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Macke's Retail Roundup+ Articles

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ub

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...

Macke's Retail Roundup
Macke's Retail Roundup+
Disney

Disney just beat the crap out of estimates and (surprising part here) guided higher for the year. 

Despite collapsing consumer sentiment, a drop off in US park visits, leaning even deeper into cruises (which might be the only way to...

Macke's Retail Roundup
Macke's Retail Roundup+
skx

In late April Dad-Shoe brand Skechers reported decent earnings and pulled all guidance.

We talked about it at the time in my video update...

Macke's Retail Roundup
Macke's Retail Roundup+
Hasbro

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...

Macke's Retail Roundup
Macke's Retail Roundup+
Members Only

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

We made our first new purchase since launching the consumer portfolio earlier this year...

This is a stock I've been keeping an eye on for a while,...

Macke's Retail Roundup
Macke's Retail Roundup+
Video
Members Only
boom

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. 

As discussed in the Spotify...

Macke's Retail Roundup
Macke's Retail Roundup+
Amazon

As the Everything Company, it's appropriate Amazon's earnings will have something for everyone. 

Want some insight into impact of trade tension on consumer spending? Amazon's got you. Shipping? Amazon can tell you more than UPS did. Tariffs...

Macke's Retail Roundup
Macke's Retail Roundup+
Members Only
weeping

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....

Macke's Retail Roundup
Macke's Retail Roundup+
$SBUX
Members Only
nervous

Starbucks set to report tonight and if you aren't nervous you haven't been paying attention. 

Shares of the worlds largest coffee shop are trading at levels first hit in 2019, a depressing run of mediocrity that has included 4 CEOs, a...

Macke's Retail Roundup
Macke's Retail Roundup+
$SBUX
Borg

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...

Macke's Retail Roundup
Macke's Retail Roundup+
$SPOT
Members Only

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...

Macke's Retail Roundup
Macke's Retail Roundup+

As the dust settles on Liberation Day the Street is starting to pick through the rubble and getting long stocks just in case the world doesn't end.

Consider On Holdings, the Swiss shoe and athletic concern. Shares are popping on a down day...

Macke's Retail Roundup
Macke's Retail Roundup+

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...

Macke's Retail Roundup+
Video
Macke Town Hall
Members Only
boot

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...

Macke's Retail Roundup+
Members Only
arge

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...

Macke's Retail Roundup
Macke's Retail Roundup+
$NKE $BBY $DKS
Members Only
dang

Are we having fun yet?

No. No, we are not.

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...

Macke's Retail Roundup
Macke's Retail Roundup+
Members Only
amazon

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...

Macke's Retail Roundup
Macke's Retail Roundup+
AMZN
TikTok
Members Only

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...

Macke's Retail Roundup+
Video
Town Halls
Members Only