Macy's股价因财报下跌约5%；尽管每股收益和指引被上调，但毛利率压缩推动了这一负面价格走势。
逐段跳播
Macy's，如果看数据本身，至少在每股收益方面是强劲超预期，销售额约为48.7亿，而预期为48.1亿。可以看到该股目前小幅下跌约5%。每股收益去年是35美分。他们公布的是63美分。
预期约为37美分。全系统同店销售共识为1%。他们整体业务公布的是2.7%。
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%.
再看Macy's的同店，他们以1.1超过了总共识。Bloomingdale同店增长11.3%。所以那是一个亮点，通常更多是富裕或高端消费者。Blue Mercury也增长了6.2%。
Now, if you look at the Macy's comps, they beat the the total consensus at 1.1. Bloomingdale comps up 11.3%. So, that was a bright spot and that's typically a little bit more of the affluent or higherend consumer. Uh, Blue Mercury also increased by 6.2%.
而且这也是另一个第二季度高销售量的数字，至少对Bloomingdale来说是史上最高的第二季度销售。话虽如此，他们确实上调了指引。此前对26财年销售额高端的指引是217.5亿。
他们现在公布的是218.3亿，同时此前每股收益指引高端为220，现在为2.35美元。所以同店销售指引也上调至约1%至1.5%。
Uh, and that's also another Q2 high sales volume number at least for Bloomingdales was the highest Q2 sales ever. So uh with that said, they did raise their guidance. Uh the old guidance for fiscal year 26 sales on the high end was 21.75 billion. They now are are posting 21.83 as well as old EPS guidance at 220 on the high end versus now $2.35. So comp sales guidance also increased to approximately 1 to one and a half%.
所以这可能不一定像人们此前预期的那么多，但尽管如此，这里的毛利率似乎也略有下降。AEO的情况也是如此。我认为这就是我们看到该股股价走势下行的一些压缩原因之一。
So it may not necessarily be as much as perhaps folks had anticipated, but nonetheless gross margins also here appear to be slightly down. So that's also the same case for AEO. And I think that's one of the compression compression reasons that we're seeing some some price action move to the downside in this name.
这个频道对 $M 的历次判断
Schwab Network 在这只股票上只有这一条判断。