$M

M

Macy's Inc Common Stock

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As of 09-13
09-10
Schwab NetworkPublished 2026-09-10
“Thursday's First Moves: AEO, M & COO Sell Off After Earnings”
$MNo side taken
Macy's shares are down ~5% on earnings; while EPS and guidance were raised, gross margin compression drove the negative price action.

Well, Macy's, you know, if you look at the numbers themselves, there was a strong beat um at the very least on an EPS front and sales came in around 4.87 billion versus 4.81. We can see the stock is trading slightly to the downside by about 5%.

The EPS um you know last year was 35 cents. They posted 63 cents. Uh estimates were around 37 cents. Uh comp sales systemwide consensus was 1%. They did post as a total business 2.7%.

09-06
Ale's World of StocksPublished 2026-09-06
“Without Buffett, Berkshire is FINALLY Going All-In on AI!”
$MBearish
Macy's is unsuitable for long-term investment due to the existential threat of e-commerce competition, particularly from Amazon, which outweighs its low valuation and asset base.

Well, here we already have a stock that I think , you know, is the kind of stock that Buffett might invest in, I don't know what the right word is. It might be stubborn enough to invest in.

This stock is Macy's, ticker symbol M, where Berkshire just pumped over $90 million to increase its stake by a staggering 142% during the quarter.

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