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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

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
d
Jeff Macke
Jeff Macke

Week In Review: August 15th

Making sense of the data and getting ready for a Huge Week!

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

It's been a solid week for the market and a great week for the RoundUp 10 Portfolio. In the below video I review trades I shared over the last week (Long $TKO,...

August 15, 2025
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$WMT
$TGT
$ULTA
$ONON
$TKO
$HD
$LOW
$TJX
Members Only
Jeff Macke
Jeff Macke

Sunday Musings, Visiting Target and Walmart

Can retailers recover from a brutal 5 days?

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

August 3, 2025
The Macke Letter
Jeff Macke
The Macke Letter
$TGT
$WMT
$PTON
$UBER
$dis

Walmart vs Target - a great rotation in the works?

The difference in the stocks of WMT and TGT is pretty amazing.

When we take a look at the ratio of WMT/TGT we can see a parabolic lift off in WMT versus TGT. Frankly, WMT has crushed TGT in the recent past.

Take a look at the ratio - big...

June 4, 2025
Bart's Charts
$TGT
sad
Jeff Macke
Jeff Macke

Target Fails. Again

Target didn't have to be "Great" today. They didn't even have to be good. 

Since briefly becoming America's retail comfort food during COVID Target has been on an epic run of failure. The misses have only been interrupted only by short...

May 20, 2025
The Macke Letter
$TGT