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Jeff Macke
Jeff Macke

The Consumer Shows Up! WSM, ANF and Kohl's Report Cards

A quick breakdown of what you need to know about today's earnings

Kohl's, Williams-Sonoma beat! Abercrombie is a tale of two companies. Foot Locker is barely trying ahead of Dick's takeover.

Here's my instant-reaction to this morning's retail earnings. 

 

Kohl's...

August 27, 2025
The Jeff Macke Portfolio
Jeff Macke
The Macke Letter
earnings
$WSM
$LEVI
$ANF
macke letter
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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
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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
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
$SBUX
$KSS
$LULU
Macke's Retail Roundup
Macke Retail Roundup Live
Members Only