Macy's: Solid Q1, But Tariffs And Competition Start To Bite

Group 1 - Macy's, Inc. (NYSE: M) has experienced a significant decline in share price, losing 41% over the past year [1] - Investors are dissatisfied with the slow pace of the company's turnaround efforts, particularly after it rejected a buyout offer [1] - The company has a history of making contrarian bets based on macro views and stock-specific turnaround stories to achieve outsized returns [1]