M M Macy's, Inc. Loading... : Bullish and Bearish Analyst Opinions

Author comments on construction expertise and home climate but does not state a position.

The author is correcting a ticker symbol in a reply.

Macy's slow decline priced too cheaply

Premarket movers show mixed Mag 7 performance, AI-linked stocks rising on Anthropic revenue.

Sarcastic tweet mocking Galloway's stock picks, listing names going to zero versus buys.

Berkshire Hathaway's Q2 portfolio update reveals new positions in D.R.

Author confirms they are short Macy's, agreeing with the parent's short thesis but with less.

Macy's underperforming store is being replaced by Astro Shops at Grossmont, reflecting continued weakness in Macy's physical footprint.

Bullish on retail: Macy's, Tapestry, Victoria's

Macy's Inc. is experiencing softening demand in its plus-size clothing business amid.

US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after.

Premarket movers report shows mixed performance across Magnificent Seven stocks.

Macy's raised its full-year sales outlook, signaling that its strategy to expand luxury.

Macy's reports better-than-expected first quarter earnings with adjusted EPS of 23 cents versus.

Macy's reports Q1 earnings that beat estimates across adjusted net income, EPS.

Berkshire Hathaway took a new long position in Macy's (M) per Q1 13F filing.

Berkshire Hathaway reported a new long position in Macy's (M) per 13F filing.

Berkshire Hathaway disclosed new purchases of Alphabet, Macy's.

Berkshire Hathaway (Buffett) bought shares of Macy's (M), a bullish long position.

Macy's joining the Universal Commerce Protocol signals retailer commitment to Google's agentic commerce vision, potentially driving future ad revenue.

Macy's reports strong quarterly results and strategic progress despite macro uncertainty.

"...women being more selective when shopping for clothes and seeking value when shopping for groceries, dining out, and traveling, too." Discretionary sectors like mid-tier apparel and casual dining rely heavily on middle-class female spending. Because real wages for this demographic are squeezed and spending is slowing, mall-based department stores and casual dining chains will experience lower foot traffic, reduced pricing power, and bloated inventory. SHORT mid-tier consumer discretionary stocks, as they are the direct losers of the female affordability squeeze and shifting spending habits. Unexpected macroeconomic stimulus, a sharp drop in interest rates, or heavy promotional discounting that successfully drives volume could trigger a short squeeze in these names.

The "squeezed middle" retailers are in "no man's land." Store closures and rightsizing are ongoing. These retailers lack the pricing power of luxury and the value proposition of discounters. Rising gas prices will further deter their core consumer base. AVOID Department Stores. Potential M&A activity or privatization bids.

Speaker admits they are "getting back in with the wholesale partners" and acknowledges the need to provide "depth" of inventory to drive "revenue and profits for our retailers." Explicitly mentions working with Urban Outfitters, Macy's, and Amazon. For years, Nike starved third-party retailers of its best inventory to force customers to Nike.com. This reversal means these retailers will regain access to high-velocity Nike SKUs, which drives foot traffic and high-margin sales for them. LONG the retailers regaining access to the Nike ecosystem. Nike demands lower wholesale margins; consumer spending softens globally.

"Wholesale business... is critically important... North America [wholesale] was up roughly about 20%." (Hill also affirmatively responds to working with partners like Macy's and Amazon). Nike previously pulled inventory from these partners (2020-2023), which hurt their foot traffic and sales. The reversal of this strategy—flooding the channel with fresh Nike inventory and "repairing relationships"—directly boosts revenue per square foot for these retailers. LONG. These retailers regain their anchor tenant product. Nike demands lower margins from retailers; consumer preference has permanently shifted to other brands.