Key Points It's ambitious, transformational strategy was implemented well. The retailer is becoming notably slimmer by divesting assets and closing underperforming stores. 10 stocks we like better than Macy's › What a difference a few years can make. Macy's (NYSE: M), a one-time poster boy for the retail apocalypse, saw its share price not only grow across 2025 (by over 30%) but also convincingly outperform the broader market as the bellwether S&P 500 index increased at a 16% clip. That was the fir ...

Core Viewpoint - Macy's, Inc. is trading at a forward 12-month P/E multiple of 9.89X, significantly lower than the industry average of 15.65X, raising questions about whether this discount reflects business challenges or presents a buying opportunity [1][4]. Valuation and Performance - Macy's stock has appreciated by 22.9% over the past month, outperforming the industry growth of 18%, as well as the Retail-Wholesale sector and S&P 500 Index returns of 7.1% and 5.8%, respectively [5]. - Despite recent gains, Macy's shares remain 9.9% below their 52-week high of $24.41, indicating potential for further upside [8]. - The stock trades above its 50-day and 200-day moving averages of $21.73 and $15.49, suggesting a favorable technical setup [8]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for Macy's EPS has been revised upward by 16 cents and 7 cents for the current and next fiscal years, now at $2.16 and $2.23, respectively [9]. - Recent upward revisions in earnings estimates reflect positive sentiment and improved sales and profit outlooks [7][9]. Strategic Initiatives - Macy's is undergoing a transformation with its "Bold New Chapter" strategy, focusing on curated assortments, enhanced brand variety, and improved customer service [13]. - The company is investing in upgraded store environments and better product presentation to deepen customer engagement [14]. - Luxury brands are a significant growth driver, with Bloomingdale's enhancing its positioning through exclusive partnerships and improved in-store experiences [15]. Operational Improvements - Macy's is modernizing its operations, including the new China Grove distribution center that utilizes robotics and AI for improved efficiency [16]. - The company emphasizes an omnichannel approach, enhancing digital capabilities and customer experience across various platforms [17]. Future Outlook - For fiscal 2025, Macy's raised its net sales outlook to $21.48-$21.63 billion, up from $21.15-$21.45 billion, with expectations for comparable sales to be flat to up 0.5% year-over-year [18]. - The adjusted EBITDA margin is projected to be 7.8-8%, reflecting improved operating leverage [19]. - The adjusted earnings per share forecast has been lifted to $2.00-$2.20, indicating stronger performance visibility [20]. Financial Position - Macy's demonstrates strong cash generation, limited near-term debt maturities, and ongoing share repurchases, enhancing its financial stability [21]. Investment Opportunity - Macy's presents an attractive opportunity for long-term investors, trading below peer valuations while advancing its strategic initiatives [22]. - The company holds a Zacks Rank 1 (Strong Buy), indicating strong investment potential [23].

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 will fully shutter its distribution center in South Windsor, Connecticut, later this year, according to a Worker Adjustment and Retraining Notification Act notice dated Jan. 12. The retailer will close its store delivery and customer returns operating units at the facility after announcing plans to cut its backstage operating unit in October. The ...

Core Insights - Retailers are increasingly partnering with Amazon's Retail Ad Service (RAS) to enhance their media networks and advertising capabilities [1][2] - Macy's Media Network is leveraging RAS to position itself as a tech-enabled media solution, moving beyond traditional retail advertising [2] - The collaboration with Amazon has attracted over 175 new brands to Macy's sponsored products offering, enhancing credibility and confidence in advertising [3] Retail Media Landscape - The retail media landscape is evolving, with over 200 networks currently in operation, leading to a more selective approach from advertisers [5] - The initial surge in retail media spending is waning, prompting potential consolidation among networks and encouraging partnerships [5] Amazon's Role - Amazon's RAS allows retailers to utilize its advanced ad technology, facilitating easier execution of media campaigns [4] - Concerns about data privacy exist, but Amazon has implemented controls to keep user data separate from its advertising services [4]

Core Insights - Macy's Inc. is making significant progress in its omni-channel transformation, enhancing digital capabilities and modernizing its operating model to create a seamless shopping experience [1] Group 1: Sales Performance - In Q3 fiscal 2025, Macy's achieved a 2% year-over-year comparable sales growth, marking the strongest performance in 13 quarters and indicating positive momentum [2][11] - The Reimagine 125 initiative in stores contributed to a 2.7% comp increase, outperforming the broader fleet [3] Group 2: Digital and Operational Enhancements - Enhancements to the Macy's app and website, along with stronger personalization and the expansion of Macy's Marketplace, significantly improved customer engagement [2] - The new fulfillment center in China Grove, N.C. has expanded automation and AI capabilities, leading to faster delivery and lower fulfillment costs [4] Group 3: Competitive Position and Future Outlook - Macy's digital enhancements and supply-chain modernization are reinforcing its competitive position, enabling a more resilient omni-channel model that supports sustainable growth [5] - The company's shares have surged 85.7% over the past six months, outperforming the industry's 71% growth [12] - Macy's is currently trading at a forward price-to-sales ratio of 0.29X, below the industry average of 0.54X, indicating potential value [14]

每经AI快讯，1月12日，梅西百货股价一度下跌7.7%，创4月10日以来最大跌幅。 ...

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 plans to close a fulfillment center in Tulsa, Oklahoma, this spring, a company spokesperson told Supply Chain Dive in an email. “After careful consideration, we’ve made the decision to close our supply chain facility in Tulsa as part of our ongoing work to modernize our supply chain to better serve customers, while simplifying how we operate,” the ...

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Core Insights - Macy's Inc. is closing 14 stores across 12 states as part of its ongoing strategy to streamline operations and enhance customer experiences [1][5][8] Group 1: Store Closures - The closures are part of Macy's "A Bold New Chapter" strategy, which aims to close 150 underperforming stores by the end of 2026 [2][5] - The impacted stores will begin clearance sales this month, lasting approximately 10 weeks, with closures expected around the third week of March [6][7] - The specific locations of the 14 closing stores include states such as California, Georgia, Maryland, Michigan, Minnesota, New Hampshire, New Jersey, North Carolina, Pennsylvania, Texas, and Washington [8][9][10][11][12][13][14][15][19][20][21] Group 2: Financial Performance - CEO Tony Spring reported that the "Reimagine" element of the strategy, which involves investing in 125 of Macy's best-performing stores, has resulted in a 2.7% increase in comparative sales for those stores in the third quarter [3][4] - Macy's stock price rose approximately 5.5% to $23.72 per share following the announcement, with a year-to-date increase of 7.57% and a nearly 48% rise over the past 12 months [22][23]

Core Viewpoint - Myriad Uranium Corp. has entered into a binding letter of intent to acquire Rush Rare Metals Corp. in a merger transaction, reflecting the belief that the merger is in the best interests of both companies [1][6]. Merger Details - Myriad will acquire all Rush Shares at an exchange ratio of 0.5405 Myriad Shares for each Rush Share, resulting in a premium of 18% based on closing prices and 22% based on a 20-day volume weighted average price [2][3]. - All convertible securities of Rush will be adjusted to be exercisable for Myriad Shares according to the exchange ratio [2]. Strategic Rationale - The merger aims to unify ownership of the Copper Mountain Uranium Project, which is believed to be significantly more valuable under unified ownership than separate ownership [6]. - Myriad's CEO highlighted the enhanced understanding of the Copper Mountain project due to recent exploration successes and historical data, indicating a strong potential for the project [7][8]. Project Focus - Myriad is focused on achieving 100% ownership of the Copper Mountain Uranium Project and unlocking its value, alongside its Red Basin Project in New Mexico [4][13]. - The Copper Mountain project has significant exploration upside, with historical estimates indicating a large uranium endowment [13]. Next Steps - The parties have agreed to negotiate a definitive agreement within 30 days of the LOI execution, with the merger subject to due diligence, shareholder approval, and regulatory approvals [11][12].