核心观点 - 公司预计在截至2025年10月的季度财报中，每股收益和营收将出现同比下滑 [1] - 实际业绩与市场预期的对比是影响其短期股价的关键因素 [1] - 尽管盈利惊喜预测指标呈正面，但由于股票评级较低，难以断定公司本次将超越市场预期 [12] 业绩预期 - 市场预期公司季度每股收益为6.43美元，同比下降16.8% [3] - 预期季度营收为14.2亿美元，较去年同期下降0.2% [3] - 过去30天内，季度共识每股收益预期被下调了0.42% [4] 盈利惊喜预测 - 最准确预期高于共识预期，表明分析师近期对公司的盈利前景转为乐观 [12] - 这导致了+2.70%的盈利ESP [12] - 盈利ESP结合强势买入评级时，预测盈利超预期的准确率接近70% [10] - 但公司当前股票评级为4级 [12] 历史惊喜记录 - 上一报告季度，公司实际每股收益为4.66美元，远超3.79美元的预期，惊喜幅度达+22.96% [13] - 在过去四个季度中，公司每次均超越了共识每股收益预期 [14] 其他影响因素 - 管理层在电话会议中对业务状况的讨论将影响股价变动的可持续性及未来盈利预期 [2] - 盈利超预期或未达预期并非股价涨跌的唯一依据，其他因素或意外催化剂同样重要 [15]

天眼查App显示，近日，淮安经济技术开发区笑天百货店（个体工商户）成立，法定代表人为杨笑天， 注册资本5万人民币，经营范围为许可项目：酒类经营；食品销售（依法须经批准的项目，经相关部门 批准后方可开展经营活动，具体经营项目以审批结果为准）一般项目：保健食品（预包装）销售；食品 销售（仅销售预包装食品）；外卖递送服务；食品互联网销售（仅销售预包装食品）；日用百货销售； 日用品销售；市场营销策划；会议及展览服务（除依法须经批准的项目外，凭营业执照依法自主开展经 营活动）。 ...

PresentationArchie Norman Hello, everybody, and welcome to the '25-'26 Marks & Spencer Interim Results. Stuart is going to talk about the performance of the business. Alison will go through financial detail, then Stuart will come on to talk about the outlook. I think it's unusually important this time that I just say a few words at the beginning to thank all our colleagues in the business for the incredible hard work over what's been a very stressful 6 months, especially colleagues on the front line, worki ...

网络攻击事件影响 - 网络攻击导致公司产生约1.36亿英镑的直接成本 [1] - 直接成本主要包括事件系统即时响应和恢复费用以及专业法律和支持服务费用 [1] - 公司预计可通过保险索赔追回约1亿英镑与网络攻击相关的损失 [2] 财务业绩表现 - 公司上半年法定税前利润从去年同期的3.919亿英镑大幅下降至340万英镑 [2] - 法定税前利润几乎被完全抹去 [1] - 在线系统从复活节到夏季期间瘫痪导致销售额损失 [1]

Macy's has faced persistent sales declines in recent years, prompting the retailer to launch an ambitious transformation plan aimed at regaining customer loyalty and achieving sustainable, profitable growth. As part of this effort, the company has been consolidating operations by closing dozens of stores and laying off hundreds of corporate and retail employees. With the holidays and seasonal sales fast approaching, i.e., the busiest time of year for the retail industry, most retailers are preparing by h ...

Key Takeaways The price-to-sales ratio highlights stocks trading below intrinsic value based on revenue strength.The P/S ratio helps uncover undervalued companies with solid fundamentals and growth momentum.Each featured stock combines low valuation with strategic initiatives driving long-term strength.Investing in stocks based on valuation metrics is a proven strategy for identifying opportunities with strong upside potential. While the price-to-earnings (P/E) ratio is a popular tool for gauging value, it ...

The John Lewis Lounge at its Oxford Street store will be open to loyalty card members John Lewis is to open a VIP area in its London flagship shop as the retailer steps up plans to reinvigorate its department stores. The company will open the John Lewis Lounge at its Oxford Street store on Tuesday, which will be open to members of its loyalty card scheme. John Lewis said it would be trialling the VIP area until Christmas, with customers able to get a complimentary glass of sparkling wine or cup of coffe ...

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Macy’s is closing an operating unit at its distribution center in South Windsor, Connecticut, impacting 106 employees, according to a Worker Adjustment and Retraining Notification Act notice dated Oct. 28. The retailer will conduct the layoffs at its “Backstage operation” in phases between Dec. 28, 2025, and Jan. 10, 2026, per the notice. Warehouse associ ...

With the holidays fast approaching, retailers are doing everything in their power to stand out during the busiest shopping season of the year. As the retail industry navigates economic uncertainty and slowing consumer spending, brands are launching major sales events and marketing campaigns to attract customers. While the promotions help value-conscious consumers stretch their tight budgets amid rising prices, they also intensify the competition and challenge rivals to keep up. Five years after emerging ...

What happenedAccording to a filing with the U.S. Securities and Exchange Commission dated October 28, 2025, investment advisory firm Dupree Financial Group, LLC increased its position in Macy's (M 0.91%) by acquiring 286,027 additional shares. The estimated transaction value, based on the average unadjusted close for the quarter, was approximately $4.05 million.The fund’s total holdings in Macy's rose to 810,473 shares as of Sept. 30, 2025, worth $14.53 million at quarter-end. Dupree Financial Group reporte ...