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Jeff Macke
Jeff Macke

Week In Review: August 15th

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,...

August 15, 2025
Macke's Retail Roundup+
Video
Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
Members Only
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Jeff Macke
Jeff Macke

Week In Review: August 8th

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...

August 8, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
Members Only
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Jeff Macke
Jeff Macke

Week In Review: August 1st

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. 

...

August 1, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Video
Macke's Retail Roundup
$AMZN
$IMAX
$PTON
$WMT
$COST
Members Only
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Jeff Macke
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
Macke's Retail Roundup
Macke's Retail Roundup+
Video
Macke's Retail Roundup
$CMG
$AEO
$XLY
$GAP
$KSS
$ONON
Members Only
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Jeff Macke
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
Macke's Retail Roundup
Macke's Retail Roundup+
Video
$SBUX
$KSS
$LULU
Macke's Retail Roundup
Macke Retail Roundup Live
Members Only
SFIX
Jeff Macke
Jeff Macke

Report Card: Stitch-Fix Sews up a Win

Stitch Fix keeps refusing to die. The all-but-forgotten clothing box membership service is seeing shares jump after losing less and selling more than analysts expected in Q3. What should you do with shares near 2025 highs and up more than 100% since...

June 11, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
$SFIX
Jeff Macke
Macke's Retail Roundup
Members Only
Jeff Macke
Jeff Macke

Road Trip!

Consumer Data Points are all around you. What I’m looking for as I head to NYC for the weekend.

 

February 14, 2025
Macke's Retail Roundup
Jeff Macke
Jeff Macke

The Footwear Party is Over

After a legendary run footwear stocks are suddenly taking a beating. Is it time to walk away from the group?

February 12, 2025
Macke's Retail Roundup
Amazon: just buy it
Jeff Macke
Jeff Macke

Amazon: Bring the Dip

Amazon is selling off on weak guidance. After 30yrs you'd think we'd have learned

February 7, 2025
Macke's Retail Roundup
Peloton: Riding High
Jeff Macke
Jeff Macke

Peloton Delivers

Starting 10 pick Peloton beats, raises and posts 4th straight quarter of cashflow. Letting the shares ride.

February 6, 2025
Macke's Retail Roundup
Macke Approved
Jeff Macke
Jeff Macke

Macke's Retail Round-Up: The Starting 10

Every year I sit down with my 2 kids and put together a portfolio of Consumer Facing stocks. The picks aren't all retailers but each fits in the bucket of my expertise. They make products I can see, feel and sometimes taste. They are brands that evoke...

January 20, 2025
Macke's Retail Roundup
Macke's Retail Roundup