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Macy's(M) - 2022 Q3 - Earnings Call Transcript
2022-11-17 17:30
Macy’s Inc. (NYSE:M) Q3 2022 Results Conference Call November 17, 2022 8:00 AM ET Company Participants Pam Quintiliano - Head of IR Jeff Gennette - CEO Adrian Mitchell - CFO Conference Call Participants Chuck Grom - Gordon Heska Matthew Boss - JPMorgan Omar Saad - Evercore Partners Oliver Chen - Cowen and Company Ashley Helgans - Jefferies Kimberly Greenberger - Morgan Stanley Dana Telsey - Telsey Group Bob Drbul - Guggenheim Securities Gaby Carbone - Deutsche Bank Tracy Kogan - Citigroup Operator Good day, ...
Macy's(M) - 2022 Q2 - Earnings Call Transcript
2022-08-23 16:57
Macy’s, Inc. (NYSE:M) Q2 2022 Earnings Conference Call August 23, 2022 8:00 AM ET Company Participants Mike McGuire - Vice President and Head-Investor Relations Jeff Gennette - Chairman and Chief Executive Officer Adrian Mitchell - Chief Financial Officer Conference Call Participants Oliver Chen - Cowen Matt Boss - JPMorgan William Reuter - Bank of America Lorraine Hutchinson - Bank of America Omar Saad - Evercore Partners Kimberly Greenberger - Morgan Stanley Steph Wissink - Jefferies Gabby Carbone - Deuts ...
Macy's, Inc. (M) Jefferies Annual Consumer Conference (Transcript)
2022-06-20 14:33
公司信息 * **公司名称**: Macy's, Inc. (NYSE:M) * **行业**: 零售 * **会议时间**: 2022年6月20日 8:00 AM ET * **会议地点**: Jefferies年度消费者大会 核心观点和论据 * **Nata Dvir的背景**: Nata Dvir在Macy's拥有超过16年的经验，曾负责美妆业务，目前担任首席商品官。 * **团队结构**: Macy's的采购和商品团队结构经过演变，现在更加注重跨职能协作和数据驱动决策。 * **Polaris战略**: Polaris战略帮助Macy's实现组织内部的一致性，提高决策速度，并确保客户始终处于决策的核心。 * **团队激励**: Macy's实施了团队激励计划，鼓励团队成员相互支持，共同为顾客服务。 * **商品策略**: Macy's的商品策略侧重于提供精选的商品组合，平衡基本款和趋势款，并注重库存生产力和定价策略。 * **趋势**: Macy's预计秋季将出现趋势回归，特别是针对特殊场合的商品，如连衣裙和正装。 * **库存管理**: Macy's注重库存管理，优先考虑重要商品，并保持库存的灵活性。 * **品牌合作**: Macy's正在重新思考其品牌合作策略，以更好地满足顾客需求并应对新兴趋势。 * **消费者行为**: 消费者行为的变化速度加快，Macy's需要保持敏捷并快速适应。 其他重要内容 * **美妆业务**: Nata Dvir曾负责Macy's的美妆业务，并成功引入了新的独立品牌。 * **市场策略**: Macy's正在推出新的市场策略，以更好地满足顾客需求并应对新兴趋势。 * **供应链**: Macy's正在应对供应链的不确定性，并采取措施确保供应链的稳定性。 * **客户体验**: Macy's注重提供优质的客户体验，并致力于为顾客创造独特的购物体验。
Macy's(M) - 2022 Q1 - Earnings Call Transcript
2022-05-26 13:31
Macy's, Inc. (NYSE:M) Q1 2022 Earnings Conference Call May 26, 2022 8:00 AM ET Company Participants Mike McGuire - Head of Investor Relations Jeff Gennette - Chairman & Chief Executive Officer Adrian Mitchell - Chief Financial Officer Conference Call Participants Chuck Grom - Gordon Haskett Matthew Boss - JPMorgan Bob Drbul - Guggenheim Dana Telsey - Telsey Group Omar Saad - Evercore Jay Sole - UBS William Reuter - Bank of America Blake Anderson - Jefferies Oliver Chen - Cowen Operator Good morning, and wel ...
Macy's(M) - 2021 Q4 - Earnings Call Transcript
2022-02-22 17:33
Macy's, Inc. (NYSE:M) Q4 2021 Earnings Conference Call February 22, 2022 8:00 AM ET Company Participants Mike McGuire - Head of Investor Relations Jeff Gennette - Chairman and CEO Adrian Mitchell - CFO Conference Call Participants Matthew Boss - JPMorgan Lorraine Hutchinson - Bank of America Omar Saad - Evercore ISI Kimberly Greenberger - Morgan Stanley Paul Lejuez - Citigroup Oliver Chen - Cowen and Company Michael Binetti - Credit Suisse Charles Grom - Gordon Haskett Dana Telsey - Telsey Advisory Grou ...