Report Card
Jeff Macke
Jeff Macke

Nike Report Card

Undoing the past

 

 

 

Nike Report Card Nike beat expectations on the top and bottom lines but cautioned the “Holiday Quarter” (Nike’s Q2) would be slightly weaker than analyst estimates. In yesterday’s preview, I suggested...
October 1, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$NKE
Nike
Jeff Macke
Jeff Macke

The Nike Disaster and How to Trade It

Nike reports tonight. Here's how they got into this mess.

 

 

 

Nike's investor relations homepage features a Mission Statement that all but screams written by committee. “Nike, Inc. is a Growth Company,” it declares, “We create innovative, must-have products. We build deep, personal...
September 30, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
macke letter
$NKE
$ONON
d
Jeff Macke
Jeff Macke

Retail Sales Beat and More!

Hollywood Goes Denim, restaurants reporting and Gov't Data Breakdown

 

 

 

1. Hollywood Goes Denim

Last week in a Members only...

September 16, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
$GAP
$AEO
macke letter
$CRBL
$DRI
d
Jeff Macke
Jeff Macke

Weekly Video: Hot or Not?

Catching more of last week's rally. Getting ready for RH

Weekly video for September 10th.

 

The strong keep getting stronger. This isn't time to be calling bottoms on retail stocks still trending lower. Get ready for the Dead show that is RH earnigns and Lovesac; all this in more!

...

September 10, 2025
The Macke Letter
Jeff Macke
The Macke Letter
earnings
$LEVI
macke letter
$LULU
$RH
$TGT
$LOVE
Video
d
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 Macke Letter
Jeff Macke
The Macke Letter
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 Macke Letter
Jeff Macke
The Macke Letter
earnings
$GAP
$AEO
$WSM
$LEVI
$ANF
$VSCO
macke letter