jack: you also mentioned online sales, williams-sonoma was early in terms of an omni-channel retailer catalog then you killed it on online and a lot of retailers were in big trouble, i think i read from an analyst 72% online sales heading to 80, tell us what that looks like over the coming years. >> we have always focused on direct-to-consumer before online was there we shipped catalogs to people and delivered to their homes and of course when the transition was made online we knew how to shift we knew how to use the direct to consumer tools to give the customers what they want, of course as we look to the future this is where we see our growth we will continue to improve the tools online so you can decorate your whole home using these online design tools we purchased the company that has 3d capabilities and that's been a big driver of our success as well and you will continue to see us update and inspire most important they are customers online so they can make the shopping decision with real confidence. jack: is a 3d thing, can you take an item on your catalog and look at what it wo

hey, what'd you think of the williams -- since we're talking about people getting out >> this william sonoma is slander. >> there's a cut to sell at goldman sachs. >> that was a completely unnecessary gra tuitous act. the ceo is terrific. they're talking about hard compar comparisons. west elm is the way you decorate everything i'm a west elm house my daughter's west elm that's anecdotal, but everybody is >> that's just one piece of the wil william sonoma pipe. >> every single one is on fire how dare this person downgrade it to sell, kate mcshane there i'm sorry, kate, that i pointed out your name, you're probably a nice person difficult comparisons for 2022 how about a brilliant ceo who's going to challenge and succeed over those comparisons she comes on my show, she predicted that there would be outdoor living because of covid and had lines of outdoor furniture before people even realized that you had to be outdoors that's how good she is. >> so we knock goldman down, can we pick them back up, foot locker initiated by -- >> brilliant piece brilliant piece. i was shocked how good that piece

i still like william sonoma and r.h. pantheon. don't forget ford and general motors both were hurt with the ongoing semiconductor shortage we got incredible news from jim ramundo who's been doing everything, all her power to beg, borrow, but not steal full featured chips she's signaling the supply issues are being mitigated the market is oblivious to the news the only thing holding them back is their lack of new inventory which is why used car prices have skyrocketed fix the chip shortage and it can boost production i think the market's just too slow to understand the stubborn energy of secretary ramundo. she indicated today that there's been greater chip availability recently she's not just some politician she was an unbelievably good venture capitalist i don't believe she would risk saying what she said if it weren't true these stocks are down so much. i love it. we'll know soon enough about ford the 28th when they report so the stock jumped 5% today that was in response to the bond market i think the whole move was about the re

william sonoma what surprises me is this. back in april this is $180 stock.been between 150 and 165. today stock a little over 154. and we had some very, very interesting buyers 5,000. this is what makes it more unusual. they're going out to november, scott, buying the november 170 calls, stock at 154.5 theres with 170 calls. selling the downside put somebody very bullish saying if it's don the downside i'm happy owning i think it's going up. mattel, the next one what makes this interesting, this is a stock came out with earnings yet we have the follow-up with options they're buying 8,000 of next week's expiring the august 6th expiring 21 calls. going between 45 cents and 65 cents. very expensive because the stock traded just above 21, about 21.25 at the time of the buying. look for a bit more upside there. the transformation is in place the growth is there for martell. the yoe is very, very bullish about things so this is very interesting to see the two call buys today one going out to november. the other one sticking very, very short term but right after ea

delivery there is different ways to raise the margin in the business i think that's good news i like williams sonomalotons. i don't like the zooms i don't like high multiple tech that i still think in the environment we're in will come under some pressure. so the instinct on day like today is to go back into some of those trades if you think it's kind of game back on and it's really take out the old playbook it's not and in fact, the market is to me starting to assess where companies that go back to a normalized earnings profile and where they are and the mulligan of '21 is over and in fact it works to the upside too in other words, those companies that actually had such extraordinary earns a year ago and even into '21 are one that's an lists and most importantly investors should not be given that same comp comparison. >> dan >> i think tim is right about a lot of those work from home ones but there is one that caught my eye today with all this delta variant news you saw the airlines getting absolutely destroyed, especially the ones that rely on some of those long haul flights and some business trav

williams sonoma and best buy all the companies are well run companies.n opportunity, in my mind, to buy the stocks once we get past the covid. right now we're in the period of the delta concerns we're in the period of coming out of the of covid and start to contend with the difficult comparisons as we cycle. >> last question because everyone is curious. what do you think is going on in the housing market is it starting to roll over? >> well, you know, i was hoping or it careful with my expertise. i don't necessarily follow housing but i watch very closely all the retail that is tied to housing. and the housing and get into the two homes -- >> all right so like you said, perhaps finally that increase in supply is actually keeping momentum in the market instead of slowing it down there's literally nothing there. it's been amazing to watch how active it is for what is typically a quiet summer period. we appreciate it thank you. >> thank you for having me i appreciate it. >> brian nagel >>> speaking of home builders, the etf is lower today we'll talk about s