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Jeff Macke
Jeff Macke

Week In Review: August 29th

New Trades, Earnings Review, Week Ahead

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

August started with Home Depot's Halloween Display and ended with Starbuck's Pumpkin Spice as America gears up for the Longest Christmas Season Ever.  

...
August 29, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$TGT
$GAP
$LULU
$ESLOY
$GAP
$M
$BBW
$AEO
Members Only
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Jeff Macke
Jeff Macke

3 Storylines To Watch This Week

Huge earnings week for the mall! Furniture stocks burning!

It's the last week of summer and the biggest week of the year as retail earnings hit maximum intensity in the next 5 days. Here's what I'm watching while most of the other adults are on vacation:

 

 

1. The Earnings Flood...

August 25, 2025
The Jeff Macke Portfolio
Jeff Macke
The Macke Letter
earnings
$GAP
$AEO
$WSM
$LEVI
$ANF
$VSCO
macke letter
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Jeff Macke
Jeff Macke

Week In Review: August 20th

Peloton scores a beat and an Upgrade. More Trades!

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

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

August 25, 2025
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$TGT
$WMT
$GAP
Members Only
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Jeff Macke
Jeff Macke

Week In Review: August 22nd

The WMT Effect & the Denim Trade

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

Jackson Hole comments send retail flying! In the attached video, I welcome new members, set up possible trades for the next few weeks and hint at positions I'm...

August 22, 2025
The Jeff Macke Portfolio
Video
Macke's Retail Roundup
$WMT
$TGT
$GAP
$LULU
$ESLOY
Members Only
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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
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$CMG
$AEO
$XLY
$GAP
$KSS
$ONON
Members Only