One minute youre yelling at them to get off their loins and then theyre taking over the world. I like them back home and youre yelling at them. Thats what happened today. Dow dipping 24 points and s p dipping and there are changes underneath. They are about the millennials. What do i mean when i say the kids are taking over . Theres a group of consumers that simply dont behave like any other. Im talking about these millennials. Many of the people who run companies these days, they have not a clue what the Younger Generation is up to or what they think is right or how theyre different from their parents. These millennials frankly, might as well be aliens clever, tricky aliens who arent bound by any of the traditional ways most people believe. Even if you can think like the millennial, it may not matter because of structural issues that prevent you from making changes at your company to please them. You may see the train coming but you cant do anything about it if youre tied to the tracks. Every time we think that some of these old dogs have learned new tricks, the dogs get eviscerated. As the tricks change once again, case in point, macys. This morning, macys poinltsd to truly hideous earnings missing everything from the stores to the sales and what went wrong . You know what . I dont need to put any spin on interest. I will let Jeffrey Jeanette the new ceo tell you from his Conference Call. These are unusual challenging times for retail especially mallbased Department Stores and we know these changes are secular and not cyclical meaning these shifts in Human Behavior arent going to change with the times or economy. Then gennette says, we see continuous shifts in shopping trends driven by the rapid adoption of technology and for some of our customer segments greater emphasis on value and experience. We talk about that a lot on our show. He continues as for the Retail Industry overall weve known for some time the United States is overretailed compared to other markets so its not surprising to see the contraction in retail Square Footage and take some time to tell how the consolidation and closure of some brands impact us. Ouch. Lets take these one at a time. The rapid adoption of technology refers to the smartphone and how imempowers millennial customers who dont want to waste time shopping before they do home work at the mall. They go to google or amazon and contrast and go to the store having a sale and nowhere else in that mall or just buy from amazon if theyre too busy or dont have a car. Many of these kids dont drive, they have uber. Sometimes they dont get off their duffs because theyre too busy multitasking, watching netflix or order a Dominos Pizza and crack open a beer or just bark at alexa and it arrives the next day. Soon they yell at alexa to get the best value for an item and shell search and learn it the next day. Thats called deep learnia and a stock will make that possible in a couple years with its fabulous chips. Thats why we like the stocks of apple, and many others so much. You can substitute Electronic Arts and interactive because all the of them benefit in a similar trend. In this new world the brick and mortar store is a negative value. The only reason the retailer wants to be attentive to not only sell you what you want but what you didnt buy in the store. If youre ordering or picking it up rather than making a beeline for what you want and making an impulse purchase, the idea of being a mallbased retailer is lost. As more and more kids grow up and become the kind of consumer im talking about. Profitable stores become unprofitable and so on. Can macys offer s ts the expere millennials say they want . I dont know. I see at lot of things on racked with crooked sales signs. They want something to be memorialized on their instagram page. They dont want that on social media judging from the users at snap they arent using snapchat and macys either. If macys were the last man standing that would be one thing. The fact is we have had 4,000 stores close already we have six times as many as much retail space we need. The overstoring is totally wrong at a Time Technology reigns supreme. The only real winners who buy goods that are closing. Tjx, Burlington Stores and others. No traditional retailer like a macys can possibly keep up with that headlong change even if they had time to think about it as was the case with macys that saw transformation coming but couldnt adjust. It was like the polish army in world war ii. It tried to field cavalry with german tanks and did not end well. What else have we seen change in, television. I know there is talk about the cordless cutters, this is the shoutout to cord nevers. We heard on disneys Conference Call that got worried. A cord never is someone who will never look at traditional advertising. You can only meet them online. The cell phone has replaced the television as discussed by apple tim cook at cupertino last month. Go to your apps and you can see them all. Open your cell phone, tochdont that. Open your watch. There are plenty of companies that cater to facebook friendly experiences from six flags to david and busters and expedia and footlocker where they like to try on things in person. This is running roughshod over all consumer oriented entities. We learned from macys it no longer matters if you see it coming, it runs you over anyway. How about rick in mysterious, please . Jim, how you doing . I am good. How about you, rick. Good. As for my question about Valeant Pharmaceuticals and leaving it at a bargain do you think the street will start loving this any time soon . Its hard to love all that debt. They should do an equity offer to reduce it. People shorted it and still in short position and have it covered because the down side is quantified. They rolled out their debt in a very responsible way, theres no maturations and the company can troll along and maybe they come up with new drugs that are big. Right now i dont see any. I think its either a good long or short. John in dunn edin. Good to have you. Caller i havent spoken to you in a while. Id like your input on conk, glw . They have great technology. Always proud to see those guys, a great well run Family Company in new york state. I think the stock is good, john. Thank you for check ing. I miss you. How about tyson in my home state of pennsylvania. Tyson. Caller booyah from pittsburgh, jim. Thanks for taking my call. Go pens. Caller go pens, baby. My grandfather is an everyday viewer of yours and tuned me into your show. Thank you for the incite over the years. Thank you. Caller my question is regarding Synergy Pharmaceuticals it has traded down since the lead drug in january. With all its done higher a large experienced sales force and undergoing a review for patients suffering, do you see synergy as a buyout energy or attacking the market on their own . Is this a good time to buy, sell or hold . Pure spec. If you want to spec i certainly will not fight you on it. It did not have the quarter people want. Its early stage. I cant recommend it for anything other than a speculation. The millennials are coming. Their impact is being felt across the economy from retail and beyond. Could a whole new strategy in whole foods make the stock ripe again or could the Company Still spoil your portfolio . After earnings. Hundreds of brands from ben jerrys, is it time to get to know this stock . I will sit down with the ceo. Helping providers sell valuable capital but could help provide value for your portfolio. Ive got exclusively the ceo. Stick with cramer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Look closely. Hidden in every swing, every chip, and every putt, is data that can make the difference between winning and losing. The microsoft cloud helps the pga tour turn countless points of data into insights that transform their business and will enhance the game for players and fans. The microsoft cloud turns information into insight. Its a simple statistic. Its called samestore sales growth. When a retailer has it, Money Managers by the stock, when its lacking, these managers sell the stock. Comparing like for like how your stores did this year versus last year, not much more to it. Positive numbers signal health. Negative numbers equal sickness. For years i tried not to be bound by samestore sales. I would say that outfit is so good ill overlook theyre falters. That chain is run so well ill wave it. A real Good Shopping experience or items like affinity programs or new ways to order online. I get subjective. Every time ive done that and left my discipline about retail i have been wrong samestore sales like organic Growth Numbers for institutions like manufacturers they dont lie, they tell you the real health of an institution and why i didnt care about the mum bow jumble about the Conference Call last night. Major boost in the dividend, amazing unexpected. All sorts of new Board Members in excluding footlocker, new engaged chair woman dynamite. Highest sales per square foot of any retailer, super but how are the whole foods comp stores . Minus 2. Anticipating. Ouch. Minus 2. 8. Ouch. Never mind. Forget those goodies i checked off. I dont want to buy that stock. Thats the pulse the only thing that matters. Focusing on alternative metrics is like asking other than those samestore sales, mrs. Lincoln, how was the play . Throughout this stock sickening decline into morbidity when the wholesale actors partners got in there was always like they were slinging you werent being coherent demanding samestore sales growth and made you feel petty and insistent they beat the comps. They have new goals, the changes to have the samestore sales growth by 2020. If thats their plan, they will lose them. If they have such high square feet or it will be taken private with cash flow and be reopened with a whole warm front of management gone including the management of the regional teams until the growth ended. The response, we increase the dividend to get to 2 yield. We think a 2 yield will attract a certain investor class that hasnt maybe looked at whole foods until we get to that yield end quote. Heres bad news, a couple ways to get to a 2 yield, one you boost the dividend and two you hold the dividend steady and keep putting up negative Comparable Store sales, believe me you will get to 2 over time as your stock goes lower. Despite all the changes aunuu blood i dont think they get it. Growth is the metric, same store tales growth. Dont think outside the box, is there a reason the numbers dont matter. It didnt work for abercrombie fitch, sports authority, sears, you name it, i can give you dozens, it wont work here either which is why the stock actually rallied today because the activists at jana arent done. Jana knows if management sticks to this timetable the marketplace wont allow whole foods to stay independent that longer. The stock goes up because its too juicy a chance for someone else to come in and fix things if the current leadership doesnt have the guts or smarts or heart to do it themselves. Believe me, if they wont, somebody else will. To sunny in california. Sunny. Caller hi, cramer from livingston. Nice whats happening. Caller im wondering from target its bottomed out with dividends earnings coming up, i wonder if this could be a thing for my long term portfolio . My daughter did go to target this weekend. Im not tempted i think target is undergoing this whole change in retail i talked about. I thought the calls would not go back lower than 5 . I cant recommend target here. Im sorry. Theres retailers i do like and i talk about them all the time. Thats not one of them. Gary in south carolina. Gary caller yes, cramer, how are you doing . Im doing well, gary, how are you . Caller great. Im doing pretty good. I do own your stocks, the f and the g only. Thats right all right. Caller im wondering about at home, im thinking about buying that particular stock. We liked it much lower. It has had such a big run, i cant recommend it here. Home depot was down today. I think tomorrow might be a good day to start buying some home depot. Remember, their Holiday Season begins now because their Holiday Season is about gardening. You want to understand the whole story of whole foods. Start with its lackluster samestore sales. Move needingle without change with that number. If you cant figure it out, current management, someone else may have to which is why the stock went up today on bad numbers. When youre reaching for indulgent ice cream, soups, luxurious shampoos, chances are the p brand you pick will be this company. With trumps overhaul on obamacare, is it the time for private healthcare . I will sit down with ama healthcare. No stranger to the world esbiggest companies and walmart, even the air force is putting this Companys Technology to work. Can it help you . Stick with cramer. The disruptors are back. A combined 200 billion. Were talking innovators and risk takers and inventors. Over 800 Companies Competing for 50 spots. Whos in . These are the most Amazing Companies ive ever seen. Begins online 6 30 p. M. Eastern on squawk box. Often reveals a better path forward. At wells fargo, its our expertise in finding this kind of insight that has lead us to become one of the largest investment and Wealth Management firms in the country. Discover how we can help find your unlock. Your insurance on time. Tap one little bumper, and up go your rates. What good is having insurance if you get punished for using it . News flash nobodys perfect. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch and you could save 509 on auto insurance. Call for a free quote today. Liberty stands with you™ Liberty Mutual insurance. When a company like this came online, how do they innovate over a century of business, make a big splash, reinvent . Will their invention of the future be enough to keep wall street smiling about unilever. Lets talk about the incredible saga of unilever. The stock rallied 30 yeartodate. This is not a small cap stock. A 160 billion we home meth. They make lipton tea and dove soap, helmands mayonnaise, got a takeover bid from kraft hines that sent the stock soaring a and they rejected the offer. Good. Normally when that happens it goes down but the same stock goes higher still. Thats actually what unilever did and brought out more value than its potential takeover could ever hope. How did they do it. To create the acceleration for value of its shareholders. Early last month they came wake up a plan focusing on core brands for new distribution charges like amazon and large dividend boost and hefty buyback. The story got better. Turns out this company is doing much better than we thought. No wonder they didnt want to accept kraft hines offer. Its been a juggernaut. It is my delight to invite to our set, paul pullman to my set the committee of unilever to find occupant whats happening next. Good to see you, sir. Thanks for having me. Walk me through what happened. You got a bid. Obviously you didnt want to sell and obviously too low. Then you did a reorganization and brought it more value in that reorganization than any thought possible. Tell me that narrative. Its quite incredible. Obviously the value has always been there. Its probably more visible now. When i became ceo i decided to stop quarterly reporting and guidance and thought it was time to just deliver. I come from a part of the netherlands we keep our hands down and deliver and deliver we have done. Our top line growth has been 5 a year on average and market only growing half. Our shareholder returns 200 . In november last year, we are making the company more innovative and faster. We didnt put promises behind that. This attempted takeover bid came and tried to capitalize basically on the value we have in our model and came out and said were driving our margins to 20 . We continued to believe in our long term compounding model, working our portfolio preps a little more aggressively, 12 dividend increase, which comes after 36 years at 8 a year. I can buy that. There we go. The market, unfortunately reacts to that and says, hey, wow, these guys are going to do it. Reality is we would have done it but rather celebrate it afterwards than talking about it before. You never sat down and had talks with these guys from kraft. You were never interested in being bought. There are different models. If you would have bought unilever in 1986 and were a British Company one pound and you would have 68 pounds now. If you put it in aex, you would have 17 pounds now. Its a tremendous story and only accelerated in the last eight years. There is nothing wrong, double the market growth, enormous returns. Here, you see two conflicting models. Long term compounding gross model and someone who hasnt really proven they can grow. Clearly warren buffet didnt want it. Hes an investor and never come after you. Our strategy in investing is warrens strategy and my returns have been higher in the last eight years than warrens returns. I think its better if he leaves us with what we know how to do well. You are a different kind of executive. When you go and listen to this man, unfortunately you have to wake up at 2 00 a. M. To do it you hear about a long term view. Its working out. One of the reasons why i respect what youre doing, 46 of your executives are women, 57 of your sales are emerging markets. Nobody has those kinds of statistics. What is in your culture that thats happening . Half of our board is women as well. Representing the thats who buys this stuff. This is a unique company. When it started the end of the 19th century in england it invented bar soap and the simple purpose was to make hygiene common place. One out of two babies didnt make it past year one. Lord lever, as he became known afterwards said lets make sunlight or life boy, even called