Displaying 1 - 4 of 4

l
Jeff Macke
Jeff Macke

Portfolio Update, Weekly Strategy Session: July 11th

Portfolio Update of the RoundUp10 and Starting 10 portfolios through July 11th, 2025.

 

Looking for more detail? Get the full video review, including macro thoughts, position changes and the...

August 31, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Jeff's Retail Portfolio
$LEVI
$ATZ.T)
Members Only
d
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
$KSS
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