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 ...