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...
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...
