At last week’s JP Morgan Chase Annual Retail Roundup, Macy’s CFO Adrian Mitchell laid out a very clear-eyed path forward, recognizing the obstacles and issues. He also identified numerous opportunities Macy’s is preparing to capitalize on, expressing the need for […]
Macy’s Solid Plan…on Agile Footing Read More »
Spoiler alert: This is a strategic perspective, not a financial review – on purpose. The current three-front perfect storm for Macy’s and Kohl’s could arguably be described as a pursuit of a post-Covid higher level of positive “normal,” managing through
Macy’s and Kohl’s: A Replay of Target’s Growth Strategy Read More »
Last fall, investment fund Jana Partners launched an activist campaign at Macy’s. The fund aimed to double Macy’s share price by separating the department store’s growing ecommerce business from its physical stores. Jana Partners portfolio manager Scott Ostfeld estimated that
Macy’s Beats Back Activist Attack Read More »
