Macke's Retail Roundup+ Articles

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Jeff Macke
Jeff Macke

Week in Review: July 25

Hulking up into Earnings Season

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

The loss of a pair of 80s icons takes a bit of the fun out of a profitable week. What we learned from (and about) Chipotle, the meme stock Red Flag and...

July 25, 2025
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Macke's Retail Roundup+
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Macke's Retail Roundup
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$AEO
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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
Jeff Macke
Jeff Macke

Monthly Town Hall - July 2024

Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...

July 23, 2025
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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
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$SFIX
Jeff Macke
RoundUp 10
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Jeff Macke
Jeff Macke

Macke's Retail Roundup Live - July 22, 2025

 

 

Below are the slides from my weekly video for members of Macke's Retail Roundup.

 

Stuck Starbucks:

 

 

Kohl's gets a...

July 22, 2025
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Jeff Macke
Jeff Macke

The Honeymoon is Over at Starbucks

Starbucks needs more Steam

No one has been rooting for Starbucks harder than me, but the chain is running out of time. With the coffee giant set to report next week, and CEO Brian Niccol approaching his first anniversary since being announced as CEO it's time to review the Risk...

July 22, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
$SBUX
$BROS
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Jeff Macke
Jeff Macke

Cruise Stocks are Unsinkable

Introducing the Millionaires at Sea Luxury Cruise Stock Basket

If everyone hates cruising except Boomers and people who crave norovirus, why are the stocks hitting All-Time-Highs?

Royal Caribbean made the news for two reasons on Friday. First came reports that 140 people aboard $RCI's "Navigator of the Seas...

July 20, 2025
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$VIK $RCL $NCLH $CCL $DIS $LIND $EXPE $CUK
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Jeff Macke
Jeff Macke

Roundup: New Position Alert!

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

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

July 18, 2025
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Jeff Macke
Jeff Macke
Jeff Macke
Jeff Macke

RoundUp+: New Position Alert!

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

I used yesterday's strength in a mall retailer to make room for a new position in my RoundUp 10. Hint: Think "Hims for Boomers."

Watch...

July 18, 2025
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Jeff Macke
Jeff Macke

NFLX: How to Play a Sweetheart Stock

Everyone already loves NFLX. Here are other ways to play.

Netflix is set to report on Thursday evening, and it's hard to find anyone willing to bet against this new Consumer virtual-staple. Netflix is the Big Daddy of streaming. As the networks and streaming services continue to bundle in a way that amounts...

July 16, 2025
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Jeff Macke
Jeff Macke

Under Pressure! July 15 RoundUp: Video & Slides

Weekly breakdown of Consumer Stocks to Watch

Retailers are trying to find their footing after a murderers' row of trade and tariff announcements over the last few days.

Spencer and I are talking specifics, including: CPI data take, Prime Day results, why tariffs matter (still), and how to...

July 15, 2025
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Jeff Macke
Jeff Macke

Biggest Prime Day EVER

Like Santa Claus in a Christmas movie, Prime Day had plenty of doubters and haters but, in the end, proved itself undeniably Real. The biggest, newest shopping event of summer got off to a slow start but ended up driving...

July 14, 2025
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Jeff Macke
Jeff Macke

RoundUp+: Retail hits the Tariff Wall

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

Stocks ending a good week with a *thud as Tariffs take their toll. Not that there weren't any promising signs (see: Levi's and our old favorite, Aritzia...

July 11, 2025
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Summer Vacation Stocks
Jeff Macke
Jeff Macke

Summer Vacation Stocks

 

 

There is no time off from stock research. Not in the consumer space. Everything you do, everything you consider doing, on vacation is a datapoint. I can't afford to relax on vacations. I can't...

July 9, 2025
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Jeff Macke
Jeff Macke

Amazon is Ready to Run

It didn't seem to impact Jeff Bezos' wedding but shares of Amazon have made almost no progress so far in 2025. With YTD gains of only 2% $AMZN is underperforming the S&P500, not to mention fellow Three King Merchants Walmart and Costco:

 ...
July 7, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
$LULU $NKE $GAP $CCL $RCL $VIK $BBW
Jeff Macke
Jeff Macke

4th of July Retail RoundUp!

Mid-year review and forecast video for Retail Roundup+ Members!

 

Happy 4th of July!

July 4, 2025
Macke's Retail Roundup+
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Jeff Macke
Jeff Macke

Weekly Strategy Session: June 13

Written Portfolio Update of the RoundUp10 and Starting 10 portfolios through June 13, 2025

June 14, 2025
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Jeff's Retail Portfolio
$spot $CHWY $GAP $BBW RoundUp10
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Jeff Macke
Jeff Macke

Watching Golf Is Work

If you aren't watching the US Open are you even working?

Leaving aside the finances of LIV and the PGA. You can also throw out the slow-growth, low-margin equipment business. I'm here for the outfits. These fittish, highly-strung men...

June 13, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
$NKE $LULU $UAA $MODG $GOLF
SFIX
Jeff Macke
Jeff Macke

Retail RoundUp: New Trade

There's been a new addition to the market-trouncing Retail Roundup10 Portfolio.

Click here to see what stock I'm adding...

June 11, 2025
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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
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Lulu
Jeff Macke
Jeff Macke

Lulu Whiffs! Report Card

I told you Lululemon had its work cut out for it when it reported earnings Thursday night but I didn't think it would be quite this bad. With shares off 20% you can bet value shoppers will at least try to protect old lows of ~$250 for this...

June 6, 2025
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