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
-0.11
hit rate
40%
mean α
-0.08%
signals 14d
16
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: 40% hit rate, -0.08% mean alpha, trader score -0.11. Their last-14d mentions, direction-adjusted, have moved -9.7% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | LULU | @JeffMacke | +0.35 | Says LULU is cheap if earnings and comps stabilize and stock may lead fundamentals. | — | tweet ↗ |
| 2026-07-02 | NKE | @JeffMacke | -0.25 | Mentions prior Nike bashing and says he likes LULU as a company and idea, though doubts bottom tick. | — | tweet ↗ |
| 2026-07-02 | LULU | @JeffMacke | +0.35 | Mentions prior Nike bashing and says he likes LULU as a company and idea, though doubts bottom tick. | — | tweet ↗ |
| 2026-07-01 | NKE | @JeffMacke | -0.65 | Bearish Nike call review: running was fine but everything else is bad. | +2.4% | tweet ↗ |
| 2026-06-30 | NKE | @JeffMacke | -0.55 | Answers yes to whether Nike can get worse. | +7.4% | tweet ↗ |
| 2026-06-29 | HTZ | @JeffMacke | +0.00 | Mocks Nike via Sinner shoe issue; HTZ appears as wordplay/topic tag with no clear stance. | -7.8% | tweet ↗ |
| 2026-06-29 | NKE | @JeffMacke | -0.30 | Mocks Nike via Sinner shoe issue; HTZ appears as wordplay/topic tag with no clear stance. | +6.3% | tweet ↗ |
| 2026-06-29 | NKE | @JeffMacke | -0.35 | Negative Nike product-quality jab tied to Wimbledon shoe issue. | +6.3% | tweet ↗ |
| 2026-06-28 | · | @JeffMacke | · | Mentions stock he told someone to buy years ago has more room higher, but no ticker. | · | tweet ↗ |
| 2026-06-26 | VSXY | @JeffMacke | +0.55 | VSXY shares are up 185%; author urges company to capitalize on Sophie Cunningham. | -13.3% | tweet ↗ |
| 2026-06-24 | TGT | @JeffMacke | +0.35 | Jokingly attributes Target gains to positive quality and fair-price perception. | -7.8% | tweet ↗ |
| 2026-06-24 | TGT | @JeffMacke | +0.45 | Reports Target and Williams-Sonoma making new 52-week highs. | -7.8% | tweet ↗ |
| 2026-06-24 | WSM | @JeffMacke | +0.45 | Reports Target and Williams-Sonoma making new 52-week highs. | · | tweet ↗ |
| 2026-06-24 | AMZN | @JeffMacke | +0.25 | Mentions Prime Day holidays and stocking up, mildly positive retail season framing. | +3.6% | tweet ↗ |
| 2026-06-22 | WEN | @JeffMacke | -0.55 | Suggests ripping out expenses may be terrible for restaurants like WEN. | +39.4% | 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.