Macy's Inc. (M) | Rumor.io

Macy's

Attention (50-day avg)0%

Attention rank (50-day avg)#1,001

Bullish sentiment (50-day avg)98%

Price to earnings ratio8.44

Market capitalization6B

Earnings per share2.73

Dividend yield (TTM)3.34%

Revenue (annual)22.6B

Net income (annual)642M

Social

What share of all stock conversation is about M?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% -0.01	0% +0	0.01% -0.01

Sep 10

Macy's, Inc. (M) raised FY26 adjusted EPS view to $2.15-$2.35 from $2.00-$2.20 and revenue view to $21.675B-$21.825B from $21.5B-$21.75B.
The company reported Q2 go-forward business comparable sales up 2.8%, with Macy's comparable sales growing 1.1% and Reimagine 200 locations comparable sales rising 1.9%.
Despite Q2 beats, several negative takeaways emerged, including non-operational earnings tailwinds, core stores lagging, macro environment pressure, and ongoing structural threats.

Generated by AI

Sentiment

Of the messages about M that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	66.67% -32.5	98.54% +42.99	77.13% +26.2
Bearish	—	33.33% +32.5	1.46% -42.99	22.87% -26.2

Bullish· Jun 3

Macy's reported its strongest first quarter in four years, with comparable sales up 3%, driven by increases across all nameplates, and raised its full-year guidance.
The company's Bold New Chapter strategy continues to build momentum, with customers responding to its efforts, driving comparable sales growth at Macy's and a standout quarter at Bloomingdale's.
Macy's delivered a 3.0% comparable sales growth, marking its strongest first-quarter performance in four years, and exceeded expectations for the fifth consecutive quarter, with confidence in its path to sustainable, profitable growth.

Bearish· Apr 17

Macy's (M) faces a 24% decline on April 24, sparking concerns about the company's financial health.
Weak sales and declining revenue are expected to weigh on Macy's stock, making it a less attractive investment.
A significant price drop on a specific date may indicate a lack of investor confidence in the company's future prospects.

Generated by AI

Topics

Of the messages about M that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	48.68%	27.84%
Technical Analysis	—	25%	0.23%	8.89%
Announcements	—	0%	5.21%	13.56%
Earnings	—	75%	2.17%	23.02%
Analysts	—	0%	43.71%	26.35%
Controversies	—	0%	0%	0.35%

Earnings· Dec 3

Macy's, Inc. (M) reported Q3 2025 earnings, beating expectations with a revenue of $4.71B and EPS of $0.09, a 125% YoY increase from $0.04.
The company achieved its strongest comparable sales growth in 13 quarters, driven by Bloomingdale's momentum and digital strength, with a 2.5% owned basis and 3.2% comparable owned-plus-licensed-plus-marketplace basis increase.
Macy's raised its full-year outlook, expecting FY2025 Adj EPS of $2.00-$2.20 and net sales of $21.48B-$21.63B, while warning on holiday spending and tariffs, causing a 7% pre-market drop.

Analysts· Dec 12

Citi downgraded Macy's (M) stock to Sell from Neutral with a $14 price target, citing concerns over the feasibility of a reported $21/share takeover offer due to financing issues and interest rates.
Citi analysts argued that a takeover of Macy's is not as simple as it looks, and that the company's structural challenges and financing difficulties make it difficult to succeed.
The downgrade followed a report from the Wall Street Journal that a group of investors had offered $5.8 billion to buy Macy's and take it private, but Citi expressed skepticism over the success of the reported takeover offer.

Announcements· Dec 3

Macy's, Inc. reported Q3 2025 earnings, beating expectations on revenue and adjusted EPS.
The company's "Bold New Chapter" turnaround strategy is showing results, with the strongest comparable sales in 13 quarters.
Macy's FY25 guidance was raised to $2.00-$2.20 in adjusted EPS and $21.48B-$21.63B in net sales.

Controversies· Nov 25

Macy's $M delays Q3 earnings release due to an employee intentionally hiding $132-$154 million in delivery expenses since 2021, an ongoing investigation has been launched.
The employee made erroneous accounting accrual entries to conceal the expenses, with Macy's stating that it will release its Q3 financials and host a conference call once the issue is resolved.
The accounting issue has led to a delay in Macy's Q3 earnings release, with the company's preliminary third-quarter results showing a decline in sales, and an expected impact on investor confidence in the market.

Macro· Dec 3

Macy's Q325 earnings report shows a net income of $11 million, a decline from $28 million in the year-ago period, with revenue decreasing to $4.74 billion.
The company's gross margin is 39.4%, beating estimates, and sees FY net sales between $21.48B and $21.63B, with a resilient shopper traffic amid economic uncertainty.
Macy's raises sales forecast again, citing resilient shopper traffic, but the company's financials are seen as a slow death, with declining sales and a decline in earnings per share.

Technical Analysis· Sep 3

$M has shown significant bullish momentum with a 125.39% increase over 5 years, and recent earnings beat and raised guidance have contributed to a strong price movement.
The stock has broken through key resistance levels, including the 200-day moving average, and has a strong trading interest with a short float of 9.52%.
Technical analysis suggests that $M is in a favorable position for further upside, with a potential breakout above $15.90 and a support level at $14.80.

Generated by AI

Community

Of the messages about M, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	6.45%	2.39%	19.32%
Newcomers	—	93.55%	97.61%	80.68%

Regulars· Sep 10

Macy's has raised its FY26 adjusted EPS view to $2.15-$2.35 from $2.00-$2.20, with consensus at $2.25, and has also raised its FY26 revenue view to $21.675B-$21.825B from $21.5B-$21.75B, with consensus at $21.82B.
The company has received all expected IEEPA tariff refunds, including $98 million in the second quarter of 2026, and is taking a balanced approach to deploying the benefits, with approximately $20 million of proceeds flowing to full-year EPS.
Macy's has reported a 2.8% increase in go-forward business comparable sales, with Bloomingdale's comparable sales growing 11.3% and Bluemercury comparable sales increasing 6.2%, and has also seen a 63c adjusted EPS in Q2, beating consensus estimates.

Newcomers· Aug 15

The newcomers are discussing the possible connection between Ted Weschler, a high-net-worth individual, and Macy's, as both own shares of Dillard's.
There is debate about the relevance of the real estate owned by Macy's in its appeal to investors like Warren Buffett's Berkshire.
Dillard's stock performance is being highlighted, with one commenter expressing surprise that Dillard's has outperformed Macy's, despite Macy's owning more real estate.

Generated by AI

Both Kohl's and Macy's have slashed their dividends before, both just raised guidance, and both are pitching themselves as turnaround stories. The question for retirees counting on that quarterly check is which payout actually has the staying power to survive another rough year.

2d agoYahoo Finance

Retail CEOs see a holiday paradox: shoppers are anxious but still willing to spend | Fortune

Also: All the news and watercooler chat from Fortune.

7d agoFortune

Macy's (M) Stock Still Looks Reasonable After Its 128% Rebound

Macy's has delivered a sharp multi‑year rebound in its share price, which puts fresh scrutiny on what investors are really paying for its earnings today. With headlines ranging from stronger results to concerns about market share, the question now is how much of that story is already reflected in the US$21.94 stock price. Over the past 3 years, Macy's has returned 128.3%, which raises the stakes on whether the current valuation still lines up with the underlying profit engine. Management has...

10d agoYahoo Finance

Macy's (M) Faces Fresh UBS Pressure, Is The Upside Already Priced In?

11d agoYahoo Finance

See the new Snoopy balloon ready for Macy's Thanksgiving parade

Snoopy's laid-back student persona Joe Cool will float in the Macy's Thanksgiving Day Parade on Nov. 26.

12d agousatoday.com

Macy's Will Continue to Lose Market Share, UBS Says

12d agofinance.yahoo.com

Also Discussed

Investors talking about M also mention

#	Name	Attention
1	JWN - Nordstrom, Inc.	——
2	Kohl's Corporation Common StockKSS	0%+0
3	Dillard's Inc.DDS	0%0
4	The TJX Companies, Inc.TJX	0%0
5	Ralph Lauren Corp. Class A Common StockRL	0%0
6	FL - Foot Locker, Inc.	——
7	Urban Outfitters Inc.URBN	0%0
8	Abercrombie & Fitch Co. Class A Common StockANF	0%-0.01
9	PVH Corp.PVH	0%new
10	The Home Depot, Inc.HD	0%-0.02

Macy's Inc.

Consumer Cyclical
Department Stores

Macy's Inc. is a U.S.-based department store company headquartered in New York City that operates a portfolio of retail brands focused on apparel, beauty, and home goods. Through its Macy’s stores, the company offers a broad assortment of clothing, accessories, footwear, cosmetics, fragrances, and home products for a wide range of consumer segments, with women’s apparel, accessories, shoes, cosmetics, and fragrances representing a significant share of its sales. Bloomingdale’s extends the company’s reach into the premium and luxury department store segment, while Bluemercury specializes in beauty products and spa services. Macy’s Inc. serves customers across the United States through a combination of full-line department stores, outlet formats, and specialty beauty locations, complemented by e-commerce platforms for each major banner. The company also participates in select international markets through licensed Bloomingdale’s locations in the Middle East, reinforcing its role as a notable multi-brand retailer in the North American department store and online retail landscape.

Website

Location

151 West 34th Street

New York, NY, 10001

United States

Social

What share of all stock conversation is about M?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% -0.01	0% +0	0.01% -0.01

Sep 10

Macy's, Inc. (M) raised FY26 adjusted EPS view to $2.15-$2.35 from $2.00-$2.20 and revenue view to $21.675B-$21.825B from $21.5B-$21.75B.
The company reported Q2 go-forward business comparable sales up 2.8%, with Macy's comparable sales growing 1.1% and Reimagine 200 locations comparable sales rising 1.9%.
Despite Q2 beats, several negative takeaways emerged, including non-operational earnings tailwinds, core stores lagging, macro environment pressure, and ongoing structural threats.

Generated by AI

Sentiment

Of the messages about M that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	66.67% -32.5	98.54% +42.99	77.13% +26.2
Bearish	—	33.33% +32.5	1.46% -42.99	22.87% -26.2

Bullish· Jun 3

Macy's reported its strongest first quarter in four years, with comparable sales up 3%, driven by increases across all nameplates, and raised its full-year guidance.
The company's Bold New Chapter strategy continues to build momentum, with customers responding to its efforts, driving comparable sales growth at Macy's and a standout quarter at Bloomingdale's.
Macy's delivered a 3.0% comparable sales growth, marking its strongest first-quarter performance in four years, and exceeded expectations for the fifth consecutive quarter, with confidence in its path to sustainable, profitable growth.

Bearish· Apr 17

Macy's (M) faces a 24% decline on April 24, sparking concerns about the company's financial health.
Weak sales and declining revenue are expected to weigh on Macy's stock, making it a less attractive investment.
A significant price drop on a specific date may indicate a lack of investor confidence in the company's future prospects.

Generated by AI

Topics

Of the messages about M that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	48.68%	27.84%
Technical Analysis	—	25%	0.23%	8.89%
Announcements	—	0%	5.21%	13.56%
Earnings	—	75%	2.17%	23.02%
Analysts	—	0%	43.71%	26.35%
Controversies	—	0%	0%	0.35%

Earnings· Dec 3

Macy's, Inc. (M) reported Q3 2025 earnings, beating expectations with a revenue of $4.71B and EPS of $0.09, a 125% YoY increase from $0.04.
The company achieved its strongest comparable sales growth in 13 quarters, driven by Bloomingdale's momentum and digital strength, with a 2.5% owned basis and 3.2% comparable owned-plus-licensed-plus-marketplace basis increase.
Macy's raised its full-year outlook, expecting FY2025 Adj EPS of $2.00-$2.20 and net sales of $21.48B-$21.63B, while warning on holiday spending and tariffs, causing a 7% pre-market drop.

Analysts· Dec 12

Citi downgraded Macy's (M) stock to Sell from Neutral with a $14 price target, citing concerns over the feasibility of a reported $21/share takeover offer due to financing issues and interest rates.
Citi analysts argued that a takeover of Macy's is not as simple as it looks, and that the company's structural challenges and financing difficulties make it difficult to succeed.
The downgrade followed a report from the Wall Street Journal that a group of investors had offered $5.8 billion to buy Macy's and take it private, but Citi expressed skepticism over the success of the reported takeover offer.

Announcements· Dec 3

Macy's, Inc. reported Q3 2025 earnings, beating expectations on revenue and adjusted EPS.
The company's "Bold New Chapter" turnaround strategy is showing results, with the strongest comparable sales in 13 quarters.
Macy's FY25 guidance was raised to $2.00-$2.20 in adjusted EPS and $21.48B-$21.63B in net sales.

Controversies· Nov 25

Macy's $M delays Q3 earnings release due to an employee intentionally hiding $132-$154 million in delivery expenses since 2021, an ongoing investigation has been launched.
The employee made erroneous accounting accrual entries to conceal the expenses, with Macy's stating that it will release its Q3 financials and host a conference call once the issue is resolved.
The accounting issue has led to a delay in Macy's Q3 earnings release, with the company's preliminary third-quarter results showing a decline in sales, and an expected impact on investor confidence in the market.

Macro· Dec 3

Macy's Q325 earnings report shows a net income of $11 million, a decline from $28 million in the year-ago period, with revenue decreasing to $4.74 billion.
The company's gross margin is 39.4%, beating estimates, and sees FY net sales between $21.48B and $21.63B, with a resilient shopper traffic amid economic uncertainty.
Macy's raises sales forecast again, citing resilient shopper traffic, but the company's financials are seen as a slow death, with declining sales and a decline in earnings per share.

Technical Analysis· Sep 3

$M has shown significant bullish momentum with a 125.39% increase over 5 years, and recent earnings beat and raised guidance have contributed to a strong price movement.
The stock has broken through key resistance levels, including the 200-day moving average, and has a strong trading interest with a short float of 9.52%.
Technical analysis suggests that $M is in a favorable position for further upside, with a potential breakout above $15.90 and a support level at $14.80.

Generated by AI

Community

Of the messages about M, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	6.45%	2.39%	19.32%
Newcomers	—	93.55%	97.61%	80.68%

Regulars· Sep 10

Macy's has raised its FY26 adjusted EPS view to $2.15-$2.35 from $2.00-$2.20, with consensus at $2.25, and has also raised its FY26 revenue view to $21.675B-$21.825B from $21.5B-$21.75B, with consensus at $21.82B.
The company has received all expected IEEPA tariff refunds, including $98 million in the second quarter of 2026, and is taking a balanced approach to deploying the benefits, with approximately $20 million of proceeds flowing to full-year EPS.
Macy's has reported a 2.8% increase in go-forward business comparable sales, with Bloomingdale's comparable sales growing 11.3% and Bluemercury comparable sales increasing 6.2%, and has also seen a 63c adjusted EPS in Q2, beating consensus estimates.

Newcomers· Aug 15

The newcomers are discussing the possible connection between Ted Weschler, a high-net-worth individual, and Macy's, as both own shares of Dillard's.
There is debate about the relevance of the real estate owned by Macy's in its appeal to investors like Warren Buffett's Berkshire.
Dillard's stock performance is being highlighted, with one commenter expressing surprise that Dillard's has outperformed Macy's, despite Macy's owning more real estate.

Generated by AI

Macy's

Social

Sep 10

Bullish· Jun 3

Bearish· Apr 17

Earnings· Dec 3

Analysts· Dec 12

Announcements· Dec 3

Controversies· Nov 25

Macro· Dec 3

Technical Analysis· Sep 3

Regulars· Sep 10

Newcomers· Aug 15

Kohl’s vs. Macy’s: Which Struggling Retailer Can Still Afford Its Dividend?

Retail CEOs see a holiday paradox: shoppers are anxious but still willing to spend | Fortune

Macy's (M) Stock Still Looks Reasonable After Its 128% Rebound

Macy's (M) Faces Fresh UBS Pressure, Is The Upside Already Priced In?

See the new Snoopy balloon ready for Macy's Thanksgiving parade

Macy's Will Continue to Lose Market Share, UBS Says

Also Discussed

Macy's Inc.

Company Information

Location

Kohl’s vs. Macy’s: Which Struggling Retailer Can Still Afford Its Dividend?

Retail CEOs see a holiday paradox: shoppers are anxious but still willing to spend | Fortune

Macy's (M) Stock Still Looks Reasonable After Its 128% Rebound

Macy's (M) Faces Fresh UBS Pressure, Is The Upside Already Priced In?

See the new Snoopy balloon ready for Macy's Thanksgiving parade

Macy's Will Continue to Lose Market Share, UBS Says

Also Discussed

Social

Sep 10

Bullish· Jun 3

Bearish· Apr 17

Earnings· Dec 3

Analysts· Dec 12

Announcements· Dec 3

Controversies· Nov 25

Macro· Dec 3

Technical Analysis· Sep 3

Regulars· Sep 10

Newcomers· Aug 15