Buy, buy. In fact, competition defined the winners and losers in todays hohum session. Lets start with some winners. Because the performances were so stark they deserve to be called out right at the first of the show, for example, look at the stocks of the airlines today. First, there was the culmina of a series of mergers that left a few major airlines. Obviously, supply came out of the doggy dog route, allowing airlines to raise prices. Less competition, a robust most airlines werent able to take advantage of the rise in prices to expand. They couldnt add enough capacity if they wanted to. But then 2015, the airlines added not only lots of planes, they tried to take advantage of higher prices by competing with each other, just like the old days. Well, the pricecutting led to lower earnings per share. Very few are interested in investing with those with stocks shrinking. The airlines became the singleworst sector to own in the market. The increase in terrorism overseas made competition worse. The group has been a house of because no airline would stop adding new capacity lest somebody took advantage of that. Theyre increasing from 5. 5 down from 4 . It means the next years earnings estimates are now too negative. The news cost a lift in the ti american and continental gaining near 5 . We had an inkling that things could be Getting Better when we spoke to oscar munoz on the anniversary last week. Given how far behind these stocks are lagging, theyre not done. They have more room to run. The basic storage devices, the two principle pieces of better Gross Margins at sandisk. When Many Companies give up making the chips because theres too much competition, then prices, asps go higher. Prices went higher for san disk. So prices soared for western digital. This is a very big deal. Now recently i mentioned how hp, inc. Talked about tightening supply for its parting. That was dram and flash. Its not too late for you people. Because micron makes both. Microns stock is way too low versus the possibility of i think it should be bought at 17 and change. How about the flip side . What happens when there is too much competition . All right, just take a look if you can bear it, at the stock of sprouts farmers markets. Sprouts, a once nimble, exciting, natura supermarket, we heard it was stealing market share from whole foods. And the latter began having the first hiccups in its own numbers. Well now its been downhill ever since. Today sprouts announced it would have the samestore sales that its actually a nogrowth story with shareholders fleeing, with sprout selling nothing but spam and velveeta. It turns out that the rest arent oblivious. Target and walmart decided to cut these boutiques. When you start a price war, everyone loses. The pin action for sprouts has plummeted within 13 . Also the stocking of whole foods and kroger down 5 and 4 . Today General Mills spoke at a conference and lowered the goal because the yogurt markets more competitive tan they predicted. White wave has set off a yogurt price war. There goes the Gross Margins. Busters. It reported a sale the number i dont think was helped. Again one of the reasons why this market hasnt been beaten to a pulp, is that almost daily we hear a story of supply taken out of lesser competition, but statement theres almost the story of a price war. That ying yang is a reason why this market does nothing. Heres the bottom line. Theres just enough competition to keep stock in check. But when competition lessens, with stocks that jump and jump high. John in florida. John. Caller thank you for taking my call. Of course. Caller lets talk about the dow and dupont merger. You gave a little strategy regarding walgreens and rite aid. What if the government doesnt approve the merger, and question before that, should you employ some type of put strategy . No, you dont want to employ a put strategy. You do want to own dow, nice yield. Duponts, i like them both, but dow is the one you should own. Gary in illinois. Caller booyah, jim from the windy city. Caller my question is regarding jm smucker. Sjm. And i know we like fundamentals around here, but my question is not about fundamentals. Fundamentally, this is a company i want to own for my portfolio. For the long term. Short term wasnt up because of pet food fighting. The main problem with smucker is that the pet food business had a lot of competition, and competitcu guess what happened, the numbers went down. I think at 140 makes sense. Im sorry i talked over. Dave . Caller since reporting its Second Quarter results last thursday, lululemon has a is this a good time to buy more of yes. That Company Stock went down because it really shouldnt have gotten that hammered. I like the spending for the futures. This is the right level to buy. I embrace lulu, right here, right now. Okay. Competition. Is always separates the winners from the losers, and things are no different in the market. Stocks are left to slug it out while those are left hurting. On real money tonight, dave buster reported earnings and games. Ill tell you if its time to play. Then talk about grounds for change, im sitting down with starbucks Howard Schultz to inspire engagement and hear about how its business is. And the billionaire activist investor made a 1. 2 billion bet on burritos, and ill tell you if you should follow his lead. 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 mad money. Cnbc. Com. . . when you are suffering from chest congestion but you have got a full day ahead of you, try mucinex 12hour. Only mucinex has a unique bilayer tablet. The white layer releases immediately. 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Do we need to be concerned about the stock of dave and busters, symbol play for you home gamers. The stock of dave and busters has been a reark been working its way higher since it became public nearly two years, 2014 of october. It has tons of room to open new stores in north america, which its stock has been climbing and climbing. The stock got hit today, falling 1. 34 or 2. 9 . You would have thought these busters posted a 6 earnings beat with higher than expected revenues, and this is good news. The samestore sales tell you how well theyre doing, and they posted pretty puny sales growth. Thats down 10 Percentage Points from last year. They cut their samestore Sales Forecast by a full percentage point, do you to the 3. 25 dave and busters is strong concept. Theres a lot to like especially when it comes to Profit Margins. Lets check in with steve king, the ceo. Welcome back to mad money. Thanks, jim. Happy to be back. Ive got to be certain. You know i love the concept. You talk about the casual dining should we be more concerned Going Forward about dave and busters . I think theres a lot of reason for optimism in the second half of the year here. First of all, our rollovers, as you indicated, we roll over a 11 comp from last yeaon quarter. We have softer rollovers from the balance of the year, and we feel really good about our promotional lineup from advertising sports standpoint, still building that d and b sports franchise. We feel very optimistic about the prospect for the rest of the year. Is it going to be online . Or tv . That could boost sales. So were National Cable advertiser annually. Were jet to determine exactly what were going to do in the third quarter. But were likely to add a couple weeks to the Fourth Quarter as well. We just found that cable advertising particularly, we do a lot of advertisingpn sports has been effective for us in terms of getting our message out. Clearly you believe in the concept. Because you raised the number of stores that you put in. Plus i know macys closing 100 stores is Good Opportunity for you. We feel really good about the returns that were getting in over the last several years weve averaged over 40 year on cash returns for those stores. So bumping it up from our perspective and adding some Capital Expenditure to that part of the business makes all the sense in the world. One thing people particularly baby boomers, they love experiences. Experiential. And youre caught up in what youre talking about that Macro Economic environment for casual dining. What the heck is going on in this country that weve got good employment growth but the casual dining environment is being hurt. Is it because its so cheap to go to the supermarket now and stay at home . Its always been cheaper to with to the supermarket and stay at home than it has been to go out and go dining. But i dont really think thats the main issue for dave and in the Second Quarter, we thought that the callender shift of memorial day moving back about a week and having two days between that and the fourth of july and how that affects school calendars, the primary issue. Then we got help from the weather. Then third was this Macro Economic. And really, were teeing off of reporting. I cant think of many brands that didnt report a slowdown between q1 and q2. Youre absolutely right. With the possible exception of jackinthebox, maybe, because of problems with chipotle, everyone had the same kind of numbers. I want to thank steve king, ceo of dave and busters. Thanks for coming on the show. Thanks, jim. Appreciate it. If it were really bad news, this is one of our absolute favorites. Mad moneys back after the black. Coming up, cramer goes one on one with the founder of starbucks. Were still in the Early Development stages of the company. Works fast to begin visibly clearing up skin in as little as 12 hours. And acne wont last forever. Just like your mom wont walk in on you forever. Stephen Stephen Stephen stephen see what im sayin acne wont last. But for now, lets be clear. Clearasil works fast. This back to school, get clearer skin for free. Limited time offer in stores now. Put some distance between you and temptation with meta appetite control. Metamucil, the 1 doctor recommended brand. Wi 80 of recurrent ischemic strokes could be prevented. And im doing all i can to help prevent another one. A bayer aspirin regimen is one of those steps in helping prevent another stroke. Be sure to talk to your doctor before you begin an aspirin regimen. Were going to prove just how wet and sticky your current gel antiperspirant is. Now, were going to show you how degree dry spray is different. Its not often you find a Publiclytraded Company that believes it can do well by doing good. Doing the right thing as well as good products. Take for example starbucks. I like that theyre expanding overseas, especially in china. I like the rewards program. But i am indeed impressed with how starbucks connects with customers in an innovative way. They have upstandards where they extraordinary things in their communities. Well hear about this new series and how the company is doing. Welcome back to mad money. Howard my wife and i watched the upstander series last night and felt terrific. Whats the inspiration for starbucks to produce these . Well, jim, i think, as americans, unfortunately, we season which has shown such hatred and vitriol and vindictiveness, and in view of that, so Many Americans have been led to believe the story of america is just that when i believe there are so many extraordinary americans doing extraordinary things every day. We thought wed search for ten, 15 stories. We found hundreds. We have an obligation and responsibility to share that with our customers, partners and the marketplace not for any other reason. Its not a branded series. This is just sharing these kinds of stories about ordinary people doing extraordinary things. And this is about citizenry. And i think, at a time in america where were witnessing divisiveness, lets find the true american story. I feel so strongly about the promise of america and the american dream, and these ten stories, which are people not being bystanders but people being upstanders is emblematic of the true american story and the American People. My Charitable Trust has longowned starbucks, pretty much since the beginning of the trust. I found myself thinking, i peel great watching upstanders, but i think thats a very good question. If you think about the history of the company, going back to when we were just a Public Company and providing equity in the storm of stock options, comprehensive health insurance, over the last couple years, College Tuition for our employees, we recognized building longterm value and a Great Company was about investing in our people, taking care of our communities and always trying to recognize ha in order to do the things we doing, we also had to build value for other aspects of the business. And i think today we are witnessing many Consumer Brands that are chasing many traditional methods of marketing, and theres a lot of waste. We brief that the currency of trust and confidence with our and one of them is in this case, sharing the stories that we believe are authentic, are genuine, and i think people are longing for truth and authenticity. And i think starbucks has a high sense to to this, and i think theres another aspect to this. We invested very heavily, as you mow, in our mobile platform and the mobile ecosystem. This is the first opportunity, and i think there will be many more of embedding these stories and many people already today have downloaded the app and watched the story. So we are in a position, i think, to level the starbucks experience, enhance the experience by sharing these kinds of stories, and there will be more to come. In many ways were not a tech company, but we have invested heavily in tech. Were never going to be a media company, but we have invested in content. Lets not forget, our business is very healthy. Domestically and around the world. Were under construction in a roastery in new york city, a roastery in china. Were about ready to introduce the new reserve stores, since the introduction of the new rewards program things have settled down, and i think we will demonstrate the longterm value, i am excited because of the business, the relationship the status quo but looking for new ways to extend the brand. You said it was a oneof conference between the complexity of the rewards program being released and the frappuccino happy hour. Which is one of may favorites. This was difficult to pull off, and that 5 streak you had was one of. I hear from your tone that that could be a return to the plus five. Well, let me say it this way. I say on the Conference Call that that quarter in view of the situation that you just described was an anomaly, and i think it remains to be seen whether or not i was accurate or not, well record our earnings at the end of the fiscal and quarter year in november, and i but, as always, were building a longterm story here as we always have. But jim, you know, were going to open close to 2,000 stores over the next 1218 months. Our business in china is really a stunning example of the success of probably no other western brand has had, almost 2500 stores. The new stores that weve opened this year in the u. S. Is the best in almost a decade. So yes, we had a little bit of a miss on comps in q3, but i wouldnt overreact to that. And i think certain people have, and i all say to you something that i love the state model of missouri, which is the show me state. Its time for us to show up and see what happens in november. Now candidates are running for president with tweets. Ran these stories, and im not kidding, we are starved for good news. You say, look, let me show you who we are wanting to back in our country, the upstanders. You would do better than you can as a private ceo. Obviously, theres two choices for the presidency in this november. Donald trump and Hillary Clinton. I strongly believe that Hillary Clinton is the best choice for the country and the rest of the world, and we have two choices. Howard schultz is the ceo of Starbucks Coffee company at this time. How do i get my movie, my we have such good fortune of meeting so many interesting people. This is the first season of the original content. This is day bunch weve had an unbelievable response. Because people are so hungry and longing for truth and aspiration to be reminded of the true promise of america, but there will be many specials. There will be other forms of content we will leverage. Window, the time they buy the coffee with their phone and theyre waiting for their drink. That three to fiveminute period represents a unique opportunity. Now this particular content is not something thats going to generate revenue. Add to the revenue line of the company and be accredited to the starbucks company. Well have to see. I would like to have a beer where Profit Margins are great, or wine, and watch these clips. When are we going to see worldwide distribution of beer and wine and watch some upstanders while we have our drinks. I think you know weve be many markets throughout the country with different kinds of