Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 5/29/25
19 snips
May 29, 2025 Tarang Amin, CEO of Elf Beauty, discusses the brand's remarkable growth trajectory, including 25 quarters of rising sales and an exciting acquisition aimed at boosting their direct-to-consumer presence. Richard Dixon, CEO of Gap Inc., shares insights into retail challenges and strategic pivots in the current market landscape. They explore the impacts of tariffs on corporate performance and U.S.-China trade dynamics, providing valuable advice for investors navigating today’s volatile market. Expect sharp insights and a lively discussion!
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Tariffs Hurt Consumers Most
- Tariffs are harming American consumers by driving up prices, not the foreign manufacturers as intended.
- Businesses cannot absorb tariff costs, so they pass them on to consumers, worsening inflation sensitivity.
Avoid Wendy's, Consider McDonald's
- Avoid investing in Wendy's as it is not a strong operator currently.
- Consider McDonald's as a better alternative in the fast-food sector.
Elf Beauty's Strategic Growth
- Elf Beauty thrived despite tariffs by raising prices modestly and optimizing their supply chain.
- The acquisition of rode, a fast-growing brand, and strong retail partnerships underpin its growth.