Displaying 1 - 12 of 12

f
Jeff Macke
Jeff Macke

TKO Scores a Knockout

TKO Rakes in huge cash for UFC. What I'm doing now.
 

TKO Scores a Knock-Out! 

TKO signed a $7.7 billion, 7 year deal with Paramount+ to air UFC content, including PPVs. TKO is getting a full price for the asset. Just on the surface, Paramount+ is paying a...

August 11, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$TKO
$dis
Members Only
3
Jeff Macke
Jeff Macke

3 Reports to Watch This Week

On Holdings, Cava and Birkenstocks are poised to move this week.
 

According to Deutsche over 60% of the consumer facing companies that have reported so Q2 so far are lower. What's striking / concerning / disturbing is the spread between winners and losers. The downside reactions (RIP $CROX) are brutal, the...

August 10, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$CAVA
$BIRK
$ONON
$SG
d
Jeff Macke
Jeff Macke

Peloton Report Card

Expectations are high for Amazon tonight. Here's what to expect

Peloton reported a much better-than-expected quarter and guidance on (almost) every metric! CEO Peter Stern continues to find ways to rip out expenses without increasing churn. 

Put more simply, 18 months ago the question was whether or not...

August 7, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
earnings
$PTON
report card
Members Only
Jeff Macke
Jeff Macke

Portfolio Update! Building Some Cash

Building Cash into Earnings Season

Quick Update for Members: Portfolio Changes!

In Friday's video, recorded during the meat of a stock market battering, I announced that I'd be selling two of our portfolio holdings. I closed the positions at yesterday's close....

August 5, 2025
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
earnings
$SBUX
$CHWY
Members Only
5
Jeff Macke
Jeff Macke

5 Reports to Watch This Week

These 5 Stocks will set the tone for a critical week.

Buckle up for Earnings

Coming off a week marked by negative headlines (Tariff Madness, Lousy Jobs, and the biggest index declines since May), the stock market is heading straight into the heart of the real...

August 4, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$dis
$OPEN
$FRPT
$TKO
$HIMS
Jeff Macke
Jeff Macke

Sunday Musings, Visiting Target and Walmart

Can retailers recover from a brutal 5 days?

Sunday Musings Ahead of a Huge Week

The long grind higher since the April 8th lows came to a thudding halt last week and, not surprisingly, it was the Consumer Discretionary names leading the way lower. By the time the...

August 3, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$TGT
$WMT
$PTON
$UBER
$dis
Jeff Macke
Jeff Macke

Amazon Earnings Report Card

Amazon fails to explain AWS relative underperformance

Yesterday I wrote, "Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do".

Boy, is that biting me in the ass this morning. Amazon looks set to open 8% lower despite yet another quarter of...

August 1, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only
a
Jeff Macke
Jeff Macke

Amazon Earnings Preview!

Expectations are high for Amazon tonight. Here's what to expect

Amazon famously doesn't care what it reports from quarter to quarter, but as a shareholder, I certainly do.

With the Everything Store set to report tonight on the heels of blockbusters from Microsoft and Meta, and $AMZN shares underperforming...

July 31, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$AMZN
earnings
Members Only
5
Jeff Macke
Jeff Macke

5 Charts to Watch

5 Charts I'm watching today

VFC is Screaming Higher!

 

 

The owner of Vans, Columbia and Timberland (among other things) came in better than expected despite yet another decline in the Vans division, which fell by 14%. There's a...

July 30, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$PTON
$SPOT
$ETSY
$VFC
$SBUX
x
Jeff Macke
Jeff Macke

Starbucks Report Card: Good Enough for Now

Starbucks gets a pass from Wall Street

Starbucks got away with one on Tuesday.

The company missed on EPS, posted a 6th straight quarter of negative comps and still has little to show for 12 months of work CEO Brian Niccol has put in since he was plucked away from Chipotle for a cool...

July 29, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
Macke's Retail Report
$SBUX
Members Only
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
Macke's Retail Roundup
Macke's Retail Roundup+
Jeff Macke
$AEO
$LEVI
Macke's Retail Report
Winona
Jeff Macke
Jeff Macke

Falling into the Gap

Abercrombie took the pipe, Foot Locker was predictably lousy. Where I'm looking now as we grind through Mall Store Earnings,

Some of the best trades I make are the ones I pass on entirely. So it was for $ANF which into earnings this...

March 5, 2025
Macke's Retail Roundup
Macke's Retail Report