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Tag Archive: macy’s


Omnichannel Shoppers May Be Omni-Disappointed

Just when retailers are saying, “hey look over here at online and forget about our flailing in store traffic,” FedEx (FDX) goes all Grinch today. In its disappointing report this morning, the delivery behemoth suggested West Coast port issues are more significant than maybe retailers have been letting on.  That raises my Grinch red flag for retail …

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Beware Retail Zombie H2 Syndrome

First-quarter retail earnings have kicked off and investors seem to be willing to look way beyond the weather and Easter Bunny issues and hoping for a better second half of the year. I call this the “Retail Zombie Second-Half Syndrome.” We have heard these stories year after year, particularly in the never-ending bloated inventory teen …

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Macy’s: Slow and Steady Wins the Race

published Jan 9 2014 Macy’s (M) just reconfirmed the best way to play low expectations is stick with the best of breed. I have long been a proponent of the average investor staying away from “turnaround” stories like J.C. Penney (JCP) in favor of slow-and-steady-wins-the-race stories like Macy’s. This was illustrated on Wednesday when JCP issued …

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Nordstrom: a Retail BOGO?

original publish date Nov 14 There’s confirmation from Wal-Mart (WMT) and Kohl’s (KSS): all of retail is not winning. As we talked about yesterday on “Power Lunch,” a few good retail reports don’t make a holiday season. Here is the deal. Companies that are surprising to the upside are best in class (L Brands (LTD), …

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JCP: Elvis Has Left the Building

Published on 4/8/2013 Elvis has officially left the building. After much recent speculation about how much longer CEO Ron Johnson would last with J.C. Penney (JCP) the market received the zinger press release after Monday’s close: Ron is out. The market cheered, but then the reality check set in. Mike Ullman, the former leader of …

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