← Macy’s overview

Macy’s vs Advice It Infinite Pcl: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Macy’s Inc (M)

Q3 2026
▲3▼1

Macy’s turnaround gains traction, but investment costs weigh

  • Strong comparable sales growth Macy’s comparable sales rose 3% in Q1 and 2.7% in Q2, marking the fifth straight gain and the strongest in four years. This shows the turnaround is working and boosts investor confidence.

    This is the core positive driver of the quarter, showing improving demand.

  • Berkshire Hathaway stake Berkshire Hathaway took a new stake and then increased it by 142% to about 2.79%. This vote of confidence from a famous investor likely lifted sentiment and the stock price.

    A major investor's backing is a significant new development that can drive price.

  • DoorDash partnership DoorDash added Macy’s products from over 350 stores, expanding the company’s reach and making it easier for customers to shop. This could support future sales growth.

    A new distribution channel that could drive demand and shows innovation.

  • Wider loss and tariff benefit Q3 guidance projects a wider adjusted loss of 19–23 cents per share due to turnaround investments, and Q2 EPS included a 23-cent tariff-refund benefit, meaning underlying profit was lower. These temper the positive momentum.

    This is the main counterweight, highlighting risks that could pressure the stock.

September 2026
▲3

Macy's beats Q2, raises outlook, adds DoorDash; Buffett stake grows

  • Berkshire doubles Macy's stake Berkshire Hathaway raised its Macy's stake by about 142% to 7.37 million shares, roughly 2.79% of the company — its first department-store bet in about 60 years. A famous long-term investor buying more signals confidence and can draw other buyers to the stock.

    A major new outside endorsement of Macy's is a fresh force behind the shares.

  • Q2 beat and raised full-year outlook Macy's beat second-quarter sales and profit estimates and lifted its fiscal 2026 outlook to net sales of $21.68-$21.83 billion and adjusted EPS of $2.15-$2.35. Comparable sales rose 2.7%, a fifth straight quarter of growth, with Bloomingdale's up 11.3% and Bluemercury up 6.2%.

    The core new event of the period: stronger results and guidance raise the earnings the stock is valued on.

  • Q3 loss guidance and tariff-refund boost The raised outlook came with a projected third-quarter adjusted loss of 19-23 cents a share, wider than the 6 cents expected, as turnaround investments weigh. Second-quarter EPS also included a 23-cent tariff-refund benefit; excluding it, profit was 40 cents, still above estimates.

    The real counterweight: near-term losses and one-off refunds temper the good news.

  • Turnaround progress and DoorDash sales channel At an investor conference Macy's said its Reimagine stores grew in nine of the last 10 quarters and the Macy's banner has grown five straight quarters. DoorDash also added Macy's apparel, beauty and home to its marketplace, delivering from 350+ stores — a new way to reach shoppers.

    Shows the strategy is working and adds a fresh distribution channel that can lift sales.

Latest
▲3

Macy's beats Q2, raises outlook, adds DoorDash; Buffett stake grows

  • Berkshire doubles Macy's stake Berkshire Hathaway raised its Macy's stake by about 142% to 7.37 million shares, roughly 2.79% of the company — its first department-store bet in about 60 years. A famous long-term investor buying more signals confidence and can draw other buyers to the stock.

    A major new outside endorsement of Macy's is a fresh force behind the shares.

  • Q2 beat and raised full-year outlook Macy's beat second-quarter sales and profit estimates and lifted its fiscal 2026 outlook to net sales of $21.68-$21.83 billion and adjusted EPS of $2.15-$2.35. Comparable sales rose 2.7%, a fifth straight quarter of growth, with Bloomingdale's up 11.3% and Bluemercury up 6.2%.

    The core new event of the period: stronger results and guidance raise the earnings the stock is valued on.

  • Q3 loss guidance and tariff-refund boost The raised outlook came with a projected third-quarter adjusted loss of 19-23 cents a share, wider than the 6 cents expected, as turnaround investments weigh. Second-quarter EPS also included a 23-cent tariff-refund benefit; excluding it, profit was 40 cents, still above estimates.

    The real counterweight: near-term losses and one-off refunds temper the good news.

  • Turnaround progress and DoorDash sales channel At an investor conference Macy's said its Reimagine stores grew in nine of the last 10 quarters and the Macy's banner has grown five straight quarters. DoorDash also added Macy's apparel, beauty and home to its marketplace, delivering from 350+ stores — a new way to reach shoppers.

    Shows the strategy is working and adds a fresh distribution channel that can lift sales.

July 2026
▲4

Macy's turnaround gains traction as Berkshire buys in and outlook rises

  • Strong Q1 results and raised outlook Macy's reported its strongest first-quarter comparable sales in four years, up 3%, with all nameplates positive. Management raised its 2026 sales and earnings guidance, signaling that its turnaround plan is working and boosting investor confidence.

    This is the core fundamental driver showing the company's health is improving, which directly supports a higher stock price.

  • Berkshire Hathaway's new stake Berkshire Hathaway, led by new CEO Greg Abel, disclosed a new 3.04 million-share stake in Macy's, its first-ever investment in the company. This vote of confidence from a legendary investor attracted attention and helped push the stock up.

    Berkshire's investment is a major external validation that can change how other investors view the stock, directly impacting demand for shares.

  • Berkshire increases its Macy's bet Berkshire Hathaway more than doubled its Macy's stake in the second quarter, boosting it by 142%. Although the dollar amount was small, the increased position reinforced the signal that Berkshire sees value in the retailer.

    This follow-up buying shows Berkshire's conviction is growing, which can further support the stock price by attracting other investors.

  • Luxury banners drive momentum Bloomingdale's and Bluemercury are performing well, with comparable sales up 10.2% and 6.4%. Macy's is expanding luxury offerings and raising its fiscal 2026 outlook, citing this momentum as a key growth driver.

    The luxury segment is a bright spot that justifies the raised guidance and shows the turnaround strategy is gaining traction, supporting higher earnings expectations.

▲4

Macy's turnaround gains traction as Berkshire buys in and outlook rises

  • Strong Q1 results and raised outlook Macy's reported its strongest first-quarter comparable sales in four years, up 3%, with all nameplates positive. Management raised its 2026 sales and earnings guidance, signaling that its turnaround plan is working and boosting investor confidence.

    This is the core fundamental driver showing the company's health is improving, which directly supports a higher stock price.

  • Berkshire Hathaway's new stake Berkshire Hathaway, led by new CEO Greg Abel, disclosed a new 3.04 million-share stake in Macy's, its first-ever investment in the company. This vote of confidence from a legendary investor attracted attention and helped push the stock up.

    Berkshire's investment is a major external validation that can change how other investors view the stock, directly impacting demand for shares.

  • Berkshire increases its Macy's bet Berkshire Hathaway more than doubled its Macy's stake in the second quarter, boosting it by 142%. Although the dollar amount was small, the increased position reinforced the signal that Berkshire sees value in the retailer.

    This follow-up buying shows Berkshire's conviction is growing, which can further support the stock price by attracting other investors.

  • Luxury banners drive momentum Bloomingdale's and Bluemercury are performing well, with comparable sales up 10.2% and 6.4%. Macy's is expanding luxury offerings and raising its fiscal 2026 outlook, citing this momentum as a key growth driver.

    The luxury segment is a bright spot that justifies the raised guidance and shows the turnaround strategy is gaining traction, supporting higher earnings expectations.

Advice It Infinite Pcl (ADVICE.BK)

Q3 2026
▲4

ADVICE Rides Record Profits, iPhone 18 Pre-Orders, and Upgrades

  • Record Q2 and H1 profits ADVICE reported record second-quarter and first-half profits, up 83% and 82.7% from a year earlier, showing strong earnings momentum.

    This is a key new financial result that supports the bull case.

  • Raised interim dividend The company raised its interim dividend, returning more cash to shareholders and signaling confidence in its financial health.

    A new capital return event that can attract income-focused investors.

  • iPhone 18 pre-orders fully booked Pre-orders for the iPhone 18 Pro and Pro Max are fully booked, with sales about 50% higher than last year's iPhone 17 launch, boosting demand.

    A major new product cycle driving revenue expectations.

  • Broker upgrades and new business unit Brokers upgraded ADVICE to top-pick status with target prices of 8.40–8.82 baht, while the new Advice Business Solutions unit targets higher-margin AI, cloud, and enterprise revenue.

    Analyst actions and strategic expansion can lift sentiment and future margins.

September 2026
▲4

ADVICE Rides Record Profits, iPhone 18 Pre-Orders, and Upgrades

  • Record Q2 and H1 profits ADVICE reported record second-quarter and first-half profits, up 83% and 82.7% from a year earlier, showing strong earnings momentum.

    This is a key new financial result that supports the bull case.

  • Raised interim dividend The company raised its interim dividend, returning more cash to shareholders and signaling confidence in its financial health.

    A new capital return event that can attract income-focused investors.

  • iPhone 18 pre-orders fully booked Pre-orders for the iPhone 18 Pro and Pro Max are fully booked, with sales about 50% higher than last year's iPhone 17 launch, boosting demand.

    A major new product cycle driving revenue expectations.

  • Broker upgrades and new business unit Brokers upgraded ADVICE to top-pick status with target prices of 8.40–8.82 baht, while the new Advice Business Solutions unit targets higher-margin AI, cloud, and enterprise revenue.

    Analyst actions and strategic expansion can lift sentiment and future margins.

Latest
▲4

ADVICE rides iPhone 18 boom, AI/enterprise push, and record profits

  • iPhone 18 demand surges, driving sales and margins ADVICE says iPhone 18 Pro and Pro Max sales are running about 50% above last year's iPhone 17 launch, with pre-orders fully booked. Earlier iPhone models also saw price increases of about 5,000 baht per device, lifting margins. This strong demand supports second-half revenue and profit growth.

    This is the biggest new demand driver, directly boosting ADVICE's sales and margins.

  • New AI and enterprise solutions open growth avenue ADVICE launched Advice Business Solutions to target enterprise customers with AI, cloud, cybersecurity, and data center services, backed by partners like AMD, Lenovo, Dell, AWS, and Palo Alto. This expands revenue beyond retail and aims for higher-margin recurring income, supporting long-term growth.

    This new business line diversifies revenue and could lift margins, a key positive driver.

  • Record first-half profit and rising dividends ADVICE reported first-half 2026 net profit up 82.7% to 253 million baht, with revenue up 10.6% to 8.85 billion baht. Gross margin improved to 12.45%. The company paid an interim dividend of 0.23 baht per share, reflecting strong cash generation and shareholder returns.

    Strong financial results and dividends underpin investor confidence and support the stock price.

  • Brokers raise targets on strong outlook Dao Securities maintains Buy with an 8.50 baht target, expecting 2026 profit up 69%. Kasikorn Securities keeps a Positive view with an 8.82 baht target, citing ~20% sales growth. Multiple brokers highlight ADVICE as a top pick to benefit from new iPhone launches and IT retail strength.

    Broker upgrades and positive recommendations attract investors and push the price up.

▲3

ADVICE rides record profit, iPhone 18 demand, and broker upgrades

  • Record Q2 profit and raised dividend ADVICE reported a record Q2 fiscal 2026 net profit of 137 million baht, up 83% year on year, beating estimates. Revenue hit a new high of 4.5 billion baht, and the company announced a first-half dividend of 0.23 baht per share. This strong result supports the stock price by showing the company is growing and returning cash to shareholders.

    This is a major new earnings event that directly boosts investor confidence and the stock's value.

  • iPhone 18 Pro Max bookings fully subscribed ADVICE said bookings for the iPhone 18 Pro Max filled their allocated quota and sold out quickly. The company expects Q3 2026 revenue to improve from Q2, driven by new smartphone models, and maintains a 15% revenue growth target for 2026. This drives the stock up because it signals strong consumer demand and higher sales ahead.

    This is a new, company-specific demand catalyst that directly supports future revenue and earnings.

  • Broker upgrades and top-pick status Krungsri Securities recommends buying ADVICE with an 8.40 baht target, forecasting 2026 profit up 65%. Daiwa Securities names ADVICE among its five top picks for October. Kasikorn Securities expects Q3 profit to surge 84% year on year and sets a target of 8.82 baht. These endorsements attract investors and push the price up.

    New analyst recommendations and targets provide fresh reasons for investors to buy the stock.

  • Strong Q3 sales but margin and growth may slow Krungsri notes Q3-to-date sales for IT retailers like ADVICE grew 15-20% year on year, helped by pull-forward purchases before the iPhone 18 launch. However, it warns post-launch sales growth may slow and the boost from low-cost inventory will fade, potentially slowing earnings growth in late 2026 and 2027. This creates some caution for the stock.

    This provides a balanced view, highlighting both current demand strength and future headwinds that could affect the stock.