Key Takeaways Macy's delivered a 3.2% Q3 comparable sales increase, its strongest showing in 13 quarters.M benefited from Go-Forward stores and Reimagine 125 locations, posting positive comps.Bloomingdale's saw its strongest comparable sales growth in more than three years.Macy’s Inc. (M) is demonstrating an accelerating enterprise-wide recovery as execution of its Bold New Chapter strategy gains traction. The company’s focused approach, strengthening the core Macy’s banner, scaling luxury and modernizing o ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are undervalued at their current ...

Key Points Management implemented a turnaround plan in 2024. This year's sales growth has been promising. The stock's valuation has become richer, but remains attractive compared to the overall market. 10 stocks we like better than Macy's › Macy's (NYSE: M) is an iconic retailer, opening its first store in New York City in 1858. That's certainly impressive in a very competitive industry that's seen its share of once well-regarded companies disappear. But that doesn't mean the company will continu ...

行业整体态势 - 2025年初零售行业已出现大规模调整 百货商店倒闭 咖啡连锁店削减门店 药房巨头悄然关闭门店 所有调整均在情人节销售季开始前发生[1] - 2025年美国连锁零售店永久关闭数量超过8000家 较前一年增长约12% 创下历史最高年度纪录[1] - 行业观点认为“美国零售业过度扩张” 过去几十年建设的实体店数量已超过可持续需求[2] - 许多公司正通过精简门店网络来提升盈利能力并专注于优势市场 而非追求规模增长[2] 各细分领域调整情况 - 百货商店、购物中心租户、派对用品连锁店和服装品牌均在收缩[3] - 梅西百货宣布计划关闭分布在12个州的14家业绩不佳的门店 称此举是精简房地产布局并专注于数字增长的战略举措[3] - 奢侈品领域亦未幸免 Saks Global（Saks Fifth Avenue母公司）本月早些时候申请了第11章破产保护[4] - Saks Global在重组期间将继续运营Saks、Neiman Marcus及其他品牌业务 并获得17.5亿美元融资支持[4] - 星巴克在去年关闭超过400家门店后开始调整其布局 首席执行官称关闭原因是门店表现未达客户预期 此举是公司将资源转向免下车和移动订单中心等高流量模式的一部分[5] - Party City和Joann's等其他连锁店在申请破产后大幅削减了门店数量[6] - GameStop和Foot Locker在战略转型中继续按计划缩减规模[6] - CVS、Claire's和Torrid正在缩减规模 但并未完全退出[6] 逆势扩张者 - 部分以价值为导向的连锁店仍在扩张 Dollar General计划今年在美国新开450家门店 重点聚焦农村地区[7] - 沃尔玛股价上涨25% 公司持续在物流和配送领域进行大量投资[7] - 分析师认为低价和对必需品的稳定需求帮助这些零售商在其他公司收缩时保持领先[7]

公司核心财务与运营表现 - 梅西百货2025年第三季度净销售额同比下降0.6% [1] - 同名梅西百货门店的净销售额同比下降2.3% [2] - 同期门店客流量同比下降近11% [2] - 公司2025年第三季度净利润较2024年同期大幅下降60% [2] 公司战略调整与成本削减措施 - 公司正在实施名为“Bold New Chapter”的战略 旨在重塑品牌、提升产品组合并简化现代化端到端运营 [10] - 该战略包括合理化并货币化供应链资产组合、简化履约、改善库存规划与分配以及提供可扩展的技术平台 [11] - 公司计划在此期间完成150家门店的关闭 [12] - 公司预计该战略到今年年底将产生2.35亿美元的成本节约 [11] 公司近期裁员与设施关闭 - 公司关闭康涅狄格州柴郡的履约中心 导致993人被裁员 裁员将分阶段在未来几个月内进行 [5] - 夜班运营和人才招聘员工将于3月14日被裁 周末和全天工作的兼职运营员工将于4月4日被裁 [6] - 周末运营的全职员工将于8月1日被裁 全天工作的全职运营员工以及维护和资产保护员工将于8月29日被裁 [6] - 少数维护和资产保护员工将留任至2027年4月16日以处理停运过程 [9] - 公司还计划于3月14日关闭南温莎配送中心的剩余运营单元 导致57名员工被裁 [9] - 公司将于今年春天关闭俄克拉荷马州塔尔萨的履约中心 [10] 行业与消费者行为趋势 - 消费者在支出方面变得更加精明和战略化 价值成为优先考虑因素 信任成为差异化关键 数字熟练度定义了消费方式 [4] - 由于对经济状况的担忧 许多美国人已减少支出 [3] - 59%的消费者对经济感到谨慎、悲观或恐慌 [8] - 约71%的消费者将价格上涨视为首要担忧 47%的消费者担忧不可预测的价格上涨 [8] - 38%的消费者更频繁地寻找优惠 34%的消费者总体上减少了支出 [8] 行业劳动力调整趋势 - 约55%的公司预计在2026年进行裁员 [17] - 其中48%的公司表示裁员肯定或可能发生在2026年第一季度 [17] - 44%的公司表示人工智能是裁员的首要原因 42%的公司归因于重组/结构调整 39%的公司归因于预算限制 [17] - 十分之六的公司承认他们会强调人工智能以使招聘冻结或裁员显得更易接受 [17] - 行业趋势是“劳动力再平衡” 公司在与近期优先事项不符的领域裁员 同时在与收入、转型和效率相关的职能上积极招聘 [15]

Macy’s will lay off roughly 1,000 workers as the department store continues a culling of its distribution and store network. The retailer is shuttering its two fulfillment center facilities in Cheshire, Conn., resulting in the permanent elimination of 993 jobs, according to a Worker Adjustment and Retraining Notification (WARN) Act notice provided by the company. Macy’s had operated in the town since 1986. More from Sourcing Journal With the closure, Macy’s would be laying off 1 percent of its employees ...

文章核心观点 - 2026年初股市开局波动剧烈 但投资者应保持专注 关注可能塑造行业的关键主题 [1] 分析师背景与视角 - 分析师加里·亚历山大在华尔街覆盖科技公司 并在硅谷工作 拥有综合经验 [1] - 分析师担任多家种子轮初创公司的外部顾问 接触塑造当今行业的众多主题 [1] - 自2017年以来定期为Seeking Alpha撰稿 其文章被转发至Robinhood等流行交易应用的公司页面 [1]

Macy’s manages the Style Crew program in-house, but leverages technology services from companies CJ and Motom for its creator storefronts. Talent both internally and externally can apply via an online application.“We’re not necessarily thinking of it just in terms of sales, we’re really looking at the engagement of the community,” Port said.The program recorded significant year-over-year growth in 2025, including a 30% to 40% conversion growth among top creators, a 315% boost in revenue and a 327% increase ...

Macy’s is closing multiple Connecticut facilities and laying off over 1,000 workers in an effort to simplify the company’s operations, per an online notice filed with the state’s Department of Labor and a statement from the retailer. Macy’s confirmed to USA TODAY on Jan. 21 that the New York City-headquartered company is closing facilities in South Windsor and Cheshire “as part of our ongoing work to modernize our supply chain to better serve customers, while simplifying how we operate.” Closures will be ...

Key Takeaways Macy's gains from Bloomingdale's and Bluemercury, where luxury and beauty deliver higher-margin growth.M is improving efficiency through reimagined stores and automated distribution investments.TGT struggles with soft traffic and weaker discretionary demand, pressuring near-term results.Target Corporation (TGT) and Macy’s, Inc. (M) are two notable retail names currently undergoing transformation in a rapidly evolving consumer environment. Target, with a market capitalization of around $51 bill ...