vf corp.ater on in the show this morning. >> revenues. >> very popular ceo. popular stock. but a rare guide down. >> one of the things that made vf corp. so exciting was how they're doing with timberland. i love what they're saying with timberland. terrific organic growth in europe. that's not the problem. i want to know, carl, what is the deal? if everything's going so well why are they guiding down revenues? certainly not commodity costs which in the second half are going to be very good. in other words, they're going to have to raise price again. i don't know. i think that wiseman interview is going to determine the direction of the stock. >> at the same time, earnings out from hanes brands after the close. cotton inflation could be a problem for v zblrks a lot of these companies locked in cotton prices when they were higher. that was something pbh talked about. cotton prices have plummeted year over year. once nose are over i do believe -- by the way, if you look at the deere downgrade by

eckstein writes retailers like nike, under armour and vf corp.es the products earlier in the growth cycles, serve low-tier customers. on the flip side, he believes high-end retailers luke lululemon are at risk as are mature companies like limited brands and also bon-ton is a company we don't often talk about -- >> if you looked at simon property groups numbers the other day, the largest mall owner in the united states, they own the sort hills mall in new jersey, you look at their numbers and you say, everybody's shopping online, not the case. cramer talked about this. their revenues were up. their lease rates were up. their sales rates for the stores at their malls were up. tanger outlets -- people are still hitting the ground going shopping. >> but what's critical here, you're talking a and b malls, c and d malls, there's going to be a potential influx and you're going to see the sort of tug of war that he was talking about. >> i still go to the malls. i do not like to online shop. i'm sure there are many of them out there. >> i'm just wondering

we've got vf corp. on thursday, too. this is a special situation. this stock has roared back. because why? because of a great company viewed as its sister play, ralph lauren. it's too early to have north face the key division blow away the numbers. and vf has a big european business. so does ralph lauren. i'm more concerned about vf. stock hs a huge run. this is a new one, because people know i like this company. but i'd rather take profits ahead of the quarter. perhaps here. really gets hammered and we like it anyway, maybe we come back to it. friday brings us two food stocks that i'm on the fence about. campbell's soup and heinz. i keep thinking about irwin simon, the excellent ceo of hain celestial, what he told us, which is that anything in a can is now perceived to be unhealthy, or at least passe. and is campbell's ever in a can. heinz? here you have currency risk, commodity risk, and european risk. the one thing you don't have with heinz, though, is that it has 57 varieties. same age as me now. anyway, it's not cheap. i need to see this 3.7% yielder trade down to where i

they also say gross margin is going to fall for the year even though other retailers like vf corp.gross margin would actually get better in the second half. >> the other concern about nordstrom for the full-year guidance is not only is that it's short of assessment but also include additional selling week. 53rd selling week. still below analyst expectations. that's not good. though some analysts out there are still saying it's the best in the space. you're talking about some other consumer names, heinz came out and beat eps as well as revenue growth. gross margins were a little bit weaker also because of higher food cost. we see the stock rising in today's session. campbell foods in the midst of a turnaround seeg higher commodity costs and competition on the soup front which has been weak there. that's one we are watching. also higher by about 4%. general mills, the forecast for the third quarter was disappointing. that's a problem for general mills. it is seeing, again, higher food inflation costs. that is a running theme. >> really quickly, as art cashin said, most of dow trading