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
-0.82
hit rate
35%
mean α
-0.54%
signals 14d
82

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: 35% hit rate, -0.54% mean alpha, trader score -0.82. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 75 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27TGT@JeffMacke+0.35Contrasts Callaway controversy with a favorable imagined message about Target's seasonal business.-1.7%
2026-08-27CALY@JeffMacke-0.35Contrasts Callaway controversy with a favorable imagined message about Target's seasonal business.·
2026-08-27BBY@JeffMacke+0.00States expectations for roughly 2% revenue and comparable-sales growth and a possible 25% share move.-1.3%
2026-08-26WSM@JeffMacke+0.50Notes WSM's 10% rise and argues bears should target weaker retailers instead.·
2026-08-26URBN@JeffMacke+0.55Views Urban Outfitters favorably before earnings due to low valuation and contrarian positioning.-2.2%
2026-08-26ANF@JeffMacke+0.25Views Urban Outfitters favorably before earnings due to low valuation and contrarian positioning.+0.5%
2026-08-26NVDA@JeffMacke+0.15Highlights ANF's strong reaction and expresses greater excitement for URBN than NVDA.+3.8%
2026-08-26URBN@JeffMacke+0.70Highlights ANF's strong reaction and expresses greater excitement for URBN than NVDA.-2.2%
2026-08-26ANF@JeffMacke+0.50Highlights ANF's strong reaction and expresses greater excitement for URBN than NVDA.+0.5%
2026-08-26WSM@JeffMacke+0.60Praises WSM's quarter, guidance and CEO statement that the business can withstand housing weakness.·
2026-08-26ANF@JeffMacke+0.70Reports ANF breaking out nearly 30% to a 52-week high.+0.5%
2026-08-26WSM@JeffMacke+0.50Williams-Sonoma beat ex-tariffs and slightly raised guidance amid strong brand revenue.·
2026-08-26ANF@JeffMacke+0.75Abercrombie beat earnings, rose about 10%, increased its buyback and is viewed as undervalued at 9x.+0.5%
2026-08-26KSS@JeffMacke-0.15Previews retail earnings, calling Kohl's and Bath & Body Works mediocre while highlighting ANF and WSM.-2.5%
2026-08-26BBWI@JeffMacke-0.15Previews retail earnings, calling Kohl's and Bath & Body Works mediocre while highlighting ANF and WSM.+1.7%

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.