A Look At Macy's (M) Valuation As Early AI Shopping Tools Lift Customer Spending

Simply Wall St.03-30 23:10

AdvertisementWhy Macy's AI push matters for stock watchers Macy's (M) is drawing fresh attention after reporting early results from its new AI shopping tools, with test customers spending about 4.75 ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2623344044?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/318091-main-header/1585186688264","is_english":true,"pubTime":"2026-03-30 23:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2623344044","market":"hk","top_or_hot":-1,"title":"A Look At Macy's (M) Valuation As Early AI Shopping Tools Lift Customer Spending","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhy Macy's AI push matters for stock watchers Macy's (M) is drawing fresh attention after reporting early results from its new AI shopping tools, with test customers spending about 4.75 ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-m/macys/news/a-look-at-macys-m-valuation-as-early-ai-shopping-tools-lift\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Macy's (M) Valuation As Early AI Shopping Tools Lift Customer Spending</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Macy's (M) Valuation As Early AI Shopping Tools Lift Customer Spending\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-30 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-m/macys/news/a-look-at-macys-m-valuation-as-early-ai-shopping-tools-lift><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy Macy's AI push matters for stock watchers Macy's (M) is drawing fresh attention after reporting early results from its new AI shopping tools, with test customers spending about 4.75 ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-m/macys/news/a-look-at-macys-m-valuation-as-early-ai-shopping-tools-lift\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AGIX","symbol_name":"通用人工智能 ETF-AGIX","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-m/macys/news/a-look-at-macys-m-valuation-as-early-ai-shopping-tools-lift","article_id":"2623344044","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/318091-main-header/1585186688264"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-m/macys/news/a-look-at-macys-m-valuation-as-early-ai-shopping-tools-lift","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2623344044","pubTimestamp":1774883452,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Why Macy's AI push matters for stock watchers\nMacy's (M) is drawing fresh attention after reporting early results from its new AI shopping tools, with test customers spending about 4.75 times more than those who did not use the assistant.\nThis shift toward AI driven recommendations and virtual try ons sits alongside recent earnings, guidance and buybacks, giving investors new context for thinking about how the retailer is trying to influence customer behavior and support engagement.\nSee our...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"AGIX":"通用人工智能 ETF-AGIX","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","AI":"C3.ai, Inc.","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4528":"SaaS概念","BK4023":"应用软件","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4103":"百货商店","BK4220":"综合零售","AIPO":"Defiance AI and Power Infrastructure ETF","BK4543":"AI"},"translate_title":"随着早期人工智能购物工具提振客户支出，梅西百货(M)的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AGIX":1.5,"CHAT":1.5,"AI":0.84,"AIYY":0.6,"AIPO":1.5},"content_text":"AdvertisementWhy Macy's AI push matters for stock watchers Macy's (M) is drawing fresh attention after reporting early results from its new AI shopping tools, with test customers spending about 4.75 times more than those who did not use the assistant. This shift toward AI driven recommendations and virtual try ons sits alongside recent earnings, guidance and buybacks, giving investors new context for thinking about how the retailer is trying to influence customer behavior and support engagement. See our latest analysis for Macy's. Macy's share price has been under pressure in recent months, with a 30 day share price return of 9.3% and a year to date share price return of a 21.14% decline. At the same time, the 1 year total shareholder return sits at 49.42%. This suggests that earlier optimism is being tested as investors weigh recent earnings, guidance and the AI rollout. The last close was US$17.94. If Macy's AI push has you thinking about where else technology is reshaping retail and ecommerce, it could be worth scanning 34 AI small caps. With Macy's trading at US$17.94, carrying an intrinsic discount estimate of 47.71% and sitting about 7.58% below the average analyst target, you have to ask: is this a real value gap or are shares already reflecting future growth? Most Popular Narrative: 26.6% Undervalued According to the most followed Macy's narrative, a fair value of $24.43 sits well above the last close at $17.94, which frames the AI push inside a broader turnaround and asset value story.  Macy’s owns significant real estate that can be sold to provide liquidity, pay down debt, and finance new investments. The firm intends to raise about $600 million-$750 million from real estate sales over the next three years.  Read the complete narrative. That valuation hinges on more than property sales. It builds in steadier digital revenue, firmer margins and a future earnings multiple that assumes investors reward those shifts. Result: Fair Value of $24.43 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the real estate plan and AI push could be tested if store closures continue without clear sales progress or if any takeover speculation fades. Find out about the key risks to this Macy's narrative. Next Steps With both bullish and cautious views in play, it helps to move fast and check the underlying data yourself before opinions settle. To weigh the potential upside against the concerns, start with the 3 key rewards and 1 important warning sign. Looking for more investment ideas? If you stop with just one company, you risk missing out on other potential opportunities that better fit your goals, risk comfort and income needs.  Target potential mispricings by scanning 62 high quality undervalued stocks that combine solid cash flows with room for a possible rerating. Strengthen your income stream by checking out 12 dividend fortresses that focus on higher yielding companies with resilient payouts. Dial back risk without stepping out of the market by reviewing 64 resilient stocks with low risk scores built around sturdier balance sheets and steadier fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2623344044","isCrawlerRequest":true}