Jeff Macke Guide To Retail: Module 1 - Understanding The Consumer Economy
Amazon is ignoring Retail
By Jeff Macke
February 19, 2026
In This Video:
The Macke Consumer Universe • What it is and why it matters • Stocks everyone knows — plus the ones S&P doesn’t classify as consumer
Types of Consumer Stocks • The Macke Indexes • How to categorize consumer names properly • Case studies of historical winners & losers (with % gain examples)
What Isn’t a Consumer Stock? • Why understanding this matters for rotation & risk management
The Unique Nature of This Space • Endless flow of both long and short opportunities • Why consumer stocks behave unlike any other group
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.
