It's Thursday, May 22nd. Welcome to Marker Jewelry. I'm

Chris Hill joining me in studio today from Motley Fool Funds, Tim Hanson. Just you

and me, man. Love it. Programming note Memorial Day is Monday so we will not be here

we will be back on Tuesday. We will be barbecuing. We will be bar on Tuesday. We're going to talk retail today. We've got the good, the bad, and the ugly and we will go international and revisit a prediction Tim had made earlier in this year.

Let's start with the good in retail and that's William Sonoma.

First quarter profits up 17%.

There are retailers, there are companies in general,

but certainly there are retailers who have a really bad quarter,

and I'm tempted to ask, are there any silver linings here?

I look at Williams Sonoma's quarter and I have to ask the inverse.

Did anything bad happen?

Like what is the...

It has just, it has been one monster quarter after another for these guys and they are building on each other.

So they had previously, it's William Sonoma, four core brands, Pottery Barn, William Sonoma, West Elm, and then Pottery Barn kids and teen, which is you, but,

Pottery Barnes has been doing very well, it's the biggest brand.

West Elm has been the growth story, killing it and William Sonoma had been

struggling it's a billion dollars roughly sales business that had kind of

been kind of gotten outdated and hadn't been doing well and it put up a 6% comp

this quarter I mean that's a that's a huge number and if that if that thing gets going I mean

Watch out

Watch out above

To niggle with anything it would would be inventory growth, which outpaced sales growth.

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