Well. Road map begins with retailers suffering the same fate as target. Neimanmarcus is among those whose Customer Data also breached. Hear what targets ceo told becky quick, next. Ford unveiling a big change to f150 pickup truck, using aluminum in the body. Alan mulally will join us in a moment. Suntory planning to buy u. S. Based beam for 14 billion after accounting for assumed debt. Target is not alone when it comes to data breaches. Neiman marcus says mack hacker may have stolen information. In an exclusive interview, target ceo telling becky quick, the retailers accountable for the data breach that affects 10 million customers. The full extent is not known but malware installed on the point of stale registers. Target working with Law Enforcement to determine who did it and when it was done. Also steinhafel says target has work to do regaining customers trust. Challenging times for target, i can tell you that. Its a real. In the gut. Throughout the crisis, weve had a singular focus on doing the right thing by the guest. Were a company that has been here for 51 years. And weve focused on the guest and made the guest our priority for that entire time. We knew we know that our guests trust in us is shaken. But we know they love our stores, they love our brand and were going to learn from this experience and work really hard to become even a better retailer over time. Nice job by becky, guys, talking to him about what they knew and, clearly, they did know before they let us know. His excuse, they had to get call centers and stores ready. Digging is not done, by any stretch. No. This has become, when you say neiman, its commonplace. You hear people talk, stevenson, saying well get information on your phone. You know, im losing trust in the system. I dont want to put all of my information in this phone. They already got my information in credit card. I do believe this is kind of like when i listen to what happened to arod, theyre all juicing. Maybe until i find customers literally going to someone who hasnt been hacked, it hasnt happened yet, im not going to pay as much attention. The goldman upgrade to targets working. Targets going higher, not lower. Right. I mean, listen, this is a concern, a continued concern, only growing, as time goes on, one would imagine. Think about the different venders who have your credit card information. Everybodys got it. Its everywhere. And we know the thieves are only getting more sophisticated, as are the defenses against them. But all they have to be right is once, as they often say, in terms of attempts to make to try to breach a network or anything else. Not to mention, theres a lot of cost here, of course, for the credit card issuers and thats something of a dispute in huge breaches like the one we saw at target. I dont want to make any investments based for or against this kind of story. I continue to also believe that, when you get your credit card, you feel terrific, not because of the retailers but because of the banks. Everyone hates the banks, completely hatable. Im indicting right here, ill get 2 billion from jpmorgan, before i file the indictment mg if they pay me 2 million, ill drop the indictment. In the end you get your credit card, if theres a problem, its adjusted. Its a great system where the banks protect you. I think the banks dont get enough credit. If you Say Something good about the banks, you might as well be trying to stop traffic, i dont know how, in lincoln tunnel, trying to redirect traffic. Im not going to get into receipt direct traffic game. Certainly not doing much. The target storys not doing much to make up for the weakness in consumer names today. Bad news out of express, bad news out of soda, bad news out of lulu, cutting outlook for the Fourth Quarter, january meaningfully weak. Wow. Negative comp, slow to single digit. My favorite, bonton, i remember when it was hess. Adverse weather, treacherous travel conditions, december. I mean, lululemon did well in december it wasnt treacherous. You read these releases they all have the same category, same qualifications, which is that where was the customer . This that is traffic issue that Howard Schultz wrote a week ago, now were starting to hear about it. No issues at macys. Why . Maybe if omni channel, macys is combatting against amazon. I think lululemon, new ceo, clearly problems there. Express, very wellrun company, not doing it. L brands, very well the very wellrun companies are being hit. They are being hit. They are being hit. In the mall. Those who jump to the larger thesis, a major diversion where retails going, its really just about online and amazon and others competing. It is. But you can do that when you think about macys and, therefore, done that argue against the idea that it isnt just about execution to getting it right . I think that macys somehow, the omni channels working. I think this is store traffic. People didnt shop as much. Now we can blame the weather or say its something secular. They shop on amazon. Walk around with mobile devices and, right check that. Going to the mall does that explain soda . Sodas going to open 16, 17. We should have figured that after we saw bed, bath and beyond did a bad number. Bed bath sells a lot of the soda system. People like our friend herb greenberg, hes been saying its a matter of time that soda hits the wall. Soda really hit the wall. And you know it they used the term disappointing to describe themselves. Typically you let others describe that as disappointing. Margins hit, higher cost, hope to restore historical margins some time in 2014. Express news, whats disconce disconcerting to some, its not a comment on holiday, its about january. January theyre saying, meaningfully weak traffic. I know. I met with express i was surprised stock isnt down more, but its a wellrun retailer. And these are all about traffic. Thats a big mall base play. Honestly, sodastream, a lot of hype. I think theres a lot of hype involved with sodastream. Its a gadget, i think the gadget, everybody who has one, i personally believe has one, and i dont think, by the way, lets be honest, soda has peaked. Take a look at one of great Conference Calls you know i like clause hating me for liking him. I dont like the number but i like clause. Clause is overrated because of you, fine. Sister, mother. But heres the problem, he said that stop it he said sodas doing badly. But guess whats doing well . Tell me. Monster. Monster beverage. Monster those kind of drinks. Monsters doing well . Yeah. I would have thought the wellness side but that aint wellness. Teenage, i think a split between vegans and people who like high octane. Like my nephew. Namely you. I do not drink one of those fivehour energy drinks. I tried it on a friday and went to bed on monday, that was it, the whole weekend. Save your energy for this. Ford making a big splash at the Detroit Auto Show with its new f150 pickup truck. The bestselling vehicle in the country for 32 straight years. Will this lighter aluminum truck be what ford stock has been looking for . Phil lebeau joins us with alan mulally, ceo of ford motor. Good morning, phil. Good morning, carl. As we talk with alan mulally here, you just showed the new aluminum f150, and a lot of people at home are say, is it durable enough . Will it hold uf . Give us perspective on testing youve done there. Sure. Also i know a lot about aluminum, as you know. Thats true, with your background. To your point, we just revealed today. Response has been fantastic. A Value Proposition for the series is the aluminum cab and box. It will save us over 700 pounds then we can downsize engines, improve fuel efficiency. Aluminum, pound for pound is tougher than steel. In the past weve not had volume and pricing has been higher. Well introduce on the highest volume vehicle that would benefit from it the most. I think customers are going to value the toughness. How close do you get to 30 miles per gallon . Many have said its the holy grail mark. Our objective to lead in fuel mileage. Youre at 23 now. Well continue to do that. Well release those closer to when we release the vehicle, the actual numbers. Remember the ecoboost engines improve fuel feshts efficiency you wont gives a firm name . We wont release that today. Our first chance to talk to you since you made the announcement last week, im done considered for the possibility of ceo of microsoft. Not getting into details about the conversations, is what you said, but you wanted to remove any kind of question about your future at ford. Do you feel like the last several months were a distraction, as this was playing out with microsoft . No, i really dont, phil. The ford team has been laser focused. But clearly, im very pleases to get speculation behind us. I love serving ford and im committed to the ford team and the ford plan. This years so exciting for us. 23 new vehicles, twice the number weve ever done. And we are now filling out that complete family of vehicles worldwide. Im pleased about serving ford. Will you stay just this year or do you stay beyond this year . We havent changed our guidance. Ill stew through at least 2014. At least . Thats the guidance. Jim cramer has a question. Jim. F150. Its beautiful. Im a 350 guy. Super duty guy. I like this. Theres one out front. Whats the year profitable growth for all . What is the plan dividend ultimately . Remember, this week, three years ago, stock was at 18. I believe that the dividend is the driver, how high can it go. Our plan, jim to continue the dividend, even through a downturn, even as we had last time. Well increase dividend, because its very important part of the return to the shareholders, as you know. But we are getting guidance about what that maximum amount would be. Clearly, our intent to continue to do dividend, no matter what, Going Forward with the environment. China, very positive commentary. Yes. Europe talking about bottoming, latin america doing better, worse. Story, overseas . United states youre hitting on all cylinders. I think china continues to be a really fantastic opportunity for us to serve, jim. Our sales in china alone, last year in 2013, were up over 50 . Were also increasing our production cape ability with the new Assembly Plan in chong ching and accelerating new vehicles in china. Its a very important market and they love the ford brand. I think the industry will be around 22. 5 million to 24. 5 million, jim, this year in 2014. With the economy growing around 7. 5 . I think were well positioned to serve china. Alan, thank you. Phil, take it over. Welcome. You talked about the china economy. Talk about the u. S. Economy. The jobs report last month had a lot of people saying, whoa, whats going on . Are we ready for a bumpy 2014 . Whats your view about the economy and prospect of greater job growth . You bet. Well, everything we see now between the fiscal and monetary policy, we think the u. S. Economys going to expand upwards of 2. 5 for next year. In fords case, we still have tremendous pentup demand, as you reported, nearly 11 years average age. With our family of vehicles and the quality and the fuel efficiency and safety and value, you can economically obsolete your vehicle by buying a new ford. We see a good, expanding economy. Do we see job growth kick in more . We are going to high another 11,000 employees worldwide, another 5,000 employees to support our increasing production in the United States. You see a broader economy, the job growth growing, beyond ford and Auto Industry . Absolutely. Were seeing it in all sectors which we support, especially housing and construction business, energy sector. And they love, as you know, they love the ford trucks. An aluminum one. I cant wait to drive this. Its going to be fun. Well see what mpgs wind up being. Phil lebeau in detroit at the north American International auto show. When we come back, costcos cofounder and former ceo, whats his take on the data breaches involving target and Neiman Marcus . A look at feutures s p and nasdq with a positive week last week, but the dows had two winning sessions this year. More squawk on the street. Thats a good thing, but it doesnt cover everything. Only about 80 of your part b medical expenses. The rest is up to you. So consider an aarp Medicare Supplement insurance plan, insured by unitedhealthcare insurance company. Like all standardized Medicare Supplement insurance plans, they could save you in outofpocket medical costs. Call today to request a free decision guide. 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Going to create a japanese global champion in what is the key growth area in the spirits business, namely, talking whiskey. But jim beam, certainly. Bourbon, this area a key growth market. A very big price. 20. 4 times,ebida, paying 20 years worth of ebida. The two Companies Began talking seriously about a deal after thanksgiving, although suntorys been around the block a little bit, is my understanding, having spoken to people close to the situation on both sides with this company. Remember, beam was spun from fortune brands, ackman took an activist stake, fortune brands had moene faucets. And of course beam. Spin beam. And from the time it was spun, it was a takeover candidate as a Large Company in this area that is independent, that was not controlled by a family. So you have this deal getting done. They started, one would expect, lower price than where they got to. A full price, many will tell you. Yes. The idea that a pernault would be able to compete theyd have to spin or sell brands. Perault a fair balanced sheet so the idea to take on the necessary funds to do this deal, unlikely. A very high multiple, which is the reason they were willing to sell. A lot of people in twitter saying jim beam, not a great mand. No, this ismakers mark. This is salsa, a tequila, we serve looking at me, the restaurant, im involved in sales, a lot of sauza. En expert in tequila. The great growth. Sauza was on squawk last week, asking is it a fad . I can tell you, this is the fastestgrowing clear beverage. A lot here. Once beam spun off the fortune home and security, people said, remember, the old american brands. Once they deconglomertize, its a very, very fast growing business. Remember, constellation last week had a great number. Suntorys a private company, we should point out. Shareholders are not going to get upset for paying what seems to be a full price. Beam shareholders we havent heard from mr. Ackman, who i believe holds a stake here. One expect they will be happy with it. They have to be, geez. I dont want to prejudge. Premium over what was a strong stock price. Theyre having repisado. Two years. That is say . After a while it takes like sherry. Two Companies Already had a Distribution Agreement where suntory was distributing beam in japan and i think beam was distributing Suntory Products in singapore. They have some history together. But thats a real one. 14 billion, premium. Almost willing to say, weve got a merger a consumer you cant get the second word out. I want two. We dont talk about Foster Wheeler, so its tiny 3 billion deal. Beam is a big name. And cross border, which we heard there will be a lot of. Japan into u. S. , china into u. S. , its important. Youre making me bullish. Boy, this year started really tepid. Its started like beam, its moving tomakers mark. Yeah. Some are saying, lets hope this isnt the biggest deal of the year to come. Please, no. Last year we got heinz, all excited and that was it. When we come back, heating up your portfolio. Cramers on the case. Well get his mad dash, as jim said, futures are looking soggy but a lot to come. Goldman on twitter. You talk about on mad dash. Customizable charts, powerful screening tools, and guaranteed onesecond trades. And at the center of it all is a surprisingly low price just 7. 95. In fact, fidelity gives you lower trade commissions than schwab, td ameritrade, and etrade. Im monica santiago of fidelity investments, and low fees and commissions are another reason serious investors are choosing fidelity. Call or click to open your fidelity account today. Im bethand im michelle. And we own the paper cottage. Its a stationery and gifts store. Anything we purchase for the paper cottage goes on our ink card. So you can manage your business expenses and access them online instantly with the Game Changing app from ink. 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Wendys is the third way between panera and mcdonalds, fresh and juicy, i love going there. Fresh and juicy. Theyve remodeled. Theyve got tv. The game on yesterday. I like buying short hills, a fantastic one, had a great meal there yesterday. What did you eat . The double not the baconator. Double cheese i eat half. 50 mi