The number of job cuts announced in the first five months of 2025 increased 80% from the same period the prior year, according to a new report from Challenger, Gray & Christmas. Employers have announced approximately 696,000 job cuts through May. In 2024, that number was just over 385,000. According to the report, job cuts are only 65,000 away from matching the total for all of 2024."Tariffs, funding cuts, consumer spending, and overall economic pessimism are putting intense pressure on companies’ workforce ...

收入和利润（同比环比） - 2025年第一季度净销售额为45.99亿美元，较2024年第一季度减少2.47亿美元，降幅5.1%[83][85] - 2025年第一季度其他收入为1.94亿美元，占比4.2%，较2024年增加4000万美元，其中信用卡收入增加3700万美元，梅西媒体网络增长300万美元，增幅8%[83][86] - 2025年第一季度房地产销售收益为1600万美元，占比0.3%，较2024年增加1500万美元[83][88] - 2025年5月3日结束的13周，公司净销售额1.71亿美元，寄售佣金收入7.01亿美元，其他收入0.33亿美元，运营亏损3.61亿美元，税前亏损0.51亿美元，净亏损0.48亿美元[110] - 2025年5月3日结束的13周，梅西百货公司自有业务可比销售额下降1.8%，计入第三方部门和市场销售影响后下降0.9%[115] - 2025年5月3日结束的13周，布鲁明戴尔自有业务可比销售额增长3.0%，计入第三方部门和市场销售影响后增长3.8%[115] - 2025年5月3日结束的13周，公司EBITDA为3.17亿美元，调整后EBITDA为3.24亿美元，核心调整后EBITDA为3.08亿美元[117] - 2024年5月4日结束的13周，公司EBITDA为3.45亿美元，调整后EBITDA为3.64亿美元，核心调整后EBITDA为3.63亿美元[117] - 2025年5月3日结束的13周，报告净收入每股0.13美元，对应净收入3800万美元[120] - 2024年5月4日结束的13周，报告净收入每股0.22美元，对应净收入6200万美元[120] - 2025年调整后净收入每股0.16美元，对应净收入4600万美元[120] - 2024年调整后净收入每股0.27美元，对应净收入7700万美元[120] 成本和费用（同比环比） - 2025年第一季度销售成本为27.95亿美元，占净销售额60.8%，与2024年持平；毛利率为18.04亿美元，占比39.2%，与2024年持平[83][87] - 2025年第一季度销售、一般和行政费用为19.13亿美元，占总收入39.9%，较2024年增加200万美元，增幅0.1%[83][87] - 2025年第一季度净利息费用为2700万美元，较2024年减少400万美元，主要因2024年第三季度完成要约收购，减少2.21亿美元本金的高级票据和债券[90] - 2025年第一季度有效税率为44.1%，2024年为36.7%，联邦所得税法定税率均为21%[91] - 2025年资本支出为1.77亿美元，较2024年的2.29亿美元减少[98] - 2025年13周减值、重组及其他成本为700万美元，影响每股收益0.03美元[120] - 2024年13周减值、重组及其他成本为1900万美元，影响每股收益0.07美元[120] - 2025年13周债务提前退休损失为300万美元[120] - 2025年13周某些项目所得税影响为 - 200万美元，影响每股收益 - 0.01美元[120] - 2024年13周某些项目所得税影响为 - 400万美元，影响每股收益 - 0.02美元[120] 其他财务数据 - 2025年第一季度末现金及现金等价物余额为9.32亿美元，较2024年第一季度末增加5600万美元；ABL信贷额度为21亿美元，可用借款额度为19.56亿美元[95] - 2025年和2024年分别支付股息5100万美元和4800万美元；2025年5月16日宣布每股普通股定期季度股息为18.24美分，将于7月1日支付[99] - 2022年2月22日董事会授权20亿美元股票回购计划，2025年第一季度回购约870万股普通股，平均成本每股11.66美元，截至2025年5月3日授权额度剩余12.74亿美元[100] - 2025年4月9日，公司修订现有30亿美元资产信贷安排，将额度降至21亿美元并延期至2030年4月，可额外申请最高17.5亿美元额度[101] - 截至2025年5月3日和2024年5月4日，公司在资产信贷安排下无未偿还借款[105] - 截至2025年5月3日和2月1日，公司有27.85亿美元高级无担保票据和债券未偿还，到期时间为2025 - 2043年[107] - 截至2025年5月3日和2月1日，投资子公司金额分别为99.14亿美元和99.05亿美元，未包含在合并资产负债表中[108] 其他没有覆盖的重要内容 - 公司市场风险较2024年10 - K报告无重大变化[121]

投资观点 - 对Macy's Inc (M) 给予买入评级 认为增长将向上拐点 并推动股价上涨 [1] - 当前展望变得更加不确定 但未具体说明变化因素 [1] 投资方法论 - 采用基本面分析 擅长识别具有长期增长潜力的低估公司 [1] - 投资策略结合价值投资原则与长期增长导向 [1] - 主张以低于内在价值的价格买入优质公司并长期持有 通过复利效应积累收益 [1] （注：文档2和文档3内容均为披露声明 根据任务要求已自动过滤）

Macy's executives warned on Wednesday that the retailer will raise the prices of select products due to global tariffs. CEO Tony Spring, who took over last year to lead the company’s turnaround, said during an earnings call on Wednesday that the company is reducing its exposure to China, renegotiating orders with suppliers and canceling or delaying orders "where the value proposition is just not where it needs to be" in order to minimize the impact on the business.Chief Financial Officer Adrian Mitchell sai ...

Macy’s, Inc. (M) has reported first-quarter fiscal 2025 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. However, both metrics decreased from the year-ago quarter figures. Comparable sales (comps) fell on an owned and owned-plus-licensed-plus-marketplace basis.However, in the fiscal first quarter, the company advanced the execution of its Bold New Chapter strategy, scaling key initiatives that enhanced the customer experience and contributed to stronger-than-expected perform ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Macy’s on Wednesday slashed its annual profit forecast and warned of incoming price hikes to offset President Trump’s hefty tariffs.The legacy department store chain now expects adjusted earnings per share of $1.60 to $2 in 2025 — down from its previous forecast of $2.05 to $2.25. Macy’s CEO Tony Spring told CNBC about 15 cents to 40 cents per share of that forecast drop is due to the tariffs. 5 Macy’s slashed its annual profit forecast and warned of incoming price hikes to offset President Trump’s hefty ...

Shares of Macy's, Inc. (NYSE: M ) have been a very poor performer over the past year, losing 41%. Investors have been disappointed in the pace of its turnaround, especially given the fact it turned down a buyout offer. Moreover, there is particularOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just l ...

Macy's Inc. M on Wednesday revised its annual outlook on initial and current tariffs, some moderation in consumer discretionary spending, and a heightened competitive promotional landscape. Macy's reported adjusted earnings of 16 cents per share, beating the consensus of 14 cents. Macy's lowered fiscal 2025 adjusted earnings per share from $2.05-$2.25 to $1.60-$2.00 compared to the consensus of $1.93. Still, the retail giant affirmed its 2025 sales guidance of $21 billion-$21.4 billion versus the consensus ...

Macy's (M) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.29%. A quarter ago, it was expected that this department store operator would post earnings of $1.55 per share when it actually produced earnings of $1.80, delivering a surprise of 16.13%.Over the last four quarters, the co ...