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Countdown to Macy's (M) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-11-27 15:16
Analysts on Wall Street project that Macy's (M) will announce quarterly loss of -$0.14 per share in its forthcoming report, representing a decline of 450% year over year. Revenues are projected to reach $4.59 billion, declining 3.3% from the same quarter last year.The consensus EPS estimate for the quarter has been revised 1.3% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Befor ...
美国超级消费季开启:“万亿里程碑”暗藏隐患,零售商角力AI流量新战场
Di Yi Cai Jing· 2025-11-27 01:27
2025年传统美国购物季即将随着感恩节到来拉开帷幕。机构预测,黑色星期五有望迎来前所未有的美国 消费者购物潮,但由于受关税影响的零售商折扣力度减弱,消费者开支的增长或将受到影响。与此同 时,随着人工智能的兴起,商家也开始将目光转向AI Agent应用,以此吸引更多消费者目光。 美国全国零售联合会(NRF)预测,今年购物季消费增速或低于去年的4.8%。 多因素冲击消费者情绪 零售商角逐AI流量新战场 历史数据显示,感恩节购物季销售额通常占行业全年的三分之一。零售商也早早启动促销活动锁定销 量:沃尔玛的促销始于11月14日,将分三阶段持续至12月1日;亚马逊于上周四启动黑色星期五特惠 周;梅西百货则开通了专属黑色星期五购物入口。 网上购物的热度有望持续高涨。美国全国零售联合会预测,今年假日季,美国在线销售额预计将达2530 亿美元。但随着美国消费者越来越多地借助AI获取节日小礼品选购建议,OpenAI的 ChatGPT、谷歌的 Gemini等聊天机器人已成为流量新变量。这些面向购物者的工具可提供产品描述、比价功能,甚至允 许用户在大语言模型内直接完成购买。 "我们发现,一些品牌原本每月仅发布3-4篇新博客或文章, ...
Macy's (M) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2025-11-26 23:46
Company Performance - Macy's stock closed at $22.43, reflecting a +2.65% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.69% [1] - Over the past month, Macy's shares have increased by 10.91%, while the Retail-Wholesale sector experienced a loss of 1.21% and the S&P 500 saw a loss of 0.31% [1] Upcoming Earnings Report - Macy's is set to release its earnings report on December 3, 2025, with an expected EPS of -$0.14, representing a 450% decline from the same quarter last year [2] - The consensus estimate for revenue is $4.59 billion, indicating a 3.25% decrease compared to the previous year [2] Full-Year Estimates - The Zacks Consensus Estimates for Macy's full-year earnings are projected at $2 per share and revenue of $21.37 billion, reflecting year-over-year changes of -24.24% and -4.13%, respectively [3] - Recent changes to analyst estimates for Macy's are crucial as they indicate the evolving nature of near-term business trends [3] Zacks Rank and Valuation - Macy's has a Zacks Rank of 2 (Buy), with a Forward P/E ratio of 10.95, which is a discount compared to the industry average Forward P/E of 21 [5] - The consensus EPS projection has increased by 2.05% in the past 30 days, suggesting a positive outlook [5] Industry Context - The Retail - Regional Department Stores industry is part of the Retail-Wholesale sector and currently holds a Zacks Industry Rank of 33, placing it in the top 14% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups, indicating that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]
Macy's (M) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release
ZACKS· 2025-11-26 16:01
The market expects Macy's (M) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended October 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Decem ...
Myriad Uranium Completes High-Resolution Ground Geophysics at Red Basin, Secures 100% Ownership, and Launches Market Awareness Program
Newsfile· 2025-11-26 12:00
Myriad Uranium Completes High-Resolution Ground Geophysics at Red Basin, Secures 100% Ownership, and Launches Market Awareness ProgramNovember 26, 2025 7:00 AM EST | Source: Myriad Uranium Corp.Vancouver, British Columbia--(Newsfile Corp. - November 26, 2025) - Myriad Uranium Corp. (CSE: M) (OTCQB: MYRUF) (FSE: C3Q) ("Myriad" or the "Company") is pleased to announce that it has completed ground radiometric and magnetic surveys over the original claim areas that were the subject of the 100% ear ...
How Good Has Macy's (M) Stock Actually Been?
The Motley Fool· 2025-11-26 09:25
It might not be as good as you think over many years.Macy's (M +9.14%) is an iconic department store chain that has been around since 1858. It has stood the test of time, but it's been struggling over the past few years.Let's check out where it stands today and how its stock has performed for shareholders. What's happening at Macy'sMacy's sales continue to decline as the American retail landscape shifts. The huge department store of the past has morphed into boutique experiences, designer stores, and, most ...
Retail Stocks That Could Deck the Halls—or Wreck Portfolios
Investing· 2025-11-25 15:52
Market Analysis by covering: Walmart Inc, Target Corporation, TJX Companies Inc, Macy's Inc. Read 's Market Analysis on Investing.com ...
Stock market outlook for 2025 and beyond, crypto prices crumble
Youtube· 2025-11-24 15:51
Market Overview - The market is experiencing volatility with major indices showing mixed movements, including the Dow up about 0.21%, Nasdaq up about 1%, and S&P 500 up about 0.61% [1] - Bitcoin has seen a significant decline, down approximately 24% over the last two months, with a recent drop of about 6% in the past week [1][3] - The total capitalization of the crypto market has fallen by about 24% since its October peak, equating to over $1 trillion in value lost [1] Consumer Spending and Retail - The National Retail Federation anticipates that consumers will spend over $1 trillion this holiday season, marking a strong consumer sentiment [2] - Recent retail earnings reports have shown mixed results, with companies like Gap and TJ Maxx performing well, while Home Depot's results were less favorable [2] - High-income consumers are driving spending, while low-income consumers remain under pressure [2] AI and Technology Sector - Goldman Sachs suggests that the narrative around AI capital expenditures (capex) is crucial for market stability, with expectations of continued growth in technology demand [2][3] - Nvidia's recent performance is seen as a key indicator for the tech sector, with any weakness potentially impacting broader market sentiment [2][3] Cryptocurrency Insights - Institutional investors are currently sidelined, with Bitcoin ETF outflows reaching $3.5 billion in November, the largest since February [4] - The correlation between Bitcoin and the NASDAQ suggests that stabilization in crypto prices may be necessary for broader market recovery [5][6] - Analysts express caution regarding a V-shaped recovery for Bitcoin, citing the need for more dovish Fed commentary and institutional participation [4][5] Company-Specific Developments - Moderna has faced significant stock price declines, down 43% this year, and is currently the most shorted stock in the S&P 500, with 20% of shares shorted [28][30] - Pfizer is diversifying its business into weight loss drugs and other areas, contrasting with Moderna's struggles to adapt post-COVID vaccine demand [29][30] - Analysts highlight the need for Moderna to diversify its product offerings beyond COVID vaccines to regain investor confidence [31][35]
Macy's Deserves More Appreciation For Its Robust Fundamentals And Reasonable Valuation
Seeking Alpha· 2025-11-21 07:45
Core Insights - Global inflation remains persistent, leading to a decline in discretionary spending, which significantly impacts retailers [1] - Retailers face weaker pricing and increased cost pressures, affecting even those with strong brand recognition [1] Industry Summary - The logistics sector is experiencing challenges due to inflation and changing consumer spending patterns [1] - Retailers are often the first to feel the effects of economic downturns, resulting in a ripple effect across various sectors [1] Company Summary - Companies with established domestic footprints are not immune to the pressures of inflation and changing consumer behavior [1] - The article highlights the importance of diversification in investment portfolios, particularly in sectors like banking, telecommunications, logistics, and hotels [1]
Nvidia, Walmart, Macy's: 3 stocks that have had a big year
Youtube· 2025-11-20 16:18
分组1 - Nvidia reported strong earnings, beating estimates and providing bullish guidance for the fourth quarter, with a significant AI chip backlog projected to exceed $500 billion [3][13][27] - CEO Jensen Wong dismissed concerns about an AI bubble, stating that demand for Nvidia's products remains robust and supply constraints have been alleviated [20][24][60] - The stock market reacted positively to Nvidia's performance, with major indices like the Nasdaq Composite and S&P 500 showing substantial gains [4][8][12] 分组2 - Walmart also reported strong earnings, beating estimates and raising its sales and profit outlook, driven by a 27% increase in e-commerce sales [14][38][41] - The retail landscape is mixed, with Walmart performing well while competitors like Target and Home Depot faced challenges [46][55] - The economic outlook remains uncertain, with inflation pressures affecting low-income consumers, despite positive indicators from Walmart's performance [35][39][39] 分组3 - Analysts are optimistic about Nvidia's future, with over 30 firms raising their price targets following the earnings report, reflecting confidence in sustained AI demand [26][28][29] - The AI sector is becoming increasingly dominant in the market, with Nvidia's influence being compared to historical market themes like the railroads [60][63] - The Federal Reserve's potential interest rate cuts are being overshadowed by the excitement surrounding Nvidia and the AI trade, indicating a shift in market focus [64][65]