Earnings Preview | Macy's Q3 earnings report is about to be released, will high-end consumption still show signs of fatigue?

Zhitong
2024.11.25 06:51
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Macy's will announce its third-quarter earnings before the U.S. stock market opens on Tuesday, with expected sales of $4.72 billion, a year-on-year decrease of 2.9%, and a loss of $0.01 per share. Due to increased discounting by competitors and cautious consumer spending, the market is uneasy about Macy's outlook. CEO Tony Spring is implementing a turnaround plan, closing underperforming stores and investing in high-end brands

According to Zhitong Finance APP, Macy's (M.US) will announce its third-quarter results before the U.S. stock market opens on Tuesday. Wall Street analysts expect Macy's Q3 sales to be $4.72 billion, a year-on-year decrease of 2.9%; they anticipate a loss of $0.01 per share.

Last week, U.S. retail giant Target (TGT.US) reported third-quarter results that fell short of expectations and lowered its full-year guidance, causing unease in the market. This concern has also spread to Macy's, which is also a retailer.

In its Q2 earnings report, Macy's lowered its annual sales guidance, citing increased discounting by competitors and more cautious consumer spending. The company's management pointed out that interest rates remain high, leading customers to cut back on spending. Therefore, investors will closely monitor whether this trend continues into the third quarter, as the Federal Reserve only began cutting interest rates in the last month of the third quarter.

Additionally, the progress of the turnaround plan set by Macy's CEO Tony Spring for this iconic retailer is also a point of interest for investors. Since taking office in February this year, Tony Spring has been closing underperforming Macy's stores and investing in stronger-performing locations. Spring is also set to open more Bloomingdale's and Bluemercury stores, both of which are more upscale and have stronger sales performance compared to the mass-market Macy's