Calls
6
#1005
Alpha Score 26.5
Michael Zakkour
Founder, 5 New Digital
Win Rate
33.3%
return
-2.9%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 24
$108.50
-1.3%
Walmart and Amazon are well-positioned to thrive amid consumer weakness because they are integrated online-offline retailers investing in AI and supply-chain technology to improve efficiency, and they benefit from consolidation at the top of retail as companies with mass, volume, and data will continue to grow bigger.
Staples Retail
Long
Aug 21
$336.67
-8.3%
Despite big-box retailers beating quarterly estimates and then seeing their stocks retreat on soft outlooks, Zakkour remains bullish on Home Depot, Lowe's, and Walmart. He expects all three to come through the cautious consumer environment fine and have strong holiday seasons because they will be beneficiaries of consumers shifting spending away from premium and luxury toward value.
Retail & Mobility
Long
Aug 21
$217.34
-9.4%
Despite big-box retailers beating quarterly estimates and then seeing their stocks retreat on soft outlooks, Zakkour remains bullish on Home Depot, Lowe's, and Walmart. He expects all three to come through the cautious consumer environment fine and have strong holiday seasons because they will be beneficiaries of consumers shifting spending away from premium and luxury toward value.
Retail & Mobility
Long
Jul 24
$234.25
+9.6%
Walmart and Amazon are well-positioned to thrive amid consumer weakness because they are integrated online-offline retailers investing in AI and supply-chain technology to improve efficiency, and they benefit from consolidation at the top of retail as companies with mass, volume, and data will continue to grow bigger.
Hyperscalers
Long
Aug 21
$121.24
+2.8%
As consumers get choosier and pull back, spending is rotating toward off-price and discount retail. Zakkour expects dollar stores, discounters, and TJ Maxx-type retailers to have a great quarter and holiday season as shoppers trade down from premium and luxury.
Staples Retail
Long
Aug 21
$141.86
-11.1%
As consumers get choosier and pull back, spending is rotating toward off-price and discount retail. Zakkour expects dollar stores, discounters, and TJ Maxx-type retailers to have a great quarter and holiday season as shoppers trade down from premium and luxury.
Retail & Mobility
Showing 6 of 6 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Michael Zakkour has 6 trade ideas tracked on Buzzberg across 6 tickers since July 2026. Ranked #1005 on the Buzzberg Alpha leaderboard. Most covered: WMT, LOW, HD.
