Macke's Retail Roundup+ Articles

Displaying 49 - 59 of 59

Spot Misses! Time to Buy or Bail?

Spotify is down 8% pre-market on missing the EPS estimate for Q4. The subscription numbers were good with monthly usage and premium subscriber numbers coming in better than expected. The guidance for FY subs was light, which seems more on the side of...

April 29, 2025

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$SPOT

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Jeff Macke

See $SPOT Run

Spotify ("The Swedish Netflix") reports, essentially while we are sleeping tonight. The Podcast King is expected to to report revenue growth of about 20% at $4.6b and earnings of $2.52-ish or more, which is a growth rate too large to really delve into...

April 28, 2025

Macke's Retail Roundup

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Jeff Macke

ON: Zendaya is coming for LuLu

As the dust settles on Liberation Day the Street is starting to pick through the rubble and getting long stocks just in case the world doesn't end.

Consider On Holdings, the Swiss shoe and athletic concern. Shares are popping on a down day...

April 28, 2025

Macke's Retail Roundup

Macke's Retail Roundup+

Jeff Macke

Monthly Town Hall - April 2024

Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...

April 23, 2025

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Town Halls

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Jeff Macke

Tariffs Hit Estimates; Cash Crunch Coming

April 17, 2025

Macke's Retail Roundup+

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Jeff Macke

The New Normal

Enough raging against the machine. In the 2 weeks since Liberation Day we've seen the stated rate of tariffs change at least 5 times. Just last weekend we saw a seemingly tech-saving exclusion on chips first announced then denied then largely just...

April 16, 2025

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Jeff Macke

Consumer "Tells" Still Bad

A "tell" is an observable, consistent, unwitting behavior in reaction to a known stimulus. Which is a fancy way of stating something you already understand intuitively.

Examples: You try on a new, hot outfit to model for your partner. You...

April 15, 2025

Macke's Retail Roundup

Macke's Retail Roundup+

$NKE $BBY $DKS

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Jeff Macke

Tariffs Smash Stocks

Are we having fun yet?

No. No, we are not.

Stocks are getting hammered after President Trump's Reciprocal Tariffs were larger and broader than economists anticipated. Retailers and tech are leading the way lower early, which has been the...

April 3, 2025

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Jeff Macke

Amazon for TikTok? Yes please

I was busily preparing for the post-close rantings of a polarizing lunatic (by which I mean the RH earnings report and conference call) when it came across the wire that Amazon could be in the...

April 2, 2025

Macke's Retail Roundup

Macke's Retail Roundup+

AMZN

TikTok

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