Macy's, Inc. (NYSE:M)

gr8iml8 (68.82) Submitted: 1/10/2007 12:05:53 AM : Start Price: $35.33 M Score: +7.12

Jan 9, 2007. My home market is Portland, Oregon, and what FD is doing in Portland, IMHO, mirrors their challenges and opportunities throughout the country.

FD, through its acquisition of May's, acquired Portland's classic department store franchise, Meier & Frank. FD has poured millions into the Meier & Frank building as it rebadges the bottom floors Macy's and converts the top floors to other uses.

Needless to say, Portlanders, after a 120 years of Meier & Frank, weren't quite hip to Macy's this holiday season. But by next holiday season, FD will have that turned around.

I have felt all along that criticism of FD's integration plans was misplaced. I think FD is doing what it has to do to achieve success. And I think there is so much wealth in the shopping demographic FD serves that they will do very well in 2007.

I also think this is the year where the street debunks the argument "As Walmart goes so goes retailing" (which I've never understood). And that, too, will lift FD.

Shop till you drop!!

gr8iml8

zudnic (22.79) Submitted: 1/8/2007 4:48:38 PM : Start Price: $39.12 M Score: +3.47

Read an interesting stat and that is the equal to 2% GDP was borrowed; this we have the current market rally masking that the slow-down is hard! Interesting both 87' and 1929 had this style of borrowing fueling an optimistic picture of Americas future, in the face of coming bad times. Major correction and the reality that the baby boomers are broke, will set in. Believe we are about to repeat the 70's or worse, Dems in power,hate President Bush; Nixon, Vietnam, triple digit Carter style inflation. People are going to shop and layout tons of cash on formal wedding wear, not!!!!!!!!!!!!

dew2105 (91.61) Submitted: 1/5/2007 1:34:43 PM : Start Price: $33.64 M Score: -12.50

bad management

CapsQueen (97.45) Submitted: 1/1/2007 3:19:05 AM : Start Price: $34.88 M Score: -9.69

Poor management.

NetscribeRetail (95.38) Submitted: 12/28/2006 1:25:59 AM : Start Price: $34.47 M Score: +11.09

Federated Department Stores Inc is into the business of operating retail stores, with its flagship chain of stores being Bloomingdale’s and Macy’s, along with an assortment of other small brands. The company also operates a couple of subsidiaries to support its BackOffice functions. The company completed the acquisition of May brand of department stores with which it increased its presence to 868 retail stores in 45 states and district Columbia in the US and Puerto rico. This made Federated the fourth largest retailer in the US.

The industry is highly competitive with players like Kohl, Wal-Mart and J.C.Penney.The major drivers in this sector are new store opening and comparable store sales. Also customer spending plays a big role. With this industry scenario, the sales volume of the company is also picking up with both Macy’s and Bloomingdale’s contributing strongly to the bottom layer. Healthy increase in the comparable store sale performance over the last two years and strong penetration of private labels has reflected in good earnings growth.

Major revenue segments for the company is its Macy and Bloomingdale range of stores. The format of May line of stores is different from company’s standard format, and thus, an exercise is undertaken to upgrade it to the Macy’s format. These renovated stores are expected to bring sales in the range of Macy’s. The renovated May stores were re-opened in September and the response was good. The company expects the revenue to pick up over the months and reach a stable level. Thus, we expect the price of stock to go up in 2007.

tjtaz (< 20) Submitted: 12/18/2006 7:55:45 PM : Start Price: $35.38 M Score: +7.58

Babyboomers are spending on Xmas at higher end stores.

jones137 (< 20) Submitted: 12/14/2006 1:05:17 PM : Start Price: $37.39 M Score: -1.02

Too big, too much overhead, ugly stores. This style of retailing is almost dead.

Rinikir (72.31) Submitted: 12/8/2006 8:40:00 PM : Start Price: $36.52 M Score: +4.25

opened many new stores

WCRonaldinho (85.85) Submitted: 11/11/2006 12:57:01 PM : Start Price: $36.97 M Score: +0.67

Just saw a report on CNBC. Going into the holiday season, I like department stores and consumer electronics.

killthebear (84.38) Submitted: 10/5/2006 11:54:17 PM : Start Price: $39.75 M Score: -8.98

look for a good christmas...especially with MACY*S being integrated across the nation.

petexeno (29.32) Submitted: 10/4/2006 6:53:38 PM : Start Price: $39.75 M Score: -9.53

Price will exceed $47.00 by June '07

tjminner (97.91) Submitted: 9/29/2006 6:04:53 PM : Start Price: $39.69 M Score: -9.71

good performer