williams-sonoma posting new highs after the prophet. do you shop at williams-sonoma?icole: i love williams-sonoma. if i had more of a life at home, i would shop there even more. it is not cheap, he talked about $20 spatula, $20 gluten-free pancake mix. up 9.7% for williams-sonoma. the stock will into a new high over $65. they came up with good quarter, better-than-expected full-year numbers. raised the dividend. stuart: i think we just showed the pancake mix which is on sale for $11. nicole: flap and jack pancake mix. that is probably the cheapest thing at williams-sonoma. stuart: and new hires a new high. nicole: they beat the street and raised the dividend. charles: same-store sales, pottery barn up 14.6%. pottery barn kids up 11%. what retailer can sport those kind of numbers? the dollar stores are going down and people say the rich are not doing their fair share. these numbers are mind-boggling. stuart: you want mind-boggling? i will give you mind-boggling. john kerry: climate change a top diplomatic priority. i am quoting directly. "protecting our environment and

maybe as good as from williams sonoma earlier in the week. what happens in tiffany's, stays at tiffany's, a new number won't in impact a retailer, and the chinese slow down to dominate the news flow. in other words, no pin action. still, the bottom line is i think the healthy domestic stock, retailers and pharmaceutical names are poised to war after this big bad news that then occurs monday. i'd be buying them the weakness that we get if uncertainty still hangs in the air and then as the week plays out to be even more, i would get even more aggressive, going into fed chief yellin's press conference on wednesday, something like a first solar, needless to say, though, we get a hot war over ukraine, all bets are off. time to go to dave in california start the question. dave caller boo-yah jim from sunny california. >> great. >> caller: greeting, greetings. first of all, i noticed on "squawk" on the street this is the ninth anniversary of your show. congratulations. >> thank you very much t. ninth is an odd one. you want to bring out dancing girl

us and we wound up on williams-sonoma shelves. it's the ability to meet people face-to-face, which still drives retail and drives sales." the show's been around since the 1930's and helped launch a parade of ronco products on television. "introducing auto cup by ronco, the amazing no spill cup" "this amazing kitchen applience scrambles inside the shell." the ronco rollermeasure. only $9.95." so what's the latest pitch?---- housewares for gourmet gardeners---planting bags with holes for drainage and cubes to freeze a dollop of sauce. "our trays clamp so they store for longer time." the privately-held company, homegrown gourmet is encouraging public sector community gardens. "i think a lot of people are taking their health into their own hands." the international housewares association says specialty tools for the kitchen, wine and entertaining gizmos and home soda-making are among the fastest-growing segments in the housewares industry. thank you chuck! as always, we'll wrap it up with chart talk. our regular tuesday morning trader

it's from william sonoma. i know, check your mailbox, it's in there. william sonoma is the high-end housewares company. this company carries an unusual amount of clout. maybe because it's so correlated with home spending and we need to see spending continue. 2/3 of our economy is related to consumer spending. we want more employment and spending take off. we need to see the employment report put into action. we've got the flip side of william sonoma on thursday. dollar general that reports. here's a company that might be hurt by the end of long-term jobless benefits, a cut back in food stamps, government no longer giving you that. i also want to get wind of any hints of consolidation in dollar space. last time we got this big takeover in the supermarket industry. i keep hearing the dollar general's interested in acquiring family dollar. i bet we either find out or put that rumor to rest. finally on friday, we'll hear from a company that secalled gt advance technologies. a company with breakthrough sapphire based technology and fantastic l.e.d. products

williams-sonoma has benefited fivethe economy, up percent.their stuff to be so overpriced. >> that's the thing. you have dollar general on the one hand and williams-sonoma and high-end retailers. number seven, the homebuilder falling for a seventh straight day. credit suisse downgraded a handful of homebuilder stocks. >> diamond offshore falling 4%, one of the worst performers after isi wrote this morning that deepwater rig demand is weaker than the market anticipated. >> number five is general electric, falling 3%. planned end of the business. the business will operate under -- new name >> i don't know where they come up with these names. >> that does not stay in your brain. >> they just invent them. >> the ipo would be the biggest since facebook. that's impressive. ge?hy not just go with >> because they want to separate altogether. the financial crisis -- this is the next step to do this. >> i kind of like it. number four is pfizer, falling over 3%. a will soon see competition to arthritis pill after a judge invalidated a key patent. >> num

let's talk more about william sonoma and what's next.. look at that stock price action today. welcome, by the way. >> thank you. >> you're up 10%. how did you manage to increase sales so much during a period at the end of the last year where we know u.s. retail sales more broadly weren't that hot? >> we have a lot of things that are coming together at once. we're so fortunate to have a company that has multiple brands. and we have e-commerce close to 50% of our total company revenues. i think when you combine that with proprietary product and a great service equation, you know, the customers clearly respond. >> what can you tell us about january and february trends? >> you know, we launch in january a lot of new products across all of our brands. we see a real focus on healthy living. our color palates have been met with good response from our custome customers. >> broadly speaking, did you see any slowing from december to january in line with the market weakness we saw in the weather? >> very different time periods. one is gifting and d

the only earnings announcement of note were krispy kreme and william sonoma. both were positives with the latter being spectacular. if anyone cared about williams sonoma today, we'd be much higher, not much lower, because the quarter was so superb. you know some of the strength has to be because of the consumer still spending on their home. when you see that kind of spending on a mall-based store, it makes you feel like people are investing more, not less in their homes. but that didn't seem to mean a thing today for anything beyond a chain that sells pots. no. what matters is russia is getting more intransigent again about ukraine while the chinese economy, guess what, still faltering. remember when i said last night that we need to keep three eyes on the track of the market. not just one, not two, but three. until yesterday, i think the third eye was blind. people didn't see this collapse in commodities coming. it was obscured by how well our country seemed to be doing. don't forget, it was only six days ago that we learned how well our economy was doing, as

williams-sonoma, does beat by two cents.ic is the metric they're giving which is a combination of bricks and mortar and online. that was up 10%. 6% dividend likhike. they do guide below the street for q-1, and inventory up 17%, the eighth straight double digit gain in inventory which continues to be a worrisome sign for retailers if they go into spring with too many goods on their shelves what will it do for the margins. >> the weather has become important with the winter hanging around even today longer than many might have expected. for apparel you need the spring to come and the weather to change and the sales to pick up. >> shares of dollar general are also down, we mentioned it at the top of the show but didn't feature the stock. the guidance was a bit weaker than expected. some of the research out says, don't worry too much about it. investors don't seem to be that concerned. but we've had this undercurrent of consolidation chatter that i've been talking about for some time and that has seemingly died down. we'll see w

. >> williams sonoma own pottery barn and between two, sales up more than 10% last quarter. the stock went up almost last quarter today also doing well is the pet industry. people spend all-time high on nearly $56 billion on pets last year the number expected to be higher this year. $56 billion. wow. >> coming up next an unusual save the redwood campaign in the north bay. >> because there are only ten trees like this one in the world. that story as we continue. [dad] [laughs] [boy] mom! [mom] yes? [boy] whoa,whoa,whoa... [mom and dad] [laughing] [boy] whoa,whoa,whoa... [mom] you've got two left feet,boo. shot neces is this flu shot necessary? it keeps you healthy during flu season. but does it hurt? nah. plus you get a really sweet bandaid! anything else i should know? here's a thought, try scoring more points on the other team. okay. even a warrior can get sick. kaiser permanente reminds you to get your flu shot this season. okay, it's time to set covered california is how californians can take advantage. we can help you get quality health insurance right now. to sign up, c

. >> williams sonoma own pottery barn and between two, sales up more than 10% last quarter.up almost last quarter today also doing well is the pet industry. people spend all-time high on nearly $56 billion on pets last year the number expected to be higher this year. $56 billion. wow. >> coming up next an unusual save the redwood campaign in the north bay. >> because there are only ten trees like this one in the world. that story as we continue. safeway presents real big deals of the week. or how to find big savings on the things you need. just make a straight line to safeway. your club card gets you deals you can't find anywhere else. right now, fresh driscoll's strawberries are just $1.99. make it an extra scoop. breyers ice cream is only $2.88. and arrowhead water is just $3.29 a case. real big deals this week and every week. only at safeway. ingredients for life. >>> there is a growing movement to save a rare tree. >> the rare redwood has been there for decades but no one appreciated it until now. >> if you're a tree and notice a tag or pain on the the trunk it's time to

one other stock to tell you about, williams-sonoma. topping estimates for earnings. that is the top headlines. >> bill ackman is making herbalife his fight to the end. the company is facing more scrutiny after the ftc launches an investigation into the company's practices. julie hyman has more. how much of a win is this for bill ackman that the government is looking into herbalife? >> this is something he has been fighting for for quite some time. his allegation is that the company is a pyramid scheme. he has been saying in one of his main tenets is that the government is going to shut it down because he contends that it is illegal. he has been doing a lot of lobbying in washington and around the country to try to push regulators to investigate herbalife and ed markey, a congressman, he convinced him he should try and spark this type of investigations and looks like he has been successful on that front. he has been successful at least today in terms of what the stock did. it felt 7.5% and plunged after this news was announced and finished the day down about 7.5%. he

six percent billion williams-sonoma gaining on some same-store sales number. >> do you shop williams-sonomaosed to, but you can estate sales. >> i bought a pan their last week. >> how much did it cost you? what's too much money. but i will have it the rest of my life. i will give it to my kids. >> and heirloom pan. never give your girlfriend in heirloom pan or cuisinart. middled to finance the child to afford the pan. >> we want to talk about one of the big stories of the -- of the day and certainly head of the week and. secretary of state john kerry will meet his russian counterpart sergei lavrov in russia today ahead of the crimean referendum sunday. it will decide whether crimea will break away from ukraine to become part of russia. it can get ugly fast the wrong choices are made. hans nichols, bloomberg's international correspondent, joins us from berlin. this is a vote that germany and the rest of the western world make clear will not be honored by international law. the russian response was that kosovo was on it by international law. the referendum will pass and crimea will no longer

on the early side, look for retailers express and williams sonoma. as well as krispy kreme and veil resorts. >>> we're still waiting meanwhile for the latest press conference on malaysian fly 373 to begin. when it starts, we will be there. and this is the search for that flight continues into its fifth day and confusion still reigns over the plane's final path. malaysia's air force chief has denied reports that a military radar detected the aircraft off the western coast of the peninsula, a detail that would confirm the plane turned back on its course. it scaled back a sea search while it waits for more information from malaysia. >>> still to come, as well, new jersey says good-bye to tesla, voting to ban the direct -- in the states. why would they do that? we'll have the details, after that. that. pay my bill. phone: your account is already paid in full. oh, well in that case, back to vacation mode. ♪boots and pants and boots and pants♪ ♪and boots and pants and boots and pants♪ ♪and boots and pants... voice-enabled bill pay. just a tap away on the g

home furnishing retailer change williams sonoma bucking the recent retail freeze. it is looking gorgeous comparatively, up 10% after beating the street earnings expectations and their price points are high. jumping 0.1%, getting very close to the 1-year high right now. already reached that earlier today, $65.86 pulling back slightly. agree david w s m. the internet giant amazon made a significant announcement today raising the price of its amazon prime service today by $20 a year to $99 a year. investors, you would think would say what? but applauding the move. this is the internet picture. as the news went through the system in has fallen a bit but still up a fraction at the moment. one point they were up 2%. will customers like it or will they revolt of the way netflix users did after the streaming service type kids prices three years ago. netflix figured out what to do differently and its stock has looked good. which should you pick? fox business exclusive, director of research and senior tech analyst covers amazon and in minneapolis michael wilson, piper jaffra

there's another look at williams-sonoma for you. what a year.ook at the s&p 500 real time exchange at cnbc. and here at the big board, there's the bell. nautilus highlighting the bo trainer m-5 machine and at the nasd nasdaq, exact sciences. >> and that's a very interesting and exciting story for those who looked at it. initially not acceptance and come roaring back and a lot of the biotech stocks are doing well. some deserve it, some don't. >> look at the stocks we were just talking about. walmart's about to open. what is hpq doing this morning? we mentioned the upgrade at barcl barclays. that getting a nice bump of better than 2%. >> i'm focused on this cisco call which is shares could be range bound. move to equal weight to buy from barclays. >> when haven't they been range bound? >> that's a very good point. they're completely range bound. this is cisco onetime first seat, now fourth seed. it's a fourth seed. >> i'm taking louisville over cisco, though. >> you are? yeah. >> are they really a four? crisco's a four seed name and they used to h

we got it from krispy kreme and william sonoma which looks good. i bet they explode. we also talk about companies that don't need their global growth. cloud stock versus been climbing for days. cornerstones, i talk about these too. i like the pricelines too. they either do nothing or get crutched. nasdaq was down for five straight days but today it broke that streak and those stocks were rallying. that's what should be happening when we get a slowing role economy. as big money managers pile out of the cyclical stocks and head right to these. i think today was day one of this rotation and all of these stock might be good places to circle back to now that the nasdaq has broken it's losing streak. that let us down. will it lead us up? i think so. the funny thing about these trends, when people send strengthening economy, we abandon every single stock i just mentioned. go by caterpillar, boeing, but when the tide turns the money goes back to the stocks that thrive in a weaker economy. that's an amazing characteristic about this market though. if we get strong numbers, the

williams sonoma is still trading up 11.5%, beating expectations, avoided the drop from the harsh wintereather that included retailers, 44% of net revenue in 2013 boosted by their ecommerce business. retail sales in february rebound in after disappointing january. michelle ng gerard, arby as managing director and u.s. c economist, thank you for joining us. i love having you at 2:00 p.m.. >> this is a letdown. melissa: i know. try standing in the shot. what did you think of retail sales numbers. >> we saw a rebound. we just don't know until we get into march and get by all this weather how the consumer is doing and that is the bottom line. no one's opinion about the consumer really changed after today's numbers. melissa: the market is struggling. the dow slipping even further down 221. what do you think? is there a piece of data weighing on the market the most? a lot of people are talking about china. >> that has become a point of concern. the same kind of thing, yields going down. a lot of concern about the situation in and show ina but potentially hitting a trouble spot in terms of grow

william sonoma shares are moving higher. better than expected fourth quarter earns. disappointing guidance for the fourth quarter. the company announced a 6% increase to its dividend to about 33 cents a share. that's up 6% in the aftermarket. one to watch in the after-hours. >> thanks, dom. guy adami -- >> this, to me, i think it trades around 20-times or so forward earnings. it's expensive. i'm surprised it's up 6 1/2% off this. i didn't think it was that good. it's one of the short interest things. probably a 7% short interest. and that's what's happening in a lot of these names. i don't think you can chase it on a long side here. and at a certain point, you have to sell it. but you have to let the dust settle. >> the top trades. solar city. huge gains for the stock of announcing a partnership with best buy. >> for a company that's touting this survey that says that 62% of all americans have given the opportunity, want to own solar for their residences, this is good news. it gives an opportunity. if you look at solar city, the reason you're buying is not on today's

and william sonoma, that's the high-end housewares company and we need to hear good things to keep the retailers going. this company carries an unusual amount of clout, maybe because they are correlated with home spending and we need to see spending continue because two-thirds of the economy is related to consumer spending. we want to see this between employment and moretw spending takeoff. we need to see this employment report put in eaction. we have the flip side of william so m sonoma on thursday. dollar general, the company no longer giving you the large s. is also want to get wind of any consolidation in the dollar space. last time we had the big takeover in the private equity firm buying safeway. i think dollar general is interested if family dollar. i bet we find out on that conference tcall. on friday we hear a huge number of tweeters from gm technologies. this is a company with technology and fantastic led products. they will lay out their goods t me. i have to learn about what has become probably the hottest name of any company talked about on "mad money," and that includes i

. >> you know, five below came back today, william sonoma had a remarkable quarter. best buy, the best thing about it, sir, is that the expectations are so low that i do think they can do the number. will it move it? i don't know. five below the expectations were low and it's up very dramatically after the bell. so maybe there's a shot here. can i go to patrick in arizona? patrick? >> hello, jim. some time ago, i've purchased alcoa and it dropped. i've been holding on to it to see if it recovered. and now it's starting to recover. should i hold or should i sell? >> it's a funny stock. what happens is that it reports and then it gives up something. and then if you notice since it went down, it comes back. i think many of the markets that alcoa trades in are getting better. i would sell some, maybe a quarter position, get ready to buy it back when there are people who are disappointed who shouldn't be. a transference is occurring. it's all now about value, baby. "mad money" will be right back. >>> coming up, whether or not, tommy hilfiger. will old man winter spoil the

the scientists and one of the co-founders of rev medics was inspired by kitchen sponges in a williams sonoma they're dried and compressed. when you buy them at the store and take them home, splash water on them and they expand and open up and use them as a kitchen sponge to clean your dishes. taking that concept, we actually -- the next step was to figure out, well, how do you get the sponge in the body? that's where you take it, chop it up into smaller sponges, compress them and they take on a more fluid-like quality. put them in a syringe-like applique or the to get them in the wound sight, a deep narrow wound sight where the site of the bleeding is. >> what are the differences between your device and things already being used in the battlefield and beyond? >> well, the u.s. military was funding research in this area because it reted a capability cape. deep non -- called deep noncon presentationible wounds, gunshot wounds in areas near the torso and can't use a tuourniquet and gauze-like dressing are hard to stuff in the wounds. the standard of care treatment for this type of bleeding is t

. >> one of the bright spots in a down market, williams-sonoma.ck up 10% following an earnings beat. the ceo will join us to talk about that coming up. >> live at the top of the hour, guys. don't go anywhere. >> see you then. tdd#: 1-800-345-2550 trading inspires your life. tdd#: 1-800-345-2550 life inspires your trading. tdd#: 1-800-345-2550 where others see fads... tdd#: 1-800-345-2550 ...you see opportunities. tdd#: 1-800-345-2550 at schwab, we're here to help tdd#: 1-800-345-2550 turn inspiration into action. tdd#: 1-800-345-2550 we have intuitive platforms tdd#: 1-800-345-2550 to help you discover what's trending. tdd#: 1-800-345-2550 and seasoned market experts to help sharpen your instincts. tdd#: 1-800-345-2550 so you can take charge tdd#: 1-800-345-2550 of your trading. at afraud could meanuld blower credit scores. and higher mortgage rates. it's a problem waiting to happen. check your credit score, check your credit report at experian.com. (voseeker of the sublime.ro. you can separate runway ridiculousness... from fashion that flies off

. >> williams-sonoma. forecastfter a sales topped estimates. they benefited from the u.s. and looks for comparable sales growth this to 70%.5% >> amazon.com announced on its website is raising the price of its prime membership fees from $79 to $99 year. prices amazon's first hike since the service was introduced nine years ago. oflogo, the the provider entertainment solutions posted a wider than estimate of fourth-quarter loss revenue came in above estimate. gogo site is strong for its activity products ever sees a meaningful increase in network capacity this year. more wi-fi on planes. >> dollar general singh fourth-quarter profit rose on higher sales and increased customer traffic, but the results were weaker than estimated. they issued first-quarter and full-year guidance that trailed estimates will stop >> krispy kreme doughnuts. the fourth-quarter profit more gain inpled field by 6% same-store sales and also raised its earnings forecast for the year and bumped up its share buyback plan by $30 million. one, target. alarming new details revealed the detailer could've av

we saw williams sonoma's numbers. tiffany's numbers are absolutely fantastic.till say if they ever renovate that flagship store in new york, they'll be even better. stuart: i love that store. >> that's holding them back. that's the only weak link in the whole company. >> stuart loves it. he actually goes -- stuart: straighten this man out. >> spend money when you go there. [laughter] stuart: that's getting very personal. [laughter] stuart: nike, whoa! nike down 3%. big drop. sandra, do you know the story behind the 3% drop in nike? >> i do. stuart: go. >> so the stock turned on a dime when the conference call, they beat earnings expectations, and it was great news, and nike's shares rallied. and then the conference call started, and the company was warning about next quarter and the full-year earnings forecast, and everybody was like, oh, what's going on here? there's concern about china. nike got very popular in china there for a while, and now this whole china store's sort of going away or getting put on the back burner, and everybody's wondering what that's

william sonoma moving higher after posting better than expected fourth quarter profits but it reportedcoming quarter, so that's at least one bit of news on william sonomsonoma. krispy kreme's full year guidance was in line with expectations. a tough day for herbalife. moving lower after it received an inquiry from the federal trade commission. this coming a day after bill ackman accused herbalife of at least questionable business practices in china. a tough day as well for zoge nix. we were going to end here on express after the retail reported weaker than expected fourth quarter earnings citing increased promotions as weighing on those results, so, kelly, overall it's been an interesting day. a lot of company-specific stories to talk about. >> a market of stocks. thank you, dom. food inflation has become a hot topic as well. economists say consumers can expect to pay more for food later in this year. for the u.s. it's mainly due to the drought in california. what are major food companies doing to prepare for potential increases? in a cnbc exclusive, we are joined by donnie smith, the

down and therefore it's worth investing in your home which is why a lot of the retailers like a williams-sonoma so well, so i don't want to lose the thesis. i don't think we're losing the thee sills that it's still a good place to invest in. >> as he said as the home depot spring season begins. >> one thing i don't like about this as someone who is a gardner. all we can talk about is the ground going to be too cold. 21 degrees this morning. >> still frozen two inches below. >> i don't want to start -- when you start planting in the third week of may. you miss a lot of the season. >> when we come back we'll get cramer's "mad dash" and count down to the opening bell here. futures are positive. a lot more "squawk on the street" live from post nine in a moment. salesperson #1: the real deal's the passat tdi clean diesel gets up to 795 highway miles per tank. salesperson #2: actually, we're throwing in a $1,000 fuel reward card. we've never done that. that's why there's never been a better time to buy a passat tdi clean diesel. husband: so it's like two deals in one? avo: during the salesperson #2:

williams-sonoma -- >> but it broke down toward the end of the year. >> i know. because they guided.s a soft 20% and they guided to 15% and people are happy for 15%. >> it's regained its mantle. >> people will gravitate toward domestic retailers with a five plus comp because they have nothing to do with the ukraine and they have nothing to do with -- i'm sorry, ukraine. get rid of the "the." and you are looking to see there's going to be a bristol meyers cohort that is going to bottom here today i believe and might test bottom again on monday and they're going to start coming to the domestic retailers with a good numbers because they can isolate them from china and the ukraine. watch that action happen late this afternoon maybe again on monday if there's nothing more than sanctions put on china, sanctions meaning typically meaningless. >> yep. >> that's what people are gravitating toward. you want to see what will bounce. domestic retail with good numbers and drug stocks. >> we'll keep an eye on activism, pepsi, ebay, sothebies. the fights keep going on. >> nasty, they're not nice an