Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 10/17/25
Oct 17, 2025
Tarang Amini, CEO of e.l.f. Beauty, shares insights into the brand's impressive growth, revealing expansion strategies and product innovation that has led to 26 consecutive quarters of market share gains. He also highlights the importance of board diversity in enhancing performance. Patty Poppe, CEO of PG&E, discusses strategies for wildfire risk mitigation, significant grid upgrades, and the vital role of the utility in fulfilling California’s energy needs for data centers. They both emphasize the intersection of strategic decisions with long-term growth.
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Earnings Drive Market Direction
- Earnings, not indexes, drive stock moves and reveal real company strength.
- Buying the dips has historically rewarded investors despite widespread skepticism.
Position Ahead Of Corporate Catalysts
- Look through quarterly numbers to the bigger corporate actions like breakups and buybacks.
- Position ahead of catalysts such as spin-offs, restructurings, and surprising beats.
How ELF Scaled With Rapid Testing
- Tarang Amini recounts ELF's growth playbook: rapid testing, supply diversification, and value pricing.
- ELF sold a mega Power Grip Primer on TikTok shop for the regular price and it sold out in three minutes.
