Macy's（1FDO）株式概要Macy's, Inc.はオムニチャネル小売組織で、米国で店舗、ウェブサイト、モバイルアプリケーションを運営している。 詳細1FDO ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績3/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より40.8%で取引されている 過去5年間の収益は年間14.8%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る1FDO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€17.6683.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-4b27b2016201920222025202620282031Revenue US$18.3bEarnings US$520.7mAdvancedSet Fair ValueView all narrativesMacy's, Inc. 競合他社Pepco GroupSymbol: WSE:PCOMarket cap: zł19.1bEtsySymbol: NYSE:ETSYMarket cap: US$5.9bCanadian Tire CorporationSymbol: TSX:CTC.AMarket cap: CA$9.5bVipshop HoldingsSymbol: NYSE:VIPSMarket cap: US$6.9b価格と性能株価の高値、安値、推移の概要Macy's過去の株価現在の株価US$17.6652週高値US$19.9052週安値US$9.63ベータ1.491ヶ月の変化2.94%3ヶ月変化1.54%1年変化71.18%3年間の変化31.07%5年間の変化n/aIPOからの変化-20.74%最新ニュースお知らせ • May 18Macy's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Macy's, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026お知らせ • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.お知らせ • Apr 01Macy's, Inc., Annual General Meeting, May 15, 2026Macy's, Inc., Annual General Meeting, May 15, 2026.Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$2.37 (vs US$2.10 in FY 2025)Full year 2026 results: EPS: US$2.37 (up from US$2.10 in FY 2025). Revenue: US$22.6b (down 1.7% from FY 2025). Net income: US$642.0m (up 10% from FY 2025). Profit margin: 2.8% (up from 2.5% in FY 2025). Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 17%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 18Macy's, Inc. Provides Earnings Guidance for 2026Macy's, Inc. provided earnings guidance for 2026. For the period, the company expects net sales of $21.4 billion to $21.65 billion.Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesお知らせ • May 18Macy's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Macy's, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026お知らせ • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.お知らせ • Apr 01Macy's, Inc., Annual General Meeting, May 15, 2026Macy's, Inc., Annual General Meeting, May 15, 2026.Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$2.37 (vs US$2.10 in FY 2025)Full year 2026 results: EPS: US$2.37 (up from US$2.10 in FY 2025). Revenue: US$22.6b (down 1.7% from FY 2025). Net income: US$642.0m (up 10% from FY 2025). Profit margin: 2.8% (up from 2.5% in FY 2025). Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 17%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 18Macy's, Inc. Provides Earnings Guidance for 2026Macy's, Inc. provided earnings guidance for 2026. For the period, the company expects net sales of $21.4 billion to $21.65 billion.Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €15.61. The fair value is estimated to be €19.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 47%. Revenue is forecast to decline by 10% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.お知らせ • Mar 03Macy's, Inc. to Report Q4, 2026 Results on Mar 18, 2026Macy's, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 18, 2026お知らせ • Feb 28Macy's, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, an increase of 5%, payable on April 1, 2026, to shareholders of record at the close of business on March 13, 2026.New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€2.0m sold).Recent Insider Transactions • Dec 12Executive VP recently sold €1.7m worth of stockOn the 11th of December, Danielle Kirgan sold around 85k shares on-market at roughly €20.35 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.1m more than they bought in the last 12 months.Upcoming Dividend • Dec 05Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.2%).New Risk • Dec 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Significant insider selling over the past 3 months (€3.9m sold).Reported Earnings • Dec 04Third quarter 2026 earnings released: EPS: US$0.041 (vs US$0.10 in 3Q 2025)Third quarter 2026 results: EPS: US$0.041 (down from US$0.10 in 3Q 2025). Revenue: US$4.91b (flat on 3Q 2025). Net income: US$11.0m (down 61% from 3Q 2025). Profit margin: 0.2% (down from 0.6% in 3Q 2025). Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Dec 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects net sales to be $21.475 billion to $21.625 billion compared to pervious guidance of $21.15 billion to $21.45 billion. Reflects the impact of fiscal 2024 store closures, primarily Macy’s nameplate locations, which contributed approximately $700 million of annual net sales.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.57, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.05 per share.お知らせ • Nov 14Macy's, Inc. to Report Q3, 2026 Results on Dec 03, 2025Macy's, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 03, 2025お知らせ • Oct 25Macy's, Inc. Declares Regular Quarterly Dividend, Payable on January 2, 2026Macy's, Inc. board of directors declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on January 2, 2026, to shareholders of record at the close of business on December 15, 2025.お知らせ • Oct 21Macy's, Inc., Marvel and the Nba Team Up to Launch an Exclusive Spider-Man-Inspired CollectionMacy's, Inc. is unveiling an exciting, new Marvel's Spider-Man-inspired collection available exclusively at Macy's. This assortment pays homage to the epic web-slinging Super Hero and includes adults and kids apparel, accessories and home decor, featuring NBA iconography. The collection's debut comes on the heels of the return of the Spider-Man balloon, for the second year in a row, in the 99th Macy's Thanksgiving Day Parade®?.お知らせ • Sep 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects Net sales in the range of $21.15 billion to $21.45 billion against previous guidance of $21.0 billion to $21.4 billion.お知らせ • Aug 12Macy's, Inc. to Report Q2, 2026 Results on Sep 03, 2025Macy's, Inc. announced that they will report Q2, 2026 results on Sep 03, 2025お知らせ • Aug 05Macy's Unveils First-Ever on 34th CollaborationMacy's announced its first-ever On 34th brand collaboration, in partnership with acclaimed costume designer Alix Friedberg and inspired by her work on the spirited world of the Emmy award-nominated Apple Original series, Palm Royale. Drawing upon Friedberg's celebrated work on the series, the collection channels the playful sophistication and easy elegance that define the show's aesthetic. The On 34th | Alix Friedberg collection features an array of women's apparel and accessories and is now available at select Macy's retail stores, online at Macys.com, and through the Macy's app. Alix Friedberg, known for her work in costume design, infused her expertise into the collection, drawing inspiration from Palm Royale and Palm Beach style. The On 34th |Alix Friedberg collection offers an array of effortlessly chic pieces, from flowy dresses, skirts, and tops to versatile sets and a range of accessories designed for mixing and matching. With retro patterns and sun-kissed colors, each item echoes the mid-century glamor and carefree mood that inspired the collection. For this collection's campaign, acclaimed photographer Ben Watts captured the spirit of the collection with his signature blend of authenticity and vibrance. The campaign stars model Georgia Fowler, whose effortless inspiration and timeless appeal mirror the collection's vintage-inspired aesthetic. As a centerpiece of the launch, Macy's has transformed the iconic Herald Square windows with immersive displays featuring key looks from the collection, inspired by Palm Royale's playful sophistication, to invite passersby into a world of sunny color and bold style. First launched in August 2023, On 34th was the first new brand unveiled as part of Macy's reimagined customer-centric private brands portfolio. The brand was created with inspirational and modern design, informed by the voice of the customer, and built for real life. The launch of On 34th marked an important milestone in Macy's journey to elevate and reimagine the company's private brand portfolio, all while developing unique and relevant product design that illustrates multiple points of inspiration and customer data. The On 34th |alix Friedberg collection includes 19 apparel styles, comprised of dresses, tops, skirts, and match sets, along with additional styles of scarves, jewelry pieces, and handbags. Each piece offers mix-and-match versatility, designed for layering and pairing, and is available in a range of sizes from XXS to XXS. Apparel prices range from $49.50 to $159.50, while accessories are priced between $24.50 and $99.50. Don't miss Palm Royale, now streaming on Apple TV+.お知らせ • May 28Macy's, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025Macy's, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expected net sales to be in the range of $21.0 billion to $21.4 billion.お知らせ • May 16Macy’S, Inc. Declares Quarterly Dividend, Payable on July 1, 2025The board of directors of Macy's, Inc. declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2025, to shareholders of record at the close of business on June 13, 2025.お知らせ • May 13Macy's, Inc. to Report Q1, 2026 Results on May 28, 2025Macy's, Inc. announced that they will report Q1, 2026 results on May 28, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.77, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 42% over the past year.お知らせ • Apr 03Macy's, Inc. Announces Chief Operating Officer ChangesMacy's, Inc. appointed Thomas J. Edwards as Chief Operating Officer effective June 22. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcements, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Operating Officer and Chief Financial Officer through June 21st to ensure a seamless transition. Barbie Cameron, Macy’s Chief Stores Officer, will report directly to Chairman and Chief Executive Officer, Tony Spring, effective June 22nd. Maly Bernstein, CEO Bluemercury, will report to CEO of Bloomingdale’s, Olivier Bron, effective May 1st 2025.お知らせ • Apr 01Macy's, Inc. Announces CFO ChangesMacy's, Inc. announced that Thomas J. Edwards will become Chief Financial Officer of the company, effective June 22, 2025. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcement, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Financial Officer through June 21, 2025 to ensure a seamless transition.Reported Earnings • Mar 23Full year 2025 earnings released: EPS: US$2.10 (vs US$0.16 in FY 2024)Full year 2025 results: EPS: US$2.10 (up from US$0.16 in FY 2024). Revenue: US$23.0b (down 3.6% from FY 2024). Net income: US$582.0m (up US$537.0m from FY 2024). Profit margin: 2.5% (up from 0.2% in FY 2024). The increase in margin was driven by lower expenses. Like-for-like sales growth: Down 0.9% vs FY 2024 Revenue is expected to decline by 7.9% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 10%.株主還元1FDOIT Multiline RetailIT 市場7D13.8%1.6%0.7%1Y71.2%-8.4%20.1%株主還元を見る業界別リターン: 1FDO過去 1 年間で-8.4 % の収益を上げたItalian Multiline Retail業界を上回りました。リターン対市場: 1FDO過去 1 年間で20.1 % の収益を上げたItalian市場を上回りました。価格変動Is 1FDO's price volatile compared to industry and market?1FDO volatility1FDO Average Weekly Movement5.4%Multiline Retail Industry Average Movement5.4%Market Average Movement5.2%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.2%安定した株価: 1FDO 、 Italian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1FDOの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト183090,134Tony Springwww.macysinc.comオムニチャネル小売組織であるMacy's, Inc.は、米国で店舗、ウェブサイト、モバイルアプリケーションを運営している。Macy's、Bloomingdale's、Bluemercuryブランドのもと、メンズ、レディス、キッズのアパレル、アクセサリー、化粧品、ホームファニシング、その他消費財など、さまざまな商品を販売している。同社はまた、ライセンス契約に基づき、アラブ首長国連邦のドバイとクウェートのアル・ザハラでも事業を展開している。同社は以前はFederated Department Stores, Inc.として知られていたが、2007年6月に社名をMacy's, Inc.に変更した。メイシーズ社は1830年に設立され、ニューヨーク州ニューヨークに本社を置いている。もっと見るMacy's, Inc. 基礎のまとめMacy's の収益と売上を時価総額と比較するとどうか。1FDO 基礎統計学時価総額€4.70b収益（TTM）€553.15m売上高(TTM)€19.49b8.5xPER（株価収益率0.2xP/Sレシオ1FDO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1FDO 損益計算書（TTM）収益US$22.62b売上原価US$13.50b売上総利益US$9.12bその他の費用US$8.48b収益US$642.00m直近の収益報告Jan 31, 2026次回決算日Jun 03, 2026一株当たり利益（EPS）2.43グロス・マージン40.33%純利益率2.84%有利子負債／自己資本比率50.0%1FDO の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.7%現在の配当利回り31%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 08:13終値2026/05/22 00:00収益2026/01/31年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Macy's, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Christopher GrajaArgus Research CompanyWayne HoodBMO Capital Markets Equity ResearchLorraine Corrine HutchinsonBofA Global Research24 その他のアナリストを表示
お知らせ • May 18Macy's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Macy's, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026
お知らせ • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.
お知らせ • Apr 01Macy's, Inc., Annual General Meeting, May 15, 2026Macy's, Inc., Annual General Meeting, May 15, 2026.
Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$2.37 (vs US$2.10 in FY 2025)Full year 2026 results: EPS: US$2.37 (up from US$2.10 in FY 2025). Revenue: US$22.6b (down 1.7% from FY 2025). Net income: US$642.0m (up 10% from FY 2025). Profit margin: 2.8% (up from 2.5% in FY 2025). Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 17%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 18Macy's, Inc. Provides Earnings Guidance for 2026Macy's, Inc. provided earnings guidance for 2026. For the period, the company expects net sales of $21.4 billion to $21.65 billion.
Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 18Macy's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Macy's, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026
お知らせ • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.
お知らせ • Apr 01Macy's, Inc., Annual General Meeting, May 15, 2026Macy's, Inc., Annual General Meeting, May 15, 2026.
Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$2.37 (vs US$2.10 in FY 2025)Full year 2026 results: EPS: US$2.37 (up from US$2.10 in FY 2025). Revenue: US$22.6b (down 1.7% from FY 2025). Net income: US$642.0m (up 10% from FY 2025). Profit margin: 2.8% (up from 2.5% in FY 2025). Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 17%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 18Macy's, Inc. Provides Earnings Guidance for 2026Macy's, Inc. provided earnings guidance for 2026. For the period, the company expects net sales of $21.4 billion to $21.65 billion.
Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €15.61. The fair value is estimated to be €19.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 47%. Revenue is forecast to decline by 10% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
お知らせ • Mar 03Macy's, Inc. to Report Q4, 2026 Results on Mar 18, 2026Macy's, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 18, 2026
お知らせ • Feb 28Macy's, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, an increase of 5%, payable on April 1, 2026, to shareholders of record at the close of business on March 13, 2026.
New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€2.0m sold).
Recent Insider Transactions • Dec 12Executive VP recently sold €1.7m worth of stockOn the 11th of December, Danielle Kirgan sold around 85k shares on-market at roughly €20.35 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.1m more than they bought in the last 12 months.
Upcoming Dividend • Dec 05Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.2%).
New Risk • Dec 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Significant insider selling over the past 3 months (€3.9m sold).
Reported Earnings • Dec 04Third quarter 2026 earnings released: EPS: US$0.041 (vs US$0.10 in 3Q 2025)Third quarter 2026 results: EPS: US$0.041 (down from US$0.10 in 3Q 2025). Revenue: US$4.91b (flat on 3Q 2025). Net income: US$11.0m (down 61% from 3Q 2025). Profit margin: 0.2% (down from 0.6% in 3Q 2025). Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects net sales to be $21.475 billion to $21.625 billion compared to pervious guidance of $21.15 billion to $21.45 billion. Reflects the impact of fiscal 2024 store closures, primarily Macy’s nameplate locations, which contributed approximately $700 million of annual net sales.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.57, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.05 per share.
お知らせ • Nov 14Macy's, Inc. to Report Q3, 2026 Results on Dec 03, 2025Macy's, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 03, 2025
お知らせ • Oct 25Macy's, Inc. Declares Regular Quarterly Dividend, Payable on January 2, 2026Macy's, Inc. board of directors declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on January 2, 2026, to shareholders of record at the close of business on December 15, 2025.
お知らせ • Oct 21Macy's, Inc., Marvel and the Nba Team Up to Launch an Exclusive Spider-Man-Inspired CollectionMacy's, Inc. is unveiling an exciting, new Marvel's Spider-Man-inspired collection available exclusively at Macy's. This assortment pays homage to the epic web-slinging Super Hero and includes adults and kids apparel, accessories and home decor, featuring NBA iconography. The collection's debut comes on the heels of the return of the Spider-Man balloon, for the second year in a row, in the 99th Macy's Thanksgiving Day Parade®?.
お知らせ • Sep 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects Net sales in the range of $21.15 billion to $21.45 billion against previous guidance of $21.0 billion to $21.4 billion.
お知らせ • Aug 12Macy's, Inc. to Report Q2, 2026 Results on Sep 03, 2025Macy's, Inc. announced that they will report Q2, 2026 results on Sep 03, 2025
お知らせ • Aug 05Macy's Unveils First-Ever on 34th CollaborationMacy's announced its first-ever On 34th brand collaboration, in partnership with acclaimed costume designer Alix Friedberg and inspired by her work on the spirited world of the Emmy award-nominated Apple Original series, Palm Royale. Drawing upon Friedberg's celebrated work on the series, the collection channels the playful sophistication and easy elegance that define the show's aesthetic. The On 34th | Alix Friedberg collection features an array of women's apparel and accessories and is now available at select Macy's retail stores, online at Macys.com, and through the Macy's app. Alix Friedberg, known for her work in costume design, infused her expertise into the collection, drawing inspiration from Palm Royale and Palm Beach style. The On 34th |Alix Friedberg collection offers an array of effortlessly chic pieces, from flowy dresses, skirts, and tops to versatile sets and a range of accessories designed for mixing and matching. With retro patterns and sun-kissed colors, each item echoes the mid-century glamor and carefree mood that inspired the collection. For this collection's campaign, acclaimed photographer Ben Watts captured the spirit of the collection with his signature blend of authenticity and vibrance. The campaign stars model Georgia Fowler, whose effortless inspiration and timeless appeal mirror the collection's vintage-inspired aesthetic. As a centerpiece of the launch, Macy's has transformed the iconic Herald Square windows with immersive displays featuring key looks from the collection, inspired by Palm Royale's playful sophistication, to invite passersby into a world of sunny color and bold style. First launched in August 2023, On 34th was the first new brand unveiled as part of Macy's reimagined customer-centric private brands portfolio. The brand was created with inspirational and modern design, informed by the voice of the customer, and built for real life. The launch of On 34th marked an important milestone in Macy's journey to elevate and reimagine the company's private brand portfolio, all while developing unique and relevant product design that illustrates multiple points of inspiration and customer data. The On 34th |alix Friedberg collection includes 19 apparel styles, comprised of dresses, tops, skirts, and match sets, along with additional styles of scarves, jewelry pieces, and handbags. Each piece offers mix-and-match versatility, designed for layering and pairing, and is available in a range of sizes from XXS to XXS. Apparel prices range from $49.50 to $159.50, while accessories are priced between $24.50 and $99.50. Don't miss Palm Royale, now streaming on Apple TV+.
お知らせ • May 28Macy's, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025Macy's, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expected net sales to be in the range of $21.0 billion to $21.4 billion.
お知らせ • May 16Macy’S, Inc. Declares Quarterly Dividend, Payable on July 1, 2025The board of directors of Macy's, Inc. declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2025, to shareholders of record at the close of business on June 13, 2025.
お知らせ • May 13Macy's, Inc. to Report Q1, 2026 Results on May 28, 2025Macy's, Inc. announced that they will report Q1, 2026 results on May 28, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.77, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 42% over the past year.
お知らせ • Apr 03Macy's, Inc. Announces Chief Operating Officer ChangesMacy's, Inc. appointed Thomas J. Edwards as Chief Operating Officer effective June 22. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcements, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Operating Officer and Chief Financial Officer through June 21st to ensure a seamless transition. Barbie Cameron, Macy’s Chief Stores Officer, will report directly to Chairman and Chief Executive Officer, Tony Spring, effective June 22nd. Maly Bernstein, CEO Bluemercury, will report to CEO of Bloomingdale’s, Olivier Bron, effective May 1st 2025.
お知らせ • Apr 01Macy's, Inc. Announces CFO ChangesMacy's, Inc. announced that Thomas J. Edwards will become Chief Financial Officer of the company, effective June 22, 2025. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcement, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Financial Officer through June 21, 2025 to ensure a seamless transition.
Reported Earnings • Mar 23Full year 2025 earnings released: EPS: US$2.10 (vs US$0.16 in FY 2024)Full year 2025 results: EPS: US$2.10 (up from US$0.16 in FY 2024). Revenue: US$23.0b (down 3.6% from FY 2024). Net income: US$582.0m (up US$537.0m from FY 2024). Profit margin: 2.5% (up from 0.2% in FY 2024). The increase in margin was driven by lower expenses. Like-for-like sales growth: Down 0.9% vs FY 2024 Revenue is expected to decline by 7.9% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 10%.
