Portfolio Weekly Review - April 2nd 2026

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.