Estimize

This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP of Media, Christine Short, are joined by Jeff Macke, head of Macke Asset Management, and we are excited to welcome a new guest, Seema Shah, Senior Analyst at Bloomberg Intelligence. This is our big consumer show ahead of Q3 retail reports and the holiday shopping season. The group discusses the names they like and dislike ahead of the retail earnings parade, predictions for the holiday shopping season, specialty names that were crushed but might just be making a comeback (or names that are never making a comeback), and we ask how much longer the US consumer can hold everything up?