Jeff Macke "Beat and Guide Lower" is 2025's Hottest Trend Wall St and Retailers adjusting to a random news flow world...Remember the beginning of January? Retailers were pre-announcing strong Holiday sales and margins. Consumer Discretionary stocks were on a heater dating all the way back to pessimism... February 27, 2025 Macke's Retail Roundup Macke's blog Jeff Macke Starbucks