Jeff Macke November 28: Week in Review Sentiment Collapse Strong Week, led by Gap, AEO Keeping it short today as I'm heading out to do some field research at the malls for Black Friday.Strong week for the Portfolio+. Gap tacked on to post... November 28, 2025 The Jeff Macke Portfolio Video macke portfolio 1167 Jeff's Retail Portfolio $M $AEO $GPS $KSS Members Only
Jeff Macke The Consumer Shows Up! WSM, ANF and Kohl's Report Cards A quick breakdown of what you need to know about today's earnings Kohl's, Williams-Sonoma beat! Abercrombie is a tale of two companies. Foot Locker is barely trying ahead of Dick's takeover.Here's my instant-reaction to this morning's retail earnings. Kohl's... August 27, 2025 The Macke Letter Jeff Macke The Macke Letter earnings $WSM $LEVI $ANF macke letter $KSS
Jeff Macke Week in Review: July 25 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... July 25, 2025 The Jeff Macke Portfolio The Jeff Macke Portfolio Plus Video Macke's Retail Roundup $CMG $AEO $XLY $GAP $KSS $ONON Members Only
Jeff Macke Macke's Retail Roundup Live - July 22, 2025 Below are the slides from my weekly video for members of Macke's Retail Roundup. Stuck Starbucks: Kohl's gets a... July 22, 2025 The Jeff Macke Portfolio The Jeff Macke Portfolio Plus Video $SBUX $KSS $LULU Macke's Retail Roundup Macke Retail Roundup Live Members Only
