1/17/20
  • Cramer interviews Nadella going over a range of topics from the company's recent announced goal of being carbon negative by 2030, artificial intelligence, privacy and the growth of its cloud business Azure.
  • Nothing really that incremental, but still good to hear Nadella's views first hand.  Clearly Microsoft is positively positioning its corporate image in the face of the range of public controversial issues being faced by the other FANG companies surrounding privacy etc..
January 15, 2020
  • Cramer interviews CEO Katrina Lake.
  • Very interesting interview as Stitch Fix is truly a modern retail company.
  • Company takes customer input on personal style preferences then curates clothing offerings through a combination of data science and a team of 5,100 stylists for its 3 million customers.
  • The Direct Buy service further curates customer style preferences and offers a more selective number of choices to its customers.
  • Company has been profitable since 2014 with the stock up modestly the past year.
  • Restaurant analyst Setyan commenting on the impact of world beef shortages on pricing with Wendy's, Jack in the Box, Shake Shack expected to feel the most margin cost pressure.
  • He likes Wing Stop as it is benefiting from favorable input costs and investment in its digital/delivery business which is making up 25% to 31% of sales.  He thinks could move up towards levels seen by the pizza chains in the 60% range.
  • Also likes Dunkin as sees support for its 1.5% to 2.0% comp and likes what he sees regarding international comps which he believes is underappreciated by the Street.
  • Excellent presentation by Dillon, a key driver that has made this company a huge success.
  • She talks about the company gaining market share in every beauty category and while make-up has been weak, skin care and other categories have been growing.
  • Given her belief that a shopper experience at a physical store is critical, they see 1,400 to 1,700 stores in the U.S. from current base of around 1,400 stores, with sites on international growth, first up, expansion into Canada.
 
  • Second year Deere has been at CES.
  • CEO highlighting importance of technology driving productivity of farm equipment including use of guidance, telematics and data management, all necessary for "precision farming"
  • Next tech drivers will be use of artificial intelligence and machine learning to further improve productivity.
  • He did mention macro concerns have had an impact on farmer capital commitments, but the company takes a long term view of its markets and the company will focus on improving the productivity of its customers.
  • Stock up 1.2% today and approximately flat the past year, although up about 27% since May.
  • Company reported a solid quarter today which pushed the stock up 3.6%.
  • Stock performance may have been impacted lately by concerns the company over paid for its 37% stake in Canopy Growth (STZ is up only 10% the past year), as well as a broader stagnate national beer sales market.  Although Newland remains committed to the cannabis market, he noted that Canopy is still early in its development and is a small part of the company.
  • Modelo remains strong and he expects a strong contribution from the rollout of Corona seltzer this year.
  • Bastion did the opening keynote at CES.
  • Highlighting the company's major investment in technology to support improved operations.
  • Focus has been on improving customer in-flight and on the ground experiences.
  • Going forward examples cited is partnership with Lyft to ease the transition to ground transportation and a service that would pick up bags at customers homes and deliver to hotel etc. at destination.
  • Street sentiment is very positive on Delta with 15 Buys out of 17 covering analysts.
  • Phenomenal stock up 84% in 2019, with seemingly many buttons still to push.
  • In 2020 Niccols looking to drive growth from digital ordering/delivery/pick-up shelves, drive up window, accelerated food prep times and new menu items.
  • Although clear opportunity, no breakfast in 2020 as it posses significant operational adjustments.  A lot on their plate (pun intended) to get done the coming year without getting into breakfast, for the time being.
  • Volatile stock after IPO in June at $39, stock hit high of $99 in mid August, now trading at $69.
  • In part due to growing market concerns with competition.
  • Kurtz thinks their approach is different and proprietary with focus on breaches.
  • Also believes that security software market will ultimately consolidate, similar to CRM.
  • Everlane is private but having a big impact on retail.
  • Company espouses ethical sourcing, materials that last and a transparency supply chain.
  • Clearly right in the millennial wheelhouse.
  • A model other retailers will copy.