Stock Information
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MMacy`s Inc

Upcoming Earnings

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Company Info

CEO

Jeffrey Gennette

Location

New York, USA

Exchange

NYSE

Website

https://macysinc.com

Summary

Macy's, Inc.

Company Info

CEO

Jeffrey Gennette

Location

New York, USA

Exchange

NYSE

Website

https://macysinc.com

Summary

Macy's, Inc.

AI Insights for M
2 min read

Quick Summary

Macy's Inc. is an omni-channel retail organization based in the United States, primarily serving American consumers through a nationwide network of department stores, websites, and mobile apps. The company’s core operations revolve around offering a wide range of merchandise including apparel, accessories, beauty products, home goods, and more. Macy’s operates 725 locations, including stores in territories such as the District of Columbia, Puerto Rico, Guam, and several international locations including Dubai and Kuwait. The brand appeals to middle- and upper-middle-income shoppers seeking quality, fashionable, and seasonal products. As a long-standing American retailer, Macy’s targets a broad customer base, including families, professionals, and gift buyers.

The Bull Case

  • Macy’s greatest strengths include its iconic and trusted brand, large national presence, and established omni-channel capabilities that integrate in-store and online shopping experiences.
  • The company benefits from a diversified product offering, including luxury and specialty brands through Bloomingdale’s and Bluemercury.
  • Macy’s effective cost management and proactive debt reduction enhance overall financial stability.
  • Its ability to innovate in customer service and execute frequent promotional events attracts a loyal customer base.
  • The retailer’s scale, with nearly 89,000 employees, allows for operational flexibility and strategic positioning.

The Bear Case

  • Macy’s faces ongoing challenges from a declining department store model and heavy reliance on physical retail, which exposes it to changes in consumer behavior and e-commerce competition.
  • Recent store closures highlight operational downsizing and potential pressures on future revenue growth.
  • The company’s modest earnings per share and relatively high price-to-earnings ratio reflect profitability constraints.
  • Ongoing tariff uncertainty and vulnerability to fashion inventory risk are additional operational headwinds.
  • The brand is also exposed to negative sentiment due to the broader struggles of traditional brick-and-mortar retailers.

Key Risks

  • Key risks include the ongoing shift to online shopping and the decline of U.S.
  • malls, which could erode foot traffic and sales at physical locations.
  • Economic downturns and reduced discretionary spending have a direct impact on revenue.
  • Macy’s also faces intense competition from more agile online and discount retailers.

What to Watch

UpcomingIn the most recent quarter, Macy’s reported a 1.9% rise in comparable sales, with notable performance from Bloomingdale’s (up 5.7%) and Bluemercury (up 1.2%).
UpcomingAdjusted earnings per share surpassed guidance at $0.41.
UpcomingNet sales fell slightly to $4.8 billion, driven by the closure of 64 stores as part of ongoing cost-cutting and footprint optimization.
ExpectedLooking ahead to the next quarter, Macy’s is expected to focus on accelerating digital initiatives, further optimizing its store network, and leveraging ongoing fashion and seasonal campaigns to drive traffic.

Price Drivers

  • Macy’s stock price is influenced by factors such as quarterly earnings reports, comparable store sales figures, consumer spending trends, and macroeconomic conditions including employment rates and consumer confidence.
  • The company’s ability to manage costs, execute store closures efficiently, and return capital to shareholders also play a key role.
  • Market trends like back-to-school season momentum and fashion launches can provide short-term boosts.
  • Additionally, external factors such as tariffs and inflationary pressures can contribute to investor sentiment and impact valuation.

Recent News

  • Macy’s latest news highlights a quarter where the company saw modest growth in comparable sales, particularly in its Bloomingdale’s and Bluemercury divisions, while undergoing a wave of 64 store closures aimed at improving efficiency.
  • The company reported better-than-expected adjusted EPS and continued momentum in back-to-school and fashion-centric categories.
  • Management maintained a cautious outlook amid macroeconomic uncertainty, including ongoing pressures from tariffs.
  • Macy’s also reported significant returns to shareholders and further progress in debt reduction.

Market Trends

  • The retail sector is experiencing accelerated transition toward online shopping, driven by changing consumer preferences and technological advances.
  • The traditional department store model is under mounting pressure, with store closures becoming more frequent amidst oversupply of retail space and declining mall traffic.
  • E-commerce and discount retailers are gaining share, while successful omni-channel strategies are becoming essential for legacy brands.
  • Broader macroeconomic issues, such as inflation, tariffs, and labor market shifts, are also shaping the environment.

AI-generated summary. Not investment advice. DYOR.

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Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

avatar
@Curlar 3 weeks ago

Let’s say hypothetically that Ryan Cohen’s statements are completely accurate

Let’s say hypothetically that Ryan Cohen’s statements are completely accurate

His available capital positions him to target companies in the 1B-10B range right now. I filtered through 589 companies with market caps between 1B-10B that traded at TTM P/E ratios of 20 or below. The focus areas are consumer and retail sectors (Macy’s) and (Dillard’s) emerge as compelling options in this space. My pick would be based on brand strength alone. The Macy’s #Gamestop Thanksgiving parade does have a certain appeal to it. Other prospects that fall outside these parameters but could serve as strong expansion plays. (Hasbro) at 12B, currently dealing with significant shareholder pressure. His criteria specified publicly traded targets only, but I’d throw in Collector’s/PSA if private deals were on the table. I’d steer clear of heavy overlap scenarios like (Best Buy) at 13B. There’s no urgency driving this timeline. Any substantial acquisition requires a minimum 6-month runway for initial phases based on deal structure. Following that, expect an additional 6-12 months to secure controlling interest. Anyone following the Gamestop drama lol?

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@BarnaclesActiv 2 months ago

Market recap: Indexes green despite jobs miss, CRM and retail earnings beat

Market recap: Indexes green despite jobs miss, CRM and retail earnings beat

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@UndyingValue 2 months ago

Market recap: November ends choppy, upcoming Fed meeting, and 2026 targets

Market recap: November ends choppy, upcoming Fed meeting, and 2026 targets

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| Stocks drift back toward record highs as the final month of 2025 gets underway: What to watch this week

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@ceffenberg 2 years ago

Anyone else following Macy's stock earnings tomorrow?

Anyone else following Macy's stock earnings tomorrow?

$M I know they've been struggling with retail sales and it's down 48% YTD.

Recession fears, retail consumer spending decrease, lower credit card revenues (online and in-store) all contributed to this.  

But they continue to invest in their store inventory, opening new locations and expecting to drive growth long term in 2024 and beyond. Their sales are also up YoY and this is expected to continue in Q3 earnings + offering 5.25% annual dividend (decent for a retail stock). 

Do you think Macy's as a business model still has it for long term investment potential, if so why? 



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