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...
Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...
After losing a MASSIVE 98% of its value from the COVID Bubble top, Stitch Fix ( $SFIX ) has spent the last 2 years defining itself, its customer base, and its business model; all on the fly.
Patient (or more likely new) investors are being...
Everyone already loves NFLX. Here are other ways to play.
Netflix is set to report on Thursday evening, and it's hard to find anyone willing to bet against this new Consumer virtual-staple. Netflix is the Big Daddy of streaming. As the networks and streaming services continue to bundle in a way that amounts...
Like Santa Claus in a Christmas movie, Prime Day had plenty of doubters and haters but, in the end, proved itself undeniably Real. The biggest, newest shopping event of summer got off to a slow start but ended up driving...
Below is my weekly video for members of Macke's Retail Roundup.
Stocks ended a good week with a *thud as Tariffs take their toll. Not that there weren't any promising signs (see: Levi's and our old favorite, Aritzia...
There is no time off from stock research. Not in the consumer space. Everything you do, everything you consider doing, on vacation is a datapoint. I can't afford to relax on vacations. I can't...
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...
I told you Lululemon had its work cut out for it when it reported earnings Thursday night but I didn't think it would be quite this bad. With shares off 20% you can bet value shoppers will at least try to protect old lows of ~$250 for this...
