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Jeff Macke
Jeff Macke

Peloton Report Card

Expectations are high for Amazon tonight. Here's what to expect

Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn. 

Put more simply, 18 months ago the question was whether or not...

August 7, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
earnings
$PTON
report card
Members Only
Jeff Macke
Jeff Macke

Portfolio Update! Building Some Cash

Building Cash into Earnings Season

Quick Update for Members: Portfolio Changes!

In Friday's video, recorded during the meat of a stock market battering, I announced that I'd be selling two of our portfolio holdings. I closed the positions at yesterday's close....

August 5, 2025
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
earnings
$SBUX
$CHWY
Members Only
Jeff Macke
Jeff Macke

Amazon Earnings Report Card

Amazon fails to explain AWS relative underperformance

Yesterday I wrote, "Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do".

Boy, is that biting me in the ass this morning. Amazon looks set to open 8% lower despite yet another quarter of...

August 1, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only
a
Jeff Macke
Jeff Macke

Amazon Earnings Preview!

Expectations are high for Amazon tonight. Here's what to expect

Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do.

With the Everything Store set to report tonight on the heels of blockbusters from Microsoft and Meta, and $AMZN shares underperforming...

July 31, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only