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Macke's Retail Roundup

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Tuesdays @ 1:00 PM ET

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Macke's Retail Roundup,
Macke's Retail Roundup+

The Haves and Have Nots, FIVE

June 4, 2025

The spread between valuations between classes of retailers has never been higher and shows no signs of contracting. The looming oligarchy in retail. 

Plus, 5 Below preview: Is this the most Tariff Exposed Company on Earth? 

Macke's Retail Roundup,
Macke's Retail Roundup+

Target's Broken Stores

June 3, 2025

Last weekend Barron's suggested it had the fix for what ails Target. In a piece harkening back to May's "Target Fails. Again" piece, Barron's said Target needs to unlock merchandise, get better in-stock levels, get out of the DEI business, and invest more in the infrastructure to make the Internet business profitable. 

It might be more simple than that. Click the Link and I'll explain how to tell Target is broken right when you walk in the door.