Macy's, Inc. (NYSE:M)

Ewwww retailer. More and more coupon shopping, more and more shopping for discounts, sales. If you think about it this makes retailers much more cyclical than before. Shopping only happens in November, December and May. I think they better close shop all the rest of the year like a Halloween store or Party place. That will be more cost effective :p

hey macy's i love your prices nice clothes and every thing i hope you never go out of buisness I LOVE YOU!

Current Parameters
Return on Equity (TTM)
5.00 - 7894.00
Market Capitalization
>= 10B
Industry
Retail
Gross Margin
25.00 - 99.80
CAPS Rating
All on 2011-08-30

Macy's has a durable competitive advantage in its name - the Thanksgiving Day parade and Miracle on 34th St are part of the national culture in a way that other retailers are not.

Don't see this stock getting higher than 32

valueline

Goodbye shopping malls.

Goodbye discretionary spending.

great fundamentals with lots of room for growth.

Good earnings.

EIV of $30.

Better value positioning in recent assortments and marketing will make them more competitive while still having the broadest product range of the big department chains. I would be even more optimistic if they were better with execution of direct to consumer sales.

I visited Macy's last week. What did the store remind me of? Mervyns. That's not a good sign. Everything at Macy's is constantly on sale. 25%-off coupons are released every 2 weeks. The men's section seems like a joke. It's obvious that this company is struggling with its inventory.

Macy's is the go-too destination for shoppers looking to get the highest quality brands at reasonable prices. They have a great Macy's Card program that rewards you for spending over $100 visit. Great product at great prices. They own Bloomingdale's also which is poised for growth. Watch for Bloomingdale's outlets to become big in the next 5 years as well.

Holidays coming up. this stock is usually under the radar but needs to be shown. @$21 by december.

Great management, great store. Only concern is increase competition from internet retailers such as Amazon.

Macy's is an Iconic retailer company, sponser of NYC Holiday Parades. The consumer is coming back to stores slowly and cautiously. The Back-to-School shopping season is in progress - Macy's will at least get their share of this seasonal business.

By my calculation Macy shares have an Intrinsic Value in the $26 - $28 per share range on a very conservative basis.

Macy's is a BUY!!!

Kahuna, CFA
le 8 juillet 2010
Kailua-Kona, Hawaii

rebranding is done, same store sales are strong. better positioned than many apparel chains

Macy's is a standby with great service to clients and Martha Stewart's line will help. They have a good business and a classic and classy name still associated with American business. People feel an emotional connection with this storied retailer.

I would have put this in on a longer time frame, but I don't think M will last 2 - 4 years. Retail is not a good place to be in this economy, and it's especially bad for heavily indebted retailers with business models that actually impede their customers' ability to buy things. I expect M to be seeking bankruptcy protection shortly after the 2010 holiday shopping season.