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VSCO 3/4/26
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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Warby
Target coiling up ahead of Tuesday

Hope you new members of the Macke Portfolio family got long the whole basket last week; we’re having a great day with more to come. 

Here’s the rundown. 

Target’s $110 Million "Goodbye" to City Center...
The Jeff Macke Portfolio
macke portfolio
$TGT
$WRBY
$TKO
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macke TJX 2-25-26
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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$TJX
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macke ONON 2-18-26
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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$ONON
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Yeti Macke 2-11-26
Fad products don't last as long as you think they do.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
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YETI
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d
Amazon is ignoring Retail

Amazon: Bored By Retail

Shares of Amazon fell as much as 10% after hours on Thursday after the world's second biggest retailer reported decent earnings then announced plans to spend $200 billion next year, some 60% more...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$AMZN
$TGT
$WMT
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CROX macke 2-4-26
I think DECK just gave us a preview of CROX.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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Amazon Macke 1-16-26
They've got some good stuff cooking.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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d
Last week was not, in fact, time to buy LULU

Right Instinct, Wrong Picks

My feelings to the contrary, last week did not prove to be a good time to buy Lululemon. The troubled athleisure co found itself in the headlines again for the same news for the second week...

The Jeff Macke Portfolio
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macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$LULU
$ATZ.TO
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Lulu
Full Transparency: Buying Lululemon

Buying Lululemon and making some sales

 

It's time to buy Lululemon. 

Now, I'm not into catching falling knives and Lulu doesn't even have a CEO right now. Worse still, the company is coming off a...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$LULU
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Featuring A Deep Dive on Amazon

2025 has obviously been very good to us at The Macke Portfolio. In fact, it's been one of the best starts to a year that I can remember.

As of last Friday, we were up 26.5% for the year, outpacing the S&P and more than double the lame $XRT...

The Jeff Macke Portfolio
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macke portfolio
Jeff's Retail Portfolio
$AMZN
$WMT
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Boots On The Ground
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WRBY jan 26
So I'm adding leverage to my WRBY position.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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Big Gains as Aritzia Nails Earnings

Starting With a Bang

 

 

 

The Portfolio+ and "10 to Hold" portfolios are jumping out to nice gains in 2026, led by Aritzia, Warby Parker and general enthusiasm surrounding Consumer...

The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$XRT
$ATZ.TO
$WRBY
$ATZAF
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SFIX jan 7, 2026
I'm betting on more upside.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
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d
Stocks to Buy and Hold Now
Every year, I sit down with my kids and pick 10 stocks to buy and hold for 12 months. I began this to teach them about investing and what I do for a living. It’s worked well for finances and family bonding. Now, the rules are: 10 stocks for 12...
The Jeff Macke Portfolio
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$REAL
$WRBY
$TGT
$LULU
$TJX
$ATZAF
$SFIX
$AMZN
$ONON
$BBW
Members Only
If I'm right, I'm getting PAID.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
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mall rally
Nike Didn't Do It

December 19th: Rolling

 

 

 

Another decent week for the Portfolio+ overall as we extended our gains over the S&P500 and XRT despite weakness in Uber. The price action in the name is no...

The Jeff Macke Portfolio
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Jeff's Retail Portfolio
$NKE
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Macke Nike
A short-term trade on a beaten down name.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
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f
Rally Hats

 

 

December 12th: Rolling

 

As long as the media and markets keep betting against the holidays I'm here to take the other side.

Another strong week for the portfolio, as reviewed in this...

The Jeff Macke Portfolio
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1167
Jeff's Retail Portfolio
$LULU
$TKO
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lululemon
A short-term trade on a beaten down name.
Once a week, I get together with Sean McLaughlin from All Star Options, and we're going to find an options trade to hunt for a new options trade for my Portfolio+ members.  The goal is simple: utilize my expertise on the consumer and Sean's...
The Jeff Macke Portfolio
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$LULU
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