in persr, oror tablet. hey y jean! hi! thisis is just a quick k follow up.p. your n numbers are lookining great. you don't t even havee to put o on shoes. ooo! easasy peasy. yoyou like thahat, huh? mhmhm. humana.. a more human way to healthcare. >> >> o'donnell: tonight, new york city police are investigating a terrifying crash in midtown manhattan that left seven people injured, including two children. a van and a car collided at an intersection and wiped out a restaurant's outdoor dining area. surveillance video shows how the wreck sent tables, chairs and other debris flying. hundreds of students and teach her

ulta beauty leads the list of losers, down 10%.an, when do they arrive? >> this weekend for some that have set up their direct deposits with the irs, and that's just the first wave according to the white house. the checks will be are deposited and mailed throughout the rest of this month. the majority of americans are eligible to get these $1400 checks, but no money for anybody that makes over $80,000 a year, stu. stuart: bottom line is the checks are in the mail -- [laughter] they're being wired as we speak, and they're going to get there real soon. okay. i guess that was the positive from last night's speech. the only one, in my opinion. all right, let's look at this headline. it's quite long, but i'll read it for you. dems nix gop if spending bill improvements. it's popular now but voters may regret the $1.9 trillion expense by november 2022. who wrote that? karl rove. welcome back to the programment. >> thank you, stu. stuart: do you think these $1400 checks will backfire? i would have thought they'd be wildly popular. >> well,

i think ulta is the trade based upon the weakness.uty continues to be great segment. >> i'm wearing lulelemon, abc men's pants. >> yes, you are. just telling you finally, on the same day that goldman sach, that survey went viral, junior bankers back then complaining about a crushing workload we should debate that too. first of all, before we get into this gift giving situation, who is in the crowd of sympathy for this over work happening on wall street are you sympathetic or unsympathetic? >> i'm unsympathetic are these the fluttering things that come the tributes in the hunger games it's like if you survive then you get to use this thing. there's proenl a lot of smart people who can do a lot of great work who don't want to be hazed that way probably doesn't serve wall street that way. >> tim, sounds like you have a small violin out what's going on? >> i was lucky if they bought me a pizza when i worked all night in my early analysis days. tells me the banker are making too much money now paying with a peleton or other perks may be mo

i any there's more up ulta, i d what do you do now, joe?stock was po 37, next day it goes down to 237, it takes 18 months to recover. 2021 a transition year, but i think the story is in intact to own it they have a partnership with target i heard courtney gibson on the network talking about it she el weoquently explained whyu want to be a owner i will never go back in the name after incurring that big loss. >> we like the energy industry i would have to say schlumberger they're responding to climate change with the best efficiency in the industry, an incredible geographic footprint, and they trade at a significant discount. >>> thanks for the questions and the answers. >>> the ten-year yield is pulling back after hitting highs last week. we'll have that trade, coming up love you, sweetheart they guide me with achievable steps that give me confidence. this is my granddaughter...she's cute like her grandpa. voya doesn't just help me get to retirement... ...they're with me all the way through it. come on, grandpa! later. got grandpa things to

tapestry hammered climbed back in nuvenl way with l lands up 1669%, flip to nasdaq, western digital ulta marriott three, issue have climbed one year ago, up 45% for ultra western digital up 37% marriott up 36% none of that he rayses reality of 118 million covid cases global, 29 million in u.s. alone, and, of course, more than half a million deaths, u.s. has 9.5 million fury jobs than one year ago, and more than 600 big corporations filed for bankruptcy forget it countless small businesses, have also shuttered doors let's bring in two traders, who were on the trading floors or looking at their screens, one year ago today, you know you were both in the thick of a crazy selling we saw one year ago starting with you what was it like, on the trading floors a year ago? >> a what was it like for ever around on trains hallways, you elevators it was quite awful to be quite honest. new york stock exchange trading floor where i was that reporters from every country you can think of trying to work, while they already felt sick, didn't realize they had the darned disease, it was it was a really awful

same for ulta, same for starbucks. i had to sell a little google today, not for any reason, i don't like google, just because it's gotten too big relative to other things i bought some target today which at one point was down six bucks. i bought some lowe's, which was also down six bucks, which is ridiculous i did sell a little bit of weight watchers because it's run so far since we talked about it. so it was a very big, you know, sort of reapportioning the portfolio for me >> i feel like i'm talking to a today. >> degetty up >> there's really nothing that jay powell said that should have freaked investors out. they've been talking about letting inflation run hot for, what, since jackson hole, since august so to me, i think it was investors really looking for an opportunity to possibly take some profits look at what karen just said she was looking for an opportunity to lighten up on some things that have acted pretty well over a long period of time. if you're thinking about these reopening trades, we know the old mantr

we're calling it a gamechanger and target adding ulta and sephora still is in jc penney until 2020 whencontract is out. why is it a gamechanger for kohl's and sephora it's about uniting two very strong brands and companies and what we bring to sephora is the strong omni channel platform 1160 stores, 95% of which are off-mall and that was critically important for sephora who wants to keep the customer off-mall and we expect with that convenience with sephora being in the neighborhood we'll attract a lot of new and younger customers. for us on many levels it's transformational one, it will instantly turn us into a true destination for beauty we're building a phenomenal 2500 square foot shop and we even have branding and a dedicated door in most of our stores and we've had phenomenal brands even some exclusive to sephora. for us it's transforming beauty and speaking to our existing customers, as well >> we now know that there is a group of activists and investors involved in kohl's with a 9.5% stake, at the end of the day they want to increase shareholder value and i assume that's what you

stock one, ulta beauty, shares of the retailer down 7 1/2%.stepping down in june. president dave kim bball will be taking her place net sales down 4 1/2% from a year ago stock two, poshmark, deep in the red as well. the ecommerce company revealing a weaker than expected sales guidance for the current quarter. revenue did top analyst estimates in its first financial report since going public. but investors hated the guidance, posh mark, looking not so posh, down 12 1/2%. and third, funko i just want to say that, funko, the toy maker seeing stocks spike, with sales of merchandise from the mandalorian disney tv show as well as products from its lounge fly brand funko, also forecasting revenue to grow between 25 to 30% this year funko is up 12%%, you go, funko. >>> still ahead, are you going back to the office, you might be goldman sachs the latest company to put a time line on the return to the office. we'll tell you when it expects employees to get back in the building >>> and a reminder, if you have not already, what are you waiting for, subscr

we had ulta pausing a contract with "teen vogue" as well as the employees he wrote that letter, published on the internet. they called this into question. so i do think it deserves a deeper dive, that as these employees are articulating, and people articulating whether indeed someone in that particular position should be there, given these specific past behaviors, that it's not a rote, knee-jerk cancellation, the accountability they deem appropriate given that particular position dedicated to inclusivity and diversity. >> harris: i am curious to know how other countries see us around the world. because "teen vogue," one of our coworkers at fox news pointed this out, was touting just recently saudi arabia as a fun place to vacation. and, you know, most of their readership are women, if not nearly all. i haven't looked tremendously at the statistics and demographics of "teen vogue," but it certainly would make sense based on what is in there. this is interesting, because when you consider what is happening in saudi arabia, they have made some progress. women can't drive unless there's a man

dollars this sales and as you may know, in november, they announced that they're going to have 100 ultaey can execute on merchandising, they have executed on new brands, emerging brands, private labels and in-store experiences like ulta and has led to broad, strong performance. >> come omnichannel used to be this buzz word, we've got stores and online too, but i think it means something different now. it's really taking advantage and figuring out how to use all of those to the fullest stextent, n really probably an improvement on ecommerce where the stores were seeing as laggards, dragging crow back before. >> target is really redefining what it nemeans to be a one-stop shop you can go to target and get fashion, food, household essentials, household goods, you can get that any way you want. ecommerce, in store, personal shoppers, same store pickup, same day delivery, elevated brands and premium brands, next generation brands next to incumbent brands, and in the covid times, you want a one-stop shop, you want to get it the way you want it, and everything you want from one store, and targ

interesting calls this morning on ulta. cruise lines, road blocks, we're back in a moment if you wake up thinking about the market and want to make the right moves fast... get decision tech from fidelity. [ cellphone vibrates ] you'll get proactive alerts for market events before they happen... and insights on every buy and sell decision. with zero-commission online u.s. stock and etf trades. for smarter trading decisions, get decision tech from fidelity. all the things, all around you where you learn, work, and fly we help make them healthier. we are the people of abm. for more than 100 years, we've been a leader in making spaces cleaner, from the things you touch to the air you breathe. today, more than 100,000 of us are innovating to ensure spaces are more efficient, healthier and safer. abm. making spaces healthier for you. spaces are more efficient, healthier and safer. abm. making spaces healthier for you. labradoodles, cronuts, skorts. (it's a skirt... and shorts) the world loves a hybrid. so do businesses. so, today

scrurub less witith dawn ulta withth collagen,n, it's susuperior grerease-cleang formrmula gets t toougughout the k kitchen, to. keepep a bottle e in the lauauny roomom to pre-trtreat greasysy . and keepep dawn in t the garago liftft grease ofoff car rimsms. it''s even g gentle enouough ton wildlilife affecteted by oil.. dawn''s greasese cleaning g pr takes carere of tough h grease whereverer it shows s up. scrub less, save more...with dawn there e are many r reasons for wawaiting to visitit your doctctor right now.w. but if y you're expeperiencig irreregular hearartbeat, hearart racing, , chest pain, shshortness ofof breath, f fae or ligight-headedndness, dodon't wait to c contact youour doctor. because ththese symptotoms could be s signs of a sererious condidition lilike atrial l fibrillatit. whwhich could d make you about five times more likelely to have e a str. your symptptoms could d mean somethining serious,s, so this isis no time t to wai. tatalk to a dodoctor, by p ph, onlinene, or in-peperson. >>> normally this room is full of celebrities, but tonight our audience on both c

earn are lighter this week but we'll hear from dick's sporting goods, oracle, bumble and ulta beautyces of data, we'll get the consumer price inexand producer price index on friday we have seen higher prices working into some of the commodities. we'll see how that shapes out what wet see in the cpi and ppi. joining us to talk about the markets is mark grant, chief global strategist at b. riley market securities. does this feel like an inflection point to you where valuations are starting to matter again >> yes, becky, i think valuations are starting to matter i think the other big component right now is inflation last friday we saw the biggest short ever in commodity treasury futures. and i think we're in, if you will, kind of a danger zone where things could ratchet one way or another pretty quickly. >> what makes you feel like this is a danger zone what forces are kind of pressing on that? >> it's the valuations for some of the equities, especially some of the tech stocks it's a very open question what the fed is going to do in here when we had the breakdown in equities last month,

you have this ulta millionaire tax bill being discussed -- ultra and tax are two words that should neverbble. look at what governors are doing on the ground the fact that we have to pay for this stuff and do it like you've done with the other ones in a fair proportionate manner because we do have vaccination needs and covid costs to cover without a doubt but you have to treat everyone the same way. >> watching the latest covid numbers, you brought that up, we see texas opening there, mississippi as well. we had dr. scott gottlieb on talking about march, kind of in the middle it's not really a summer month it's after the holiday so maybe we're getting a false sense of security that things are waning, but we're still very vulnerable what's the right -- i mean, how do you strike a middle ground. between saving lives and livelihood you worry about the balance between lives and livelihood >> that's exactly right. lever state has different variables. as things are getting warmer in the southern part of the country, i think you'll see a lot of the southern states flex their restrictions a lot f

your morning mover, ulta, shares sliding after they missed expectations.d for makeup products remain under pressure as people work from home. changes at the top also announced. the ceo is stepping down this june. will be replaced by the current president, dave kimball. stay with us. we are sliping in a short break and then the border crisis has deepened. former acting i.c.e. director is here and andy biggs. plus, wilbur ross talks about his new spac, raising hundreds of millions of dollars yesterday. kayleigh mcenany is here with reaction to president biden's first prime time address. he still has not held a formal news conference, 50 days plus. then this, virtual mentorship, we are introducing you to a new platform where you pay for advice from some of the world's top leading ceos. don't miss a moment of it. you're watching "mornings with maria" live on fox business. ♪ #r* they want to be set free. to make the world more responsible, and even more incredible. ideas start the future, just like that. [announcer] durán catches leonard with a big left. ♪♪ you