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Video: Hello To My Newest Portfolio Member

By Jeff Macke

May 2, 2025
Jeff Macke

Below is my weekly video for members of Macke's Retail Roundup. 

We made our first new purchase since launching the consumer portfolio earlier this year...

This is a stock I've been keeping an eye on for a while, and I'm of the opinion that it's probably more recession proof than most people think. 

Today's new all-time highs certainly don't hurt! 

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Jeff Macke

Jeff Macke

Renowned Retail Expert Jeff Macke has been tracking consumer and retail companies for most of his life. While most kids played catch with their dads, Jeff accompanied his former Target CEO, Kenneth Macke, to stores across the country, learning what makes a good store. Jeff later ran a hedge fund and became an original cast member on CNBC's Fast Money. Today, he's publishing his insights at The Macke Portfolio.

 
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