Fans of Macy's Inc. will be disappointed to learn that the iconic department store has announced its next round of store closures. Fourteen Macy's locations in 12 states will shutter as a result of this move. Here's why and when the closures will take place. What's happened? On Thursday, Macy's published a letter from CEO Tony Spring to its employees updating them on the company's "A Bold New Chapter†strategy, which the department store chain unveiled in February 2024. As part of that strategy, Macy's annou ...

核心业绩表现 - 公司第二季度可比销售额实现12个季度以来最强劲增长，旗下三个品牌Macy's、Bloomingdale's和Bluemercury均实现增长 [1] - Macy's品牌可比销售额同比增长1.2%（全部门店）和1.5%（保留门店）[4] - 奢侈品品牌Bloomingdale's可比销售额增长5.7%，连续第四个季度增长；Bluemercury可比销售额增长1.2%，连续第十八个季度增长 [6] 战略举措与转型 - 公司于2024年2月启动"A Bold New Chapter"战略，旨在实现运营现代化、改善客户体验并开辟新增长机会 [3] - 战略核心包括关闭业绩不佳的门店并在有机会的地方进行投资，以建立更专注和盈利的门店基础 [5] - 公司投资于店内服务和在线内容呈现，以改变百货商店的体验特征 [5][6] 未来展望与指引 - 公司将2025年可比销售额指引从下降2%至下降0.5%上调至下降1.5%至下降0.5% [7] - 管理层对Macy's保留业务（包括数字化）的长期增长持乐观态度，驱动力在于全渠道体验、销售改善和商品规划 [5] - 尽管上半年客户表现出韧性，但考虑到关税对需求影响的不确定性，公司在指引中继续纳入消费者更为谨慎的假设 [8]