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Sept 29
Jeff Macke
Jeff Macke

Week In Review: September 26

Week in Review!

Below is my weekly video for members of Macke's Retail Roundup.

Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%.  We've seen this before after the company reports, as I cover in...

September 29, 2025
The Jeff Macke Portfolio
Video
$TGT
$GAP
macke portfolio
1167
Jeff's Retail Portfolio
$UBER
$LEVI
$SFIX
$AMZN
$WW
Members Only
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Jeff Macke
Jeff Macke

Week In Review: September 19

Week in Review!

Below is my weekly video for members of Macke's Retail Roundup.

A strong week for the Portfolio and the Starting 10, more room to run for mall stocks and beating the Market.

All this and more in this week's video!

...
September 19, 2025
The Jeff Macke Portfolio
Video
$TGT
$GAP
macke portfolio
1167
Jeff's Retail Portfolio
$UBER
$LEVI
$SFIX
$AMZN
$WW
Members Only
Jeff Macke
Jeff Macke

Sunday Musings, Visiting Target and Walmart

Can retailers recover from a brutal 5 days?

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

August 3, 2025
The Macke Letter
Jeff Macke
The Macke Letter
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