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Jeff Macke
Jeff Macke

Week In Review: August 8th

Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Peloton beats by a mile and goes up ~0%. Crocs misses because of Tariffs and crashes over 20%. Dutch Bros goes anti-Starbucks and rips higher. Has the market gone...

August 8, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
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Jeff Macke
Jeff Macke

Peloton Report Card

Expectations are high for Amazon tonight. Here's what to expect

Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn. 

Put more simply, 18 months ago the question was whether or not...

August 7, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
Macke's Retail Report
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Jeff Macke
Jeff Macke

Sunday Musings, Visiting Target and Walmart

Can retailers recover from a brutal 5 days?

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

August 3, 2025
The Macke Letter
Jeff Macke
Macke's Retail Report
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Jeff Macke
Jeff Macke

Week In Review: August 1st

Stocks to Buy as the Week ends in a Crash

Below is my weekly video for members of Macke's Retail Roundup.

Amazon leads to the downside as the week comes to a brutal end. Two portfolio changes and 2 stocks I'd buy in in this bloodbath. 

...

August 1, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
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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
The Macke Letter
Jeff Macke
Macke's Retail Report
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$SPOT
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$VFC
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Peloton
Jeff Macke
Jeff Macke

Week In Review

Huge week for consumer news. Target and Deckers tanked, Urban Outfitters soared and Williams-Sonoma managed to get out of a tricky earnings report more or less unscathed.

But one of the bigger stories, and biggest moves, happened in a name from...

May 23, 2025
The Macke Letter
$PTON
Pton
Jeff Macke
Jeff Macke

Grading Peloton

 

Peloton shares are down pre-market despite the company doing just about anything analysts could have asked from it.

Churn hit 1.2% despite a massive drop in marketing spend. As mentioned in the preview yesterday, if Peloton can retain the...

May 8, 2025
The Macke Letter
$PTON