ulta beauty. ¿me preocupa? por supuesto.le acción que de verdad atiende tanto nuestra sensibilidad dental como nuestros problemas de encías. no hay duda de que es algo que recomendaría. ¿dónde puedes encontrar todo lo que necesitas y todo lo que todavía no sabes qué necesitas para tener una gran nochebuena en familia? en lowe's, así es. encuentra todo y más para tus fiestas en lowe's. el covid-19 se mueve rápido y ahora usted también puede hacerlo, preguntándole a su proveedor de atención médica si un tratamiento oral es adecuado para usted. los tratamientos orales pueden tomarse en casa y deben administrarse dentro de los 5 días posteriores a la aparición de los síntomas. si tiene síntomas de covid-19, incluso si son leves, no espere, hágase rápido una prueba. si da positivo y está en alto riesgo de enfermedad grave, actúe de inmediato. pregunte si un tratamiento oral es adecuado para usted. el covid-19 se mueve rápido y ahora usted también puede hacerlo. ♪♪ si calificas para medicare y medicaid, s entirás a unitedhealthcar

why not set the bar lower. >> i hadn't thought about the parallels between ulta and foot locker until you told me about them jeff mills, i wanted your take about foot locker being the seller of other brands and how successful she was in transforming ulta in selling other people's brands. here we are at foot locker do you like the stock? does i interest you? >> yeah, that's an interesting comparison i think even after the move today, it's still cheaper versus broad retail, so i think you can play the momentum just given the valuation. >> all right time for the final trade let us go around the horn. tim seymour. >> i think in a week where the stock market went sideways but has big gains the rotation back into pharma is where you want to be that's pfizer in pharma. >> steve grasso. >> a stock i've never said in all the years i have been on cnbc, flex the whole space on fire. buy. >> jeff mills. >> i look to fade this 40% rally in semi. sell the smh and hit 228 there's more downside. >> karen >> not surprisingly, my final trade is ft oolocker. >> that does it for us don't go anywhere. "op

ulta and ralph lauren. i think it is macy's and tjx you have the higher end like c. you will have a costcos of the world make a difference. we have a holiday season that captures everyone. everyone is at lower to middle income level and you have to offer value. their dollars are stressed with the higher living expenses of rent, food and gasoline. >> as we head to the home stretch and expect discounting happening in the next two to three weeks ahead of christmas, where would shoppers, not investors, but shoppers find the best deals and for what? >> i think you are going to macy's for clothing. i think you will go to the footwear retailers to get some innovative product i think you are going to go to ulta for cosmetics i think you will go to target and you will go to walmart the reason you go is a wide assortment and value at the same time >> dana telsey with news you can use on shopping trends thank you. we'll see you soon >>> still to come on the show, goldman sachs head of rrmmodities research jeff cu cuie his take on the commodities going into winter. that conversa

ulta beauty.e da vida a una tradiciones mÁs importante de mÉxico, los pueblos aztecas que ven que las almas de los muertos podrÍan visitar a los vivos y siempre reciben a sus seres queridos con foto, velas para guiarlos a casa los altares decorados definen esta costumbre que ha sido adoptada incluso en otras tierras este 2 de noviembre es la celebraciÓn en grande del dÍa de muertos en mÉxico. y miles de panteones en todo el paÍs estÁn listos para recibir las almas de sus seres queridos, pero hay lugares como por

and then we have ulta tomorrow ulta is going to say great things about estee lauder and the chinese are going to have to open yes! what's up? >> caller: unfortunately, i'm not doing as well with my position of the only ev manufacturer to actually deliver significant quantities of vehicles should i double down, hold or just get out of tesla. >> no, i mean, look, i do believe that -- i'm not going to go against musk. i just don't muss simplistic too smart. tesla is down a lot mostly because people are worried he has to pay so much -- he has to worry about twitter. once this thing is past us and he figures out what to do with twitter, which he will, he'll be fine santa jay is indeed coming to town he says stay way from the stalks that are naughty he is telling you to buy the ones that are night, although he is not being that granular in truth. tonight, salesforce announces after the bell that bret taylor plans to step down i like that guy. we have to learn what is happening over there with ceo marc benioff >>> on "squawk on the street," i took a tip is of something delicious. it's called f

ulta beauty.resiÓn arterial el durante el black friday deals for days de walmart. cada lunes es de ofertas. obtén una chromebook hp por $79. más otras súper ofertas. ¡suscríbete a walmart+ para comprar en línea 7 horas antes! ve al black friday deals for days de walmart. (lucky) ay, no. ¡la magia está desapareciendo! ¡canten conmigo para ayudarme a salvarla! ♪ ¡corazones, estrellas y herraduras, ♪ ♪ tréboles y lunas azules, unicornios, ♪ ♪ arco iris y deliciosos globos rojos! ♪ ¡agarren sus 'lucky charms' y sigan cantando! aydÉ: en nuestras aulas, la verdad importa. claudia: prop 30 es un gran robo de dinero corporativo, disfrazado de iniciativa climática. nina: lyft la escribió y la financió. david: porque daría cientos de millones de los contribuyentes para vehículos de lyft. aydÉ: como dijo el gobernador newsom: “prop 30 pone el bienestar de la empresa sobre el bienestar fiscal de california.” david: los maestros de california coinciden: nina: prop 30 es buena para las ganancias de lyft, pero m

uh, ulta, here, uh, taranenko david captured himself as a radical. a jacket characteristic for skinheads of san soloists with a chevron, uh divisions of the ussr, gatchina, that is, traitors who fought on the side of fascist nazi germany this is taranenko, against the backdrop of the city of belgorod on the observation deck, also with an ss chevron, the divisions are in a cap with a logo. here he is a yuggent, they are also a nazi organization with a knife, uh, in berets. uh, well , high weight with boots in camouflage with all his looks. david tranenko demonstrated belonging to the ideology of national socialism. and most importantly, he introduced this criminal faith among young friends on the network tranenko created a page called city 31, what is translated? like a white city, occult signs, emblems of neo-nazis , symbols of fascist ss troops, are mixed here. in short, leapfrog and confusion reigned in the young man's head. e, as the coat of arms of the symbolism of the extremist community, initially in the twentieth year in 2020, they used the co

ulta beauty. the possibilities are beautiful. [pastell]: la em quiere detenerme...ltiple, ocrevus ha demostrado su eficacia para reducir recaídas en la emr... y retrasar la progresión de la discapacidad. [voz masculina]: no use ocrevus si ha tenido una reacción alérgica potencialmente mortal a este o si tiene hepatitis b. hable con su médico sobre las vacunas o si ha tenido colitis o hepatitis b, ya que la hepatitis b podría reaparecer. las reacciones a la infusión son un efecto secundario común de ocrevus. algunas pueden ser graves y requerir hospitalización. puede aumentar su riesgo de contraer infecciones, que pueden ser graves, y podría disminuir algunos tipos de inmunoglobulinas. la lmp no es común, pero se podría producir con ocrevus. puede causar una discapacidad o ser fatal. puede existir un mayor riesgo de contraer colitis y cáncer, incluyendo el de mama. nosotros usamos ocrevus. [franchesca]: más progreso, [pastell]: menos progresión. [voz femenina]: pregúntele a su médico sobre ocrevus. es el black friday deals for days de walmart. cada lunes, grandes ofe

to the bottom line >> they had it for a long time i walked out thinking i looked better in the dark ulta is terrific and i like the way the ceo looks and price point. got to tell you, ulta has room for literally hundreds more stores, hundreds remember the brothers gonjohnso. >>> on "mad" tonight, special things, travel trust name eli lily and reported better than expected sqquarter and people sl off anyway there is no way of accounting for wrong. you know who i'm talking to? the ceo of kroger acquiring albertsons with a $25 billion deal digging into the details and then an airbnb we'll break down the numbers and find out so i suggest you stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question? tweet cramer #madtweets. send jim an email to madmoney@cnbc.com. or give us a call at 800 800-743-cnbc m miss something head to madmoney@cnbc.com. space. the boundary of human achievement. the new frontier. ♪♪ eh. ♪♪ it's not time to escape. it's time to engage. it's time to plant more trees. hoo! ♪♪ time to build more trust. time to make mor

--ulta is looking to embrace their customer in new ways almost by category instead of all different brands. i look at companies like -- look how they are reinventing the platform uggs these days. you have another which is their new learning shoot that is gaining acceptance in expanding categories. look at the off prices or tjx, you see an abundance of brands of value that are appealing to them. what's old and reinventing? look at macy's. they are doing interesting things. jon: -- kriti: one of the key parts of macy's earnings was the idea that the higher income consumer is perhaps a little bit cushioned from the inflationary pressures everywhere else. in theory, you would think that would trickle across the other competitors like nordstrom. why does macy's have the edge on that story? >> overall, we see nordstrom with their rack division, i need more premium brands. when you thing about macy's, bloomingdale's is celebrating their 150 birthdate. there is a lot of newness, a high income customer and they have targeted how to match the data of what is selling with the products and personaliza

showing up at their stores and clicking on their products i mean, the reality of the companies like ultae gotten macy's, dick's, best buy, home depot have all told you things that a cautious management wouldn't be telling you today if we were in the verge of having a hard recession. these guys all came out and said consumer's better than you think. and i would argue those are names that you're going to actually not see earnings weakness on but actually earnings surprise over the next nine months. >> if the consumer stays relatively strong, do we avoid a recession? >> you know, we could have a statistical one, tyler down a percent or two. i honestly don't think it will matter for an investor so the investor wants to own a stock that goes up right? and for the sentiment to be very, very bearish, which it is today, and companies actually bucking the one by one in this space, i think it won't matter if there's a recession if people are still fixing up their homes or taking trips or going to ulta beauty to buy makeup that's what will happen underneath this big global recession that is so well

the 2 ulta, me essentially definitely serve the same purpose, but they are operating and 2 different distinct contexts within the, within the african african continent. and in looking at the continent of the americas, but they the, all, the african, i'm in or the military commands of the united states, whether it be south com or africa, or even like you said with, is there are there to keep back and be back and make sure there is no movement, no formidable, we know formidable movement, that can truck chart the course of self determination for the people to be able to access their own control and do what they will, the x, the resources for the collective good of the people that's the essential purpose of their operating and different context because i think latin america has a much more tor anti imperialist movements going on on the continent. as we heard of like things like the pink time which is becoming even darker. and we should, we should on to that, and they all still the internationalism, like for example, cuba and then it's, will it exhibit a internationalism that we don't wer

we like ulta shoppers are back this black friday season.ignaled highly promotional, too. >> is it your sense retailers got religion on inventory early enough to salvage what might have been a much more difficult environment? >> retailers are working hard to work through inventory now there is still too much inventory in the marketplace what they've done is guided gross margins lower and there's lots of planned promotions so, what's happening and what we're seeing is a wide array of promotions at 20% to 40% off they're widely available so inventory numbers are negative and they still need to be worked through, depending on what category. >> we talked about it earlier in the show, but there tends to be this seasonal trade where retail stocks move higher coming into this time of year. we're seeing it now. just looking at xrt, for example. is that still a situation where investors can jump in and trade right now, at least in the near term or maybe steer clear because there is some uncertainty? >> i think you have to be cautiously optimistic and

just as winter sets in maiter's sector general against ulta berg has condemned russia's attacks on those critical in ukraine infrastructures. what you see is that the president put in is trying to destroy the power system. the gas infrastructure and the basic services for the ukrainian that people. and by doing that, when we enter winter demonstrate, stop, the president putin is now trying to use a weapon. i use the winter as a weapon, a war against the ukraine. and this is horrific. we need to be prepared for more tax. that's the reason why may darlise have stepped up the support to ukraine . and iranian general has acknowledged that more than 300 people have been killed in unrest across the country. is the 1st official word on casualties in 2 months. demonstrations was bought by the death of 22 year old massa. i mean in police custody. she was arrested for allegedly not following the country's straight dress code for women, toronto, she died of natural causes. big lamp. well i don't have the new statistics, but maybe over 300 people have died or have been martin so far. some were among

. >> ulta reports.price target boosts it's typically a signal it's not too late to buy the stock was at 380 on october 20th it's now up to 450 on this thursday i expect a blowout quarter and it's incredibly well run boy, is the stock extended i do fear that -- i think it goes up, you'll make some money but i wish the stock would go down beforehand so you don't feel like you're coming in at the top. >> coming in a little hot. >> oh, man that's the best retailer in america, other than lulu i think we have to pay attention to the fact there's so few great retailers. ulta is one of them. incredibly run. >> how about tonight >> emerson does something i really like. it makes things and does stuff and makes a profit and returns capital. so, it's the opposite of tech. >> at some point we'll have a discussion about industrials and whether -- >> we have to. look, i think one of the things great about emerson, reinventing itself, software venture, but a lot of companies we deal with, we have crowdstrike. great com

and thursday, manufacturing pmi and earns from kroger and ulta and doll general and friday with the jobsown 212 points nasdaq down 112 points joining me now to discuss is victoria greene at g square private wealth are you reevaluating your picks in your portfolio knowing protests seem to only be getting louder >> you know, i think we are avoiding china there are too many wild cards. they are hard to judge on the macro. i don't think it will change the covid policy china's government has been focused on that. i know there has been upheaval with the regional government has been doing and the main government i don't have hope of that recovering any time soon it is damis dangerous i think apple will be short 6 million iphone plus. i think right now it is too much macro risk for us to be enticed into the chinese markets >> beyond apple, there are other names in large cap tech or is it best to look elsewhere with four weeks left in the year >> i think it is early on large tech we think it is equity duration we want profits now. we are stick ittiing with the ve play the market hasn't been evalu

footlo footlocker she did such an amazing job at a ulta beauty. she has a plan to turn around the troubled footlocker, too people want me to talk crypto and i'll do that at the end of the show the only big stock involved is micro strasttegy they could be in real trouble but the key to owning bitcoin is tell others who say wow, you have a lot of bitcoin. you call them idiots that's the way they have done this for years now you don't like my position that's because you're an idiot i argue like that in faith grade. the on going collapse will be the 12th of the week i'd rather make money in good stocks and throw away the bad ones one more word on crypto. i've been screaming at the government, any part of it to regulate the crypto market to protect you and i failed, okay i've done it endlessly at this joint, at this point, i got to tell you, i hope the regulators recognize barn doors open and the horses are all gone bottom line, this market has a lot of exciting side shows but in the end, what matters is inflation. if we get more signs that it's modera

you're going to look elsewhere within the consumer discretionary space and find names within wal-mart, ultaor tractor supply >> i think one of the mistakes i see people making not just on tesla but across the board right now and that's why i want to highlight this is saying it used today be at 300, now it's down 50%. guess what, guys it never should have been at 300. just like peloton never should have been 178. i think one of the most damaging things we can do as investors is say because it used to be here it should be there again we all need to refresh with what is it today and does it need to be there today don't think because it was at 300 -- >> i've said that before that was a free money multiple. what has been mentioned is competition has arrive that's been the bear case on tesla and it is there now, any company in the world and tesla's styles haven't changed since inception. guess what has changed there's no capital intensive company that should be selling at this kind of multiple period particularly with a very distracted ceo who singularly is responsible for driving the work force

past few months but don't get your hopes up friday we hear from footlocker who made us fortunes at ultabuckle, a power chain up nicely since recommended in april. finally, next tuesday the flood gates open and we get results from nordstrom best buy probably okay, dollar tree probably okay american eagle probably not great and abercrombie probably okay and dick's probably better than okay. has retail turned the corner is the bottom line too soon to tell we're seeing some signs of hope but the next two weeks will tell us whether the recent move was legitimate or just a temporary fakeout so pay close attention because this might be the last bad quarter for retail before people get sick of travel and decide there finally is something worth buying again let talk phone calls bradley in texas, bradley. >> caller: hey, cramer, i was looking into the airbnb earnings call and kept using the word excited in the call. the founders sold over a billion dollars worth of stock considering actions speak louder than words, how should investors react? >> really good point brian chesky has a great business

the ftc is not merger friendly here's a winner, after the close, we have ulta beauty, they own the segment, and i don't think it will quit i'm looking for a very big beat for the retailer, almost as consistent as lululemon, deteriorat great management and great prices. and knmarvel is incredibly well run with exposure to the strongest markets. i love the beat just telling you to buy it, but i don't see the stock catching fire until we work through the chip glut, even marvel has little exposure the most important event this week doesn't come out until friday, which is non-farm payroll report we need to see the unemployment rate go higher while wages remain stable. if the numbers are truly strong, the feds will come ouch the woodwork and start talking about how we need enormous rate hikes. bottom line, if the labor report is too strong, we could have a distinctively suboptimal weekend, capping off a tough week, seems to be weaker, before things really take off again come december. david in ohio, david >> booyah, jim, how are you? >> bi am good. hope you had a good thanksgiving. >> i did than

. >>> as we head to break, news hitting all-time highs ulta, general mills and merck. this... is the planning effect. this is how it feels to have a dedicated fidelity advisor looking at your full financial picture. this is what it's like to have a comprehensive wealth plan with tax-smart investing strategies designed to help you keep more of what you earn. and set aside more for things like healthcare, or whatever comes down the road. this is "the planning effect" from fidelity. >>> welcome back to "power lunch. our next guest says the market is not completely discounting and saying multiples to compress purt further from here we're going "value hunting." a cnbc contributor is with us. great to see you today before i get into your specific names, though, i do want to get your take on weakness seeing here to start the week in the equity markets is this all just a result of everything that we're seeing on the geopolitical front and these protests that are happening in china right now? or is there more happening -- more to consider >> i think it's a combination. definite

gotten a new powerhouse ceo, mary dillon, who you just showed, and she came in with experience from ultatrack record of growth, so investors see an upside to that too >> looking brighter, at least. melissa, thank you barb, have you been able to read between the lines of some of these retail reports, either what it means for the consumers into next year or if any of these stocks look like opportunities? >> well, it is interesting there was a real bifurcation i mean, if you look at target versus walmart, i mean, walmart has the grocery segment, and a lot of people are shopping because of food prices so high target has other issues. they had inventory management execution and plus the macro concerns for their consumer so, i think it really goes by segment, and also, the execution issues you know, gap, for interest -- for instance, is a very interesting report there, but as she mentioned, there is no ceo they're not giving forward guidance they also drew down their cash that if you get rid of the building they sold, it would be negative cash. so -- and they've got a lot of discounting to do,

l'oreal gave us a clue that north america was quite strong, so did ulta.of world will carry the day, but i don't think the stock positively rerates higher until china reoppose, unfortunately. >> all right estee lauder, general motors, abbvie, your top picks final trades coming up next on halftime keep it right here as an independent financial advisor, i stand by these promises: i promise to be a careful steward of the things that matter to you most. i promise to bring you advice that fits your values. i promise our relationship will be one of trust and transparency. as a fiduciary, i promise to put your interests first, always. charles schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals. visit findyourindependentadvisor.com - [narrator] if your business kept on employees through the pandemic, getrefunds.com can qualify you for a payroll tax refund of up to $26,000 per employee, even if you got ppp. and all it takes is eight minutes to find out. then we'll work with you

ulta is still a favorite going into the holiday season.u're one of the best when it comes to this stuff. i appreciate it. thank you very much. >>> coming up my takeaway on how some things never change. they're tweaked a little bit. we'll go to use the stylelistics. i will put it all together. we'll be right back. what if there was a community of like minded people ready to support you when you need it most? christian health care ministries is an organization with over 40 years of trusted care who understands the importance of family. a group that sees you for who you are regardless of your health history. offering values-based affordable health care cost solutions for people just like you and me. learn more today at your chm.org about healthcare that puts you in control. oh, there you are... you know, cath, with chase freedom unlimited we can cashback on all our holiday shopping. earn 3% at drugstores! i'll be at checkout. you bring the card. wait - i'm paying again?! earn big time with chase freedom unlimited. ♪ ♪ arles:ll right more i re

foot locker has a new ceo, started the job in august, hired to help foot locker's digital operations, ultaher leadership the market is excited. the company declined to comment to cnbc but it is in quiet period ahead of third quarter earnings shares up 8% since foot locker announced it would stop stocking yeezys in late october. >>> when quewe come back, amd launching a new chip that story plus chinese stocks keep surging and health care slumping when we take you inside slumping when we take you inside the market zone.. and you are? i'm an investor...in invesco qqq, a fund that gives me access to... nasdaq 100 innovations like... uh, how long are you... i'm done. i'm okay. ♪♪ we all have a purpose in life - a “why.” maybe it's perfecting that special place that you want to keep in the family... ...or passing down the family business... ...or giving back to the places that inspire you. no matter your purpose, at pnc private bank, we will work with you every step of the way to help you achieve it. so let us focus on the how. just tell us - what's your why? ♪♪ municipal bonds don't usually get

after passing the 80 basis level earlier in the day, a fresh 40-year low there were bright lights ulta friday scored a win for retailers at least on the surface. online sales the day after thanksgiving topping $9.1 billion. that's a report according to adobe analytics. what does that number look like when you account for inflation let's bring in joe livono. so owe, we're talking about this oh, on the service, all the headlines are cheery the consumer is still strong when you think about what inflation has done to prices and you think about mentally backing that out, it would seem to me there should be a decline. >> yes well, look the nominal numbers look okay because the prices are higher. so the units times the higher prices gives you good nominal numbers. it may turn out that november consumer spending looks great. and november 2007 looked good. and december 2007 looked good. and it turned out that was the peak the economy entered a recession in january there are three factors that are going to hurt consumer spending going forward. one is higher rates. the change in interest rates ha

in basra, the ulta 0 la are into india now. hospitals in new delia seeing a surgeon patient struggling to breathe because of the toxic air in the city of natal reports. a feeder cartoon is being rushed to the i see you for the 2nd time in weeks. she's been struggling to breathe . doctor, see the air pollution has triggered her as the mom. it's all to taking a toll on her family adults and now be disability. op integral going to doctors such as believe delhi because it would be difficult for her to live here with other i have already spent a lot of money on her treatment. so the location will be expensive. i'm really struggling, but we'll have to find a way her life is more important than my new daily's air has become toxic. once again, pollution tends to increase at the onset of winter. while most of the small gets from the hickle's. some is caused by fires like these 4 weeks farmers in neighboring states have been burning the straw stubble that remains after harvesting the government in new delhi has imposed restrictions. non essential construction has been stopped, and many older veh

i think ulta on cosmetics. people are going out and i think that wins. what i worry about and the concern is midtier inventory levels you look at the mid-tier with kohl's and gap a lot of companies are searching for new leadership when you are in the time period where you don't have the game plan as in the past, there is more uncertainty there i think strong leadership and ability to manage the inventory with value and brands. that's winning for holiday 2022. >> okay. one final name for you i'm shocked it hasn't come up yet. amazon what do you think? >> i think amazon, i think people are going out they are shopping online, but sales growth is lower than the past two years i think people want the social experience of being together and see what is working. the touch and feel convenience matters. amazon's got that all the way. i think the stores are coming back in 2022 >> dana helping us kickoff the holiday season happy thanksgiving to you. >> happy thanksgiving. great to see you guys. >> thanks. becky. >>> thank you, andrew. when we come back, warren buff

realities on ultimately these performances suggested that music was simply another way to carry on much ulta to buy dust, even if the world was collapsing around the tendency inclusive would i ask, is enough to which was hulu? ah, ah, to anna sites. indeed, he finds mich different islands. i've been getting dark sun. i'm n m, at the doctor, stop feeling if you buy them. the guys in the moslem, it is totally and that's in fluffy, them to get the upper body. these will cover it in them. is that then microsoft volume drop, thin, the dodge said quicker, elevator get don't. when mr. glad businessman fits. yeah. but i thought you were truly una. i'm thankful when i had them. once august i got on become a scientist. even typhoon not known soon. a few. how can it be that as late as 1944, the funeral march from the gutter damn of uh, was still being recorded back in 1944. when all resources were supposed going to warn what the regime called a total warn oscar and one. obviously the state must have had a reason to want to go ahead with these recordings until almost the bitter end thrusts from indian.

mary dillon from ulta would turn in fantastic numbers the street is looking at her with a keen eye witho. we will talk with her coming up in the next hour run you through the guidance for the full year and fourth quarter. comp store sales for the year will be down 4% to 5%and down 6% to 8% for the fourth quarter. they were talking about strong demand and issues with inventory. sales down 4% for the full year. down 8% to 10% for the quarter the big news is they are raising full year guidance they are talking about earning a non-gap number of 4.42 to 4.50 for a year that accounts for the 16 cents beat the guidance they are giving is a little above the 16 cents beat you could expect stronger than the sprtreet expecting. mary dillon will join us liater this morning. >>> when we return, economic data showed signs of cooling inflation last month, but is main street feeling relief we will talk to cameron mitchell after the break. >>> you can get the best of "squawk x" in boour podcast. you can listen anytime on your favorite podcast app we'll be right back. you go. no, you go! and call audible

mary dillon at ulta, that was one of the best performances i've ever seen it's a really great get toave her at foot locker, and i think she's going to turn it around. it's been not inconsistent it's been bad. >> well, the turn around may already be under way >> very impressed with the quarter. >> when we come back, we're going to be talking about a leadership transition at visa. al kelly is bpassing the ceo baton. that will start in february. both of them will join us today. >>> we have a treat here today, david. this man has been at the helm of the country's largest credit card network since 2016, but al kelly will soon step down as ceo. long-time president, ryan mcinerney, set to take over the role on february 1st, and the two join us now. gentlemen, welcome >> great to be with you. >> al, terrific. ryan, congratulations. >> thanks, jim >> al, the numbers are quite extraordinary about what you have done. grew revenue by over 90%, market value over 130%. employee base, 40,000, probably because you've done so much business why now? i have to ask that, because you know i have been clo

. >> ulta, too, which is removed from the focus list at jpm today. >> incorrect >> really? >> yeah.his is a -- you know, this is one of the -- i have to tell you. if you told me last year that the mall could make this comeback, it's rather extraordinary. i mean, how about the idea that nordstrom was not terrible they probably have a meeting, the annual meeting starts like this you know, we're not as bad as we thought. okay and then they just miss the meeting because there's nothing to say because they are brick and mortar personified >> how about walmart overtaking amazon in search for black friday bargains. >> we're all beginning to question amazon's acuity here, and we come back to that incredible bezos, you know, if you're jay powell, you want the most powerful retail person of our era, jeff bezos, to say, batten down the hatches. i'd like to speak to him on that why don't you just say, hey, we're having a recession, and you know, other than me, one of the richest people and soon i will pass, no doubt about it, musk, as he's funding this ridiculous buyout, but i don't want to hea

and i think ulta is going to be one of the winners there. >> 20 seconds to you, electronics, for a long time, everybody said i'm not buying fashion, i'm buying a iphone what about this year >> you had best buy reporting yesterday. i think people are looking for great deals on electronics one thing we're watching is what is happening with potential rail strike that was with the labor secretary marty walsh yesterday, expressed our concerns about that we talked with the administration we hope we can get a deal. if we can't, we expect congress to step in and get this resolved so we can keep freight moving and make sure we have a smooth holiday for the whole consumers across the country >> that unto itself is about to become the next big story. matt, appreciate it. dana, appreciate it. happy thanksgiving to both of you. look forward to talking to you a lot between now and christmas. >> happy thanksgiving. >> thank you, bye-bye. >> bye >>> coming up on "squawk box," is china finally reaching a breaking point protests erupting at apple's big iphone plant and we have workers and citizens that h

ulta beauty. the possibilities are beautiful.nte que puede estirar su dinero y ademÁs se lleva lo que necesita. >> claro, hemos estado viviendo una transiciÓn en los Últimos aÑos, la pandemia, el problema que existe con el petrÓleo y todo eso ha creado que los productos todavÍa tenga un implemento. aquÍ recibimos todas las semanas y todas las semanas hay que actualizar. hace seis meses nos afilia moss auna cadena, para mantener una mayor calidad y tambiÉn poder ser mÁs competitivos en los precios a travÉs de las compras y que los clientes tengan un beneficio. reportera: muchÍsimas gracias por estos testimonios. hay una cosa que nos preocupa mucho en este tiempo, sasha y es la cena de acciÓn de gracias. ahÍ le vamos a poner una grÁficapara que usted vea ese nÚmero y lo recuerde cuando vaya a comprar los insumos. [informaciÓn en pantalla] les voy a contar que hay cuatro cosas que recomiendan los expertos, en el caso de las cena de acciÓn de gracia. hay que dividir los gastos entre varias familias, si te tiene mÁs invitadosunto igua