Abercrombie didn't have to be perfect. With the stock down 50% since January, even after a HUGE bounce, Abercrombie & Fitch just had to be decent. Anything better than about a 20% guidance cut would have been acceptable. Word was that foot traffic...
Abercrombie didn't have to be perfect. With shares sitting 50% lower since January sentiment around $ANF was somewhere between "skeptical" and "afraid to look". Word was that traffic was bad at Abecrombie's name-brand stores, leaving Hollister, the...
Another strong week for the Round-Up 10 Portfolio with gains last Friday (which now seems like a million years ago) taking us up to over 12% since our March 20 start date, handily beating the S&P500 and the XRT Consumer Discretionary ETF.
Below is my weekly video for members of Macke's Retail Roundup.
We're still in the heart of retail earnings season. This week we heard from names like TGT, TJX, and WSM. Next week we've got DKS, COST, M, BBY, DKS,...
On had to be perfect going into earnings. Fast growth company and priced accordingly. On isn't cheap. It wasn't a month ago at $35 and wasn't when I bought it yesterday at $50.70. What On has transcends cheap. On has momentum, good management, and a...
I should probably wait. I might be able to buy a dip. But there's a name I've wanted in the portfolio for months. They report tomorrow. Expectations aren't exactly "low" but you don't get many dips in the good names.
Below is my weekly video for members of Macke's Retail Roundup.
We've entered the retail portion of earnings season. This week I analyzed the reports and reactions from DIS and PTON, two consumer stocks I watch closely...
Earnings season is heating up as we get into May. We've heard from plenty of consumer facing names so far (Hasbro, McDonald's, Chipotle) but by time honored tradition the earnings season for retail doesn't start until Walmart reports which won't...
It wasn't the numbers that cooked shares of Starbucks after hours last night. Not that Starbucks didn't turn in a "disappointing" (their words) quarter last night. They did. But the stock was hanging in there just fine well into last night's call....
Spotify is down 8% pre-market on missing the EPS estimate for Q4. The subscription numbers were good with monthly usage and premium subscriber numbers coming in better than expected. The guidance for FY subs was light, which seems more on the side of...
A "tell" is an observable, consistent, unwitting behavior in reaction to a known stimulus. Which is a fancy way of stating something you already understand intuitively.
Examples: You try on a new, hot outfit to model for your partner. You...
Below is my weekly video for members of Macke's Retail Roundup.
My universe, the land of the consumer, has taken center stage. The eye of the storm, if you will. The center of the volcano. The hottest part of the mantle...
Stocks are getting hammered after President Trump's Reciprocal Tariffs were larger and broader than economists anticipated. Retailers and tech are leading the way lower early, which has been the...
