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E Macy’s Q1 Was Bad, But The Company Has The Cash To Survive The Current Pandemic
Macy’s reported that its sales totaled $3.0 billion, which was, not surprisingly, down more than 45% year over year.
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Macy’s Q1 Was Bad, But The Company Has The Cash To Survive The Current Pandemic
1 year ago

Less indebted, better locations, more valuable owned real estate, shrinking in time, etc are factors that likely have played a role

In this article: M
Macy’s Q1 Was Bad, But The Company Has The Cash To Survive The Current Pandemic
1 year ago

I agree, some already went bankrupt and more will sadly follow.

In this article: M
Macy’s Q1 Was Bad, But The Company Has The Cash To Survive The Current Pandemic
1 year ago

Hi Carol, I don't think Macy's is a buy right here, at least for me it is a little risky still. But they are in a position to weather the current crisis, even though it is not yet clear how they will eventually perform versus online competitors such as AMZN

In this article: M
Macy’s Q1 Was Bad, But The Company Has The Cash To Survive The Current Pandemic
1 year ago

Thanks for your comment Andrew! I agree that their approach has been better than that of JCP, Sears, etc. although it is not yet known whether they will be able to ultimately turn around the business and be successful with their omnichannel approach

In this article: M
Macy’s Q1 Was Bad, But The Company Has The Cash To Survive The Current Pandemic
1 year ago

Thank you Susan! I think it is quite hard to forecast what sales could look like in 2021, it also depends on their strategy re shutting down underperforming stores, and what their e-commerce business will look like

In this article: M
Macy’s Q1 Was Bad, But The Company Has The Cash To Survive The Current Pandemic
1 year ago

Glad you liked it Sheryl! Right now I think a range of REITs and healthcare stocks are attractive from a risk-reward standpoint, including $ABBV, $BMY, $O, $SLG, $SPG, etc.

In this article: M
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