Author
@JeffMacke JeffMacke
grade Bx.com/JeffMacke ↗
Veteran consumer-retail pundit doing store checks, brand and governance takes with wit
Comments on and analyzes consumer/retail equities through ea
trader score
-0.86
hit rate
45%
mean α
-0.53%
signals 14d
25
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -0.53% mean alpha, trader score -0.86. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | URBN | @JeffMacke | +0.80 | Presents a bullish URBN thesis based on Nuuly growth, valuation and a forecast of $100 within four days. | -0.0% | tweet ↗ |
| 2026-10-15 | VNCE | @JeffMacke | +0.30 | Positively characterizes Vince's trading session. | · | tweet ↗ |
| 2026-10-15 | · | @JeffMacke | · | Argues retailers can retain part of tariff rebates because pricing is discretionary and prior costs were not fully passed through. | · | tweet ↗ |
| 2026-10-15 | · | @JeffMacke | · | States that retail stocks are surging and promotes stocks to buy now. | · | tweet ↗ |
| 2026-10-15 | WMT | @JeffMacke | +0.05 | Expresses a preference for Target over Walmart through year-end. | +1.7% | tweet ↗ |
| 2026-10-15 | TGT | @JeffMacke | +0.55 | Expresses a preference for Target over Walmart through year-end. | -2.5% | tweet ↗ |
| 2026-10-15 | URBN | @JeffMacke | +0.65 | Says URBN is breaking out alongside other mall retailers and highlights all-time highs. | -1.0% | tweet ↗ |
| 2026-10-12 | ATZ.TO | @JeffMacke | +0.40 | States that Aritzia exemplifies a healthy consumer. | · | tweet ↗ |
| 2026-10-09 | ATZ.TO | @JeffMacke | +0.55 | Reports Aritzia shares soaring 20% and attributes it to the chain's appeal. | · | tweet ↗ |
| 2026-10-08 | LULU | @JeffMacke | -0.30 | Says an unspecified comparison company is substantially better than LULU currently. | +6.8% | tweet ↗ |
| 2026-10-08 | ATZ.TO | @JeffMacke | +0.35 | Presents Aritzia's relative performance versus other mall retailers. | · | tweet ↗ |
| 2026-10-08 | ATZ.TO | @JeffMacke | +0.75 | Describes Aritzia's earnings as exceptionally strong. | · | tweet ↗ |
| 2026-10-08 | LULU | @JeffMacke | +0.30 | Proposes that Starbucks should acquire LULU, implying strategic value in the target. | +6.8% | tweet ↗ |
| 2026-10-08 | SBUX | @JeffMacke | -0.10 | Proposes that Starbucks should acquire LULU, implying strategic value in the target. | +8.1% | tweet ↗ |
| 2026-10-08 | WSM | @JeffMacke | +0.60 | Positively frames WSM as an AI beneficiary with a highly capable CEO. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.