M
Macy's, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Macy's has 16 disclosed suppliers and 0 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Macy's, Inc.
24.15
SentenceOur ten largest customers, all of which are department stores or off price accounts, accounted for approximately 67.6% of our net sales in fiscal 2026, with the Macy's Inc. group (which includes sales to Macy's and Bloomingdale's store chains) accounting for approximately 20.6% of our net sales in fiscal 2026.
basisGIII FY2025 revenue $3.0BM FY2025 revenue $22.6B
SentenceOur most significant customers include Famous Footwear and many of the nation's largest retailers, including online retailers such as Amazon.com, Nordstrom.com and Zappos.com; national chains such as Nordstrom Rack, DSW, TJX Corporation (including TJ Maxx and Marshalls), Kohl's and Ross Stores; department stores such as Nordstrom, Macy's and Dillard's; mass merchandisers such as Walmart; and independent retailers such as QVC Group, Inc., which operates QVC and Home Shopping Network.
SentenceThe Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).
SentenceThe following table identifies each Anchor, each parent company that owns multiple Anchors and the number of square feet owned or leased by each such Anchor or parent company in the Company's portfolio at December 31, 2024. Name Number of Anchor Stores GLA Owned by Anchor GLA Leased by Anchor Total Anchor GLA Macy's Inc. Macy's 31 4,132,000 1,718,000 5,850,000
SentenceThe Company sells all of its brands in the U.S. Watch and Accessory Brands market primarily to department stores, including Macy's and Nordstrom; major jewelry store chains, including Signet Jewelers, Ltd. and Helzberg Diamonds Corp.; independent jewelers; and third-party e-commerce retailers, including Amazon; as well as directly to consumers through the Company's owned e-commerce websites, including www.movado.com and www.mvmt.com .
SentenceWe introduced several new brands that are already driving results including Totem, Christian Louboutin, Victoria Beckham Beauty, Skims, Messika and Vuori.
M 10-Kaccession 0001628280-26-021721
SentenceIn 2005, in connection with the sale of most of the Company's credit card accounts and related receivable balances to Citibank, N.A. ("Citibank"), the Company and Citibank entered into a long-term marketing and servicing alliance pursuant to the terms of a Credit Card Program Agreement ("Credit Card Program").
M 10-Kaccession 0001628280-26-021721
SentenceWe introduced several new brands that are already driving results including Totem, Christian Louboutin, Victoria Beckham Beauty, Skims, Messika and Vuori.
M 10-Kaccession 0001628280-26-021721
SentenceResults continued to be driven by expanded brand partnerships in dermatological skincare, color and fragrance including Skinceuticals, Dr Diamonds Metacine, Sisley Paris and Parfums De Marley.
M 10-Kaccession 0001628280-26-021721
SentenceWe introduced several new brands that are already driving results including Totem, Christian Louboutin, Victoria Beckham Beauty, Skims, Messika and Vuori.
M 10-Kaccession 0001628280-26-021721
SentenceResults continued to be driven by expanded brand partnerships in dermatological skincare, color and fragrance including Skinceuticals, Dr Diamonds Metacine, Sisley Paris and Parfums De Marley.
M 10-Kaccession 0001628280-26-021721
SentenceWe introduced several new brands that are already driving results including Totem, Christian Louboutin, Victoria Beckham Beauty, Skims, Messika and Vuori.
M 10-Kaccession 0001628280-26-021721
SentenceWe introduced several new brands that are already driving results including Totem, Christian Louboutin, Victoria Beckham Beauty, Skims, Messika and Vuori.
M 10-Kaccession 0001628280-26-021721
SentenceWe introduced several new brands that are already driving results including Totem, Christian Louboutin, Victoria Beckham Beauty, Skims, Messika and Vuori.
M 10-Kaccession 0001628280-26-021721
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Expected move
Inputs8Q avg ±4.2%·×0.94·fair
straddle ±10.3%
spot 24.11exp Dec 4ATM strike 24ATM straddle 2.91IV 49%