This time Spirit Airlines coming under pressure after a big fight breaks out in florida. We will bring you all the latest details. We have one of the most surprising trades of the month the retail resurgence, Retail Stocks surging more than 1 today up more than 5 in the last month. Check out names like home depot and lowes hitting an all time high. Walmart at a 52week high. All this ahead of macys, j. C. Pennies and in order stroms ahead of earnings. Is the Long National nightmare finally over . What do the performance say about the consumer . Guy, what do you think . I dont think its over for macys or nordstroms. I think these stores have tremendous head winds, still, you mentioned to start the show, home depot, dan has been all over walmart for quite some time. These stocks still make sense, people will knock home depot on valuation. Maybe 20 times forward earnings, its getting a little expensive kward to lowes at 16. The world continues to set up well for home depot. They continue to look, few want to play retail, mastercard, vis a sa and the resurgence of american express. Is the consumer okay though, Interest Rates are relatively low. Could it be we threw out the whole basket of Retail Stocks because we we heard a couple bad data points . It could, i dont think the National Night ma iris over yet but we have a lot coming up this week. We have macys and nordstroms and j. C. Penney and a couple others. I think that for some of them, were still going to see some head winds there. There is some unique head winds to macys, because, for example, tourism is down in new york. Thats still happening. There are mid shifting and are they going to monetize real estate, maybe not as much as they hoped, however, bart is pretty low. I know its up a little bit. Down 60 , up a little. Still makes it down a lot. So i think if you dont come into a disaster, it will probably be fine. I dont own macys, i do own coors, that report is a little later in the month. There is strong head winds there. The stock i think reflects a lot of head winds and the kate coach merger is good for them. We have this conversation about retail, why shouldnt we be actually saying, yeah, of course theyre up 5 in the last month. You basically have taken the border adjustment tax out of the way. This is the shortest sector in the market, sentiment going into earnings season is lower than going into the fourth quarter. Everybody knows retail is getting destroyed. So one, dont make a call on the consumer. This is not any measure of the consumer. I think actually the fact that these stocks are trading hire, they should be trading higher. They have very good Balance Sheets and a number of names. We know the Home Improvement and amazon trades are alive and well. And thats not going to change. Again it gets back to where there is too much store space and ubique whiwity and ecommer look at the xrt. Thats the s p, you know, retail etf here. Its still 10 from its 52week highs made in december. There are a lot of head winds these guys are talking about, maics a lot of sense. Dont forget, walmart is expected to do a half a trillion in sales this year him walmart or excuse me, amazon is about to do 165 billion. When you add that up, these two companies, it was amazon just a little bit ago when you think of what walmart is trying to do with ecommerce. They try to put the ecommerce out of business. To me, its not just the amazon wrecking baum and you get target to get into the game. So the head winds that you are facing for Department Stores dont ease up any time soon. I dont think we understand that. Does that make the other retailers uninvestable . Are they trade at all even at these levels . We can still be destroyed by amazon and walmart. The anchor stores to me are these stocks have had nice bounce, nordstroms is going from 41andahalf to 50 today in a short period of time. To me, thats a short covered rally into earnings this thursday. I think you will get another opportunity to sell it. A little north of 50. I think it goes down again. I think macys tremendous head winds, valuation dont make sense. The names that tim and karen mentioned, walmart specifically seems to have figured it out. You look at target and the problems theyre having overlay what walmart has been doing. Its clear walmart is ahead of the game. Pbh, cam vin klein, et cetera. This is a game in the apparel space has carved out good numbers. The margins continue to be very good. They have goods momentum. They got over the problems, the ubiq ubiquewitty issue, theyre better down the road. I was talking to an analyst a couple minutess ago, i would, meaning him, would want to be quote unquote in the retail space for giving the product to distributors, not the macys, the coach and the coors, ralph lauren, the investors the content so to speak. The content. And there we seen them disintermediate the Department Stores, perhaps they consider they want to have less wholesale exposure and under the price, i think one thing thats interesting to me, im very curious to see what happens with deckert. To see if anybody wants to buy them. They have strong brands, a very strong brand, to see whether there actually is any private equity or corporate interest in them. That to me sort of gives me a hint about how retailers view their own landscape going forward. One thing we need to talk about, w wayfair the stock was up huge on a nice revenue beat. That was good. Its along the line osf a home depot and lowes, more than apparel. Apparel is taking it on the chin. I think it comes down to competition. Under armour is another name direct to consumers. Under armour is not doing it in the same way. They are going through a painful transition from going to this upstart high company to a global brand that frankly cant keep up with its sales, i mean, i think the valuation cannot be. Theyve had Major Management in this company. This is not a company that will turn themselves around overtime t. Competitive landscape in the footwear and atmosphere athleisure is under pressure. If other side, tjx does so well, when you go to tj maxx. They get under armour and nike on the cheap. You boo i the runin . The ones you have to borrow over the weekend . I bring it down to 16, i think the stock rallies. Anything to invest before and or amazon . And costco, too. The Department Stores, there are way too many of them. When you think of the big guys, intermediateing Department Stores, selling mass bulk. It seems i would stay away from all. I would call them dead cat balance on the at the present time stores. Stick to your tj maxx. Most different times it does really well. One point, with oil going lower, okay. Im not sure this is an actual boone for the consumer. When you think of how many jobs we lost, when oil got cut in half over the last few years. Then you think about the tax cuts and whats going on with health care, its not exactly great for the low end consumer when you think about it. For me, i see more head winds for the consumer. In other words the reason oil prices are lower, the same reason why i think apparel is lower. Technology is making a major disintermediatiation bringing a lot of things to market that couldnt come to market. I think to say the consumer i think is getting a benefit, which is your first point. You say not. We have been talking about this story two years, i think you get to a place where the consumer, the benefit to cheaper prices and apparel, they dont have the same wage growth t. Reality is they still spend as they have been, but i dont think that that changes any time soon. You are a longtime investor to macys. Now you are not. Yes. Is there anything macmacys do. In my own head, sometimes you want to walk away. I wouldnt be shocked if the trade is up a little bit. If they do, they do a very material real estate deal maybe be id rather be in Something Like childrens place, which has been hitting on all slinders. They have a good mark, a great product. They trade at a multiple very different than some of like a macys for sure. But i do think, though the shift of consumer dollars, the consumer is very wealthy away from afarrell to other things is absolutely happening. We see it on live nation the other day. Experiencing restaurants, et cetera. Ferraris, tiffany, lgmh, are you seeing it. Coming up, check out shares of disney, the after hour session lows, bob eiger speaking on a Conference Call right now. We are bring you the latest comments on the quarter. Another viral video hitting Airline Stocks today, the rest is surging. Could this nightmare pr be creating buying opportunity and snap gearing up since going public back in march. If history is any indication, you might want to sell right now. We got those details, much more fast money still ahead. Still. Theres a denture adhesive that holds strong until evening. Fixodent plus adhesives. Just one application gives you superior hold even at the end of the day fixodent. Strong more like natural teeth. I am benedict arnold, the infamous traitor. And i know a thing or two about trading. So i trade with e trade, where true traders trade on a trademarked trade platform that has all the. Get off the computer traitor i wont. cannon sound i wont. When this bell rings. It starts a chain reaction. Thats heard throughout the connected Business World. At t Network Security helps protect business, from the largest Financial Markets to the smallest transactions, by sensing cyberattacks in near real time and automatically deploying countermeasures. Keeping the world of business connected and protected. Thats the power of and. The shlike a bald penguin. How do i look . [ laughing ] show me the Billboard Music awards. Show me top artist. Show me the top hot 100 artist. They give awards for being hot and 100 years old . Well take 2 [ laughing ] xfinity x1 gives you exclusive access to the best of the Billboard Music awards just by using your voice. The Billboard Music awards. Sunday, may 21st eight seven central only on abc. Welcome back to fast money the tale of two travel stocks, trip adviser and priceline, the stock is headed in different directs after hours. For more, lets head back to susan lee. Melissa, priceline the down in after hours on a mixed quarter for the company the Company Announced its cfo, he will be retiring, but he will stay on until they find a new cfo to replace him. As to the numbers in the quarter, analysts have been raising it heading into the private miss since 2012 a. Pretty good set. On the call, we blamed an extra dapd and a leap year last year, so tough compares, Easter Holiday this year, many reasons behind their revenue lack. The main track on the shares was the guy in the Second Quarter, way below estimates. Priceline says those seasonal effects which helped them in the First Quarter will track in the Second Quarter. Priceline gets more than threequarters of revenue and cheaper euro is better fitting. Meantime, despite a fifth miss from trip adviser, shares are rally income after hours on a beat and their cliff face transaction revenue the socalled instant feature that trip adviser rolled out over the past year, but they havent really benefitted from. The company says that strong growth in the u. S. Market needs a more review seekers are booking their hotels on trip adviser and monthly visitors increase 14 up from last year. The stock, though, has hit threeyear lows this year and you know maybe weve come off bottoms, so there have been a lot of bearish calls heading into the earnings season, travel has been doing well, up 6 him some say the shift is going to experiences, melissa, back to you. Thank you very much, susan lee. We have to talk about this priceline. Do you think last year, there werent any calendars available to the management scheme and all of a sudden the calendar for 2017 comes down, oh, the calendar is different this year. Extra day, leap year. Like we didnt know about that. Thats one of those things i think you sort of leave it alone type thing. This quarter was fine, gross bookings were up 20 year after year. The Second Quarter eps guy, its almost the word should be catastrophically bad. They were looking for close to 15 bucks and got it to 14 for the Second Quarter. Im not really sure where that comes from. Im inclined to give tlaem pass, because its been dead selling to me, but i dont know where they owe owe. Catastrophically bad, listen, this is not a stock you have over. Its up 30 of the year, it broke out and rallies 6. 5 in the quarter. So they got eps down 9 t. Sales guidance was basically a slight miss. At the end of the day, this was maybe sanity, maybe they are using that calendar as an example, maybe theyre resetting that expectation. Q3 is the massive quarter. I dont think its unnatural to see management give it. Its up 30 on the year. Its not catastrophic. Its not like this is something starting to snowball in the after hours. We are down 15 . Some may be tired, they did beat by quite a bit here on this quarter, right so if theyre looking a little more than a dollar and change, lower on the guidance for the next quarter, they did beat by over a dollar. Its a huge beat on the eps side. I guess maybe some of that shift is true, though. I also find it ridiculous, oh, easter, we didnt know when that was going to happen. Who could have seen that coming . The Global Trends and the growth of this company exist on the other side as well. Trip adviser, by the way, the guidance the reaffirmation of 2017 is what matters. There has been no eps see through for investors. Thats why the stock under performed. The travel space, another day, another glimpse of mad maxon earth, courtesy of the airline industry. There time a brawl between Spirit Airlines and passenger and staff offering up yet another black eye for the industry. Phil lebeau joins frus denver with the latest. Phil, that was quite a fight caught on video. Bell lisa, i think thats what people are talking about today. This is video, let me show you from ft. Lauderdale last fight, spirit canceled i think three flights. Something smacked with one of the passengers, somebody said something to somebody else, you had a melee that broke out. Three people were arrested after this fight in the airport. Heres what the people that were there had to say about it. I cried, im not going to lie, im a cry baby. It was a chaotic. Fights broke out. Lines were twotothree hours. Reporter so whats going on with spirit today . There is an update, a court said the pilots who have been engaged in a highly debatable work shoppage, they say it hasnt been a work stoppage, but there have been 300 flights canceled. The court said, you cant do that anymore t. Pilots union stated it will honor that ruling. There is another hearing on this matter that is scheduled for may 15th. In the meantime, when you take look at shares of spirit, you might be saying to yourself, look, like all the airlines, they must be down because of all of these incidents. Not the case. Up 50 this year, mem lisa, we have talked about it time and again the planes are number the profits are up. Generally speaking with the exception of some of these very high profile incidents, were not seeing an impact on the airlines. Yes, more shocking video, that is not hitting the bottom line. Thats not worrying investors. Karen, a quick question. It seems like people may be seeing these airlines as a bank, if you can get yourself on a video where an employee of the airline does something bad, maybe thats a home run for you. Yep. And theres an incentive to do there. Is that how the airlines are feeling . Well, they wont say that publicly, karen. I can tell you privately, when i have talked with executives at a number of the airlines, theyre hearing that, theyre hearing that from people like maybe ill Say Something and it will be caught on video and then you have to pay me t. Airlines are aware of this copycat phenomenon out there. Although we have not documented airlines had to pay up because somebody had sort of manufactured an event. All right, phil, thank you, phil lebeau joining us from denver. There have been a lot of incidents, the latest comes after a couple of turbulent weeks. Stay with me. Disturbing video for the American AirlinesFlight Attendant after snatching a stroller from a mother. Also video of two flights, pale passengers brawling on a flight to tokyo. And a pilot suspended after hitting a female passenger trying to break up a fight. Of course the viral video of the united passenger forcibly removed from a flight and the most unwatchful of all, kenny gs impromptu inflight concert. [ music playing ] you got to wonder if anybody is complaining. They felt a lot better. Google. Horn. Why is he playing that . You know what that is . Its a clarinet maybe. I dont know. Anyway the airlines had a good day today. I agree with karen, this has gotten to the point where social media has a personal victory, saves pull back, its solely the results. They announced last week those numbers were fine. Stocks moved from basically 35 up to 60 and a bullback in the last nine months. So the airlines to pe are very investible right now. In fact, i go for the bargain bins. Thats american and delta. American had good traffic numbers today. Yeah, also we saw warren buffet and then at the summit conference, so airlines are sort of people, navy now think all right, there sort of very cyclical p. E. Multiple that airlines are getting, maybe they should get a higher multiple. Its been an all time high. Spirit Airlines Real quick, 11 times forward earnings. The numbers were fine, i think but for this incident this stock would have broke 60 was a huge level to break through. It was on the precipice of doing so. Im with dan, a snark about lines. One thing about that mon tanl of videos, i think this stuff is always going on. I think that p