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Week in Review!

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

A strong week for the Portfolio+ and the Starting 10, more room to run for mall stocks and beating the Market.

All this and more in this week's video!

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The Jeff Macke Portfolio
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Macke's Retail Roundup
$TGT
$GAP
$LULU
$GAP
$AEO
$RH
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$ATZ.TO
1167
Jeff's Retail Portfolio
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Huge Week. Earnings review, the week ahead

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

Huge start to September for Portfolio+ members! Check out this week's video for updates on the Big Payoff from my Denim Trend bet, Lululemon's collapse and a...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$GAP
$LULU
$ESLOY
$GAP
$M
$AEO
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New Trades, Earnings Review, Week Ahead

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

August started with Home Depot's Halloween Display and ended with Starbuck's Pumpkin Spice as America gears up for the Longest Christmas Season Ever.  

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The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$TGT
$GAP
$LULU
$ESLOY
$GAP
$M
$BBW
$AEO
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Peloton scores a beat and an Upgrade. More Trades!

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

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$TGT
$WMT
$GAP
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The WMT Effect & the Denim Trade

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

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$WMT
$TGT
$GAP
$LULU
$ESLOY
Members Only
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Making sense of the data and getting ready for a Huge Week!

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

It's been a solid week for the market and a great week for the RoundUp 10 Portfolio. In the below video I review trades I shared over the last week (Long $TKO,...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
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Peloton scores a beat and an Upgrade. More Trades!

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

Peloton beats by a mile and goes up ~0%. Crocs misses because of Tariffs and crashes over 20%. Dutch Bros goes anti-Starbucks and rips higher. Has the market gone...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
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Stocks to Buy as the Week ends in a Crash

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

Amazon leads to the downside as the week comes to a brutal end. Two portfolio changes and 2 stocks I'd buy in in this bloodbath. 

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The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$AMZN
$IMAX
$PTON
$WMT
$COST
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Hulking up into Earnings Season

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

The loss of a pair of 80s icons takes a bit of the fun out of a profitable week. What we learned from (and about) Chipotle, the meme stock Red Flag and...

The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$CMG
$AEO
$XLY
$GAP
$KSS
$ONON
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Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...

The Jeff Macke Portfolio
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Macke Town Hall
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Below are the slides from my weekly video for members of Macke's Retail Roundup.

 

Stuck Starbucks:

 

 

Kohl's gets a...

The Jeff Macke Portfolio
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$SBUX
$KSS
$LULU
Macke's Retail Roundup
Macke Retail Roundup Live
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Introducing the Millionaires at Sea Luxury Cruise Stock Basket

If everyone hates cruising except Boomers and people who crave norovirus, why are the stocks hitting All-Time-Highs?

Royal Caribbean made the news for two reasons on Friday. First came reports that 140 people aboard $RCI's "Navigator of the Seas...

The Jeff Macke Portfolio
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$VIK $RCL $NCLH $CCL $DIS $LIND $EXPE $CUK
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Below is my weekly video for members of Macke's Retail Roundup.

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
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Members Only
J

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

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

The Jeff Macke Portfolio
Video
Members Only

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

Stocks ended a good week with a *thud as Tariffs take their toll. Not that there weren't any promising signs (see: Levi's and our old favorite, Aritzia...

The Jeff Macke Portfolio
Video
Members Only
Chill

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

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Jeff's Retail Portfolio
$spot $CHWY $GAP $BBW RoundUp10
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Below is my weekly video for members of Macke's Retail Roundup.

The SPDR S&P Retail ETF (XRT) closed the week up 0.5%, essentially unchanged. But under the surface, there's been a ton of action. 

...
The Jeff Macke Portfolio
Video
Members Only

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

We're still in the heart of retail earnings season. This week we heard from names like TGT, TJX, and WSM. Next week we've got DKS, COST, M, BBY, DKS,...

The Jeff Macke Portfolio
Video
Members Only

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

If a few weeks ago we had 'The Week From Hell" as I called it, then this week was "The Best Week Ever". 

My Retail Roundup...

The Jeff Macke Portfolio
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Members Only

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

We've entered the retail portion of earnings season. This week I analyzed the reports and reactions from DIS and PTON, two consumer stocks I watch closely...

The Jeff Macke Portfolio
Video
Members Only

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,...

The Jeff Macke Portfolio
Video
Members Only

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

We're into earnings season. Thank the lord...

For the next few weeks, we'll hopefully learn how these retailers are preparing for a world with(or...

The Jeff Macke Portfolio
Video
Members Only

Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...

The Jeff Macke Portfolio
Video
Macke Town Hall
Members Only

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

My universe, the land of the consumer, has taken center stage. The eye of the storm, if you will. The center of the volcano. The hottest part of the mantle...

The Jeff Macke Portfolio
Video
Members Only