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Nike
Jeff Macke
Jeff Macke

The Nike Disaster and How to Trade It

Nike reports tonight. Here's how they got into this mess.

 

 

 

Nike's investor relations homepage features a Mission Statement that all but screams written by committee. “Nike, Inc. is a Growth Company,” it declares, “We create innovative, must-have products. We build deep, personal...
September 30, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$NKE
$ONON
d
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
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
Members Only
3
Jeff Macke
Jeff Macke

3 Reports to Watch This Week

On Holdings, Cava and Birkenstocks are poised to move this week.
 

According to Deutsche over 60% of the consumer facing companies that have reported so Q2 so far are lower. What's striking / concerning / disturbing is the spread between winners and losers. The downside reactions (RIP $CROX) are brutal, the...

August 10, 2025
The Macke Letter
Jeff Macke
The Macke Letter
$CAVA
$BIRK
$ONON
$SG
d
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
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
Members Only
d
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
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$CMG
$AEO
$XLY
$GAP
$KSS
$ONON
Members Only