Department store chain selling apparel, cosmetics, and home goods across 725 U.S. locations under brands like Macy's, Bloomingdale's, and bluemercury, plus e-commerce.
Retail sales generate USD 22.62B revenue with 36.54% gross margin. Net income of USD 0.64B (2.84% margin) is thin and highly seasonal—holiday quarters drive profitability while off-season quarters barely break even.
Brand heritage (Macy's since 1830) and real estate footprint create some stickiness, but Amazon, Target, and fast-fashion retailers like H&M erode this daily by offering convenience and lower prices. Physical store network is now a cost burden rather than a mo
Strong Buy (sector percentile 98) — value A+, growth C+, profitability C+, momentum A-, revisions A+. Updated daily, sector-relative, identical for every user.
Key events, in time order
Berkshire's first Macy's investment in six decades, worth ~$174M
Stock breaks to 4-year high and appears on 52-week high list, showing sustained post-earnings momentum
Macy's Inc. Q1 comparable sales grew 3%, the strongest first quarter since 2022, with go-forward Macy's Inc. rising 3.1%
Multiple independent X accounts discuss Berkshire's Macy's buy vs. selling Visa/Mastercard
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Macy's is mentioned in a list of stocks that are winning due to Bitcoin's rally, alongside crypto-related companies. The discussion appears to be about momentum in related sectors.
Main discussion
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