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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
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jeff macke
Jeff Macke

The Honeymoon is Over at Starbucks

Starbucks needs more Steam

No one has been rooting for Starbucks harder than me, but the chain is running out of time. With the coffee giant set to report next week, and CEO Brian Niccol approaching his first anniversary since being announced as CEO it's time to review the Risk...

July 22, 2025
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jeff macke
Jeff Macke

Starbucks Disappoints: Report Card

It wasn't the numbers that cooked shares of Starbucks after hours last night. Not that Starbucks didn't turn in a "disappointing" (their words) quarter last night. They did. But the stock was hanging in there just fine well into last night's call....

April 30, 2025
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jeff macke
Jeff Macke

Starbucks on Earnings Watch

Starbucks set to report tonight and if you aren't nervous you haven't been paying attention. 

Shares of the worlds largest coffee shop are trading at levels first hit in 2019, a depressing run of mediocrity that has included 4 CEOs, a...

April 29, 2025
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