Macy’s, Inc. (NYSE:M) is included among the 12 Best Retail Dividend Stocks to Buy Now. Why Macy’s (M) Remains a Strong Pick Among Retail Dividend Stocks mandritoiu / Shutterstock.com Macy’s, Inc. (NYSE:M) stands among the top retailers in the US, running its business under the Macy’s, Bloomingdale’s, and Bluemercury names. The company offers clothing, accessories, beauty products, and home essentials through roughly 680 stores as well as its online channels. In recent years, Macy’s, Inc. (NYSE:M) has c ...

NEW YORK--(BUSINESS WIRE)--Macy's, Inc. to Participate in 2025 Global Consumer & Retail Conference. ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: CFOs expect tariffs to have a major impact on price growth at their organizations this year as well as in 2026, according to a quarterly survey of finance chiefs by Duke University’s Fuqua School of Business and the Federal Reserve Banks of Richmond and Atlanta. On average, price growth would be about 30% lower in 2025 and roughly 25% lower in 2026 without the ...

Artificial intelligence may offer retailers big gains, but it won't be their saving grace. In a note to clients, Morgan Stanley analyst Alex Straton wrote that agentic AI could represent an estimated "$6B total cost savings opportunity" for some of America's biggest retailers, boosting profit estimates by as much as 20% by 2026. The report ranks Gap (GAP), Macy's (M), and Victoria's Secret (VSCO) as the "stand out" trio best positioned to capture the benefits. Wall Street's appetite for an AI-driven ma ...

A "we're hiring" sign is displayed outside a Target store, after U.S. employment growth slowed more than expected in July, in Encinitas, California, U.S. August 1, 2025.Seasonal hiring in the retail industry is poised to fall to its lowest level since the 2009 recession, an early warning sign that the holiday shopping season could be softer than expected, job placement firm Challenger, Gray & Christmas said in a Wednesday report. Challenger is projecting retailers may add under 500,000 positions in the fina ...

投资策略 - 动量投资策略核心为"买高卖更高"而非传统"低买高卖" 旨在更短时间内获取更高收益 [1] - 单纯追涨热门股存在风险 一旦估值超过增长潜力可能导致上涨空间受限甚至下跌 [2] - 更安全策略是结合价格动量与估值优势 通过"快速折价动量"筛选体系识别兼具动量和合理估值的标的 [3] 梅西公司(M)动量表现 - 近四周股价涨幅达36.1% 显示投资者关注度持续提升 [4] - 过去12周累计上涨58.4% 证明其具备持续动量特征 [5] - 贝塔系数达1.78 表明股价波动幅度较市场高出78% 属于快速动量类型 [5] 评级与估值 - 动量评分获A级 显示当前为较高成功概率的介入时机 [6] - 获Zacks排名第一(强力买入) 盈利预测上调趋势形成正向循环效应 [7] - 市销率仅0.21倍 相当于每美元销售额仅需支付21美分 估值处于吸引水平 [7] 筛选体系 - "快速折价动量"筛选体系可识别多只符合标准的标的 梅西公司为其中之一 [8] - Zacks提供超过45种专业筛选策略 可根据不同投资风格进行选择 [9] - 策略历史回测功能可通过研究向导工具实现 验证策略有效性 [10]

Key Takeaways Bloomingdale's net sales rose 4.6% y/y and comparable sales grew 5.7%, hitting record Q2 results.Bluemercury logged its 18th straight quarter of comparable sales growth at 1.2%.Exclusive collections and new brands strengthen Macy's luxury strategy and market share.Macy’s Inc. (M) is placing significant emphasis on its luxury divisions, Bloomingdale’s and Bluemercury, as central pillars of growth under its Bold New Chapter strategy.In the second quarter of fiscal 2025, Bloomingdale’s reported a ...

业绩表现与股价反应 - 公司最新季度财报显示多年来首次销售额增长 引发股价在两天内上涨超过25% [2] - 可比门店销售额实现多年来首次增长 成为股价重新评估的催化剂 [4] - Bloomingdale's部门实现健康可比销售额增长5.7% Bluemercury化妆品连锁店连续18个季度增长 [6] 战略转型举措 - 公司推出"Bold New Chapter"转型战略 开始显现成效 [3] - 关闭表现不佳的Macy's品牌门店 重点发展Bloomies折扣店系列 [6] - 考虑房地产售后回租方案 可能进一步提升股价估值 [7] - 近期回购超过1.5亿美元公司股票 并维持约4%收益率的季度股息 [7] 资产价值与投资者压力 - 激进投资者长期关注公司房地产资产价值 认为即使破产其价值也超过当前近50亿美元市值 [3][4] - 投资者多年来要求公司变现高价值资产 包括分拆Bloomingdale's奢侈品部门和Bluemercury连锁店 [5] - 房地产投资组合估值存在广泛分歧 但普遍认为显著高于市场估值 [4] 历史背景与市场地位 - 公司作为167年历史的百货商店发明者 仍是美国最大百货连锁 年销售额230亿美元 [8] - 通过收购各地本地百货商店扩张 在1990年代中期至2000年代中期十年间整合多个地区品牌 [9] - 收购策略导致客户忠诚度流失 传统家庭重要购物场所的记忆消失 [10] - 公司于1997年首批推出电子商务网站 但逐渐走向零售业边缘化 [8] 未来展望与经营重点 - 经济不确定性和关税混乱使前景模糊 但公司已重新聚焦客户中心战略 [11] - 首席执行官在财报电话会议中多次强调以客户为中心的新方向 并分享满意顾客来信 [11]

融资规模调整 - 将非经纪私募融资规模从12.5万美元提升至55万美元 增幅达340% [1] - 以每股0.25加元价格发行最多220万个单位 每个单位包含1股普通股和0.5个认股权证 [1] - 认股权证行权价为0.35加元 有效期24个月 [1] 融资参与方 - 三位董事会成员（Tom Lee、Simon Clarke和CEO Thomas Lamb）参与投资 [2] - 向关键机构投资者开放融资并接纳其他重要投资者 [2] - 融资证券受加拿大证券法规定的四个月持有期限制 [2] 资金用途 - 融资所得将用于一般营运资金需求 [2] - 计划支付中间人费用并发行中间人权证 [2] - 相关方交易豁免正式估值和小股东批准 因参与价值未超公司市值25% [3] 项目资产详情 - 持有怀俄明州铜山铀矿项目75%可赚取权益 该区域含多个已知铀矿床和历史矿井 [5] - 箭矿历史产量达50万磅八氧化三铀 联合太平洋公司曾投入1.17亿加元进行勘探开发 [5] - 新墨西哥州红盆铀矿项目100%权益待今年完成地球物理调查后获取 区域含1050个历史钻孔中的约800个 [5] 历史勘探数据 - 铜山项目现存约2000个钻孔记录 具备显著勘探潜力 [5] - 联合太平洋公司于1970年代末完成详细钻探和矿井开发规划 后因铀价下跌中止运营 [5]

公司活动 - 公司启动为期100天的圣诞节倒计时活动 命名为"100 Days to Christmas" [1] - 活动内容包括推出100款顶级节日礼品 组织圣诞老人全国巡游 提供独家品牌产品和打造魔法时刻体验 [1]