Walmart CEO Doug McMillion is a rare beacon of confidence amid tariff woes—and sees a chance to grab market share [Fortune]
Macy's Inc (M)
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Source: Fortune
At Walmart's annual investor community meeting in Dallas on Wednesday, McMillon opened the show by immediately acknowledging what was top mind among the crowd of Wall Street analysts: the global trade war. (Which grew more dire with China's fresh announcement it would raise levies on U.S. imports to 84%, from 34% in response to higher U.S. tariffs on its products.) “Nothing about the current environment impacts our confidence in our business or our strategy,” McMillon said, before he and his team gave analysts and media an update on Walmart's growth strategy. “I've seen us navigate through tough times after 9/11, the global financial crisis and the pandemic.” Wall Street investors seem to agree: Walmart shares were up 3% in early trade on Wednesday, while the broader S&P 500 index was flat. Walmart, as the largest retailer and company in the world, has the clout and wherewithal to offload a big chunk of the higher costs to suppliers. And with its focus on everyday essentials, rat
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News
- Macy's (NYSE:M) was given a new $27.00 price target on by analysts at Jefferies Financial Group Inc..MarketBeat
- 166-year-old retailer makes quiet comeback amid store closures [Yahoo! Finance]Yahoo! Finance
- Consumers Got Coal, But Santa Dropped Off Big Gains for These 2 Retailers [Yahoo! Finance]Yahoo! Finance
- Macy's (NYSE:M) is now covered by analysts at Guggenheim. They set a "neutral" rating on the stock.MarketBeat
- Macy's (NYSE:M) had its "hold (c+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
M
Earnings
- 12/3/25 - Beat
M
Sec Filings
- 12/12/25 - Form 8-K
- 12/11/25 - Form 4
- 12/10/25 - Form 10-Q
- M's page on the SEC website