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NYSE:M

Macys Inc. (formerly Federated Department Stores) (M)

24.94
+0.26 (1.05%)
as of Jun 16, 2026, 8:00:00 pm Market Open.
50 watching
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Macy's Inc. is currently experiencing a positive transformation, as indicated by expert reviews highlighting the company's strategic decision to close underperforming stores. Such actions are contributing to a more streamlined business model, allowing the company to focus on its strengths. The recent surge in stock price by over 20% following stellar earnings reports demonstrates strong financial performance, both in terms of revenue and profit, as well as a more optimistic full-year forecast provided by management. This reflects a significant turnaround for Macy's, suggesting that the company's efforts in revamping its operations and ensuring profitability are starting to yield beneficial results. Overall, it appears that Macy's is on the right track towards reinstating investor confidence and Lesening operational inefficiencies.

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Consensus
Positive
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Valuation
Undervalued
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BUY
If the Omicron variant does not slow down the economy and the market snaps back, then buy... Delivered a super quarter. When tourists come back to Macy's flagship store, the stock will have a great quarter.
BUY
Likes it. He loves retail now, because consumers are so strong that it can overcome inventory shortages. There are few promotions/sales happening, so they can sell goods at full price and sends stocks higher.
BUY

The U.S. reopening trade People will buy business casual again and this will be a huge driver in the apparel space. So, Gap or even Macy's fits the bill. However, to play the US reopening, buy energy stocks.

COMMENT
They report Tuesday. Share may pop, but today's 14% advance may have stolen that. He expects a slight beat when they report. Macys needs foreign tourists and we're not there yet.
BUY

The stores and their credit card are good. The only issue is the stock has roared up 36%, but if Kohl's can keep rising, so can Macy's.

BUY
Will benefit from the recovery trade as vaccines reach the wider population. Marginal retailers will come back, and Macy's tops the list. They put up good numbers last week wit their EBITDA coming out better than planned. This will enjoy a serious lift when people return to shops.
DON'T BUY
It's stuck between $6-7 and can't break out. They're levered to New York City tourism which is tanking nowadays. Macy's has done a lot to turn around, but it may not work in this environment. It reports Thursday.
COMMENT
A challenged company now, but you have to believe in both a vaccine to spark a wide recovery and a continued weakening US dollar in order to enter this.
SELL
Brick and mortar versus e-commerce, and whether brick and mortar has a future. Wind is in the face of traditional retail, and Macy's is the poster boy for this. A dangerous argument that it must be a good buy because it's so cheap compared to the past. Focus on fundamentals. Put your money elsewhere.
DON'T BUY

It currently yields around 10%. Looks like HBC here with old style retailer. Margins are coming under pressure and value has been hard to turn. Would prefer the Bay because of their real estate than Macy's.

DON'T BUY
Traditional big box stores have been challenged, and Macys has been one of the better ones in cutting costs and doing online business. But they still face challenges. Monetizing real esteate is a good way to raise money and boost returns, but Hudson's Bay proves that if the underlying business isn't strong, then this strategy won't work. This remains challenging. Be cautious here.
DON'T BUY

Nothing will change here in the long-term. Be selective in investing in retail today. He prefers Costco, which offers the lowest prices, and Amazon whose margins keep improving. Why bother with retailers who may be overtaken by new business models? The overall economic boom may raise all boats, but how long can that last?

DON'T BUY

Retail sales is not going away, it is just the model and delivery sources that is changing. Online is taking from bricks and mortar. There won’t be one winner and one loser. There’ll just be a tug-of-war. The numbers basically support online growing at 12%-14%, and bricks and mortar growing at 1% or 2%. That is going to go on for some time. This company has a lot of embedded capital, and they can’t be nimble. They have to create a new desire for people to come into their stores.

PAST TOP PICK

(A Past Top Pick Jan 30/17, Down 35%) It is a turnaround stock and she hoped it would be a quicker turnaround. They announced they are closing 100 stores and repurposing the stores or selling them off. They can compete in the online sales space. She still believes it can be one of the retail turnaround stories.

BUY

As a contrarian and because this is such a brand name, he likes this and would take a position. Many people don’t realize that in many cases they own the real estate their stores are occupying. There is some upside from the real estate portfolio, and he can see them unlocking some of that value. They are jettisoning some of their underperforming stores.

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