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Jeff Macke
Jeff Macke

The Consumer Shows Up! WSM, ANF and Kohl's Report Cards

A quick breakdown of what you need to know about today's earnings

Kohl's, Williams-Sonoma beat! Abercrombie is a tale of two companies. Foot Locker is barely trying ahead of Dick's takeover.

Here's my instant-reaction to this morning's retail earnings. 

 

Kohl's...

August 27, 2025
The Jeff Macke Portfolio
Jeff Macke
Macke's Retail Report
earnings
$WSM
$LEVI
$ANF
macke letter
$KSS
d
Jeff Macke
Jeff Macke

3 Storylines To Watch This Week

Huge earnings week for the mall! Furniture stocks burning!

It's the last week of summer and the biggest week of the year as retail earnings hit maximum intensity in the next 5 days. Here's what I'm watching while most of the other adults are on vacation:

 

 

1. The Earnings Flood...

August 25, 2025
The Jeff Macke Portfolio
Jeff Macke
Macke's Retail Report
earnings
$GAP
$AEO
$WSM
$LEVI
$ANF
$VSCO
macke letter
anf
Jeff Macke
Jeff Macke

Abercrombie Aces It

Abercrombie didn't have to be perfect. With the stock down 50% since January, even after a HUGE bounce, Abercrombie & Fitch just had to be decent. Anything better than about a 20% guidance cut would have been acceptable. Word was that foot traffic...

May 28, 2025
The Jeff Macke Portfolio
The Jeff Macke Portfolio Plus
$ANF
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