Macy's (M) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this department store operator would post earnings of $2.02 per share when it actually produced earnings of $2.45, delivering a surprise of 21.29%.Over the last four quarters, the compa ...

业绩总结 - Macy's公司在1Q24实现了+3.4%的可比销售增长[9] - 在1Q24，Macy's公司的净销售同比下降了2.7%[25] - Macy's公司的净销售同比增长了0.5%[28] - Bluemercury连续13个季度实现可比销售增长，主要受益于护肤品的强劲表现[20] - Macy's公司的总收入为5000万美元，同比下降了3.3%[30] - Macy's公司的调整后EBITDA同比下降了22.2%[30] - Macy's公司的自由现金流为负96百万美元，用于支付股息[32] 未来展望 - Macy's公司预计FY24净销售将与FY23持平至增长1.5%[34] - Macy's公司预计FY24的调整后EBITDA率为7.3%[34] - 2024年第二季度公司预计净销售额在49.7亿美元到51亿美元之间，较去年同期增长至少170个基点[36] - 2025年及以后，公司目标实现低个位数到中个位数的年度可比销售增长[38] 用户数据 - 2024年第一季度数字访问量为476百万，同比增长2.3%[44] - 2024年第一季度信用卡收入净额为117美元，同比下降27.8%[48] 负面信息 - 2024年第一季度毛利率为39.2%，较去年同期下降80个基点[49] - 2024年第一季度调整后每股收益为0.27美元，较去年同期下降51.8%[52] 其他新策略和有价值的信息 - 2024年全年预计净销售额为223亿美元至229亿美元，较去年同期下降1.0%至增长1.5%[55] - 2024年全年预计其他收入为154美元，较去年同期下降19.4%[55] - 2024年全年预计调整后每股收益为2.55美元至2.90美元[55]

财务业绩 - 第一季度每股摊薄收益为0.22美元，调整后每股摊薄收益为0.27美元[3] - 公司本季度净收入为6200万美元，每股摊薄收益为0.22美元[31] - 剔除特殊项目影响后,本季度调整后净收入为7700万美元,每股摊薄收益为0.27美元[31] - 2024年全年调整后每股摊薄收益预计为2.55美元至2.90美元[8] - 调整后每股收益为0.62美元，同比下降60.3%[30] 销售情况 - 净销售额为48.46亿美元，同比下降2.7%[3] - 自有加特许加市场销售同比下降0.3%[3] - 梅西百货品牌自有销售同比下降1.6%，自有加特许加市场销售同比下降0.4%[4] - 首50家门店自有销售同比增长3.3%，自有加特许销售同比增长3.4%[4] - 公司总销售额为48.46亿美元，同比下降2.7%[20] - 同店销售(包含第三方授权店和市场销售)下降0.3%[26] - Macy's首50家门店同店销售增长3.3%，其他门店下降1.2%[28] - 本季度可比销售额增长6%[32] - 可比销售额计算中包含了第三方授权经营部门的销售额和线上市场销售额[33] - 第三方授权经营部门的销售额和线上市场销售额对公司净销售额影响不重大[33] 毛利率和费用 - 毛利率为39.2%，同比下降0.8个百分点[6] - 销售、一般及管理费用为19.11亿美元，同比下降2%[6] - 毛利率为37.6%[21] - 调整后EBITDA为3.64亿美元，同比下降22.2%[30] 其他收入 - 信用卡收入净额为1.17亿美元，占总销售额的2.4%[20] - Macy's Media Network收入净额为3700万美元，占总销售额的0.8%[20] - 其他收入为1.54亿美元，占总销售额的3.2%[20] 全年预测 - 2024年全年销售额预计为223亿美元至229亿美元，同比变动约-1%至+1.5%[8]

In its upcoming report, Macy's (M) is predicted by Wall Street analysts to post quarterly earnings of $0.18 per share, reflecting a decline of 67.9% compared to the same period last year. Revenues are forecasted to be $4.82 billion, representing a year-over-year decrease of 3.2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 4.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this per ...

Macy's (M) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 21. On the other ...

零售行业 - 零售行业自疫情后经济复苏以来一直面临困难，消费者更加关注体验和旅行[1] Macy's业绩 - Macy's在2023年仍然报告了良好的业绩，加上潜在的收购要约，股价应该会大幅上涨[2] - Macy's同意增加两名Arkhouse Management的董事，以结束代理人之间的争斗[3] - Arkhouse和Brigade Capital Management提高了对Macy's的收购要约至24美元，市值超过51亿美元[4] - Macy's的房地产价值远高于目前股价，没有理由接受24美元的收购要约[5] - Macy's在2023年第四季度的每股收益为2.45美元，全年每股收益为3.50美元[6] - 公司预计销售增长和自由现金流将达到疫情前水平[9] - Macy's只预测2024财年每股收益为2.45至2.85美元，但在去年宏观问题后也提供了同样疲弱的估计[10] - Macy's对于股价低于19美元的公司来说太便宜，有望获得更高的收购要约[11] Macy's业务发展 - Macy's计划将业务进一步转向奢侈品店，关闭150家表现不佳的Macy's门店[7] - Macy's的Bluemercury美容概念计划到2026年增加至少30家新店[8]

Macy's, Inc. (M) is modernizing operations and using technology to boost efficiency and market responsiveness, targeting sustainable growth and a return to pre-pandemic financial levels by fiscal 2025. The retailer is enhancing its omnichannel approach by improving digital and in-store integration and expanding digital marketing. Initiatives include flexible payment options and a new digital marketplace to sustain customer spending.Through its "A Bold New Chapter" strategy, Macy's is closing underperforming ...

In this articleMShopping bags in front of the Macy's Inc. flagship store in the Herald Square area of New York, US, on Monday, Nov. 13, 2023. US holiday sales will grow at a slower pace this year amid economic headwinds such as higher interest rates, the National Retail Federation said. Bing Guan | Bloomberg | Getty ImagesTony Spring was already working against the clock to turn Macy's around.Now, the CEO will have two fresh faces on the department store retailer's board of directors as it weighs whether to ...

The newest Carousel @ Bloomingdale's offers shoppers a sentimental one-stop-shop for summer must-havesNEW YORK, April 11, 2024 /PRNewswire/ -- Bloomingdale's today announces the launch of its latest Carousel: Camp Bloomingdale's. The pop-up space will transform into the ultimate summer destination for all ages, complete with a wide assortment of multicategory must-haves including swimwear, accessories, beauty, food, beverage favorites, and so much more. For the first time, Bloomingdale's will welcome Colema ...

梅西公司董事会变动 - 梅西公司任命两名由激进投资者Arkhouse Management支持的新董事会成员，结束了一场代理战，使得该公司更接近私有化交易[1] - 梅西公司董事会拒绝了Arkhouse和Brigade Capital Management在去年12月提出的每股21美元的收购要约[2] - 梅西公司宣布任命两名新的独立董事，他们是Arkhouse提名的候选人，这一决定使Arkhouse同意撤回其董事会候选人和股东提案[3] - 公司表示正在与Arkhouse和Brigade就他们的收购提议进行磋商，新任董事将成为财务委员会成员，负责评估和向全体董事会提出有关收购提议的建议[4]