Displaying 1 - 10 of 10

d
Jeff Macke
Jeff Macke

Week In Review: September 5th

Huge Week. Earnings review, the week ahead

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

Huge start to September for Portfolio+ members! Check out this week's video for updates on the Big Payoff from my Denim Trend bet, Lululemon's collapse and a...

September 5, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$GAP
$LULU
$ESLOY
$GAP
$M
$AEO
Members Only
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: September 5th

Crushing the Market, lookiing for more

Portfolio Update of the RoundUp10 and the Denim Index through September 5th, 2025.

 

Looking for more insight? Get the full video review, including a breakdown of the HUGE AEO trade, Lululemon's flop, and more in my  ...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$ESLOY
$AEO
Members Only
d
Jeff Macke
Jeff Macke

AEO Report Card

Stellar Grades for American Eagle

 

American Eagle Aces Q2 & FY Guidance!

 

 

American Eagle beat estimates and guided Q3 and Q4 above analyst estimates last night. The news sent $AEO shares up 20% in...

September 4, 2025
The Macke Letter
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
The Macke Letter
$AEO
d
Jeff Macke
Jeff Macke

4 Things to Watch This Week

Lulu, AEO and Macy's report! Plus Tennis!

 

One: Lululemon Reports Thursday: Athleisure on Deathwatch 

 

I’ve been watching Lululemon literally its entire life as a public company (we covered the IPO on CNBC’s Fast Money in July of...

September 2, 2025
The Macke Letter
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff Macke
The Macke Letter
$LULU
$M
$AEO
d
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: August 29th

Portfolio Update of the RoundUp10 and Starting 10 portfolios through August 29th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, two HUGE new buys ahead of next week and more in my...

The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$WMT
$GPS
$TGT
$ESLOY
$AEO
Members Only
d
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
d
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
d
Jeff Macke
Jeff Macke

Why I Bought AEO

One campaign won't save AEO... but it can move the stock

I couldn't stop thinking about AEO's new campaign. Not because of the actress or the fake(?) controversy being kicked up online. My interests are artistic, historic and pecuniary. 

I wrote about the...

July 27, 2025
The Macke Letter
Jeff Macke
$AEO
$LEVI
The Macke Letter
d
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
f
Jeff Macke
Jeff Macke

Sydney Sweeney just killed Athleisure

Can Sweeney's popularity revive the company? No one is really asking yet.

Shares of American Eagle rose 21% after hours for reasons that are a mystery to people who think Sydney Sweeney is "mid".

The "Sydney Sweeney has Great Jeans" campaign, featuring the popular actress in AEO denim, added just under $400 million to...

July 23, 2025
The Macke Letter
Jeff Macke
$AEO