M Macy's Inc

$M Despite headline Q2 beats, several notable negative takeaways and underlying friction points emerge: Non-Operational Earnings Tailwinds: Adjusted EPS was heavily inflated by a $0.23 net tariff refund benefit. Stripping this out, underlying core operational EPS was $0.40, reflecting much tighter core profitability. Macy's Core Stores Lagged: Growth remained heavily skewed toward luxury. Mainstay Macy's brand stores posted modest +1.1% comparable sales (+1.9% at Reimagine 200 locations), lagging far behind luxury banner Bloomingdale's (+11.3%). This underscores softness among middle-income shoppers. Macro Environment Pressure: Management noted sticky inflation, promotional pressure, and cautious discretionary consumer spending, making second-half revenue consistency harder to maintain. Ongoing Structural Threats: Persistent market share erosion toward off-price retailers and digital platforms continues to drag on long-term foot traffic and core growth.

$M No position, but the chart is looking pretty good heading into Earnings. And personally, I like the Macy's stores.

Macy’s Raises Full Year Outlook After Strong Q2 — Says Inventories ‘Well-Positioned’ Heading Into Second Half Of 2026 $M $AVUV $CALF https://stocktwits.com/news/equity/markets/macy-s-raises-full-year-outlook-after-strong-q2-says-inventories-well-positioned-heading-into-second-half-of-2026/cZta9aIRJCr

$M Recall that Obama had near zero rates for his entire 2 terms and they only raised rates AFTER Trump had won the election. It was the longest sugar high in US history by a large margin. The FED raised rates on Trump1 multiple times while CPI inflation was UNDER the FED target of 2% including before an election which used to be off limits. The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. Should the FED raise this week, it confirms the evidence that they are an arm of the Democrat party.

$M Hold. For more information and price forecasts with Smart Invest Radar visit my site.

$M they just have to follow the dillards playbook and they know it. Macys can be a 150 stock in time.

$M "Trade Idea 1: Buy the September 11 Expiry 22/21.50-21 1×2 Put Spread for 5 cents." sell to close a 22/21.50 put spread near 50 cents. will need to roll remaiining put down and out.

$M ill buy it $18...adjust for inflation and eps was actually .40 right above consensus of .37 not .63 like the street was goo goo gaga about!

$M Macy's raises FY26 adjusted EPS view to $2.15-$2.35 from $2.00-$2.20 FY26 consensus $2.25. Raises FY26 revenue view to $21.675B-$21.825B from $21.5B-$21.75B, consensus $21.82B. Raises comparable sales change to 1%-1.5% from 0.5%-1.2%.

$M so they sabotage their best quarter in years-with weak next quarter guide-expecting a buyout soon with warren cashing in bigly

Macy’s CEO Tony Spring Says Firm Plans To Reinvest $96M Of Tariff Refund Into The Business: Report $M https://stocktwits.com/news/equity/markets/macy-s-ceo-tony-spring-says-firm-plans-to-reinvest-96-m-of-tariff-refund-into-the-business-report/cZtaSiVRJ6i

$M I think LGVN could be the next Sandisk of the biotech world. LGVN market cap $20 million - $2 billion annual potential revenues (only US and Europe (untapped)) times a p/s of 8 -> $16 billion market cap, for only HLHS (unmet medical need...Hypoplastic Left Heart Syndrome...HLHS phase 2 results September 2026) Extremely promising Alzheimer's results phase 2, in talks for partner for phase 3 green light from FDA to start phase 2 Pediatric Dilated Cardiomyopathy (multi-billion revenue potential) Great results phase 2 Aged related frailty In recent presentation, Longeveron compares itself to stem cell companies, Mesoblast and Capricor both recently valued over $2 billion. I think Longeveron has more potential 52 patents 60 patents pending HLHS program may be eligible for PRV (priority review voucher) upon BLA approval (valued between $150-200 million)...if successful then BLA filing to follow shortly thereafter with potential FDA approval 1H of next year

$M "Trade Idea 2: Buy the September 11 Expiry 23/23.50 Call Spread (25 cents) and sell the September 11 Expiry 21 Put for free." call spread expires, will need to roll puts down and out.

$M balance sheet, story, and valuation here compared to $casY what is wrong with market. Due for a catch up trade here. DtI, DTE, current ratios.....

$M Macy's says inventories 'well-positioned' heading into 2H26 Merchandise inventories increased 2.5% year-over-year. The company believes the composition and level of inventories are well-positioned heading into the second half of 2026. The company ended the second quarter of 2026 with cash and cash equivalents of $1.3B versus $0.8B last year and had $2B of available borrowing capacity under its asset-based credit facility. As of the end of the second quarter of 2026, total debt was $2.4B. The company has no material long-term debt maturities until 2030.

$M Macy's says received all expected IEEPA tariff refunds Macy's has received all expected International Emergency Economic Powers Act tariff refunds including $98 million in the second quarter of 2026 and $18 million following the quarter end, for a total of $116 million. The company is taking a balanced approach to deploying benefits. Approximately $20 million of proceeds will flow to full year EPS. The remaining refunds of $96 million are being invested in 2026 to deliver for our customer, further the Bold New Chapter strategy and support long-term growth.

$M Macy’s Q2 2026 Earnings - Comp Sales +2.7% (est +0.86%) - Adj EPS 63C (est 36C) - Net Sales $4.87B, +1.1% Y/Y - Gross Margin 41.5% (est 39.7%) - Sees FY Net Sales $21.68B To $21.83B, Saw $21.58 To $21.75B - Sees FY Adj EPS $2.15 To $2.35, Saw $2 To $2.20 (est $2.25)

$M Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $0.63 up 80.00% YoY • Reported revenue of $5.06B up 1.20% YoY • Macy's, Inc. raised its fiscal year 2026 guidance, expecting net sales of $21.68B to $21.83B, comparable sales of 1.0% to 1.5%, and adjusted diluted EPS of $2.15 to $2.35.

$M — BULLISH SETUP 🟢 $22.30–$22.40 breakout = confirmation 🎯 PT1: $22.70 🎯 PT2: $23.00 🎯 PT3: $23.25+ 🛑 Risk below $21.80 Not chasing the first candle — I want confirmation above resistance. Volume is key. ⚠️ Earnings are September 10, so manage contract expiration and position size carefully.

🚨 $M 09/04/26 $23 CALL @ $0.12! 👀🔥 🎯 HIGH-CONFIDENCE SETUP 📈 BULLISH SECTOR SENTIMENT ⚡ MOMENTUM IN PLAY WATCHING $M CLOSELY. 🚀🔥