Uber is is pulling back premarket, ostensibly on slightly light revenues and solid but not spectacular guide. At least that's going to be the reason analysts will cite for not taking up their ratings on Uber, despite the company crushing on trailing...
Earnings season is heating up as we get into May. We've heard from plenty of consumer facing names so far (Hasbro, McDonald's, Chipotle) but by time honored tradition the earnings season for retail doesn't start until Walmart reports which won't...
I added a new name to the Retail Round-Up portfolio last week. Spotify entered the portfolio after reporting a "disappointing" first quarter that, honestly, couldn't have made me happier.
It wasn't the numbers that cooked shares of Starbucks after hours last night. Not that Starbucks didn't turn in a "disappointing" (their words) quarter last night. They did. But the stock was hanging in there just fine well into last night's call....
Spotify is down 8% pre-market on missing the EPS estimate for Q4. The subscription numbers were good with monthly usage and premium subscriber numbers coming in better than expected. The guidance for FY subs was light, which seems more on the side of...
Spotify ("The Swedish Netflix") reports, essentially while we are sleeping tonight. The Podcast King is expected to to report revenue growth of about 20% at $4.6b and earnings of $2.52-ish or more, which is a growth rate too large to really delve into...
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...
Enough raging against the machine. In the 2 weeks since Liberation Day we've seen the stated rate of tariffs change at least 5 times. Just last weekend we saw a seemingly tech-saving exclusion on chips first announced then denied then largely just...
A "tell" is an observable, consistent, unwitting behavior in reaction to a known stimulus. Which is a fancy way of stating something you already understand intuitively.
Examples: You try on a new, hot outfit to model for your partner. You...
Stocks are getting hammered after President Trump's Reciprocal Tariffs were larger and broader than economists anticipated. Retailers and tech are leading the way lower early, which has been the...
I was busily preparing for the post-close rantings of a polarizing lunatic (by which I mean the RH earnings report and conference call) when it came across the wire that Amazon could be in the...
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...