Consumer Stocks Are At A Crossroads
2025 has been a tough year for many consumer stocks. But Retail Expert Jeff Macke knows that amidst the chaos of tariffs and inflation, there is a tremendous opportunity in this group—if you know where to look.
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Presenter Bio
Renowned Retail Expert Jeff Macke has been tracking consumer and retail companies for most of his life. While most kids played catch with their dads, Jeff accompanied his former Target CEO, Kenneth Macke, to stores across the country, learning what makes a good store. Jeff later ran a hedge fund and became an original cast member on CNBC's Fast Money. Today, he's publishing his insights at The Macke Portfolio.