M — Macy's Inc
Is M overbought or oversold? Here is the current MarketMoodz read.
Macy's Inc (M) currently reads Oversold on the MarketMoodz overbought/oversold meter, as of August 19, 2026. The Consumer Cyclical name (Department Stores) last closed at $23.23. The rating moved from Neutral to Oversold on August 12, 2026.
- Public ratingOversold (as of August 19, 2026)
- Last close$23.23
- Last changeMoved from Neutral to Oversold on August 12, 2026
- SectorConsumer Cyclical
- IndustryDepartment Stores
See all oversold Consumer Cyclical stocks →
AI analysis
Macy's Inc (M) combines a large physical-store footprint with growing omnichannel capabilities and clearer inventory discipline, which supports near-term margin stabilization and operational cash flow. The company’s real estate and cost initiatives provide optionality, but revenue and profit remain sensitive to discretionary consumer spending, competitive e-commerce pressure, and potential tariff- or supply-chain-related cost inflation. Near-term catalysts include holiday sales performance, further margin improvement from cost programs, and any tangible progress on real-estate monetization; downside scenarios center on a sharper consumer slowdown, heavier-than-expected markdowning, or execution missteps. Social sentiment is muted in the absence of major headlines, while macro uncertainty (inflation prints, geopolitical headlines) will likely dictate short-term trading ranges.
Key factors
- Large omnichannel retail footprint with significant physical real estate that provides optionality for monetization or redevelopment
- Improving inventory management and promotional discipline seen in recent quarters driving margin stabilization
- Exposure to discretionary consumer spending trends and holiday-season revenue cadence
- Cost reduction initiatives and store rationalization that can boost operating leverage
- Intense competition from e-commerce incumbents (Amazon, direct-to-consumer) and off-price retailers compressing pricing power
- Macroeconomic sensitivity: consumer confidence, inflation and employment trends materially affect demand
Risks
- Sustained weakness in consumer discretionary spending leading to larger markdowns and margin erosion
- Competitive pressures from Amazon and specialty/discount players reducing market share
- Cross-border tariff or supply-chain shocks that increase inventory costs or create stock-outs
- Interest-rate driven repricing of retail real estate values and higher financing costs
- Execution risk on inventory, merchandising and omnichannel integration during peak seasons
- Potential activist/PE interest or regulatory scrutiny that could create transaction uncertainty or distraction
Latest MarketMoodz coverage
- Macy’s Q1 Tops Forecast; Raises Full-Year Sales and EPS Outlook2026-06-03
- What Could Move U.S. Markets Wednesday: Jobs, Earnings, Yields2026-06-03
- Berkshire Q1 2026 13F: Delta Returns, Macy’s Small Bet, Japan Stakes Rise2026-05-23
- Berkshire’s “tiny purchase” revealed: $55M Macy’s stake in Q12026-05-18
- Abel’s Berkshire Overhauls Portfolio: Big Bets on Delta, Alphabet2026-05-18
See today's live rating, score and targets
Members see the live hourly rating for M — the numeric AI score plus targets and entry zones — while this public page updates nightly.
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