Macy's Executives to Attend J.P. Morgan Retail Round Up
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2026
0mins
Should l Buy M?
Source: Newsfilter
- Executive Participation: Macy's CEO Tony Spring and COO/CFO Tom Edwards will participate in the J.P. Morgan 12th Annual Retail Round Up on April 8, 2026, highlighting the company's leadership in the retail sector.
- Brand Influence: Macy's, through its iconic brands like Macy's, Bloomingdale's, and Bluemercury, continues to provide quality brands, reinforcing its trust and influence in the retail market.
- Digital Transformation: Headquartered in New York City, Macy's leverages its comprehensive digital and nationwide footprint to deliver a seamless shopping experience, enhancing customer satisfaction and loyalty.
- Investor Relations: Macy's ensures transparent communication through media and investor channels, enhancing interaction with investors and supporting the company's future growth strategy.
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Analyst Views on M
Wall Street analysts forecast M stock price to rise
12 Analyst Rating
2 Buy
9 Hold
1 Sell
Hold
Current: 19.150
Low
8.00
Averages
21.33
High
27.00
Current: 19.150
Low
8.00
Averages
21.33
High
27.00
About M
Macy's, Inc. is an omni-channel retail company. The Company operates stores, websites and mobile applications under three brands, Macy's, Bloomingdale's and Bluemercury, which sell a range of merchandise, including apparel and accessories (men's, women's and kids'), cosmetics, home furnishings and other consumer goods. The Company has stores in 43 states, the District of Columbia, Puerto Rico and Guam. Its operations are conducted through Macy's, Macy's Backstage, Macy's small format, Bloomingdale's, Bloomingdale's The Outlet, Bloomie's, and Bluemercury. In addition, Bloomingdale's in Dubai, United Arab Emirates and Al Zahra, Kuwait are operated under a license agreement with Al Tayer Insignia. The principal private label brands offered by the Company include Alfani, And Now This, Aqua, Bar III, Cerulean 6, Charter Club, Club Room, Epic Threads, first impressions, Giani Bernini, Holiday Lane, Home Design, Hotel Collection, Hudson Park, Ideology, I-N-C, jenni, JM Collection, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Transaction Overview: On April 6, 2026, Bloomingdale's CEO Olivier Bron disposed of 7,228 shares of Macy's common stock through option exercise and immediate sale, with a transaction value of approximately $130,000, indicating a routine liquidity management approach.
- Holding Change Analysis: This transaction reduced Bron's direct holdings by 25.08%, yet he retains 21,590 shares along with a substantial balance of restricted stock units and outstanding options, suggesting ongoing alignment with Macy's equity performance.
- Market Performance Context: The shares were sold at a weighted average price of $17.92, reflecting a total return of 74.7% over the past year, highlighting the company's positive financial trajectory amid a competitive retail landscape.
- Investor Confidence: While the sale raised eyebrows, it primarily served to cover tax obligations, and with Macy's exceeding fourth-quarter sales expectations, investors can maintain confidence in the stock, anticipating further growth potential ahead.
See More
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- Tax Obligation Coverage: The sale was executed to cover tax withholding obligations related to the vesting of 13,146 restricted stock units, indicating that this transaction is not a negative signal for investors but rather a strategic move during a period of rising stock prices.
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- Cash Flow Improvement: By the end of its 2026 fiscal year, Macy's free cash flow improved to $797 million, up from $679 million the previous year, strengthening its ability to maintain a robust 4% dividend yield, making it an attractive option for income investors.
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See More
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- Brands Adapting to Change: Retailers like Stitch Fix have launched targeted marketing campaigns for weight loss users, with client mentions of weight loss requests tripling over the past two years, demonstrating brands' proactive adaptation to this emerging trend.
- Shift in Consumer Behavior: An increasing number of consumers are opting for more affordable clothing during their weight loss journey, with Destination XL's CEO noting that about 25% of their customers are using GLP-1 drugs, leading to a preference for cost-effective options.
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- Rising Costs: The Iran war has driven raw material and packaging costs up, with polyester prices increasing over 40% since the conflict began, complicating companies' ability to pass costs onto customers and impacting production and profitability.
- Weak Demand: Although tariff relief from the U.S. provided temporary respite, industry leaders warn that a prolonged war could dampen U.S. consumer demand, leading to declining sales and rising inventories, posing significant challenges for retailers.
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