Macy's beat Wall Street's fourth-quarter expectations, but gave a cautious outlook for the year ahead. The company said its plan to refresh many of its namesake stores while closing others is showing signs of progress.
Macy's on Wednesday forecast weaker annual revenue and profit due to tight consumer spending, and said it expects the impact from U.S. import tariffs to ease in the second half of the year.
Macy's remains a Buy as it executes a strategic overhaul focused on profitable store closures and small-format expansion. M is undervalued on both real estate and operating metrics, with a P/E of 7.4 and a 22.2% FCF yield supporting a 4.38% dividend. Management targets a return to low single-digit comparable sales growth and mid-single digit EBITDA growth by 2026 despite near-term revenue declines.
Beyond analysts' top-and-bottom-line estimates for Macy's (M), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended January 2026.
Macy's (M) reached $17.17 at the closing of the latest trading day, reflecting a -1.72% change compared to its last close.
In the most recent trading session, Macy's (M) closed at $18.27, indicating a -4.79% shift from the previous trading day.
In the most recent trading session, Macy's (M) closed at $20.3, indicating a -2.54% shift from the previous trading day.
The latest trading day saw Macy's (M) settling at $22.01, representing a -3.34% change from its previous close.
Macy's (M) closed at $22.24 in the latest trading session, marking a +2.82% move from the prior day.
In the latest trading session, Macy's (M) closed at $21.49, marking a -5.33% move from the previous day.
The latest trading day saw Macy's (M) settling at $21.71, representing a +2.26% change from its previous close.
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