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M

Macy's, Inc.

M

NYSE·Consumer Cyclical·Department Stores·Mkt cap $6.2B

$22.94

-2.09%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$11.77 - $26.10

P/E

Fwd P/E

10.47

Beta

1.50

Div Yield

3.19%

Avg Vol

6.1M

Shares Out

263.8M

Mkt Cap

$6.2B

Price action

Price chart

Up 87.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Iconic multi-generational brand portfolio with 190+ years of retail heritage
  • Integrated omni-channel platform combining physical stores with digital presence
  • Strategic luxury brand expansion through Bloomingdale's and bluemercury acquisitions
  • Extensive geographic footprint with 725+ locations across US territories and international markets

Bear Case

1 risk

  • Above-average volatility (beta 1.5).

Growth

Turning profitable

Digital transformation and e-commerce expansion to capture online consumer demand

Value

Undervalued - trading well below sector peers

Momentum

Hot

+31.5% over 3m

Quality

Stable

Solid business

Dividend

Solid

3.19% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Sep 2, 2026

Q2 26 RECAP

JUN 3, 2026

Reported EPS of $0.13 vs $0.02 consensus (+550.0% surprise). Revenue of $4.7B vs $4.6B expected (+1.5%). Beat on both top and bottom lines.

EPS beat +550.0%
Rev beat +1.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+550.0%

Next: Sep 2, 2026

Revenue trend · last 8Q

-4%

-2%

+0%

-1%

-11450%

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

Q1 26

$5.1B

$4.9B

$8.0B

$4.8B

$5.0B

$4.9B

$7.9B

-$544.0B

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

6 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

5

83%

Sell

1

17%

Median Price Target

Latest: TD Cowen · Jun 22, 2026

vs Industry

How M stacks vs Department Stores

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.

Related

Peers & themes

Peers

No peer data available.

Themes

No themes assigned.