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Jeff Macke
Jeff Macke

October 31st Week in Review

Amazon Crushes!
 

It was a fine week with Amazon leading the way.

In the attached video I'm talking about Amazon's huge win, why Starbucks is still dead money and Chipotle is hopeless. I also take a look at next week as I look to prune some dead weight from...

October 31, 2025
The Jeff Macke Portfolio
Video
macke portfolio
1167
Jeff's Retail Portfolio
$AMZN
$CMG
$SBUX
$SHOP
Members Only
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Jeff Macke
Jeff Macke

Amazon Hitting on All Cylinders

The World's Best Retailer is Back
  Shares of Amazon are hitting all-time highs in the pre-market after AWS growth exceeded 20% for the first time since 2022. This has alleviated concerns that the company was losing market share in AI and the cloud, despite years of massive...
October 31, 2025
The Macke Letter
Jeff Macke
The Macke Letter
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macke letter
$AMZN
starbucks
Jeff Macke
Jeff Macke

Starbucks, Amazon, Target and More

Chartfest Tuesday

 

Keeping it visual today ahead of a busy earnings week. Starbucks and Amazon ahead of earnings, 2 winning trades on Mattel and Hasbro, Deckers gets a micro-bounce and a Minnesota double shot. 

99% charts, 110% value. Enjoy!

...
October 28, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$BBY
$TGT
$SBUX
$AMZN
$HAS
$MAT
$DECK
Sept 29
Jeff Macke
Jeff Macke

Week In Review: September 26

Week in Review!

Below is my weekly video for members of Macke's Retail Roundup.

Lousy week for the Portfolio+ as Stitch Fix beat estimates, raised guidance, tumbling 15%.  We've seen this before after the company reports, as I cover in...

September 29, 2025
The Jeff Macke Portfolio
Video
$TGT
$GAP
macke portfolio
1167
Jeff's Retail Portfolio
$UBER
$LEVI
$SFIX
$AMZN
$WW
Members Only
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Jeff Macke
Jeff Macke

Week In Review: September 19

Week in Review!

Below is my weekly video for members of Macke's Retail Roundup.

A strong week for the Portfolio and the Starting 10, more room to run for mall stocks and beating the Market.

All this and more in this week's video!

...
September 19, 2025
The Jeff Macke Portfolio
Video
$TGT
$GAP
macke portfolio
1167
Jeff's Retail Portfolio
$UBER
$LEVI
$SFIX
$AMZN
$WW
Members Only
AMZN is tricky here ...
James Bartelloni
James Bartelloni

AMZN - two scenario's.

AMZN is showing two distinct possibilities

Amazon is at an interesting juncture. On one hand, the big projection target is higher.  For AMZN to go another 27% higher to tag that target, in this environment seems pretty unlikely.  Yet, on the other hand, we have a correction ongoing...

August 11, 2025
Bart's Charts
Amazon
$AMZN
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Jeff Macke
Jeff Macke

Week In Review: August 8th

Peloton scores a beat and an Upgrade. More Trades!

Below is my weekly video for members of Macke's Retail Roundup.

Peloton beats by a mile and goes up ~0%. Crocs misses because of Tariffs and crashes over 20%. Dutch Bros goes anti-Starbucks and rips higher. Has the market gone...

August 8, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
Video
Macke's Retail Roundup
$AMZN
$PTON
$COST
$TKO
$ONON
$dis
$SG
$CROX
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Jeff Macke
Jeff Macke

Week In Review: August 1st

Stocks to Buy as the Week ends in a Crash

Below is my weekly video for members of Macke's Retail Roundup.

Amazon leads to the downside as the week comes to a brutal end. Two portfolio changes and 2 stocks I'd buy in in this bloodbath. 

...

August 1, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
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Macke's Retail Roundup
$AMZN
$IMAX
$PTON
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$COST
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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
The Macke Letter
Jeff Macke
The Macke Letter
$AMZN
earnings
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
The Macke Letter
Jeff Macke
The Macke Letter
$AMZN
earnings