Macy's (NYSE:M) Stock

MACY'S INC

Macy's

Founded in 1858 and based in New York City, Macy's operates about 450 stores under the Macy's nameplate, nearly 60 stores under the Bloomingdale's (full-price and outlet) and Bloomie's nameplates, and more than 170 freestanding Bluemercury specialty beauty stores. Macy's also operates e-commerce sites and licenses Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances constitute about 62% of Macy's sales.

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Shares of clothing and footwear retailers are climbing on Friday after President Donald Trump revealed that Vietnam is interested in negotiations<a href="https://www.benzinga.com/news/global/25/04/44632479/retail-stocks-slammed-as-trumps-tariff-plan-sends-shockwaves-through-sector"> to reduce tariffs. </a>
The Details: President Trump said in <a href="https://truthsocial.com/@realDonaldTrump/114280292618523684">a post</a> on Truth Social that he had a "very productive call" with To Lam, General Secretary of the Communist Party of Vietnam regarding possible negotiations to eliminate tariffs.&nbsp;
"Just had a very productive call with To Lam, General Secretary of the Communist Party of Vietnam, who told me that Vietnam wants to cut their Tariffs down to ZERO if they are able to make an agreement with the U.S. I thanked him on behalf of our Country, and said I look forward to a meeting in the near future," Trump wrote.
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44648338/strong-jobs-report-on-a-day-when-good-news-doesnt-matter-economist-says">Strong Jobs Report &#8216;On A Day When Good News Doesn&#8217;t Matter,&#8217; Economist Says</a>
Trump announced a steep 46% tariff on goods imported from Vietnam on Wednesday afternoon, which led to broad declines across the retail sector, which relies heavily on manufacturing in Vietnam. 
What Else: According to a Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-04-04/vietnam-asks-us-to-postpone-tariff-and-engage-in-negotiations-m923qrv7">report </a>from earlier Friday morning, Vietnam had asked the Trump administration to delay the 46% tariff on Vietnamese goods for up to three months to enable further negotiations to take place.
Deputy Prime Minister Ho Duc Phoc said that Vietnam would look to purchase more U.S.-made goods, including technology, in order to balance the trade relationship, according to a statement on the government's website.&nbsp;
Other government and central bank officials stated that Vietnam would consider removing trade barriers and taxes while continuing discussions with the United States, according to Bloomberg.&nbsp;&nbsp;
Stocks React: Nike, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), which manufactures about 25% of its goods in Vietnam, saw its stock pop more than 5% on the news Friday.&nbsp;
Several clothing and footwear companies are recovering some of Thursday's losses as well, including:&nbsp;
<ul>
<li>American Eagle Outfitters, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) </li>
<li>Capri Holdings Limited&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>) </li>
<li>Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) </li>
<li>Gap, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) </li>
<li>Macy's Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) </li>
<li>Ralph Lauren Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) </li>
<li>Under Armour, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>) </li>
<li>Urban Outfitters, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) </li>
</ul>
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Image: Shutterstock

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Trump Reveals Vietnam Trade Talks As Nike Stock Rallies On Surprise Turnaround

The retail sector is under heavy selling pressure on Thursday as Wall Street digests President Donald Trump's tougher-than-anticipated <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44626421/trumps-reign-of-tariffs-unleashes-d-day-on-wall-street-analyst-warns-of-stagflation-risk">tariff plan.&nbsp;</a>
What To Know: Trump on Wednesday announced sweeping tariffs aimed at reshaping global trade and boosting American manufacturing, including a universal 10% tariff on all imports starting April 5 and&nbsp; significantly higher rates targeting around 60 countries deemed &#8220;major offenders&#8221; for imposing barriers on U.S. goods.&nbsp;
Many retailers and brands manufacture goods in China and Vietnam which now have effective tariffs rates of 54% and 46%, respectively. Stocks of companies that rely heavily on imports are experiencing significant declines as Wall Street digests the implications of the new tariff structure.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/global/25/04/44628368/trumps-tariffs-prompt-china-to-vow-countermeasures-experts-see-retaliation-likely">Trump&#8217;s Tariffs Prompt China To Vow &#8216;Countermeasures&#8217;: Experts See Retaliation Likely&nbsp;</a>
S&amp;P Global analysts recently warned that steep tariffs would affect retailers disproportionately and more severely than they had in the past.&nbsp;
&#8220;Broad-based tariffs could hurt more U.S. consumer products and retail companies this time around than in 2018,&#8221; analysts wrote.&nbsp;
&#8220;Price increases will be harder to pass along to the consumer this time around because of the recent inflation cycle and already weak consumer environment,&#8221; the analysts wrote, per The Street.&nbsp;
Approximately, one-third of footwear imports come in the U.S. from Vietnam, according to the Footwear Distributors and Retailers of America. Shares of footwear companies who manufacture in Vietnam, including Nike, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>) and UGGS-parent Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) were down dramatically on Thursday.&nbsp;
Best Buy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) stock was on track for its worst day since March 2020. The electronics retailer sources approximately 60% of its goods from China with goods from Mexico also making up a significant percentage, <a href="https://www.thestreet.com/investing/stocks/s-p-global-reveals-stocks-hit-hardest-by-tariffs">according</a> to S&amp;P Global.&nbsp;
Five Below, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) also imports a large share of its goods and saw its stock price fall nearly 30% in Thursday's midday trading.&nbsp;
Lululemon Athletica, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) sources approximately 40% of its products from Vietnam and 17% from Cambodia, according <a href="https://qz.com/lululemon-nike-deckers-american-eagle-tariffs-1851774516">to data</a> from Quartz. Both countries have been hit with steep tariff rates &#8211; 46% for Vietnam and 49% for Cambodia.&nbsp;
William Blair analyst Sharon Zackfia said in a note Thursday that the tariffs could result in a 7% hit to Lululemon's margins if the company takes no action.&nbsp;
Several other retail stocks were tumbling in Thursday's midday trading, including:&nbsp;
<ul>
<li>American Eagle Outfitters, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>)&nbsp;</li>
<li>Capri Holdings Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>)&nbsp;</li>
<li>Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>)&nbsp;</li>
<li>Macy&#8217;s Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>)&nbsp;</li>
<li>Ralph Lauren Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>)&nbsp;</li>
<li>Under Armour, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UA#NYSE">UA</a>)&nbsp;</li>
<li>Urban Outfitters, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>)&nbsp;</li>
</ul>
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Image: Shutterstock

FIVE

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Shares of companies within retail, apparel, and e-commerce industries are trading lower amid heavy selling pressure as markets react to President Trump's tariff announcements, which may hamper consumer spending.

TSCO

Shares of retail, apparel, and e-commerce companies are trading higher. Investors may be interpreting the release of better-than-expected ADP employment data as a sign of strength for the industry.

Macy&#8217;s Inc's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) has announced several <a href="https://www.benzinga.com/25/04/44587264/macys-stock-moves-higher-following-leadership-changes">changes to its leadership team</a>.
The management transition "does not come as a complete surprise," with Tony Spring beginning his second year as CEO, according to Telsey Advisory Group.
The Macy&#8217;s Analyst: Analyst <a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5888c53977f9dd0001877a22/dana-telsey">Dana Telsey</a> maintained a Market Perform rating and price target of $15.
The Macy&#8217;s Thesis: The company's CFO and COO, Adrian Mitchell, will exit on June 21, making way for Thomas J. Edwards, who "brings experience" from Capri Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPRI#NYSE">CPRI</a>), Telsey said in the note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Macy&#8217;s Chief Stores Officer, Barbie Cameron, will begin reporting directly to Chairman and CEO Tony Spring from June 22, she added.
"Additionally, Maly Bernstein, CEO of Bluemercury, will begin reporting to Bloomingdale&#8217;s CEO, Olivier Bron, on May 1," the analyst wrote.
While announcing its fourth-quarter results, Macy&#8217;s reaffirmed its prior first-quarter guidance, with net sales expected in the range of $4.4-$4.5 billion, down 7%-9% year-on-year, broadly in-line with consensus, he stated. 
"Additionally, as a percent of total sales, the adjusted EBITDA margin (excluding asset sales gains) are still planned in the range of 6.4%-6.6%, below the market&#8217;s forecast of 6.9%," she further said.
Price Action: Shares of Macy&#8217;s had risen by 1.17% to $13.02 at the time of publication on Wednesday.
Read More: 
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<li><a href="https://www.benzinga.com/government/regulations/25/02/43949618/cisco-and-nvidia-expand-ai-partnership-secure-us-government-authorization-for-cloud-security">Retail Stocks Slide As Weak Consumer Spending And Kohl&#8217;s Grim Outlook Hit Sector Hard</a></li>
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Image: Shutterstock

Analyst Color

Reiteration

Analyst Ratings

Macy's Leadership Changes 'Not A Complete Surprise': Analyst

Macy's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) has been analyzed by 9 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">1</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $15.56, with a high estimate of $20.00 and a low estimate of $8.00. A 5.35% drop is evident in the current average compared to the previous average price target of $16.44. 
<img src="https://www.benzinga.com/files/images/story/2025/1743595215_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The perception of Macy's by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$15.00</td>
<td>$15.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$14.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Brooke Roach</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$17.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Jay Sole</td>
<td>UBS</td>
<td>Lowers</td>
<td>Sell</td>
<td>$8.00</td>
<td>$9.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$15.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$17.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$17.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Market Perform</td>
<td>$17.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Matthew Boss</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$20.00</td>
<td>$21.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Macy's. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Macy's compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Macy's's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Macy's's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/M/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Macy's analyst ratings.</a>
<h2>Unveiling the Story Behind Macy's</h2>
Founded in 1858 and based in New York City, Macy's operates about 450 stores under the Macy's nameplate, nearly 60 stores under the Bloomingdale's (full-price and outlet) and Bloomie's nameplates, and more than 170 freestanding Bluemercury specialty beauty stores. Macy's also operates e-commerce sites and licenses Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances constitute about 62% of Macy's sales.
<h3>Financial Insights: Macy's</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Decline in Revenue: Over the 3 months period, Macy's faced challenges, resulting in a decline of approximately -4.39% in revenue growth as of 31 January, 2025. This signifies a reduction in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Discretionary sector.
Net Margin: Macy's's net margin excels beyond industry benchmarks, reaching 4.27%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 7.86%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.03%, the company showcases effective utilization of assets.
Debt Management: With a below-average debt-to-equity ratio of 1.25, Macy's adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>What Are Analyst Ratings?</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
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Breaking Down Macy's: 9 Analysts Share Their Views

Telsey Advisory Group analyst Dana Telsey maintains Macy's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) with a Market Perform and maintains $15 price target.

Price Target

Telsey Advisory Group Maintains Market Perform on Macy's, Maintains $15 Price Target

Macy's's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) short percent of float has risen 11.22% since its last report. The company recently reported that it has 18.78 million shares sold short, which is 7.73% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.79 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Macy's Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743526817_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Macy's has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Macy's's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Macy's's peer group average for short interest as a percentage of float is 10.64%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Peering Into Macy's's Recent Short Interest

Macy&#8217;s Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) shares are trading higher. The company on Tuesday <a href="https://www.benzinga.com/pressreleases/25/04/b44584611/macys-inc-announces-evolution-of-leadership-team">announced leadership changes</a>.
What Happened: Macy&#8217;s announced a shakeup of its executive leadership team to further advance the company&#8217;s &#8220;Bold New Chapter&#8221; strategy designed to return the company to long-term profitable growth.
Adrian Mitchell&nbsp;will be stepping down from his roles as CFO and COO. He will continue with the company through June 21 to ensure a smooth transition period.
Thomas Edwards will become CFO and COO of Macy&#8217;s, effective June&nbsp;22. Barbie Cameron, Macy&#8217;s chief stores officer, will report directly to CEO Tony Spring, effective June 22. Maly Bernstein, CEO of Bluemercury, will report to CEO of Bloomingdale&#8217;s Olivier Bron, effective May 1.
&#8220;With these changes, we complete a purposeful evolution of the Macy&#8217;s, Inc. leadership team and I am confident that we have the right talent to support the return of Macy&#8217;s, Inc. to enterprise growth,&#8221;&nbsp;Spring said. 
In connection with the announcement, Macy&#8217;s reiterated its guidance for the first quarter. Earlier this month, Macy&#8217;s guided for full-year 2025 revenue of $21 billion to $21.4 billion versus estimates of $21.81 billion. The company also guided for full-year adjusted earnings of $2.05 to $2.25 per share versus estimates of $2.31 per share, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
See Also: <a href="https://www.benzinga.com/news/global/25/04/44585626/trump-aides-draft-sweeping-20-tariffs-on-at-least-most-imports-report">Trump Aides Draft Sweeping 20% Tariffs On &#8216;At Least Most&#8217; Imports: Report</a>
M Price Action: <a href="http://benzinga.com/quote/M">Macy&#8217;s shares</a> were up 2.19% at $12.84 at the time of publication Tuesday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: courtesy of Macy&#8217;s.

Management

Macy's Stock Moves Higher Following Leadership Changes

Macy's Names Thomas J. Edwards Chief Operating Officer And Chief Financial Officer, Effective June 22nd

Shares of e-commerce, retail, and apparel stocks are trading lower following greater-than-expected inflation data measured through the PCE price index for February, while personal spending missed estimates. Additionally, recent tariff announcements may be weighing on equities.

Shares of retail, apparel, and e-commerce companies are trading higher amid overall market strength on reports of potentially narrowed or targeted tariffs, which may be easing investor concerns.

The SPDR S&amp;P Retail ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XRT#NYSE">XRT</a>) is trading lower Tuesday as retail and apparel stocks fall following weak consumer spending data and<a href="https://www.benzinga.com/news/earnings/25/03/44246040/kohls-anticipates-sales-and-profit-dip-in-2025-slashes-dividend-by-75-stock-tanks"> poor earnings reports.</a>
What To Know: Kohl's Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) is dragging the sector lower after the company reported a sharp drop in fourth-quarter sales and issued weak guidance for 2025.
For fiscal year 2025, Kohl's expects sales to decline by 5% to 7% and comparable sales to fall by 4% to 6%. The company also cut its quarterly dividend by 75% to $0.125 per share. Kohl's expects 2025 earnings per share between 10 cents and 60 cents, well below Wall Street's estimate of $1.25.
The retail sector is also under pressure as consumer spending weakens. February retail sales declined again after a drop in January, signaling a slowdown in consumer demand. Investors are also watching inflation closely, with the next Personal Consumption Expenditures (PCE) report due on March 28.
Why It Matters: Kohl's sharp stock decline and the broader retail selloff reflect growing concerns about slowing consumer spending and its impact on major retailers. With inflation still elevated and household budgets tightening, discretionary spending is falling, putting pressure on companies reliant on consumer demand. Kohl's weak 2025 guidance suggests these challenges will continue, raising questions about profitability across the sector.
Other major retailers are also trading lower. Nordstrom Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JWN#NYSE">JWN</a>) is down 7.8%, Macy Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) has fallen 5.4% and Target Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) is down 4.2% as concerns about weak sales and consumer sentiment grow. Investors are watching upcoming economic data closely for more signals on consumer weakness and its impact on retail stocks.
XRT Price Action: The SPDR S&amp;P Retail shares are down 1.56% at $69.39 at the time of writing, according to <a href="http://www.benzinga.com/pro/register/?utm_source=BZprocontent072924&amp;t=be2bearmibe3na1">Benzinga Pro.</a>
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11141851/Screenshot-2025-03-11-at-14.16.32-1024x576.png" alt="" class="wp-image-819344" style="width:408px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11141851/Screenshot-2025-03-11-at-14.16.32-1024x576.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11141851/Screenshot-2025-03-11-at-14.16.32-300x169.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11141851/Screenshot-2025-03-11-at-14.16.32-768x432.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/11141851/Screenshot-2025-03-11-at-14.16.32.png 1526w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Image via Shutterstock.

Retail Stocks Slide As Weak Consumer Spending And Kohl's Grim Outlook Hit Sector Hard

Options

Markets

Macy's Option Alert: Apr 17 $15 Calls Sweep (16) Near The Ask: 3317 @ $0.5 vs 372 OI; Ref=$14.34

These ten large-cap stocks were the worst performers in the last week. Are they in your portfolio?
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<li>Venture Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VG#NYSE">VG</a>) shares declined 38.83% after the company <a href="https://www.benzinga.com//node/44189186" target="_blank" rel="noreferrer noopener">reported fourth-quarter results.</a> JP Morgan analyst Jeremy Tonet lowered the <a href="https://www.benzinga.com/quote/vg/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $25 to $16</a>.</li>
<li>MongoDB Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) shares plummeted 29.83% after reporting fourth-quarter results, and several analysts revised the price <a href="https://www.benzinga.com//node/44170047" target="_blank" rel="noreferrer noopener">forecast/rating on the stock</a>.</li>
<li>Samsara (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IOT#NYSE">IOT</a>) stock fell 25.84% after it reported <a href="https://www.benzinga.com//node/44181515" target="_blank" rel="noreferrer noopener">fourth-quarter results</a>. Multiple firms lowered their respective price <a href="https://www.benzinga.com/quote/iot/analyst-ratings" target="_blank" rel="noreferrer noopener">forecasts on the stock</a>.</li>
<li>Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) shares tumbled 22.85% after the company's fiscal first-quarter results and multiple analysts <a href="https://www.benzinga.com//node/44166971" target="_blank" rel="noreferrer noopener">lowered their price forecasts</a>.</li>
<li>Hewlett Packard Enterprise Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) shares were down 20.19% after the company issued <a href="https://www.benzinga.com//node/44180280" target="_blank" rel="noreferrer noopener">second-quarter guidance below estimates</a>. Many analysts <a href="https://www.benzinga.com/quote/hpe/analyst-ratings" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>Carvana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) shares decreased 19.15% amid overall market weakness, which was fueled by rising yields and trade uncertainty. Additionally, Macy's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) and Victoria's Secret (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VSCO#NYSE">VSCO</a>) issued weak guidance, which<a href="https://www.benzinga.com//node/44171776" target="_blank" rel="noreferrer noopener"> could weigh on sector sentiment</a>.</li>
<li> FTAI Aviation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTAI#NASDAQ">FTAI</a>) stock decreased 19.03%.</li>
<li>Affirm Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) shares declined 18.99% amid overall market concerns following U.S. tariffs on trading partners.</li>
<li>Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) stock lost 17.18% last week amid overall market weakness on rising yields and trade uncertainty.</li>
<li>Applovin Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>) shares dipped 16.96%. The company plans to sell its games unit to Tripledot <a href="https://www.benzinga.com//node/44143705" target="_blank" rel="noreferrer noopener">Studios for $900 million</a>.</li>
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Photo via Affirm
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