and it's interesting here because williams-sonoma is the name.. >> he's not going. >> to make it. >> he's not going to make it. >> i feel your pain. >> yeah. >> let's just say i don't think the valuation here is that expensive. this is a story that if you've seen actually some of the home improvement, also some of the home furnishings stores, it's been a very rough couple of weeks. williams-sonoma has been has been probably the exception, given the fact that i think some people were expecting this move. >> all right, let's get to costco now. finishing their worst day in a year. after missing wall street's earnings expectations, the wholesaler beat on revenue, reported an increase, comp store sales number and strong e-commerce numbers. but the ceo warning investors on the conference call that president trump's tariffs will make grocery margins much tighter. mike, this is an interesting case where the well, maybe not so unusual case where the analyst community come come out afterwards, defend the stock and say they are actually much better poised t

gap stores, williams-sonoma, rich folks never stop. i love that, by the way. costco.y're relative expensive in terms of price to earnings ratio, but they don't have any real, true competition. >> well, you just talked about the high-end consumer that is still spending. they are all trading down at wal-mart. walmart continues to gain market share, and gap, williams-sonoma are likely to beat earnings estimates and post a positive surprise for the fourth quarter. and costco has been gaining a massive amount of traffic stealing a lot of market share from target. charles: yeah. target's in trouble. all right, folks, there are always some diamonds in the rough. jharonne, thank you so much. you are one of the best. appreciate it. >>> i mentioned lulu at the beginning of this segment. well, there's another reason it's starting to get a really nice lift here. "the wall street journal" compares lululemon to canada goose. now, both of these companies are canadian companies, but canada da goose makes 70% of their clothes there, and lulu makes none. [laughter] my next guest says l