Group 1: Macy's - Macy's operates as an omnichannel retail organization with stores, websites, and mobile applications [1] - The company has a Zacks Rank of 1 (Strong Buy) and a 9.6% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - Macy's has a price-to-earnings ratio (P/E) of 10.39, significantly lower than the industry average of 22.30, and possesses a Value Score of A [2] Group 2: Science Applications International (SAIC) - SAIC is a leading information technology and professional services provider primarily serving the U.S. government [1] - The company also carries a Zacks Rank of 1 and has seen a 2.3% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - SAIC has a price-to-earnings ratio (P/E) of 10.50, compared to the industry average of 15.30, and holds a Value Score of A [3]

Group 1: Vista Energy, S.A.B. de C.V. (VIST) - Vista Energy is an oil and gas exploration and production company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 48.7% over the last 60 days [1] - The company has a price-to-earnings ratio (P/E) of 6.64, compared to 6.90 for the industry, and possesses a Value Score of A [1] Group 2: OppFi Inc. (OPFI) - OppFi is a FinTech company that also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its next year earnings has increased by 10.6% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 6.84, compared to 12.10 for the industry, and possesses a Value Score of A [2] Group 3: Macy's, Inc. (M) - Macy's is an omnichannel retail company with a Zacks Rank 1 [2][3] - The Zacks Consensus Estimate for its current year earnings has increased by 10.2% over the last 60 days [2] - The company has a price-to-earnings ratio (P/E) of 11.02, compared to 22.90 for the industry, and possesses a Value Score of A [3]

Group 1 - Macy's stock has performed well in 2025, gaining 36.3% through December 16, significantly outperforming the S&P 500's 14.8% increase [4] - Including dividends, Macy's total return for shareholders reached 43.3%, surpassing the S&P 500 by 27.6 percentage points [4] - Same-store sales growth has improved, with a 3.2% gain reported in the fiscal third quarter ending November 1 [5] Group 2 - Management is executing a turnaround plan that includes closing underperforming stores, revamping locations, and enhancing customer service [6] - The company is focusing on selling more to upper-income consumers, particularly through its Bloomingdale's and Bluemercury brands [6] - Bloomingdale's has shown strong performance, with a 9% increase in same-store sales in the latest quarter [9] Group 3 - The performance of Macy's is influenced by the economic conditions affecting different consumer demographics, particularly the higher-income segment [8] - A potential slowdown in housing price gains and stock market pullbacks could indicate challenges for upper-income consumers, which may impact Macy's sales [9]

Core Insights - WeShop Holdings Limited has expanded its retail partnerships by adding major brands such as Dicks Sporting Goods, GNC, Gilt, and JTV Jewelry, enhancing its offerings for shoppers [1][2] - The platform now provides access to a diverse range of products, including sporting goods, health supplements, fine jewelry, and luxury fashion, particularly in the U.S. and UK markets [2][3] - WeShop's Shareback™ rewards program allows users to earn WePoints through shopping activities, which can convert into ownership in the company, promoting community engagement and investment [2][6] Retail Network Expansion - The addition of new retail partners is part of WeShop's strategy to broaden its retail network, providing users with a wide variety of shopping options [1][4] - Existing partnerships include major retailers like Walmart, Macy's, and Nike, offering products across various categories such as fashion, electronics, beauty, home goods, and travel [3][4] Company Vision and Strategy - The founder of WeShop, John Garner, emphasized the company's commitment to leading a Retail Revolution by offering a convenient and rewarding online shopping experience [4] - WeShop aims to empower users to build long-term wealth through its unique model that combines e-commerce, social interaction, and user ownership [6]

Core Insights - The holiday season presents an opportunity for American retailers, particularly Macy's, to transform and connect with local communities [2][3] - Macy's is undergoing a corporate transformation under CEO Tony Spring, focusing on revitalizing the brand amidst declining sales and cultural relevance [3][4] Company Strategy - Tony Spring plans to close a third of Macy's U.S. locations, freeing up $750 million to reinvest in high-performing stores [4] - The strategy emphasizes becoming a neighborhood store that offers convenience and special products for customers [2][3] Market Trends - Department stores have seen a significant decline, accounting for less than 1% of total U.S. retail sales, down from about 16% in the early 1990s [5] - The shift in consumer behavior has led to a need for department stores to adapt to the changing preferences of shoppers who prioritize convenience and value [8][12] Consumer Insights - Today's consumers have diverse shopping preferences, including online and in-store options, and they seek excitement in their shopping experiences [10][18] - The divide between economic classes is widening, impacting middle-income households and their spending habits [12] Competitive Landscape - Macy's aims to capture the shrinking middle market by focusing on quality merchandise rather than relying solely on deep discounts [13] - The retail environment is under pressure, but there remains a viable market if stores can meet customer needs effectively [13] Branding and Experience - The importance of creating a special shopping experience is emphasized, as consumers desire to feel valued and excited about their purchases [20][21] - Macy's is looking to replicate the successful strategies used at Bloomingdale's, focusing on curation and ambiance to attract customers [25][26] Future Outlook - The challenge remains for Macy's to redefine its customer base and adapt to the realities of a shrinking middle class while maintaining a balance between value and quality [27][28] - The company has the potential to showcase its best offerings and move from merely surviving to thriving in the competitive retail landscape [29]

Sales Performance - Comparable sales for Macy's, Inc. increased by 2.5% on an owned basis and 3.2% on an owned-plus-licensed-plus-marketplace (O+L+M) basis in Q3 2025 compared to Q3 2024[95] - Bloomingdale's achieved its highest comparable sales growth in 13 quarters, with an increase of 8.8% on an owned basis and 9.0% on an O+L+M basis[95] - Comparable sales increased by 3.2% on an owned-plus-licensed-plus-marketplace basis for the 13 weeks ended November 1, 2025[134] - The company experienced a decrease in comparable sales on an owned basis of 2.4% for the 13 weeks ended November 1, 2025[136] - The impact of departments licensed to third parties and marketplace sales contributed an additional 0.7% to comparable sales for the same period[134] Financial Results - Net sales for Q3 2025 were $4,713 million, a decrease of $29 million or 0.6% from Q3 2024, primarily due to the closure of 64 non-go-forward locations[97] - Net sales for the 39 weeks ended November 1, 2025, decreased by $400 million, or 2.8%, to $14,125 million compared to $14,525 million in 2024, primarily due to the closure of 64 non-go-forward locations[105] - Net sales for the 13 weeks ended November 1, 2025, were $165 million, with a net loss of $197 million for the same period[128] - Net income decreased to $135 million for 2025, compared to $240 million in 2024[104] - The company reported a net income of $11 million for the 13 weeks ended November 1, 2025, with diluted earnings per share of $0.04[142] Margins and Expenses - Gross margin for Q3 2025 was $1,858 million, representing a gross margin rate of 39.4%, a decline of 20 basis points from Q3 2024[99] - Gross margin decreased to $5,575 million, or 39.5% of total revenue, from $5,776 million, or 39.8% in 2024, primarily due to markdowns and tariffs[107] - Selling, general and administrative (SG&A) expenses decreased by $40 million or 1.9% in Q3 2025, with SG&A as a percentage of total revenue improving to 41.2%[100] - Selling, general and administrative (SG&A) expenses decreased by $67 million, or 1.1%, to $5,881 million, representing 40.0% of total revenue, compared to 39.7% in 2024[108] Earnings and Tax - Adjusted diluted earnings per share for Q3 2025 were $0.09, compared to $0.04 in Q3 2024[96] - The effective tax rate for Q3 2025 was -120.0%, reflecting an income tax benefit of $6 million, compared to an expense of $7 million or 20.0% in Q3 2024[103] - Adjusted EBITDA for 2025 was $1,002 million, down from $1,074 million in 2024[104] - Adjusted EBITDA for the 39 weeks ended November 1, 2025, was $1,002 million, compared to $1,074 million for the same period in 2024[140] Assets and Liabilities - Current assets decreased from $1,160 million to $1,087 million, while noncurrent assets increased from $5,727 million to $5,598 million[127] - Total liabilities increased from $8,837 million to $8,237 million, with current liabilities rising from $1,606 million to $1,744 million[127] Capital Expenditures and Share Repurchase - Capital expenditures were $525 million in 2025, focused on digital and technology investments, compared to $649 million in 2024[118] - The company repurchased approximately 15.4 million shares at an average cost of $13.05 per share during 2025, with $1,174 million remaining under the share repurchase authorization[121] Operational Efficiency - The company opened a new fulfillment and store replenishment center, China Grove, which incorporates automation and AI to enhance supply chain efficiency[94] - The company emphasized the importance of non-GAAP financial measures, such as EBITDA, in evaluating operational efficiency and performance[130]

Macy’s CEO Tony Spring said he looks to an unexpected competitor as he works to turn around the department store operator: Costco https://t.co/l1wf9VlMRI ...

Core Insights - The CEO of Macy's, Tony Spring, is focusing on increasing foot traffic and improving customer experience through a turnaround strategy that includes reducing the number of stores and enhancing the quality of product assortments [1][7]. Customer Experience - Macy's has achieved record customer service scores, particularly in its Net Promoter score, indicating a significant improvement in customer recommendations [2]. - The company has improved the quality of its product assortments by reducing redundancy and offering a wider range of brands, including well-known names like Staples, Levi's, and Nike, while also introducing new and popular items [3]. Strategic Focus - The strategy involves a combination of culture, leadership, and execution to enhance the overall consumer experience [4][5]. - Patience and determination are emphasized as essential qualities for achieving long-term business goals [6]. Store Footprint - Macy's plans to reduce its store count from around 400 to approximately 350, having already remodeled 125 existing stores [7]. - The strategy includes both closing underperforming stores and enhancing the digital business to create a better shopping experience [8]. Digital Business - The digital business is viewed as a geographical extension of the brand, with a focus on providing a seamless experience across digital and physical shopping environments [9].

Are there other retailers or other executives in the space that you look to and you think they're doing it right. You know, I want to steal borrow a little bit from what him or her is doing. >> There there are there are plenty.I mean, Fran Harowitz who runs Abocrami, we grew up at at Bloomingdales together and she's done a spectacular job and and I love the way there's been a clear reason for being for both Abocrombi, Abocrami and Fitch as well as Hollister. And I I think that delineation of uh assortment s ...

Core Insights - Myriad Uranium Corp. has successfully earned a 75% interest in the Copper Mountain Uranium Project in Wyoming by investing over $5.5 million under an option agreement with Rush Rare Metals Corp. [1][2] - The CEO of Myriad highlighted that reaching this expenditure threshold is a significant milestone, indicating the project's potential to become one of America's largest uranium projects [2]. Company Overview - Myriad Uranium Corp. is focused on uranium exploration and now holds a 75% interest in the Copper Mountain Uranium Project, which contains several known uranium deposits and historic mines, including the Arrowhead Mine that produced 500,000 lbs of U3O8 [2]. - The Copper Mountain Project has a rich history of exploration, with approximately 2,000 boreholes drilled and significant historical resource estimates, including an estimated C$117 million spent by Union Pacific on exploration and development [2]. - In addition to the Copper Mountain Project, Myriad also holds a 100% interest in the Red Basin Uranium Project in New Mexico, which has near-surface mineralization and significant exploration potential [2].