Morgan Stanley Turns Bullish on Macy’s, Bearish on Lululemon
Morgan Stanley likes Macy’s on recovery hopes but is cautious on Lululemon due to growth and competition risks.
/ 6 items
#M↓
Macy’s Raises Full-Year Forecast After Strongest First Quarter in Years
Macy’s reported its strongest first quarter in years, with comparable sales up 3% and Bloomingdale’s surging 10.2%. The retailer raised its full-year 2026 sales and earnings guidance for the first time in nearly four years.
After 6-Year Exit, Berkshire Buys $2.6 Billion Stake in Delta
Berkshire bought a $2.6B stake in Delta again and also took a small new position in Macy’s while reshaping its portfolio in Q1 2026.
Macy’s Q4 Earnings Beat Expectations as Tariff Hit Eases in H2 – Shares Jump
Macy’s exceeded its Q4 and full-year 2025 guidance, with comparable sales up 1.8% and record holiday performance at Bloomingdale’s. Shares jumped as tariff pressures are expected to ease in the second half of 2026.
Macy's Braces for 'Choiceful' Consumers as Holiday Season Outlook Remains Cautious
Macy's posts best comparable sales growth in 3+ years with 3.2% increase. Management remains "highly cautious" about the holiday spending outlook.
Macy's Turnaround Takes Hold: Strong Q2 and Lifted Outlook
Macy's reports its first same-store sales growth in 12 quarters, beats Q2 earnings expectations, and raises full-year guidance, signaling its turnaround strategy is gaining traction.