Macy's: Salvaged From The Dumpster, This Is A Growth Story Again

Impact · against what's priced in

Macy's exhibits strong momentum following a beat-and-raise, though the valuation gap relative to peers is the primary catalyst for further upside. Kohl's is negatively impacted by the comparative lack of sales momentum.

M+0.60

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In context

The Q1 beat-and-raise and resilient sales among high-income consumers drive a growth narrative that is not yet fully reflected in its 11.4x FY26 P/E valuation.

Read from the article alone

• valuation▲7%
• retail
• earnings
• guidance
• KSS
• M
• consumer spending
• department stores

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