Below is my weekly video for members of Macke's Retail Roundup.
We're into earnings season. Thank the lord...
For the next few weeks, we'll hopefully learn how these retailers are preparing for a world with(or without) tariffs. Maybe it will give us something to focus on other than the soap opera out of the White House.
These tariff shenanigans really couldn't come at a worse time for retailers—they're doing their holiday season ordering now. And without clarity on tariffs, it's awfully hard to plan ahead.
So I'm looking forward to hearing what these execs have to say. This week we've heard from HAS, CMG, and SKX. I discussed these reports, as well as my Macke Retail Portfolio, in this week's video.
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 questions.
Below is my weekly video for members of Macke's Retail Roundup.
My universe, the land of the consumer, has taken center stage. The eye of the storm, if you will. The center of the volcano. The hottest part of the mantle.
And every tariff headline sends the market swinging. Last week, it was down. This week...down, then up, then down. We're stuck in a tariff circle of hell.
So what does this mean for the portfolio? And what am I doing about it? I broke it all down in this week's video.