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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...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
Macke's Retail Report
$CAVA
$BIRK
$ONON
$SG