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Jeff Macke
Jeff Macke

5 Charts to Watch

5 Charts I'm watching today

VFC is Screaming Higher!

 

 

The owner of Vans, Columbia and Timberland (among other things) came in better than expected despite yet another decline in the Vans division, which fell by 14%. There's a...

July 30, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$PTON
$SPOT
$ETSY
$VFC
$SBUX
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Jeff Macke
Jeff Macke

Starbucks Report Card: Good Enough for Now

Starbucks gets a pass from Wall Street

Starbucks got away with one on Tuesday.

The company missed on EPS, posted a 6th straight quarter of negative comps and still has little to show for 12 months of work CEO Brian Niccol has put in since he was plucked away from Chipotle for a cool...

July 29, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$SBUX
Members Only
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Jeff Macke
Jeff Macke

Why I Bought AEO

One campaign won't save AEO... but it can move the stock

I couldn't stop thinking about AEO's new campaign. Not because of the actress or the fake(?) controversy being kicked up online. My interests are artistic, historic and pecuniary. 

I wrote about the...

July 27, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
$AEO
$LEVI
Macke's Retail Report
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Jeff Macke
Jeff Macke

Sydney Sweeney just killed Athleisure

Can Sweeney's popularity revive the company? No one is really asking yet.

Shares of American Eagle rose 21% after hours for reasons that are a mystery to people who think Sydney Sweeney is "mid".

The "Sydney Sweeney has Great Jeans" campaign, featuring the popular actress in AEO denim, added just under $400 million to...

July 23, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
$AEO
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Jeff Macke
Jeff Macke

Stitch Fix is Ripping Higher! 3 Reasons it can Keep Going

3 Reasons the SFIX rally has room to Run

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...

July 23, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
$SFIX
Jeff Macke
RoundUp 10
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SFIX
Jeff Macke
Jeff Macke

Report Card: Stitch-Fix Sews up a Win

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...

June 11, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
$SFIX
Jeff Macke
Macke's Retail Roundup
Members Only
The Ghosts of 2018
Jeff Macke
Jeff Macke

"Beat and Guide Lower" is 2025's Hottest Trend

Wall St and Retailers adjusting to a random news flow world...

Remember the beginning of January? Retailers were pre-announcing strong Holiday sales and margins. Consumer Discretionary stocks were on a heater dating all the way back to pessimism...

February 27, 2025
Macke's Retail Roundup
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Jeff Macke
Starbucks