Members Only The Haves and Have Nots, FIVE By Jeff Macke June 4, 2025 The spread between valuations between classes of retailers has never been higher and shows no signs of contracting. The looming oligarchy in retail. Plus, 5 Below preview: Is this the most Tariff Exposed Company on Earth? You need to have a subscription to access this content in full. Log in or subscribe today to unlock new features and receive Member Benefits. Log in or Subscribe The Jeff Macke Portfolio Service Menu Service (The Jeff Macke Portfolio) The Macke Letter Videos Portfolio Education Contact More from The Jeff Macke Portfolio Jeff Macke February 6: Week in Review Amazon is ignoring Retail February 6, 2026 Jeff Macke I'm Diving Into This Options Trade Feet-First I think DECK just gave us a preview of CROX. February 4, 2026 Jeff Macke A Bullish Risk Reversal In Amazon They've got some good stuff cooking. February 2, 2026 More from Macke Jeff Macke Live Watch Now The Macke Letter Subscribe
Jeff Macke I'm Diving Into This Options Trade Feet-First I think DECK just gave us a preview of CROX. February 4, 2026