Companies doing well. What is netflix . But a company who offers you competitive inhome Entertainment Experience who many feel trumps going it a movie theater. Netflix produces long firm movies and shows you need to binge to get the full story. You binge at home. What is dominos . But the ultimate eat at Home Experience where you dont even have to call them. You can go online using their pizza your way without ever having to talk to another human being. Something that the millennials absolutely love. . Hallelujah . Because there is nothing they hate more except talking to their parents. You can go to the apple watch, no cash necessary. Lets order. What can we help you with . Habits and most importantly they have become essential to our way of life. Netflix reports sharply better, adding 3. 5 million subscribers bringing million of 87 million, thats more people than the analyst were looking for. Companies growing fast, 25 clip every year. How does netflix do it . Ill tell you, its simple. Great content. Just go on the conference call. Can you hear that narcos 2, mostly in spanish show about pablo escobar, while Stranger Things added to domestic numbers. That brought them both up. They mentioned both of those to different features as ways, reasons why the numbers really went up. The analysts who follow this stock wanted so much to pin the growth down to something simple they could catch within the four wont give it to them. Perhaps because they dont think the whole wall street process that seriously, honestly, who can blame them . Analyst wants a commitment to cutting back on his huge content spin which is running into 6 billion next year. But hastings wouldnt hear any of it. No. He said, well keep investing in growing the contents then even domestically for quite a long time. We see an ability to continue to please consumers with a wide range of content. So i think if youre trying to model the business longterm you should think of content and how it is viewed and brand love all as continuing up in the u. S. For a long time. Oh, in other word he will spend some more money. Take that. Not only that but with a reread right around the bend and a knockout drama about Queen Elizabeth 2 and the royals starting november 4, a series that hastings on the call said seen directly ahead and i bet you dont see a stock rallying 19 points in one day for nothing. More importantly we have a shift more than a Monthly Subscription from netflix and everything at stands highly ridiculous. Thats highway rockery. I believe fear of a National Terror take is playing a role at staying home. We have seen the instance in mall and theater and stays in your head and they talked about how european terrorism put a lid on international travel. I think staying home something people would do if they have the choice. It is beloved with water cooler shows that people cant stop talking about. How about dominos . We were bummed recently when the nearest dominos was too far from where my daughter lived in 13. 8 will increase in domestic samestore sales versus 8. 5 number that people expected. Double digits. I will speak with pat doyle later to discuss how is that even possible . Again, cheaper and more tv friendly to stay at home and order a pizza. According to neilson, americans spent leisure time hence relentless stock and taking interaction and stay at home bull market gets even broader. Take blue apron, they have been all over the place for their first push for the category but with the supermarket where food prices have been rolled back and some cases to levels we havent seen in years if you stick around i will tell you about another stay at home eating play that doesnt know when to quit. In past i havent cared for the stock of grub hub. So many competitors vying to be a winner in the Online Food Delivery space. But its been a winner. Delivery has become a top priority. I have watched with interest of private company post mates as well as the caviar division of square because they seem to be thriving as people want things delivered instantly. My small plate brooklyn restaurant that i own, we want the food to be eaten as soon as its made. But we have no choice. People want takeout. They want to eat at home. They have had to bow to their wishes so we hired drivers to deliver for us. I think is a major reason why the Restaurant Business has been in such a funk. Remember, were a bar. We make our money on liquor. Margys but we have to cater to those who take the food home too. These days, thats lot of people. Then amazon, greatest stay at home story of all time. Not needing to own a car and having everything brought directly to your house is so deeply ingrained is crushing brick and mortar he operations. Amazon prime is one of the great bargains of all time. It is using Machine Learning and incredible Distribution Network to give you what you want when you want it for a cheaper, lower price. Amazon makes it too easy to stay home. Dont forget many of these items and devices and trends start with apps, apple apps, mobile and specifically the iphone. Huge component of this trend. People like to say that such and such a theme is in early innings when it comes to this stay at home trend i think theres no way it will end as quickly as it began. Thats assuming, if it ever ends, and i think thats a big assumption. Here is the bottom line. Always going to be cheaper to stay at home. Always going to be safer to stay at home. And in the case of netflix, always going to be more entertaining to stay at home as long as current management stays at the helm. Lets get to charles in texas. Charles . Hey, jim, how you doing . Im doing well. How about you . Im pretty good. Hey, i noticed that bass pro bought out cabelas and then out in camping world, it went public. So when those things happen, what does that mean for camping world with cabelas and bass pro joining as one . I think the category is okay. Camping world is doing well. Could it matter if they close that could happen but i doubt thats the case. I dont think so. But im always willing to have camping World Holdings on the show. To talk a little bit more about what is happening there. Dont feel like going out tonight . Youre not the only one. And with more and more people staying in, its full stream ahead for netflix. As long as they keep cranking out hits. Mad money tonight. Much better year for commodities than anyone expected. We have to ask, can the trend year . Im going off the charts to find out. Then for salt to pep earn more exotic flavors, you can likely find consumer giant mccormick in your kitchen cabinets. But is it a stock for your portfolio . And dominos delivers pizza in about 30 minutes. Stocks have 5 return today alone. Account company help make your earnings. So stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer. Madtweets. Send email to cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Is that icet . Nope, its lemonade. Is that icet . Lemonade. Icet . Whats with these people, man . Lemonade, read the sign. Lemonade. Read it. Ok. Delicious. Icet at a Lemonade Stand . Surprising. Whats not surprising . How much money marin saved by switching to geico. Yo, icet its lemonade, man war drums beating fight heartburn fast. With tums chewy delights. The mouthwatering soft chew that goes to work in seconds to conquer heartburn fast. Tum tum tum tum. Chewy delights. Only from tums. What are these . What is it . Duck lips. Quack quack. Plastic surgery duck uh huh you are a backwards duck. Instead of quack, he says no, kcauq. Kcauq. Kcauqqq. Kcauuuu. . . Pringles whatcha doin . Just checking my free credit score at credit karma. What the . Dont you know that checking your credit score lowers it. Actually, checking your own credit score with credit karma doesnt affect it at all. I guess i could just check my credit score then. coughs cough doesnt sound so good. Take mucinex dm. Ill text you in 4 hours when your cough returns. One pill lasts 12 hours, so. Looks like im good all night some cough medicines only last 4 hours. But just one mucinex lasts 12 hours. Lets end this. Incredible bladder protection in a pad this thin, i didnt. Think it would work, but it does. Its called always discreet for bladder leaks, the super. Absorbent core turns liquid to gel. I know im wearing it but no one else will. Something happened to regularly around here it is almost like clockwork. For example when a dominos blows numbers and sends stocks soaring in the atmosphere rallying for 5. 9 . What can i say about dominos . This is a stock ive been pushing for seven years. Since it was 10 bucks. Now at 161. The strong seven cent earnings beating off an 80 cent basis. Rising nearly 70 year over year and spectacular same year sales. I thought it was a typo. Domestically, up 6. 6 overseas. That number was down right astonishing, frankly. Can the stock keep climbing . Up over 11 since july. It does have more room from run. Dont take it from me, lets ceo of dominos. Mr. Doyle, welcome back to mad money. Thanks, jim. Appreciate it. Typically i was going to say, i have to ask, how did you do . No one does 13. It was a terrific quarter. It is about the power of momentum but so much more than that. Great digital, great analytics, traffic pizza, consistent value. The store is getting reimaged but at the end of the day what drives it is franchisees and store managers executing. You cant get a 13 that much volume Growth Without an awful lot of terrific execution. They got it done, our supply chain kept them supplied. Technology people kept the technology working. It was a Terrific Team effort to put up this kind of a quarter. And yet very clear, youre not done. Theres tons more room. This is a do this is for everything but you said you have the last trailing 12 months . I mean, geez, tremendous demand. Yeah, there sure is. The return on investment for that store is great right now and so were getting you know terrific builds both domestically and internationally. We had conversions going in the Third Quarter. So it just, momentum keeps building. Great return for franchisees means they are going to build more stores. That drives you know more volume through the system. More advti more efficiencies and good things happen as you get a momentum going and it is feeding on itself. Lets talk about advertising. Im watching the game this weekend and you got that monday through thursday lower pricing. You just extended it to the weekend. Thats quite a bargain. Thats going to help the numbers again. Yeah. It should. And now that weve got our stores mostly reimaged, and completely done by the end of next year. And we want our customers to giving them great value for the carry out offer as well. And extending it the whole week and clearly its been working for us. The most impressive one is 36 blast, tell us what ma means. 36 blast is just the most basic off tackle football run. All it means is if everybody is executing their job, if everybody is doing what theyre supposed to be doing on the team, stop. And frankly, you know, it is working for us so were just going to keep running it. Were not getting off doing any short term offers that arent going to really add to the overall experience for the customer. Were work willing on longterm improvement for the customers experience. While thats working we will keep running the same play. Important to point out also that you just said, look, the category is only growing 1 to 2 . The pizza back. Just something you guys are doing. Thats right. This is all about share. Count are probably flat in the category. Getting a little bit of ticket or pricing in the category. This is about share this quarter. Im proud of the team. They really out executed versus category and thats what is driving the growth. I think its important to point out that you said that e to a dominos call, apple, facebook, not like you are partnering with other restaurant chains, you are doing Serious Technology right now. We absolutely are. It is where customers are spending their time. Weve got to be there for them. Make it easy for them to order from dominos. The latest thing we rolled out was ordering through facebook messenger. There is more to come. To order from dominos. Then once we got them in that environment, we got all of the data, all sorts of things we can do from marketing perspective to get them to come back. Drive frequency, loyalty program. Those things are playing into the momentum as well. You did the pie loyalty but also salads. People are liking that. Yeah, they are. Absolutely. And you know, look, they are terrific salads. Weve been trying to figure that one out for a while, frankly. We think we nailed it. They are great salads. People want it with pizza. And there are also going to be veto votes. A group of people getting together, somebody doesnt want pizza. They want salad. We didnt get that group order until we had a great salad for them to satisfy their need. So thats going to help not only selling salads, but we should get some incremental orders by eliminating the veto vote. I feel the same way. And it was really bumming us out because we were watching dallas game, candidly. I dont know why she feels interested in that. We were saying, where is the drone . Give us the drone. She is out she is 40 minutes from dominos. But we figured if you had drones we would just go right on facebook and get it. When is that going to happen . For that far, 40 minutes, they need more battery life, i think, before we do it. But were looking at all those things. Delivery is clearly going to change over the next 5, 10, no question were going to have changes in delivery and how that works. 40 minutes out is a while. You got solve that. As i mentioned, it really is true, pat, people want to stay at home now. We have just been hearing from everybody. You stay home, a little less expensive. You can get your pizza and you can have your beer at home. You want to watch the game. You want to watch netflix. You are integral in that secular shift, arent you . Yeah. Right. You know, people love being home. They love the convenience. And happily were playing to that pretty effectively. And more than that also, the Millennials Want to be home and want convenience and they dont want to talk, right . They really want that order placed in the way they do everything else. Which is precision on their cell phone. Yeah. Absolutely. They want to control the process. You know. And when they are able to do it, wherever they are, whatever social media theyre on. Whatever theirs watching. So they can control that and make sure the order is right, thats where theyre going to go rather than ordering over the phone. And it also means, i would think, that it does hurt the, lets say the quick serve. Hurts the going out. The going out thesis is just something that is lost on the millennials, i find, so to speak. They like it, whether it be from delivery from post mates, uber or by dominos. Easiest, always hot. Thats another thing they hate. You figure out what they hate. Thats absolutely right. Absolutely right. We make it easy for them. Make it easy to prepay. Tokenize their credit cards so they dont have to worry about payment when they order. And that certainly carries the day. They like that much more than going out to eat at a restaurant, dont they . Yeah. Fair enough. You are at the vanguard of this from day one when you took the job and made the pizza taste great and easy to get. Patrick doyle, president of dominos pizza. An amazing quarter. Thank you, jim. I appreciate it. This hits every trend. Dominos. Still inexpensive. Mad money is back after the when coughing keeps your family awake. Breathe easier with vicks vaporub. Soothing cough relief that starts working instantly. Ve been on im bushed my feel alyea me too. Ride the gel wave of comfort with dr. Scholls massaging gel insoles. Theyre proven to give you comfort. Which helps you feel more energized. All day long. I want what he has. Today you can do everything in just one click, even keep your toilet clean and fresh. Introducing lysol click gel. Click it in to enjoy clean freshness with every flush. Lysol. A unique challenge at the moment, it has become clear that it is a big theme tonight for our show. I spent a lot of time focussing on the down sides here. Like restaurants, not enough traffic, too many seats. But there are upsides. People arent staying home because they are broke. They are staying home because it is more fun. Thats why all week im going to keep highlighting the ways to play the new normal. Where staying in is more compelling than going out. We are going to try to make money off it. Some is obvious. Look at explosion in netflix. Had a stock in stratosphere today. I saw just Electronic Arts upgraded again today or continued strength in amazon. Both of which i talk about the at top of the show. And i think amazon, bill miller told us, delivery alpha. It could double. Tonight i want to give you the anecdote to the weakness in the restaurant. Eating at home super markets would be in great shape. But youre wrong. They are hammered by food deflation. You might be attracted to the package food stocks too but some are giving up gains for 2016 because their dividend yields look less attractive with a looming rate hike and fact that rates have gone up. It is enough it make you tear your hair out. And wonder if there are any winners left in the food space. So how do we profit from the fact that more people are cooking at home . When both supermke packaged food names have become almost toxic . There is one company that definitely benefits here. It is the stealth way it play this environment where more and more people are indeed cooking for themselves and im talking about mccormick. Mkc. They are season mixes and condiments. Ive been to this restaurant in new orleans. Pretty good. If youre eating something somewhere, there is a good a lot less time at restaurants you have to assume they are spending more time eating at home. The fact is you want a genuine home cooked meal and you want it to taste good youre probably using mccormick spices. I know i do. They make everything on the shelf, both brand and private label. Their market share is so dominant it is almost unfair. If they had to put the company together these days the Justice Department would probably break it up. They have two main lines. Companies gets 60 of sales from consumer. Products it sells from Grocery Stores all over the world. They get 40 of sales from what it calls industrial. Meaning supplying spices and flavors to multinational food manufacturers. Quick serve restaurants and chefs. Fortuna