The Jeff Macke Portfolio 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 More from The Jeff Macke Portfolio Jeff Macke Week In Review: October 24 Week in Review! Target, Mattel and Best Buy October 24, 2025 Jeff Macke Putting On An Options Trade In Hasbro Here's a new thing I'm doing! October 22, 2025 Jeff Macke Week In Review: October 17 Week in Review! October 17, 2025