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 April 7th? 

Get my full report card on SFIX's quarter and how I'm playing the stock.  

I break down the quarter and give the company its full grade for members in the LINK

Starbucks' new CEO is getting the company back on track, heading for all-time-highs.

Consumer Data Points are all around you. What I’m looking for as I head to NYC for the weekend.

After a legendary run footwear stocks are suddenly taking a beating. Is it time to walk away from the group?

Amazon is selling off on weak guidance. After 30yrs you'd think we'd have learned

Starting 10 pick Peloton beats, raises and posts 4th straight quarter of cashflow. Letting the shares ride.

Every year I sit down with my 2 kids and put together a portfolio of Consumer Facing stocks. The picks aren't all retailers but each fits in the bucket of my expertise. They make products I can see, feel and sometimes taste. They are brands that evoke, or at least used to evoke, Feelings in domestic consumers and investors.

Most importantly, they are companies with Stocks I believe can make me, and my kids, money over the coming year. The portfolio gets adjusted periodically, opportunistically but never casually. We trade around the positions but the core is adjusted only when the stocks out-run their target, the story gets worse or we want to free up money for a better investment.

Those are the guiding principles guiding the Retail Round-Up Model Portfolio. Today and tomorrow I'm unveiling my favorite consumer longs for 2025 as it stands right now. My goal isn't to minimize risk or free-ride market trends. Your situation will vary but this is a concentrated, fairly aggressive portfolio designed for people with long time frames. The starting value was $10,000 as of 12/31/2024 with $10,000 split equally across these ten stocks. Any trades will be recorded as of the...