>> i wonder where that came from. >> now people say, lululemon reports in a week or so. i don't want to be short. pete's wearing them. own the stock. >> see you back my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to cramerica. other people want to make friends. i want to make you some money. my job is not just to entertain but to educate and teach you. follow the customer. that's what this market is all about today. yet following the customer seems like one of the strongest money
making theme out there right now. believe me, you do need broad themes to invest in this market. it is all over the place. largely guided by the fickle price of oil which seems lying it stalled out below 50. just look at today. where the average started off deep in red but then rbled along with the price of crude. s&p 500 advancing 11%. if you want to transcend this market's day to day meandering, you have to think bigger. the customer. think about that. who owns her? who knows her? that's one of the biggest making themes around. take this morning. you picked up a staggering 56%! gain overnight. if you own shares of a company called demand ware. brooks brothers, birch and others, stay in touch with their consumers. you make that money because sales.com bought the company.
make sure its own clients, it is piloted so well by amazon. this deal is all about the customer. sales force, $2.8 billion for it. far more than anyone expected because the ceo wanted to prevent any other pursuers. sales force might be getting some big business within an extremely short time since the deal was announced. therefore it seems like a worthwhile acquisition. no wonder the sales force only dropped. people recognized that sales force wants to own and help that customer. demand ware is crucial because the customers are all trying to compete against the one company that understands the consumer better than anyone. which you know which company that is. amazon. many of the demand ware companies use amazon web serve
is also part of the sales force for fulfillment. they don't want to cede any more than that. if they get in bed with amazon, they lose the ability to mark up merchandise. that's the cost of doing business with the ecommerce and tights high a cost to pay. what if you don't even try on keep one amazon and its customer pampering? i think that's another huge theme. we know for instance the sports authority that now defunct 450-store chain was unable to keep up with the ways of retail. i think they were a total casualty of online distribution in general and amazon ecommerce in particular. today that liquidation played havoc with nike. if you followed the customer you might have known to avoid these two stocks for the moment. i think underarmor can recover. i'm a little more concerned for nike. specially morgan stanley, we
talked about a real showdown for the giant shoe maker. how bad? playing against steph curry, that's how bad. they said curry's endorsement deal has given a huge pick-up versus the michael jordan led nike. this is first time the got the edge over jordan franchise. wow! throw in the fact the once more of adeedas has come back to life and it seems nike no longer has the a hammer lock on the customer. i'll never get those guys out but i don't know if i can rep buying stock yet. this theme. this customer endorse ament, embracing. it is so widespread that you can follow it all the way through retail. have you noticed the stocks in the big department stores can't seem to rally at all? they seem uniquely in touch with the customers. meanwhile, whole foods is starting to move up. it knows customers want lower prices, smaller format stores,
and more transparency. that's why the stock has broken out. if you haven't missed it, get on board. do you know who is more in touch with anyone else? the dollar stores. at a time of middle income families are so stretched, these stores are a godsend. go read the conference. you'll know they are exactly what the consumer wants. she wants frozen foods. she wants national brands that she can get for a dollar. the dollar stores have them. i got crest there this weekend. but they have their own brands mixed in. sometimes you can't tell the difference. and they want seasonal items like the fabulous balloons. and dollar store is the only place to get them. the hedge funds don't get this. they don't buy their memorial day balloons at dollar tree. maybe they don't buy them. they don't guy candy or the toothpaste at dollar general. they are not strapped themselves.
empathetic? not! pathos? no. the dollar stores know their customers better than anyone. almost anyone. last night, the fouger and ceo of amazon spoke and he talked about how he has over 1,000 people focused on cognitive learning. that's about knowing what your customer wants before she knows what she wants. that's the natural kind of customer spevs a nordstrom can never top. i'll never forget when the bricks and mortar service said his company has to spend billions to keep one amazon and these new initiatives, i don't know if nordstrom can even do that. that's why that stock down 23% compared to amazon stock is up 6%. listen to this. >> companies want to have that same one to one relationship with their customers that amazon
does and this is a huge motivation for every retailer in the world who doesn't want to be like amazon? of course, sales force uses amazon's infrastructure. we love aws. we love jeff bazos. >> but you have to ask yourself, can anyone emulate and be just like them? it is one thing to go to the site and see that others who bought your book also bought another book that you might like. it is another thing to be able to speak into a device or press a but the object on your washing machine and say you're out of tide or the buy the man in the high castle. and then have all the information on every book you need about that general re sent to you. it helps to have an overarching theme. take's meeting with sales force tells you you need to know what the consumer wants, before even
ahead wlf the consumer herself needs it. it is a lasting theme. it tran scends individual sectors. or the fed even. i say you like something you like in this consumer customer category. it will likely be a winner. let's to go yolanda in new jersey. >> caller: boo-ya! you mentioned the belmont habit. that was a great call. you also mentioned willia williams-sonomma. not so much. >> the you know guys, they all turned me on to belmont tavern. that's away from this. let's talk about williams-sonoma. i think it is a buy and people are just too negative. what a quarter. hey, taking over the world.
also with that thing, what is that? am i just shareholder, that i have all those boxes when i get home? what happens when you open them? i never see what's in them. let's go to allen in new york. >> caller: boo-ya professor cramer. you have an amazing staff and i love your show. >> my staff makes me look great every day. even when i was not working they made me look great. >> caller: i currently have 450 shares in yahoo!. ya issue's steak in alibaba. it is worth between $3 and $8 billion which is approximately $38 a share. with all the buzz on yahoo! being acquired and several students interested, i have three questions. >> okay. three. >> do you think that there is any other value in the company or its assets that would make it worth more than $40 a share?
second, should i be concerned about the alibaba stock in company since it makes up the bulk of the yahoo! share price and has not been performing well? and lastly, do you think should i hold on to my yahoo! shares and see what suitors or what be acquirers or should i take money and put it into several good dividends? >> well, i always prefer the dividends over the stock. we talk about the $3 to $8 billion. the right schedule there. here's what i worry about. i worry about alibaba. my friend allan greenberg has convinced me this is not to be owned. you saw today it is down 5. that's very worrisome. what you're really buying with yahoo!. you're not buying all those business. you're buying alibaba. i've been negative on a while and i'm feeling good about it.
the averages are all about. you have to focus on it. find a company that understands the consumer. i think it will be a winner. one of the biggest ipos, could feed your portfolio? good question. i'm eyeing u.s. foods. then with temperatures heating up, gardening season is in full swing. could it plan the seeds for profits at home depot or lowe's? and later i will tell you which can make you the most money and helps keep your most sensitive data out of dangerous hands. is there a a potential for a turnover? >> don't miss a second of "mad money." follow @jim cramer. do you have a question? tweet cramer. send jim an e-mail to "mad money." or give us a call.
last week the ipo market showed signs of life. 95 different deals price, that that's the second biggest ipo. this is good news for the stock market in general. even though i didn't like a one-day deluge. the fact that we're getting big successful deals like u.s. foods, it is the second foods company in the country behind sisco. mostly restaurant and the hospitality industry. in short a real company with real sales and real earnings. not some fly by night biotech that may not make it or make any money for years and has these things in phase one. when this real company came
public, u.s. foods was priced at $23 a share. it shot up at a premium. closing up more than 8% at 24-91. if you have any action, you made a nice tiny profit overnight. that's how it is supposed to work. just because the deal was good, that doesn't mean u.s. foods is a worthwhile investment. to figure that out, do you know what we have to do? we have to do some homework. that's why we're playing one of our favorite games. know your ipo. now deals are starting to happen again. i want to make sure you know how to evaluate the newly minted companies. what are the metrics we use? why it might go up, why it might not? what do we know? first of all usfd is only one of two service food servicers, the other is sysco. also, like sysco, u.s. foods is becoming significant, has both significant scale and an efficient operating model.
with 62 distribution centers throughout america ask 62,000 trucks that deliver all the foods all over the country. second we know the food distribution industry has a slow steady secular growth. it doesn't seem to be involved in the business cycle. the amount consumers spoken dining out has been rising for decades. and it is slated to continue. it is higher than the growth rate of the united states. it has been round for some form or another for 50 years. the old u.s. foods service was acquired by private equity firms. now toward end of 2011 the company rebranded itself from u.s. food services to u.s. foods. in december 2013 they tried to sell themselves a merger to
sysco. it was ultimately shot down by the newly aggressive ann trust regulators. a little less than a year ago. they didn't want number one going with number two. all this uncertainty was not so great for the business. they were able to increase the sales at a 4.7% increase. from 2013 through 2015 during this period of uncertainty, that slowed. many were reluctant to give them business. they were not sure if the merger would happen. since the deal fell apart last june, u.s. foods has seen a bit of a rebound. still, given the larger competitor like sysco, always great sign. we need to ask what sets u.s. foods apart. here's a company that rolled out over 250 new products since 2011. only roughly $1 billion in revenue it is not normally
associated with innovation. meanwhile, it was the first to roll out ecommerce and mobile solutions for the customers. making it easier to place new orders, track shipments, analyze food costs. plus expanding to the protein and produce categories that have been dominated by specialty foods. but don't have that much in the way of scale. u.s. foods has its own private label offering that has been rolling out. these goods are cheaper for your customers to buy but they also carry higher margins than selling someone else's brands. most important, they have gotten aggressive about cutting costs. and they are a voracious acquirer. just since last december they stacked up two regional broad line food distribution companies. one in the midwest. the other in new england. u.s. food has a long history of doing this successfully from 2010 to 2013 and did a dozen of them. then the company tried and
failed with sysco. now u.s. foods should be able to reaccelerate its revenue growth which was [ laughter ] year. but u.s. foods is a private equity backed ipo. a classic story that has been filmed in the public markets. and they tend to carry their own set of risks. for instance, it has a balance sheet. even if you're using the vast bulk to pay down $947 million in high interest rate debt, the company is left with $5 billion on its books. including a variable interest rate debt. remember, variable if the fed starts. that means if they want to wreck the balance sheet they'll to have use their own stock as currency. then there's the fact that u.s. foods two private equity backers, still own a combined 78% stake in the company. you own a stock like this. you have to worry that the private equity guys with the register.
how about this valuation? basically the company is past financials. if we analyze what they earn, u.s. foods might again 50% a share. 44 times earnings spxt like tech stock? however, the earnings are still small. maybe we need to look at it on the price basis. in that case it is very cheap. put it all together. there are too many red flags for flow consider the price. it is fobl companies cost cutting efforts will bear fruit. for now i think it is too soon to tell. here's the bottom line. if you like the newly public u.s. foods, i will telling you there is a much safer way to play in the country. the stock that trades just under 22 times next year's earnings. also sports a decent yield. not to mention. the only major engaged in piggybacking.
we found that you can still beat the s&p 500 if you mirror his foods. deny miss the california. dennis? >> hi, cramer. thank you for talking with me. >> no problem. my question is about your opinion of blue buffalo. i see many more prominent displays at pet smart using blue buffalo. i see blue buffalo advertised in magazines and on tv. by the way, i have seven cats and three dogs. so i wonder what your that i be is of it? >> sure. we use blue buffalo at home. i like the little american flag. i was feeding the dogs. 20% of the stock is short. people keep getting against this company. the wrerngs good. i'm in the camp that says the stocks are spegsive but i will not against what i regard as the premier food for our pets. which we spend more money on than including many people. you may think that's wrong. brad in florida. >> hey, jim.
>> i am doing well. how about you? >> caller: my family owns sports fishing in florida. we started using the square reader and we love it. my question to you, it dropped from $15. it is in the nine range now. is it a buy and hold in. >> no. it turned out it has some credit risks. a lot of people saw it as you and i did. which is a device. if you go read the quarter, it had some interesting things to say about money and about loans and about where they are. we don't want the credit risk. we just wanted the instrument that you like so much. the ipo market is finally showing signs of life. that doesn't mean u.s. foods. i would stick with sysco. now much more mad ahead. in the battle for home improvement supremacy, lowe's
always seems to settle for second place against home depot. could the tide be changing after that latest round of earnings? then many high companies have had a rough stock to the year including palo alto networks. it is down nearly 25% so far in 2016. buying opportunity? and if you can't stand the heat, is it time on get out of zoe's kitchen? the stocks have had a terrific run. some are wonder figure it has lost its sizzle. you both have a
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even comes close. typically in this situation, one company tends to have at least a slight edge and for a long time, home depot was the undisputed best of breed. but lowe's always nipping at their heels. never quite catching up. that's why last year home depot stock gave a magnificent 26% gain. while lowe's was left behind. just up 10.5. that is a big disparity. lately we've witnessed something strange. call it a of the guard. it was lowe's with home denver espot with a less than golden quarter. it was something like the whipping boy. so how did lowe's nothing leapfrog its one real competitor? you need to know what made home depot the most beloved last year. make no mistake. in 2015, the despot was viewed
as the dominant part of the duopoly. it changed same store numbers that most would kill for. but holed appeared to be pulling away from lowe's. especially in the united states. considering the first quarter of 2014. home depot delivered 6.1%. 90 more than lowe's. and the second quarks lowe's outplayed. but home depot is 5.7% was 180 basis points. that's big a percentage. third quarter is where it really started to pull away. they had 5.1% growth. and the fourth quarter seemed to cement it. they delivered an stoublding 7.1%. almost no one can do that. that was 190 basis points higher than lowe's. those numbers tell a pretty straightforward tale. lowe's may be good but quarter
after quarter home depot does better. you can even see the disparity in the overall revenue growth. home depot left lowe's in the dust in 2015. particularly in the fourth quarter. it was nearly double the 5.5% growth that lowe's gave you. same for gross margins. for years, both companies are very similar growth margins. but while the overall results for 2015 were roughly similar, the trends were very different. home depot's gross margin improved from the previous year. lowe's gross margin -- one area home depot has had a clear advantage in is the operating margin. the company keeps the profit it. home depot consistent had a
slightly price to earnings multiple. what will pay for the future earnings at lowe's? it was in the low 20s. but 2015 progressed, lowe's began to trade down to the high teens. people paid less. while home depot sold for 20 times earnings. larger than usual. even when both companies reported the results in late february, it seemed clear that home depot was the top dog. just consider how deutsch bank reacted to both quarters. they said good result, most measures. when you compare it with what the same analyst said about home depot. no slowdown in home improvement. it starts to seem like final praise. or sales b as expected. flow through less than expected. but the take on home depot was exuberant. q4 better than our best
expectations. yet in a matter of months, just a short period of time, lowe's has become the stock that everybody salivates over. while home depot i think has lost some muster. what changed? when both companies reported last month lowe's was able to deliver much stronger numbers than home depot. home depot post a solid top and line beat. there was should hair on the quarter. for starters, it decelerated over the course of the quarter. getting weaker from month to month. higher than expected and unlike home depot, the sales stores improved in february and march. lowe's was stronger than home depot. for the first time in several quarters, lowe's had flat out better numbers. i couldn't believe it.
7.3% for lowe's. 6.5% for home depot. for the first time since 2010 lowe's had stronger same store sales than home depot. what else? lowe's widened the gap for the second straight quarter. it is currently 80 basis points higher. and the operating margin. 170 basis points. tonight fourth time they had double digit operating margin. remember, this is one area where lowe's has always lagged home depot. back with a vengeance. best of all, lowe's posted, this was really incredible. 40% earnings per share growth. that was more than the double the 19% growth rate. that's a good way to get investors excited about it. it doesn't make sense for lowe's to have faster earnings growth and a cheap evaluation. and 17 times earnings.
it makes sent to reach for lowe's as a value play. if it can deliver superior numbers, suddenly it becomes a heck of a lot more intriguing. we saw a clear shift in enthusiasm. they clobbered the stock. they may have put it best in their coverage. another good quarter but not as good as lowe's. end quote. right there. practically overnight. wall street switched sides. now lowe's is the home improvement chain. i didn't know i think it would happen this quickly. i still like home depot. it's been a terrific stock. i still have my flags there. i love their garden stuff. however with the magnificent most reason quarter, lowe's has made itself more attractive handle the it's been in some time. i have to respect the changing of guard and tell you that i refer lowe's' stock right here. if home depot gets clocked and
that stock goes to the 120s, we may have to recalibrate. . more "mad money" ahead. cyber security across the globe. palo alto helps prevent a big data bridge. i'm offering my take on a fresh food player that is really on fire. unlike all the others. zoe's kitchen keep bringing the heat? plus, a brand new edition of the lightning round.
the form he market darling turned punching bag. it is widely regarded as having some of the best technology. palo alto pioneered the fire wall. they're at the forefront of keeping digital information at a time when companies big and small are taking security very seriously. it has the best growth around. including a 12% decline last friday after the company reported. after that kind of move you have to ask yourself what was so terrifying? it had higher than expected revenue. billings scored 60%. this is the cheapest it has been. the growth is so darn rapid. i understand these stocks are out of style in the wall street fashion show. if you believe that the cyber security industry is still ahead, maybe it is worth considering that it could be a pull back that's buyable. it reported a strong quarter.
let's take a closer look. learn more about that quarter. welcome back to "mad money." the head said it is the biggest risk facing the financial system. is she overstating the case? or after all the work you've done, the biggest issue? >> i think it is a huge issue and it will remain that way. i saw this morning the fed said they investigated 50 breached in the last four years. they said cyber security was full stop. i think that will be an issue for a very long time. you did say that there's some macro volatility. you talked about how the stock market is going up and down. oil, the oil prices. they're saying thing are not so
great. we'll cut back with cyber security. i think there's some volatility about budgets in general with currency fluctuations. interest rates going up and down. what we saw is folks taking longer. >> what's with asia? why are they so dangerous? >> a number of things that will affect what you see in the world. and europe and in asia. it will require company to report breaches when that occurred. it is not the case. new legislation has been passed in most of the major countries there that will require reporting of breaches. so i think you will see a strong increase in braexs. >> they just cover them up? >> no, no. they're not required to talk
about them publicly. so they don't do that. soon they'll have to do that. >> i wanted to try to get a sense on whether you felt, that the street was a little bit harsh. we got a down grade. it was a difficult one. back in the guys, they're serious players. on slowdown and talked about a growth deceleration to 33% from 46-47%. should we be worried? we have to remember that a platform really resonates. it has a prevention capability. portions are profit related. we did 33% growth. a big number as well on top of that. 61% billings year over year. it really shows how fast and widely documented it has become.
>> let me go again. i think it is important. here's a quote from the piece of research. the 2014-2015 bubble is over and demand is normalizing. such that it is no longer enough of a tail wind to offset macro. too negative? i think from all the customers we talked to. it remains, the number one thing they'll spend. as far as what happened, i think a lot of companies were outbuying security because they were very anxious. that's never really been our go to market motion. we do best with customers taking the thoughtful architectural approach. to take care three, five, seven years. >> now, you talked about some big wins away from others. that made me feel, wait a second. maybe everybody has everything. all you're doing is taking the
market share. when i look at the pack, you see the top 25 buying behavior. and you drop off the customer number 20. and already they're spending way too little. >> well, you know, it is interesting you say that. if you look at the market opportunity. $20 billion market. we have single digit market share in that market. the market itself has been growing 6% to 9% for a very long time. over the last four or five years. and that time frame. we've been growing 50% our entire time. so i think what that shows, not only did we win lots of greenfield opportunities but we must taking massive amounts of market share. we're very comfortable with that. >> i was kind of surprised. >> from the looks of your documents, some banks. they must be spending as little as possible. is that really the case?
>> i think across the board. if our business, we don't have any verticals 12 or 13%. i like that from a business perspective. we're spread out that way. it suppose the technology is useful in all verticals. i think from spending perspective, like what folks are doing, they're moving from a paradigm of saying i have these point legacy technology that's are primarily reactionive to platforms that allow to be doing so well. >> do you think one of the hopes of people when i read twitter. everybody loves cyber security stocks but they don't like them. there is no episodes. people say, well, there will be consolidation. palo alto will bioover do you need to buy anybody? >> when we think about the value platform. our cry year is pretty simple.
are they better on the platform? we're not trying to roll up the security industry. we're trying for a big important swath of the industry, a $20 billion market, to deliver a platform that has very proceed active security for customers. >> thank you for clarifying. did i feel, i personally felt the research was too negative. i think it is great to have the platform that everybody wants. it was good to see you, sir. >> in the interim, this is the cheapest it's been since it became public.
here at td ameritrade, they work hard. wow, that was random. random? no. it's all about understanding patterns. like the mail guy at 3:12pm every day or jerry getting dumped every third tuesday. jerry: every third tuesday. we have pattern recognition technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. td ameritrade.
so we welcome him into the "mad money" family. we're so happy for you and we can't wait to meet him. congratulations, all! now it is time for the lightning round! then lightning round is over! are you ready skee-daddy! >> caller: thanks for taking my call. what are your thoughts on cbs? >> it is way too cheap. some are worried about one of the deal? this is ridiculous. you're talking about one of the great retail merry chants. it's a buy. hal in michigan. >> caller: hello. how are you? >> i'm doing well. >> caller: i would like to give a quick shout out to my econ
teacher. >> econteachers rock, especially if they talk stocks. >> i'm wonder figure it would be a good idea to buy the stock. >> it has come back down. i don't think it will give that you good a solution so i'm going to say no to that idea. in tennessee? >> caller: hey, jim. i bought a thousand shares of this years ago. should i hold? buy or cell? >> 16% yield. if you don't really know what they own. i'm going to have to say no. you won't get that without too much risk. david in illinois. >> caller: dr. cramer. congratulations on your cameo show clips in the movie the big shark by the way. >> thank you. that was a nice little thing. >> caller: not for the faint of heart. it build as better mousetrap. boston scientific. >> you are absolutely right. i'm a life science guy.
let's to go sam. sam? >> hi, sam. you're up. >> caller: should i -- >> yes. give me the stock. we're all set. >> caller: starbucks. it's down too long. i think it is at the right level. we saw it much higher. let's do some buying. devalley in new york. >> caller: do i have your blessing to buy coca-cola express? >> the stock has been red hot. red hot. i am going to suggest that you buy pepsico. that stock is down because of weak dollars. i think it is a mistake. pepsico is the right one. that's the conclusion of the lightning round. i asked my dentist if an electric toothbrush was
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the company is growing by leaps and bounds. bringing the store count the 177 including the beginning of a buildout in kansas city and a strong presence in texas. it is expected to climb up from a range of 45%. expenses are expected to decline. giving the terrific store growth to go. put it all together, you have some explosive revenue. there's one problem. zoe's recorded an 8%. so when you look at the forecast for the rest of the year, you can see some people will be disappointed. as much as it may recommend the next big thing in the restaurant world. when you see a down shift, you can only think, oh-oh!
that was a peak. slow down. the spike became the most important part of the call. here's the thing. it is irrelevant vandal. even though they are doing something universal. when you put up new stores like home depot, where else is it important? i'm concerned about the broad line department stores. they seem more to begin with. but zoe's kitchen? this is a company still in its infancy. there will be some kinks. there will be moments when there are growth spurts. what's important you is don't look at a growth spurt as a sign of it. the strongest retailer out there is ulta salon. it raised sales, earnings, it was a love fest. totally consistent. it has become the new bench park but the only bench mark. asking every retailer and
restaurant to live up to that standard is bordering on the absurd. now zoe's is expensive. at $37 it is barely profitable. i would use it as a buying opportunity. let's see what happens. do n do not abandon ship. it has made it almost impossible to fathom. stick with cramer. pitch you investment opportunities. i've got a fantastic deal for you- gold! with the right pool of investors, there's a lot of money to be made. but first, investors must ask the right questions and use the smartcheck challenge to make the right decisions. you're not even registered; i'm done with you! i can...i can... savvy investors check their financial pro's background by visiting smartcheck.gov
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a chain on pet supply stores specializes in wholesome food. lisa: our biggest thing is the nutrition for the pets. lemonis: but the business is anything but healthy. giovanni: it's embarrassing. i'm right back to where we started. lemonis: the stores need an overhaul. -this how you manage inventory? -giovanni: yeah. -lisa: yeah, i mean -- -giovanni: this is our weakness. lemonis: the employees need leadership. i've never been to a meeting where there's no agenda. giovanni: i think you're being a little unfair with how this process goes. lemonis: and the owners need to lose their self-righteous attitude. as a retailer, you have an obligation to deliver the consumer the choice to make that decision on their own and not for them. giovanni: oh, my gosh, that -- i'm -- lemonis: if these owners can't take control, their dream of creating a retail empire will go to the dogs.