M Latest Report

Performance Review

Macy's total operating revenue on February 1, 2025 was $8.007 billion. Without prior data, it is not possible to analyze the year-on-year change. However, this figure reflects the company's sales performance during the reporting period, with key factors being the market environment, promotional activities, growth in e-commerce channels, and pressure from competitors affecting operating revenue.

Key Data in the Financial Report

1. Macy's total operating revenue in the first quarter of fiscal 2025 was $5 billion, a 3.34% YoY decrease

2. The net profit in the quarter was $62 million, a 60% YoY decrease from $155 million in the same period last year

3. The national retail sales of consumer goods are expected to grow by 5% in 2025, mainly due to the continuous increase in government consumption stimulus policies

4. The new supply of high-quality retail properties in the top 8 cities is expected to grow by 16% in 2025

Peer Comparison

1. Industry-wide analysis: The retail industry faced multiple challenges and opportunities in early 2025, including changes in consumer behavior and the prevalence of online shopping. The overall operating revenue is expected to increase due to increased consumer spending, but attention should be paid to the impact of inflation and supply chain issues on costs.

2. Peer evaluation analysis: Macy's total operating revenue of $8.007 billion needs to be compared with Walmart and Target and others. Macy's operating revenue decreased by 3.34% in the first quarter of fiscal 2025, which may indicate a decline in its market competitiveness if other peers generally see revenue growth.

Summary

Macy's operating revenue in the first quarter of 2025 decreased, which is related to increased competition and weak consumer spending. Although the overall retail industry has some growth potential, Macy's needs to take effective measures to restore its market share.

Opportunities

1. With the implementation of government consumption stimulus policies, Macy can attract more consumers by taking advantage of policy dividends

2. Increasing investment and expansion in e-commerce channels may have a positive impact on operating revenue

3. Strengthening marketing strategies in promotional activities, especially during holidays, may boost sales

Risks

1. Increased competition within the industry may lead to a decrease in market share

2. Weak consumer spending may further affect operating revenue

3. Supply chain issues and inflation may lead to increased costs and squeezed profit margins