Macy's ntsiag to nteg qe - thiab ntau dua yuav tuaj rau cov khw muag khoom

Ib version ntawm tsab xov xwm no tau tshwm sim thawj zaug hauv Yahoo Nyiaj Txiag Tag Nrho Cov Lus Qhia. Tau txais Cov Ntawv Qhia Tag Nrho xa ncaj qha rau koj lub inbox txhua hnub Monday txog Friday thaum 6:30 teev sawv ntxov ET. Sau npe yuav ua

Macy tus (M) pov tseg tej xov xwm phem hnub Friday yav tsaus ntuj.

Pab pawg tswj hwm rau cov tuam txhab pej xeem yuav qee zaum xav tias nws ntse sim faus cov xov xwm tsis zoo rau hauv ib lub lis piam hauv kev cia siab tias cov tub ua lag luam yuav tsis nco qab nws ua ntej lub tswb qhib rau hnub Monday.

Lub tactic ceg tawv tsis tshua ua haujlwm.

Yog li cia peb rhuav tshem phau ntawv xov xwm no pov tseg Macy's rub rau hnub Friday yav tav su:

• Muag Khoom: Cia siab tias yuav nyob rau qhov qis kawg mus rau nruab nrab ntawm kev taw qhia rau $ 8.16 billion txog $ 8.40 billion. Cov kws tshuaj ntsuam tau ua qauv rau $ 8.31 nphom hauv kev muag khoom, raws li Yahoo Nyiaj Txiag cov ntaub ntawv.

• Kho EPS: Cia siab tias yuav nyob hauv qhov kev taw qhia ntawm $ 1.47 txog $ 1.67. Yahoo Nyiaj Txiag cov ntaub ntawv qhia tau hais tias cov kws tshuaj ntsuam tau ua lag luam ntawm $ 1.60 ib feem.

• Cov ntsiab lus tseem ceeb ntawm kev tswj xyuas: "Raws li cov ntsuas macro-economic tam sim no thiab peb cov ntaub ntawv credit card uas yog tswv, peb ntseeg tias cov neeg siv khoom yuav raug kev nyuaj siab ntxiv rau xyoo 2023, tshwj xeeb tshaj yog nyob rau hauv thawj ib nrab, thiab tau npaj cov khoom muag sib xyaw thiab qhov tob ntawm qhov pib yuav raws li," said Macy's CEO Jeff. Gennette. "Peb siv txoj hauv kev sib npaug rau cov khoom xa tuaj thiab tseem cog lus los muab kev zam thiab tus nqi hla cov npe thiab cov channel, nrog lub peev xwm los kho cov kev yuav khoom hauv lub caij nyoog thiab caum mus rau thaj chaw muaj zog."

Nrog rau qhov kev tshaj tawm ua ntej cov nyiaj tau los no, Macy qhov tseem ceeb tshaj tawm cov txiaj ntsig ceeb toom rau thawj ib nrab ntawm 2023 ntxiv rau kev tshaj xov tooj rau lub caij so tsawg tshaj li hnub qub.

Thaum Macy cov khoom lag luam qib zoo saib zoo txawm tias qhov muag tsis pom, nrhiav Txoj Kev los txo lawv cov txiaj ntsig kwv yees rau 2023 thaum muaj kev kub ntxhov thiab cov neeg siv khoom ceev faj. Cov khoom lag luam zoo li cov nyiaj tuag - nrog kev poob qis - txog thaum peb tau txais cov pov thawj ntawm kev rov ua kom nrawm dua ntawm cov neeg siv khoom siv (rau Macy's thiab lwm cov khw muag khoom, cia siab tias qhov no yuav tshwm sim ua ntej lub caij nplooj ntoos hlav muag).

Zaj dab neeg tseem ntxiv

Lub quarter thib plaub tsis zoo thiab kev pom zoo yog tej zaum los ntawm cov nyiam ntawm Ralph Lauren (RL), VF Corp. (VFC), Under Armour (UAA), thiab lwm yam khoom siv rau cov khw muag khoom. lf Macy's tab tom npaj thawj ib nrab xaj kom ceev faj, zoo tshaj plaws ntseeg cov neeg sib tw xws li JC Penney (JCP), Kohl's (KSS), thiab Dillard's (DDS) ua tib yam.

Cov lus tsis zoo ntawm Lub Hom Phiaj (TGT) lub lim tiam dhau los los ntawm Wells Fargo ua rau muaj kev nkag siab ntau dua nyob rau hauv lub wake ntawm Macy cov lus ceeb toom. Lub hom phiaj cov khoom lag luam skews kev txiav txim siab ntau dua li Walmart's (WMT), muab nws cov lej ntawm kev pheej hmoo ntau dua hauv kev siv nyiaj qeeb qeeb. Raws li cov kab no, kuv pom zoo nrog kev ceev faj ua ntej kev khwv tau los ntawm cov khoom ua si Hasbro (TAUthiab Mattel (MAT) - Ntau ntau cov khoom ua si tshaj tawm tau pom tom qab lub caij so hnub so.

Macy's hu tawm nws cov tshuaj pleev ib ce banner Bluemercury li khoom. Walgreens (WBA) kuj tau hais hauv nws cov nyiaj tau los tso tawm lub lim tiam dhau los tshuaj pleev ib ce ua tau zoo. Cov cim taw qhia rau lwm lub quarter zoo ntawm Ulta (ULTA).

Wall Street lub vibe ntawm cov khw muag khoom

"Kev nce nqi hauv khw muag khoom, khaub ncaws, hnab tes, lwm yam khoom siv, khau, khoom siv hauv tsev thiab khoom siv hluav taws xob tej zaum yuav khiav 3% hauv Q4 2022 thiab yuav khiav qhov ntawd lossis tsawg dua hauv Q1 2023. Thiab, lawv yuav ua tiav lub xyoo khiav ntawm 2.5% thiab 3%. kev nce nqi. Vim li cas? Peb tau muaj kev xa khoom ntau ntxiv zoo li peb tau muaj plaub caug xyoo dhau los, tsis suav nrog 2020 thiab 2021. Peb tau txo qhov kev thov vim tias lub sijhawm kawg ntawm COVID cov nyiaj kub kub mus rau hauv hnab ris ntawm cov neeg siv khoom. Peb tau nce cov paj laum kom txo tau qhov kev thov rau cov nqi tsev tshiab thiab cov nqi tsev tshiab ua rau kev muag khoom hauv tsev. Peb rov qab mus rau 2019. Peb muaj tsawg kawg yog qhov nce nyiaj poob haujlwm thiab poob qis JOLTS. Kev nce nqi hauv cov khw muag khoom tsis txaus ntseeg tuag. " -Jan Rogers Kniffen, JK Worldwide Enterprises

"Nco ntsoov softer lub quarter rau hnub no footfall ib leeg qhia 4Q kev muag khoom tuaj yeem khiav hauv qab lossis qis kawg ntawm cov nyiaj tau los qhia / kev kwv yees. Cov qauv no, ntxiv rau qhov tseeb tias 1) qhov tseem ceeb 4Q hnub yuav khoom yog feem ntau qab peb, 2) muaj peev xwm tsis zoo rau xyoo dhau los ntawm huab cua nyob rau lub Ib Hlis (txawm tias yooj yim Omicron lap), 3) cov khw muag khoom tseem zoo li tuav siab. Cov khoom lag luam qib (nrog cov hom phiaj ntawm kev "huv" los ntawm lub xyoo kawg ...), & 4) xaiv cov khw muag khoom / cov khoom lag luam twb tau buckled vim nws cuam tshuam txog kev nce nqi txo qis dua 2019 qib, ua rau peb muaj kev ntshai tias kev tshaj tawm / txo nqi yuav ua rau muaj kev cuam tshuam los ntawm no. Qhov no yuav tom qab siab 4Q cov khoom lag luam margin. Qhov ntawd tau hais tias, peb lees txais kev txhawb nqa / txo nqi kev ua si feem ntau xav txog hauv kev saib xyuas 4Q kev taw qhia & kev pom zoo kwv yees, & cov khw muag khoom ntsib qhov yooj yim GM piv piv rau 3Q. " - Kimberly Greenberger, Morgan Stanley

Muaj lub lim tiam zoo. Zoo siab ua lag luam!

Saib Dab Tsi Hnub No

Economy

• 3: 00 PM ET: Tus Neeg Siv Khoom Txais Credit, Kaum Ib Hlis ($ 25.000 billion xav tau, $ 27.078 billion nyob rau lub hli dhau los)

Nyiaj tau

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Nyem rau ntawm no rau cov xov xwm tshiab tshaj tawm kev lag luam thiab kev txheeb xyuas qhov tob, suav nrog cov xwm txheej uas txav cov khoom lag luam

Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance

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