Macys Inc. (formerly Federated Department Stores)

M-N

NYSE:M

6.56
0.05 (0.76%)
Macy's, Inc., originally Federated Department Stores, Inc., is an American holding company headquartered in Cincinnati, Ohio.
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Analysis and Opinions about M-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 18, 2019

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.

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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
DON'T BUY
January 30, 2019
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.
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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
DON'T BUY
August 20, 2018

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?

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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
DON'T BUY
November 10, 2017

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.

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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
PAST TOP PICK
November 6, 2017

(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.

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(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
BUY
September 5, 2017

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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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.

COMMENT
COMMENT
August 10, 2017

A tough space. She owned Kohl’s for a while, who are trying so hard to get people into their stores, which is really, really difficult. The whole group is trading at a 55% discount to the broader market.

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A tough space. She owned Kohl’s for a while, who are trying so hard to get people into their stores, which is really, really difficult. The whole group is trading at a 55% discount to the broader market.

PAST TOP PICK
PAST TOP PICK
August 4, 2017

(A Top Pick June 23/16. Down 26.65%.) The whole consumer discretionary space over the last 9 months has been awful. He sold his holdings at about the price he bought it for.

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(A Top Pick June 23/16. Down 26.65%.) The whole consumer discretionary space over the last 9 months has been awful. He sold his holdings at about the price he bought it for.

DON'T BUY
DON'T BUY
June 7, 2017

It has been a disaster for all of these large “mall anchor” retailers. Their overhead is very high. With online and boutiques, you are less inclined to go to one of the big stores. This company has had a lot of other challenges as well. They have gone from share repurchases to repayment of debt. The stock is down around 31% over the last year. He doesn’t see a turn around for the space.

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It has been a disaster for all of these large “mall anchor” retailers. Their overhead is very high. With online and boutiques, you are less inclined to go to one of the big stores. This company has had a lot of other challenges as well. They have gone from share repurchases to repayment of debt. The stock is down around 31% over the last year. He doesn’t see a turn around for the space.

SELL
SELL
February 8, 2017

You have to have a sustainable, repeatable process to succeed in the market. Brick-and-mortar retail is dying. “Online sales” is crushing it, and will continue to do so for a while.

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You have to have a sustainable, repeatable process to succeed in the market. Brick-and-mortar retail is dying. “Online sales” is crushing it, and will continue to do so for a while.

TOP PICK
TOP PICK
January 30, 2017

There have been a lot of negatives. They are another of the transitions companies. They are closing about 100 stores and transitioning to more online sales. They tend to be able to execute their strategic plans. She expects a decline in earnings this year and the turnaround will be about 3 years. She thinks they can weather these types of storms. Almost a 5% dividend yield. (Analysts' target: $37.30).

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There have been a lot of negatives. They are another of the transitions companies. They are closing about 100 stores and transitioning to more online sales. They tend to be able to execute their strategic plans. She expects a decline in earnings this year and the turnaround will be about 3 years. She thinks they can weather these types of storms. Almost a 5% dividend yield. (Analysts' target: $37.30).

WATCH
WATCH
January 17, 2017

They trade at about half of the valuation that the rest of the market trades at. They have struggled with traffic and inventory. They are working on getting quicker speed to market and return on capital. They need to get more sales out of less inventory. But traffic is the golden goose. It will be volatile until they solve that problem. At some point things will shift and people will get excited about getting back into these stores.

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They trade at about half of the valuation that the rest of the market trades at. They have struggled with traffic and inventory. They are working on getting quicker speed to market and return on capital. They need to get more sales out of less inventory. But traffic is the golden goose. It will be volatile until they solve that problem. At some point things will shift and people will get excited about getting back into these stores.

PAST TOP PICK
PAST TOP PICK
January 3, 2017

(A Top Pick June 1/16. Up 10.12%.) He sold it when it hit $40. It is not something he thinks would continue to rise. In the low $30, he still likes it and would have no problem with it.

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(A Top Pick June 1/16. Up 10.12%.) He sold it when it hit $40. It is not something he thinks would continue to rise. In the low $30, he still likes it and would have no problem with it.

SELL
SELL
September 1, 2016

They delivered earnings to the down side more than others at the beginning of the year. Retailers have problems with ecommerce.

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They delivered earnings to the down side more than others at the beginning of the year. Retailers have problems with ecommerce.

DON'T BUY
DON'T BUY
August 3, 2016

Wouldn’t invest in this for the long-term, because the headwind of Department stores or brick-and-mortar type retailers is severe. People are getting involved with the ease of online shopping and its cost effectiveness.

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Wouldn’t invest in this for the long-term, because the headwind of Department stores or brick-and-mortar type retailers is severe. People are getting involved with the ease of online shopping and its cost effectiveness.

TOP PICK
TOP PICK
June 23, 2016

This is bottom fishing. It has had a nice pullback. His model price is $42, a 27% upside. Dividend yield of 4.46%.

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This is bottom fishing. It has had a nice pullback. His model price is $42, a 27% upside. Dividend yield of 4.46%.

TOP PICK
TOP PICK
June 1, 2016

The sector is under pressure and the stock has collapsed. He likes to find things that are under pressure. If this was the only company that looked like this, he wouldn’t have picked it, but a lot of retailers look like this. It stopped at $30 and has already rallied up 10%. Thinks it has a very, very good chance of getting back up to $40.

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The sector is under pressure and the stock has collapsed. He likes to find things that are under pressure. If this was the only company that looked like this, he wouldn’t have picked it, but a lot of retailers look like this. It stopped at $30 and has already rallied up 10%. Thinks it has a very, very good chance of getting back up to $40.

TOP PICK
TOP PICK
January 22, 2015

Have both Macy’s and Bloomingdale brands. Extremely well-managed. They are executing very well within store, e-commerce and their marketing initiatives. Revenues are 100% from the domestic US market. The improving US labour market and lower energy costs means more money for consumers to spend. 13X forward earnings with 10% long-term EPS growth.

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Have both Macy’s and Bloomingdale brands. Extremely well-managed. They are executing very well within store, e-commerce and their marketing initiatives. Revenues are 100% from the domestic US market. The improving US labour market and lower energy costs means more money for consumers to spend. 13X forward earnings with 10% long-term EPS growth.

BUY
BUY
May 16, 2013

Like this as well as Walmart, however it is more volatile, so it needs to be watched closer. Take profits when it's up.

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Like this as well as Walmart, however it is more volatile, so it needs to be watched closer. Take profits when it's up.

HOLD
HOLD
May 23, 2012
Has been a good stock. Finds US department store retailing a very difficult thing to get his head around because it is so fashion oriented.
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Has been a good stock. Finds US department store retailing a very difficult thing to get his head around because it is so fashion oriented.
TOP PICK
TOP PICK
May 2, 2012
One of the largest department stores. Always do a great job of advertising. 1.) Much better purchasing strategy, which should improve costs and efficiencies. 2.) Greater mix towards branded products which helps mitigate the rising costs of raw materials. 3.) Great job on their online business with double-digit growth. 1.5% dividend, which has lots of room to grow.
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One of the largest department stores. Always do a great job of advertising. 1.) Much better purchasing strategy, which should improve costs and efficiencies. 2.) Greater mix towards branded products which helps mitigate the rising costs of raw materials. 3.) Great job on their online business with double-digit growth. 1.5% dividend, which has lots of room to grow.
PAST TOP PICK
PAST TOP PICK
September 20, 2010
(A Top Pick July 13/09. Up 55%.) 7% US$ bond maturing Feb 15/28. Currently trading at a slight premium. The long-duration worrisome little bit. We are go to
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(A Top Pick July 13/09. Up 55%.) 7% US$ bond maturing Feb 15/28. Currently trading at a slight premium. The long-duration worrisome little bit. We are go to
(Market Call Minute.)
TOP PICK
TOP PICK
July 13, 2009
7% US$ bond maturing Feb 15/28 and currently yielding 11%+. Seeing a trend in the US where online sales are up (about 12%) as well as same-store sales growth for companies like this.
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7% US$ bond maturing Feb 15/28 and currently yielding 11%+. Seeing a trend in the US where online sales are up (about 12%) as well as same-store sales growth for companies like this.
BUY
BUY
September 11, 2006
Thinks they will do fine even in a declining economy.
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Thinks they will do fine even in a declining economy.
TOP PICK
TOP PICK
March 26, 2004
Expects retail sector will beat expectations and have improved numbers. Doing a great job merchandising and costs.
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Expects retail sector will beat expectations and have improved numbers. Doing a great job merchandising and costs.
TOP PICK
TOP PICK
June 9, 2003
Very cheap. Starting to get momentum. Looking for a discount to its intrinsic book value. Top picks are based on consumer discretionary spending due to lower interest rates.
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Very cheap. Starting to get momentum. Looking for a discount to its intrinsic book value. Top picks are based on consumer discretionary spending due to lower interest rates.
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Macys Inc. (formerly Federated Department Stores)(M-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 1

Stockchase rating for Macys Inc. (formerly Federated Department Stores) is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Macys Inc. (formerly Federated Department Stores)(M-N) Frequently Asked Questions

What is Macys Inc. (formerly Federated Department Stores) stock symbol?

Macys Inc. (formerly Federated Department Stores) is a American stock, trading under the symbol M-N on the New York Stock Exchange (M). It is usually referred to as NYSE:M or M-N

Is Macys Inc. (formerly Federated Department Stores) a buy or a sell?

In the last year, 1 stock analyst published opinions about M-N. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Macys Inc. (formerly Federated Department Stores).

Is Macys Inc. (formerly Federated Department Stores) a good investment or a top pick?

Macys Inc. (formerly Federated Department Stores) was recommended as a Top Pick by John Zechner on 2019-10-18. Read the latest stock experts ratings for Macys Inc. (formerly Federated Department Stores).

Why is Macys Inc. (formerly Federated Department Stores) stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Macys Inc. (formerly Federated Department Stores) worth watching?

1 stock analyst on Stockchase covered Macys Inc. (formerly Federated Department Stores) In the last year. It is a trending stock that is worth watching.

What is Macys Inc. (formerly Federated Department Stores) stock price?

On 2020-07-07, Macys Inc. (formerly Federated Department Stores) (M-N) stock closed at a price of $6.56.