Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Macy’s (NYSE: M)

The Death Spiral

How Fast Can Macy’s (M) Die?

Macy’s quarterly revenues fell from $8.577 billion on 31 January 2020 to $3.148 billion on $3.727 billion on 31 July 2020. Macy’s began 2020 with an operating income of $560 million on 31 January.

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The Death Spiral

Is this the End of Macy’s?

Frighteningly, Macy’s Market Capitalization fell from $7.605 billion on 2 April 2019 to $1.488 a year later. Additionally, Macy’s Market Cap fell from $4.022 billion on 2 March to $1.488 billion on 2 April 2020.

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Grocery Wars

Does Amazon have too much money?

Therefore, Amazon could buy Macy’s (NYSE: M); America’s largest department store operator for cash and have over $50 billion left. Mr. Market gave Macy’s a $5.016 billion Market Capitalization on 10 February 2020.

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Stocks

Can a Shrinking Macy’s survive the Age of Amazon?

To explain, Walmart (NYSE: WMT) is now competing directly with Macy’s by offering concierge shipping services for urban customers. Specifically, Walmart’s Store No. 8 incubator operates a concierge they call Jetblack in New York City, Bloomberg reports.

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The Death Spiral

Macy’s (M) is dying can Facebook save it?

Small-box concepts like Nordstrom Local and Home Goods also have lower real estate and labor costs. They could easily use such small-box concepts as pickup locations for online orders.

Popup stores; like The Market@Macy’s, are a classic solution for this dilemma. For instance, Macy’s could rent or lease space to pop up store operators.

Macy’s (M) might interest electronics, auto and other brands in pop-up stores. For example, Tesla (NASDAQ: TSLA) operates auto showrooms in some Nordstrom locations.

Obvious brands for Macy’s to tap for pop-ups include Apple (NASDAQ: AAPL), Toyota (NYSE: TM), Ford (NYSE: F), General Motors (NYSE: GM), The Walt Disney Company (NYSE: DIS), Amazon, and clothing makers. A fascinating idea for Macy’s to consider is Amazon Go in Macy’s.

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Grocery Wars

The Facts About Online vs Offline Stores In 2018

Some of the biggest brands out there made the move to online retail a good few years ago, and although the infographic created by Red Brain shows they have had some incredible sales, it is nothing compared to what their sales are in their physical stores.

Although people appreciate a brand being online, they are not ready to see their favourite brands disappear from the high streets completely.

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The Death Spiral

Can Macy’s escape the Department Store Death Spiral?

Macy’s revenues actually grew for the first time in quite a while in 1st Quarter 2018, Stockrow data indicates.
The revenue growth rate was 1.77% which does little make up for losses, but it is far better than the -6.13% negative growth rate reported in 4th Quarter 2017. That means Macy’s delivered an effective revenue growth rate of 7.9%, which is very good.

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