this is from ulta.w, buy one get one free for travel products. >> lara: okay. fabulous. >> lori: i love it. great if you're going away president's day weekend. >> lara: oscars. >> lori: you gotta stock up. buy one get one free there. starting tomorrow they're going to have $10 off $50 and $20 off $100 up until tuesday. on wednesday it's national lash day. 30% off all lash kits. they're all big names. clinique, benefit. you want to check that out from ulta. >> lara: all the sales are starting today. >> lori: that's right. it's right there. i see it. all right, you guys, again. scanall that qr code, go to our website. it's all there. michael and sam, let's get to you. >> all right. larry, thank you so much. earlier, we saw just picking out her wedding gown, and we know she's going to look beautiful. but we also got daniel here who's looking quite a tux already. looking good. >> looking good. sir. daniel, so far you've been in on everything. i mean, this took weeks, you know, of. not maybe stretching the t

back in the permission, i can feel suspense. ulta and i check again, collections taking the visual look on the collection of books, a set of alignment that they belong to go to them to my end of the day. the miracle working icon is once again heading to the front line. ready ready back in way, but right. yeah. i see what's the uh, actual book, it's likely to us sports and you look, you know, it should look at that, the blender, if i were to a bone. yeah. so is that you was not just show it on the go with a deal with you ah, over city can you call? i got the richard the low, but as a natural, so national crime, you remove it, but it's you on a buy it then when i do use still a problem is the time and money them. yes. then you go live, but the private system level has insurance and i'll sit or the boat with us. somebody medium for reducing we sonya dom working, pressing was general. just alexandra. you're going to have travel the entire front line with the most streaming icons. is that the the sort of, she is the class, it's a special nicholas and you're good to them. you know, the them a

the french style top that is europe's big ulta official intelligence hope less than 2 years since its creation. we stroll a, i had secured multi $1000000000.00 funding partners with microsoft and gain global attention. but unlike most of its american competitors, me straw is best thing on open source technology and says it aims to make a lie more accessible and diverse as a european access company. we've been focused on bringing a meant that their language is to do now to be of assistance. we've also been focused on bringing chico, access to the technology for the open source, but he's mentioning when he approaches very important to investigate on what is wrong with that spanish. the thought would be a good that to a gentleman and, and they are a, specifically a tune for having new teachers who are varies a mistrial, maybe leading europe's a. i push, bought the continent is still lagging behind for now. silicon valley's take firms dominate the industry, but that could be changes. in january, chinese, still a top deep seeks done the world by releasing a low cost, high performing chat t

they need the same bus rubbing ulta, they're still out on the altar. there is our these really aren't a forces palestinians to evacuate. a refugee comes from the occupied westbank, us, and military intensifies its operation fighting resumes and the democratic republic of congo, causing renewed fears. among people who say they're being forced to leave displacements comes into play as a fairy course. invader. takes the spotlight away from the world's best buyers and cops. car stop story more coming up with peter. it's for the the time to watch the lightning light. this here which is the front of the system going across the river plate, tends to generate john thunderstorms particularly and it comes up, it gets hot weather which is being pushed down from power g y, or brazil, or north motion tutoring does. he's happening because currently there's a heat wave warning this area, so these will be spectacular to sandstone. the after the south is still quite warm, the wind is dropped away from the public guardian's stone system, moved east of the falkland islan

i did some research, i loved what i saw because same thing happened to me at ulta. a strip mall in 2009, fell in love. $15 at the time the it became a grand slam. i gave e.l.f. to my subscribers at $20 the 8, and last september we sold it in december at 97. today it's 655. so we took a hell of a hit -- 65. but i'm glad we're not in today. how do you decide when to cut bait with an idea? >> i think it starts with position. if you get the position size ising right given the volatility, maybe you could hang in there. try to cut it early -- charles: but how? if because, i mean, we're talking about -- we started the conversation with these mag 7, they're volatile. you sell one of these names, you'll regret it three days later. i sold palantir two days ago, i'm already looking dumb. [laughter] >> yeah. i hear you, i missed that one all the way off. off to have some kind of discipline, and sometimes you're going to make a peak, but you're going to have to move on. -- make a mistake. charles: the bottom line is you have to take these losses to be successful. >> you have to.

there's a chance it could really be great, but i'd rather own ulta. >> all right, meantime, shares of down 4.5%. the soda giant missing revenue expectations, seeing a fifth straight quarter of declining demand in north america for its snacks and drinks. pepsi, now down more than 16% over the past year, a staple. what happened? kavitha? >> what happened? >> what do you think? >> yeah, we're underweight consumer staples. we're underweight health care. we're underweight most of the defensive areas of the market. i mean, i feel like consumer staples is no longer this high quality defensive play, right? i mean, today it looks a little more interesting because it's so bombed out. but i do think it hasn't been behaving very well. it hasn't been behaving the way it's supposed to. it's not as high quality as it used to be. right. >> up next, final trades. >> on our. >> to do. >> lists can. feel never. >> ending, but i don't have to. >> stress. >> about meal planning or eating healthy anymore. >> how hungryroot. >> hungryroot delivers healthy groceries with easy four ingredient recipes so you c

. >> ulta beauty that. >> of course. >> sells elf. >> beauty products, among others.st week since august. >> competitor coty. >> worst week since august as well. >> estee lauder worst since october. so the low priced, often viral. >> beauty brand. is cutting. >> its guidance. >> it's actually. >> pretty rare. it's had a really. >> strong sort. >> of trend. >> here for sales and otherwise, but also missed on profit. >> it called out seeing a. >> slowdown in its sales in. january and. >> the ceo. >> tauranga men. >> isn't really. >> worried about. >> bigger issues at elf beauty specifically, even. though he. admitted that recent. >> product launches kind. >> of failed to perform as well as past offerings. instead, he points to external. factors from. >> the slowdown. >> in the beauty. >> category overall, after a huge growth rate and slowdown. >> in. >> social commentary around beauty last month, with tiktok users. >> for instance. >> focusing more on a possible. >> ban of that social media. platform and. >> also focusing on things like la wildfires probably felt more a

they i think they just announced one with ulta. just think they're growing and doing the right things. they actually do have a lot of business in canada, but i don't know if that actually impacts from a tariff perspective. >> yeah. what about you? >> i think. >> what if people do trim these mag seven? they have to fill that market cap with some something else. i think you're going to fill it with other large caps and some mid caps. i like healthcare a lot. it's definitely contrarian. but there's things like ge healthcare where there's some new products. >> that could. >> have upside to earnings. there's things where productivity. can be enhanced. so if you want to you know zig zig zagging i think you're going to see earnings be better than people think. your policy comment really resonates because what i've concluded is the market's saying tariffs aren't going to really impact earnings for most of the market, but everything's. >> going to hit healthcare. >> all of rfk's policies are going to healthcare. and i think the truth is in

is makeup elf and ulta huge losers? the elf guidance was no good. several downgrades today. the things that they attribute the seasonal softness to consumer distractions, the wildfires, the worry about tiktok going away, the opportunity to present in social media. it just was less room for it. >> this is a social media brand. yeah. i mean, it's a brand that is built and makeup has been that we've we saw that early on on youtube and now into tiktok. so clearly that's having an impact i don't know the wildfires also tariffs has been a big deal. i know they have diversified their supply chain away from china. but it still they have significant exposure there. and there's exposure everywhere. so that's got to be an uncertainty that's been weighing on on this stock. but overall. >> there's nowhere to hide though here. estee lauder obviously has been a poor performer for a long period of time, in part on largely on china weakness for some time. >> and asia travel. yeah. management changes. >> but this had been one of the seeming beneficiaries for some period of time, at least in t