M Macy's Inc

$M i was in Macys last week and it was absolutly packed.. demand and consumers are there maybe they need to do share buybacks

$M Despite headline Q2 beats, several notable negative takeaways and underlying friction points emerge: Non-Operational Earnings Tailwinds: Adjusted EPS was heavily inflated by a $0.23 net tariff refund benefit. Stripping this out, underlying core operational EPS was $0.40, reflecting much tighter core profitability. Macy's Core Stores Lagged: Growth remained heavily skewed toward luxury. Mainstay Macy's brand stores posted modest +1.1% comparable sales (+1.9% at Reimagine 200 locations), lagging far behind luxury banner Bloomingdale's (+11.3%). This underscores softness among middle-income shoppers. Macro Environment Pressure: Management noted sticky inflation, promotional pressure, and cautious discretionary consumer spending, making second-half revenue consistency harder to maintain. Ongoing Structural Threats: Persistent market share erosion toward off-price retailers and digital platforms continues to drag on long-term foot traffic and core growth.

$M No position, but the chart is looking pretty good heading into Earnings. And personally, I like the Macy's stores.

$M Recall that Obama had near zero rates for his entire 2 terms and they only raised rates AFTER Trump had won the election. It was the longest sugar high in US history by a large margin. The FED raised rates on Trump1 multiple times while CPI inflation was UNDER the FED target of 2% including before an election which used to be off limits. The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. Should the FED raise this week, it confirms the evidence that they are an arm of the Democrat party.

Macy’s Raises Full Year Outlook After Strong Q2 — Says Inventories ‘Well-Positioned’ Heading Into Second Half Of 2026 $M $AVUV $CALF https://stocktwits.com/news/equity/markets/macy-s-raises-full-year-outlook-after-strong-q2-says-inventories-well-positioned-heading-into-second-half-of-2026/cZta9aIRJCr

$M Hold. For more information and price forecasts with Smart Invest Radar visit my site.

$M they just have to follow the dillards playbook and they know it. Macys can be a 150 stock in time.

$M "Trade Idea 1: Buy the September 11 Expiry 22/21.50-21 1×2 Put Spread for 5 cents." sell to close a 22/21.50 put spread near 50 cents. will need to roll remaiining put down and out.

$M ill buy it $18...adjust for inflation and eps was actually .40 right above consensus of .37 not .63 like the street was goo goo gaga about!

$M Macy's raises FY26 adjusted EPS view to $2.15-$2.35 from $2.00-$2.20 FY26 consensus $2.25. Raises FY26 revenue view to $21.675B-$21.825B from $21.5B-$21.75B, consensus $21.82B. Raises comparable sales change to 1%-1.5% from 0.5%-1.2%.

$M 🧤 $23 25 SEP 26 (W) CALL 100 $0.21 ➡️ $0.48 🤑 +128% GAINER ☢️ Clean execution. Strong follow-through. +128% on the setup. 📈

$M so they sabotage their best quarter in years-with weak next quarter guide-expecting a buyout soon with warren cashing in bigly

Macy’s CEO Tony Spring Says Firm Plans To Reinvest $96M Of Tariff Refund Into The Business: Report $M https://stocktwits.com/news/equity/markets/macy-s-ceo-tony-spring-says-firm-plans-to-reinvest-96-m-of-tariff-refund-into-the-business-report/cZtaSiVRJ6i

$M I think LGVN could be the next Sandisk of the biotech world. LGVN market cap $20 million - $2 billion annual potential revenues (only US and Europe (untapped)) times a p/s of 8 -> $16 billion market cap, for only HLHS (unmet medical need...Hypoplastic Left Heart Syndrome...HLHS phase 2 results September 2026) Extremely promising Alzheimer's results phase 2, in talks for partner for phase 3 green light from FDA to start phase 2 Pediatric Dilated Cardiomyopathy (multi-billion revenue potential) Great results phase 2 Aged related frailty In recent presentation, Longeveron compares itself to stem cell companies, Mesoblast and Capricor both recently valued over $2 billion. I think Longeveron has more potential 52 patents 60 patents pending HLHS program may be eligible for PRV (priority review voucher) upon BLA approval (valued between $150-200 million)...if successful then BLA filing to follow shortly thereafter with potential FDA approval 1H of next year

$M "Trade Idea 2: Buy the September 11 Expiry 23/23.50 Call Spread (25 cents) and sell the September 11 Expiry 21 Put for free." call spread expires, will need to roll puts down and out.

$M balance sheet, story, and valuation here compared to $casY what is wrong with market. Due for a catch up trade here. DtI, DTE, current ratios.....

$M Macy's says inventories 'well-positioned' heading into 2H26 Merchandise inventories increased 2.5% year-over-year. The company believes the composition and level of inventories are well-positioned heading into the second half of 2026. The company ended the second quarter of 2026 with cash and cash equivalents of $1.3B versus $0.8B last year and had $2B of available borrowing capacity under its asset-based credit facility. As of the end of the second quarter of 2026, total debt was $2.4B. The company has no material long-term debt maturities until 2030.

$M Macy's says received all expected IEEPA tariff refunds Macy's has received all expected International Emergency Economic Powers Act tariff refunds including $98 million in the second quarter of 2026 and $18 million following the quarter end, for a total of $116 million. The company is taking a balanced approach to deploying benefits. Approximately $20 million of proceeds will flow to full year EPS. The remaining refunds of $96 million are being invested in 2026 to deliver for our customer, further the Bold New Chapter strategy and support long-term growth.

$M Macy’s Q2 2026 Earnings - Comp Sales +2.7% (est +0.86%) - Adj EPS 63C (est 36C) - Net Sales $4.87B, +1.1% Y/Y - Gross Margin 41.5% (est 39.7%) - Sees FY Net Sales $21.68B To $21.83B, Saw $21.58 To $21.75B - Sees FY Adj EPS $2.15 To $2.35, Saw $2 To $2.20 (est $2.25)

$M Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $0.63 up 80.00% YoY • Reported revenue of $5.06B up 1.20% YoY • Macy's, Inc. raised its fiscal year 2026 guidance, expecting net sales of $21.68B to $21.83B, comparable sales of 1.0% to 1.5%, and adjusted diluted EPS of $2.15 to $2.35.