. >> i throw carvana and vroom in the mix as well there. pandemic being more lasting acceleration of that trend as well specifically on stitchfix and the realreal they experienced demand declines because the products purchased on those services are usually used at work or outside of the home going to dinners and things of that nature so the realreal and stitchfix also had challenges where the density had to be reduced due to lockdown constraints so interestingly stitchfix and the realreal are almost counter cyclical demand trends for them should improve from here. we like those names as more traditional turn around type of names. or as they're referred to now, recovery type of names relative to the name that's we typically talk about that we also like for other reasons welcome like the carvanas and the vrooms >> speaking of amazon, scott, it was hard not to notice amazon's announcement that almost 400,000 people applied for a job at amazon this week i just wonder, i know it is a name that you think well positioned here post covid, but at wh

i think that vroom is guy and i'm a cacarvana guy. like the other two i mentioned even though these guy haves smart people working for them. let's go to sam in tennessee, please, sam? >> caller: hey, jim. quick question. >> sure. >> caller: with beyond meat's price target downgraded, what does that say for the fmci merger what is your price target for chef merger? >> look, this is one of those again. i've looked at the chef guy. i'm a beyond meat guy. the beyond meat is the best of breed. i'll reiterate i think beyond meat that held up under a huge on slot of people not liking it is the winner in the category. palantir's direct listing is a big deal i can't give you my full blessing much more "mad money" ahead including my take on costco. what is the signal about the covid-19 pandemic? i'll reveal it time to turn in homework don't miss my take on under the radar names i learned from you cramerica and all your calls, rapid fire tonight's edition of the lightning round so stay with cramer stay restless with the icon that does the same.

there is carvana, there is vroom. competition likes to knock the competition.hat the wall street is expecting. reporter: this is q4 for the warehouse club operator and their report due right after the bell. analysts expecting revenue to jump 9.6% year-over-year. earnings per share, the expectation about 2.86. i saw one estimate at 2.84. there is the revenue picture. 52.08 billion is the expectation on revenue. there has been talk of upward rao visions by the way, guys to these numbers in the last few weeks. look for things like produce. look for things like e-commerce. look for big-ticket items when they get the report out. also the international markets which believe it are actually strong. the stock is up 18% year-to-date. nasdaq is up 19.8% year to it today. is trailing nasdaq a little. as i send this back to you, they had to spend a lot of money on wages, sanitizing stores, covid related costs. retailers, costco, big box names like costco they spent millions and millions of dollars in costs due to covid related issues. digital again will probably be a big n

we have vroom better by 15%. >>> need to take you to capitol hill and the debate over additional coronavirus stimulus. federal reserve chair jerome powell and treasury secretary steven mnuchin testifying before the house financial services just hours ago. now, mr. powell reiterated the need for more fiscal stimulus. he says the 11 million americans who are unemployed do not have the money to spend and find it difficult to remain in their homes. but yesterday, st. louis fed president, james bullard, disagreed with the big boss powell in a broadcast interview saying quote, it seems like at least in some broad macro economic type of calculation, we have enough resources to cover this. later saying the need for a new fiscal stimulus package is not the same as it was just one or two months ago. let's get to edward lawrence. you were clinging to every single bit of what was happening on capitol hill, which ended just at 12:30 p.m. eastern. we have contrasting viewpoints here but let's also talk about the fireworks that came and where these guys stand on who needs the bailout first. reporter: very

start with vroom, upping price target from $62 from 60 bucks.is expected to take market share from small auto dealers because of covid-19. as a result gross profits are being pushed higher there. then we should take a quick look if we can at the online used car retailer car vanna. that is boasting about its recent performance. look at that graph. how about that? you can see what it did on tuesday. this is y the company says it expects record revenue and retail sales in the third quarter, thanks to a strong rebound in demand for vehicles after the lockdowns begun to ease. goldman also raising the stock to a buy from neutral and raising its price target from 178 to 205. right now it is 219. a couple of used car companies that rely online doing very well, david. david: this again is a story about repressed demand. demand has been so repressed by the various lockdowns all over the world that one can expect a pretty sharp recovery. we have been seeing that so far. i think there is a lot more to come. ashley, thank you, very much. >>> well the electio

offices, everybody needs to do that if you look at the recent ipo price of some of these companies, vroomanies and lee auto even, electric vehicles, jamp an apple platform manager have been great all tied to the tech ipos. what's coming in the next couple weeks, snowflake, unity software, good rx, j frog holdings a software update platform, sumo logic folks, it's all software, enterprise software is leading the world and you will see a lot more about these companies in the next couple weeks. guys, back to you. >> bob, we will talk to you in a little while our bob pisani we will take a break here. is a rotation in place we will find out the banks are up almost 1.5%, yields not necessarily ratifying that move. this is the biggest drop at the moment for the s&p and nasdaq since august 11th. back in a minute at massmutual, we know that traditions matter more if they're celebrated with the ones you love. that's why we're proud to partner with the kentucky derby. ♪ with the kentucky derby. ♪ ♪ even though fans can't attend this year's us open,... garlic. they're closer than ever to the action..

than take uber that's the thesis behind piper today on carvana you've got goldman upping carvana and vroom in senior notes, this he see potential ebitda break even in q3 between that and auto zone and carmax, it's all about autos today. >> i think that the used auto business is unbelievable, the autozone -- when you do double the comps that people expect, i like the carvana piece, i've used carvana, by the way, it's kind of cool we bought the car, we didn't like t they took it back can you imagine? once it usually leaves the lot you're finished. it's pretty good yes, carl, people don't want to carpool anymore and they don't want to use public transit we haven't seen the end of the -- there's still an overhang of too many used cars but i think it's only a matter of time before the car business turns up along with the house business and that's how you get one of the booms and then the bust is residential real estate in cities and restaurants and that can be protected, you can corden that off and help people trying to figure out what to do with colleges, carl, that's my next one i'm focusing