The big rally yesterday. We had the dow dipping 131 points, s and b backsliding 4. 8 , nasdaq edging down 2. 9 this is a good moment to consider where well be in six months because its controlling a lot of action we see in the stock market so the question is will we go back to the old normal once the pandemic is over or will some aspects of the new normal remain some could be permanent. Real engrained habits. Right now wall street is trying to guess which is which. Remember, the market is a forecasting machine with expectations about the future much more than facts about the present. Thats why i say we dont care where stocks have been, we care where they are going so whats the market saying about the post pandemic economy lets start with the obvious one many missed. Peloton. Im getting right to it. Its incredible how many smart people bet against this maker of smart exercise machines. When covid hit Money Managers figured gyms and spin classes were kaput many tried to crash peloton holding in the 30s assuming its a stationary bike with a video screen gym chain after gym chain filed bankruptcy fly wheel, bankruptcy and peloton stock soared to the stratosphere the company is here to stay and to ensure the competition stays dead people got in early with a lot of inventory and brag about it why not . Not anymore. The verdict, the market is screaming peloton is the real deal next up, the pandemic taught a new generation how to cook at home because its not really safe to dine out you would think that means great things for packaged Food Companies and putting up fantastic numbers but the stocks are getting clobbered because the market thinks they have no post pandemic staying power. Todays beat down with mccormick. The spice maker and campbell soup, the same investors like the web, digitalization, they believe that pinterest, the virtual pin board platform full of recipes is totally real i think the market is making a misjudgment. We shouldnt be writing off food stocks when campbells works out the supply chain, the cash flow is huge mccormick is not getting enough credit for franks hot sauce and franks mustard. More on that later thats just my opinion the markets opinion, packaged food players, no staying power how about the home office . All right. When youre stuck at home thanks to covid, you spent a lot of money to make it a nicer place to live and work hence, the spectacular rally at way fair, the Online Furniture store. This once struggling company was saved during the pandemic. In february, valentines day, way fair laid off 550 people and the ceo saying the business invested too heavily a few weeks later, covid and these investments paid off and the stock surged from 221 to 300 while way fair and still trading merchandise online, it is tough to go back way fair is a margin furniture play what if you have deep pockets . You go to rh, the company formally known as Restoration Hardware that is cleaning up the past six months. Ga Gary Friedman knocked the ball out of the park. Im shocked it only has a 7. 3 billiondollar market cap when rh is headed to 5 billion. It has more upside this stock is trading like the growth is here to stay its only here to stay side. Next up, the Great Outdoors. Brunswick is basically out of boats with back ordinaries they are trying to make them as fast as they can amazing number of new boaters, especially women dont ask me, ask my 17foot boston whaler. Doesnt matter wall street decide it doesnt have staying power i think they are dead wrong. This industry is expanding the number of new boaters is amazing. You can rent them out for ridiculous prices right now but there is no argument with wall streets victerdict for the mom. Cars, commuters are turning to used car dead lers to get around before covid, carvana, you dont have to talk to anybody. People dont like to talk anymore. The younger generation, they text wish theyd call me, uhuh the verdict staying power for carvana. Well speak to polaris tonight, pii. I thought it would be here to stay side. I dont know i question the markets judgment with brunswick laid off a quarter of the work force in may that looked like toast. Who wants to say in someone elses house during a pandemic turns out the answer is pretty much everyone who has to travel. Nobody trusts the hotels here and you can rent out a fabulous house to airbnb for more than a hotel room you get there. What do you do you clean the darn place with the mad money no, disinfecting wipes this is what you use for heaven sake stay focused tons of people working remotely have decided to decamp to an airbnb all over the country because why not . Might as well be somewhere nice. Hey, you know what my wife is doing it. Shes going to florida, packing those, packing these to avoid a resurgence shes going g ting to del ray supposed to be a nice place. How about rvs . The largest rv maker reported incredible numbers yesterday best backlog and latest inventories ever rvs are the safest way to travel with your family the market decided no staying power. No staying power this is staying power, no staying power. I say let the reserve judgement, lets reserve judgment until we hear what management has to say. Lets talk about dominos thats transforming the way we eat. Order online on any device, put it on a pedestal so you dont have to talk to anybody and put the tip on the thing, order with your watch and they are developing better wings, thank heavens. This is another lastman standing situation which is the markets way of saying dominos staying power. Facebook, etsy and shopify are empowering small businesses. Shopify is the most aggressive e commerce for small business. Etsy is the marketplace for hand crafted goods hanging in there because the market believes in these stories and i agree. Look, its hard to know what has staying power unless youre convinced the pandemic is heading for a huge resurgence that could send us back into recession. That could explain why this is here and also there. Thats a statistical oddity. The bottom line, i want to peel all the guilty judge 78ments buh upper courts may be unyielding you cant expect them to come back shortly longer term, the jury is still out and that could be the opportunity. Fred in my home state of new jersey, fred caller jim, thanks for taking my call my question today is amgen i held it since february 2018. Taken profits when it made sense and adding to pull backs and early september, i sold all of amgen to make room for nike. I was fortunate to buy nike before the recent price spike. Nice. I believe amgen reached a target price but now im not too sure should i retake another position in amgen. You may be right to revisit the travel trust in seattle is a real winner. You know what . Amgen has a lot of irons in the fire including amazing oncology franchise they arent getting any credit for guys, if the market is turned against your covid names, they may not come back for awhile lets see. Mccormick reported an earnings beat and a 2 for 1 stock split this morning the stock still took a hit why . Cooking from home. Does it have the right spice is the Great Outdoors theme hold up . We got to sit down with polaris to find out and can thor cruise along as people look for safer ways to travel my wife knows how to drive one, me, im along for the ride so stay with cramer announcer dont miss a second of mad money. Follow jrkszimcramer on twitte. Have a question, tweet cramer madtweets or send jim an email to madmoney cnbc. Com or call us at 1004387cnbc. Miss something head to madmoney. Cnbc. Com. [announcer] if youve tried college but never finished, snhu lets you transfer up to 90 credits toward your bachelors degree. [woman] it doesnt matter how old you are, you can do it. You can finish. [announcer] finish your degree at snhu. Edu. A good education takes you many different horizons and that sticked to my mind. So, when 1 a day came out, i said, why not . Why not just utilize that resource. And walmart made that path open for me. Without the 1 a day program, i definitely dont think id be in school right now. Each week for me in school is just an accomplishment. I feel proud every step of the way. This morning we got some great numbers from mccormick one of my favs, the spice and seasoning maker. The company delivered a top and bottom line beat and management reinstated the forecast after pulling march and it didnt seem to matter. The stock got slammed falling 5 even though home cooking is important to the stay at home economy. The forecast was a lot higher than the original 2020 guidance in january it fell short of what some analysts were anticipating given there is only one quarter left in the fiscal year, a lot of people looked at the numbers and worried about the next quarter and like i said at the top of the show, wall street decided the food place has no staying power once we get past the pandemic i think theyre wrong. Mccormick is a fabulous longterm performer since it bought franks hot sauce and mustard. If the stock is pulling back, i bet this is yet another viable pull back. Lets check in with the chairman and ceo of mccormick to get a better sense of the quarter and where his company is headed. Welcome back to mad money. Great to be here with you and i couldnt agree with your comments more. We got to talk about that what you have said over and over in your Conference Call and in all press reports, you keep using the word sustainability. If you didnt think it was sustainable, i think you would say i wish that it had more staying power but your word is true every quarter so why do you feel its so sustainable well, our consumer segment is seeing strong sustained consumer demand as eating at home continues because this is really become a trend thats becoming a habit. Our household penetration is up 8 thats millions of households. And the repeat rate is up 7 that means consumers are using our products and coming back for more weve gained market share and most of our categories and this isnt just the u. S. Phenomenon, this is happening around the world. Its going to drive growth for a long time to come. Now, we know that china is a precursor of sustained consumer demand and china is remarkable for you. China is our biggest market outside of the u. S our brands there are the same brands that consumers would see here in the u. S. As well as on china specific brands and china is several months, maybe more than that ahead of the u. S. In terms of recovery and yet, were still seeing sustained consumer demand in china, as well. Well, you know, i struggle because i try to understand whether the market knows something i dont, and i seized upon the idea that perhaps when you talked about the idea that some of the smaller restaurants may not be able to make it, that maybe think the traditional food service customers, maybe are people are worried that is what is slowing down and a lot of restaurants are going out of business our flavor solution segment that serves the restaurant industry, we had a strong bounce back in the Third Quarter. You may recall that in the second quarter, we were down strongly in that segment were almost flat in the Third Quarter. You know, there is quite a range of restaurants but Quick Service restaurants, you know, restaurants that are oriented towards a take away and drivethrough and eat out as opposed to dine in, you know, theyre really recovering well our Quick Service restaurant customers are back in growth in some parts of the world and recovering very strongly its the individual restaurant, the white table cloth restaurant, restaurants like yours, jim. Right. Where they are in areas with lockdowns still in place, those are have a tough road ahead. So speak to me about weve talked a lot about hot sauce speak to me about mustard. Youve done a remarkable job at the supermarket. How is that going . Ill step back and talk about hot sauce, as well. Okay. This consumption growth that we have seen overall in the Third Quarter across our whole business in the u. S. Was up 28 , which is a Staggering Amount of growth in the single quarter hot sauce was one of the strongest categories at 43 but old mustard that everybody thinks is so boring was still up 10 . Why is that . Consumers take food home and the number one carrier for food is a sandwich. Everyone knows i eat mustard. There is no calories for heaven sake i have to cook because my wife is separated because of covid. I put the hot sauce on because i need it to be different every night. I put the spices on because i need it to be different. I cant be alone every one of the recipes says to do it. Jim, restaurants is taking away or eating at home franks hot sauce, old bay hot sauce, frenchs mustard, our spiel spices and seasonings, consumer are using those. We have both the restaurant consumption from the preparation of the food in the first place and then the consumer is putting our products on it at home, as well. I made a bunch of chicken yesterday. Ill put franks on tonight because it has to be different than last night. Were huge believers in the accessibility of stocks for individuals. You gave us a two for one, why some dont care about stock splits ive gotten individual investors thanking us for the stocks play. Its been since 2002 since mccormick had a stock like this. Weve had a long run of tremendous performance but our price per share was four times the average of our peer group and we want to make sure we brought that price per share down into a range where individual investors can buy shares and give them to their kids and participate in the success of our company. Standing with black communities, mccormick partners with social justice organizations, follow up on our commitment to standing with black lives. They made one statement and moved on thats not your way. I checked with 500,000 and i just picked one, ed reid is doing st. Rose park, building a park donating here, thats the local feeling. Everyone in baltimore knows hes a hero youre picking the good ones, huh . We didnt pick them we wanted to make sure that we got to the right organization so we let our employees pick them so we put together an Employee Committee made up of black leaders. We allowed employees to nominate organizations that supported the black community and we let that Committee Direct how the money was spent. So im glad we got one of them there, jim, but we announced support for 26 organizations we hadnt previously supported before we wanted to make sure we werent just talking about it but putting our money where our mouth is. Ed reid destroyed the eagles any time he played us. 100 black men of america Greater Baltimore Urban League and equal Justice Initiative this is more important than the money than what i talk about a lot. Naacp Legal Defense fund, Thurgood Marshall fund your board looks like america, correct . We have an incredibly diverse board. Our company is founded on a principle called the power of people that includes diversity and inclusion and respect for the individual that diversity goes up to our very impressive board of directors. Our board of directors, you know, there are ten outside directors, four of them are women, two of our directors are black. We have a north african. We have a latina were a board that really believes in diversity because we are diverse. And also, because its Good Business, right . It is Good Business absolutely. I want people to know that. I dont want people to think its for show. Its Good Business to get people to do the right thing, even the ones that dont think about it, right . Were the top 50 companies rated by diversity and inclusion. Were a top 50 company for latinas. Were a diversity, actually, were Top Ten Company for opportunities for women. Were also on all of the top lists for sustainability one of the 100 most Sustainable Companies in the world it is possible to do the right things while delivering top tier performance. Amen. What a great quarter the chairman and ceo of mccormick, mkc long a favorite of mad money and were sticking by it mad money is back after the break. Thats what my dad does. Good job, michael ok, lindsey now tell the class what your mommy does. My mom has super powers. Its like she can see the future. What . its like she time travels in a rocket ship. Thats cool and then she comes back saying try this or try that. She helps everyone. She helps them feel less worried. Wow mommy, so what is it that you do . Im a financial advisor. She is aig proudly supports all the professionals taking care of our financial futures. But we are hoping things will pick up by q3. Yeah. Uh. Boss doug . Sorry about that. Umm. What. Its. Um. Boss you alright . [sigh] [ding] never settle with power e trade. It has powerful, easytouse tools to help you find opportunities, 24 7 support when you need answers plus some of the lowest options and futures Contract Prices around. Dont get mad. Get e trade and start trading today. After a brutal month for the market, were on the hunt for high quality stocks of companies that have come down to levels where i think they are too enticing to ignore lets talk about polaris, all terrain vehicles, slingshot threewheel road sters i like. Here is a company with a lot of business thanks to the pandemic. If you want a covid safe vacation, sometimes the only option is the Great Outdoors they reported a true blowout quarter but the stock pulled back 17 from the august high. This is a little nutty polaris announced a tenyear partnership with zero motorcycles to develop electric off road vehicles and snowmobiles. Im intrigued by this. Dont take it from me. Lets check in with the chairman and ceo of polaris to learn more about this incredible electric Vehicle Initiative the market ignored. Welcome back to mad money. Glad to be with you great day for polaris. Everybody wants ev but i want outdoor ev because 1789s sometiy kids dont like the stink of diesel i thought it would be impossible to have ev. Zero motorcycles has proven over the last 14 years, they know how to make great bikes they have a great brand and sam and his team are wonderful to work with and we saw an opportunity to bring electric and nobody provides the capabilities to bring our customers the performance they need at the spee