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Macke's Retail Roundup

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Tuesdays @ 1:00 PM ET

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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
Macke's Retail Roundup
Macke's Retail Roundup+
Video
$SBUX
$KSS
$LULU
Macke's Retail Roundup
Macke Retail Roundup Live
Members Only
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jeff macke
Jeff Macke

The Honeymoon is Over at Starbucks

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
Macke's Retail Roundup
Macke's Retail Roundup+
$SBUX
$BROS
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jeff macke
Jeff Macke

Cruise Stocks are Unsinkable

If everyone hates cruising except Boomers and people who crave norovirus, why are the stocks hitting All-Time-Highs?

Royal Caribbean made the news for two reasons on Friday. First came reports that 140 people aboard $RCI's "Navigator of the Seas...

July 20, 2025
Macke's Retail Roundup
Macke's Retail Roundup+
Video
$VIK $RCL $NCLH $CCL $DIS $LIND $EXPE $CUK
Members Only