M Stock Recent News

Here are some of the major companies whose stocks moved on the week's news.

Jobs data is softening, making a September Fed rate cut highly likely, but inflation remains stubbornly high, creating tension for markets. Gold and silver are surging as investors seek inflation hedges, while most equities struggle and stock picking becomes more important.

Macy's stock (NYSE: M) has increased by 37% over the past month, yet the stock is starting to appear quite unappealing due to its poor operating performance and financial situation. Although there are signs of strength in certain consumer spending areas and improving demand trends in the beauty and off-price segments, the company's substantial fixed costs and reliance on discretionary spending put it at significant risk of economic downturns; even small declines in consumer sentiment could significantly impact earnings.

Macy's, Inc. (NYSE:M ) acy's, Inc. Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 1:50 PM EDT Company Participants Thomas Edwards - COO & CFO Antony Spring - CEO & Chairman Conference Call Participants Brooke Roach - Goldman Sachs Group, Inc., Research Division Presentation Brooke Roach Research Analyst Good afternoon, and welcome to this next session of the Goldman Sachs 32nd Annual Global Retailing Conference. My name is Brooke Roach, and I cover the apparel softlines and branded consumer goods here at GS.

Macy's Inc. M reported better-than-expected second-quarter earnings and raised its fiscal outlook on Wednesday.

Lululemon (LULU) isn't far off its 5-year low. However, other retail companies like Macy's (M) and American Eagle Outfitters (AEO) rallied strong off their recent report.

An immersive celebration of art, identity, and modern retail arrives this fall at Bloomingdale's 59th Street flagship—featuring a striking façade and Carousel takeover, designed by acclaimed artist Yinka Ilori NEW YORK , Sept. 4, 2025 /PRNewswire/ -- This fall, Bloomingdale's redefines the retail experience with Just Imagine—a bold, boundary-pushing campaign that transforms the iconic department store into a dynamic museum where fashion, art, and immersive storytelling converge.

Citi analyst Paul Lejuez raised the firm's price target on Macy's to $16 from $12 and keeps a Neutral rating on the shares. The company reported a Q2 sales and margin beat and its Q3 is off to a good start, the analyst tells investors in a research note. However, Citi is not sure Macy's comp trends are sustainable.

Shopping center REITs are undervalued, with record-low vacancies, robust rental growth, and limited new supply driving a multi-year runway for outsized returns. Leasing activity has exceeded expectations, with higher rents, lower costs, and better tenant quality replacing bankrupt retailers, supporting stronger earnings growth. Public shopping center REITs trade at a significant discount to private market values and replacement costs, despite improved fundamentals and institutional capital interest.

Macy's is coming up for air, topping earnings estimates and delivering the best comparable sales jump in 12 consecutive quarters.