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Jeff Macke
Jeff Macke

Week In Review: October 17

Week in Review!
 We got Tariff'ed! Brutal couple weeks for the Portfolio+ after the POTUS announces (then semi-unannounces) 130% Chinese tariffs. In this week's edition I discuss taking profits on Williams-Sonoma, the huge quarter turned in by $ESLOY and why...
October 17, 2025
The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$WMT
$ESLOY
$NTDOY
Members Only
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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
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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
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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
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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 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