May Comps Rise at Macy's - Analyst Blog

By Zacks.com May 31, 2012, 04:24:01 PM EDT

Cincinnati, Ohio-based Macy's Inc. ( M ), one of the leading department store retailers in the U.S., posted strong same-store sales for the four-week period ended May 26, 2012, much better than the analyst's expectations. The increase in sales was attributable to My Macy's localization initiatives, omnichannel integration and robust online and brick and mortar sales.

The company stated that total sales of $2.02 billion for the month of May 2012, reflected an increase of 4.1% from $1.94 billion in the comparable prior-year period. Same-store sales rose 4.2% year over year for the month.

Management believes that the company gained momentum during the month on the back of successful implementation of its fundamental strategies, as well as the training of employees with a focus on customer satisfaction.

Year-to-date, Macy's sales jumped 4.3% to $8.16 billion compared with $7.83 billion in the same period last year. For the first seventeen weeks ended in 2012, Macy's same-store sales also increased 4.3% over the prior-year period.

Online sales, which include sales from macys.com and bloomingdales.com, continued to grow in May, surging 42.3% and on a year-to-date basis, online sales shot up 35.7% from the comparable period last year. The company seeks to expand both Macy's and Bloomingdale's brands online.

Macy's total sales grew 4.3% to $6.14 billion in the first-quarter 2012 from $5.89 billion in the prior-year period while same-store sales climbed 4.4%. The company currently operates approximately 840 department stores in 45 states, the District of Columbia, Guam and Puerto Rico.

To Conclude

Macy's department stores sell a wide range of merchandise. Its products include men's, women's and children's apparel and accessories, cosmetics, home furnishings and other consumer goods.

In an attempt to increase sales, profitability and cash flow, the company has been taking steps such as integration of operations, consolidation of divisions, customer-centric localization initiatives, as well as developing e-commerce business and online order fulfillment centers. Moreover, Macy's continues to focus on price optimization, inventory management and merchandise planning to drive traffic.

Therefore, we have a long-term Outperform recommendation on the stock. However, Macy's, which competes with J. C. Penney Company Inc. ( JCP ) , Dillard's Inc. ( DDS ) and Saks Incorporated ( SKS ), carries a Zacks #3 Rank that translates into a short-term Hold rating.


 
DILLARDS INC-A (DDS): Free Stock Analysis Report
 
PENNEY (JC) INC (JCP): Free Stock Analysis Report
 
MACYS INC (M): Free Stock Analysis Report
 
SAKS INC (SKS): Free Stock Analysis Report
 
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Business, Stocks

Referenced Stocks: DDS, JCP, M, SKS



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