Macy's stated in its latest earnings outlook that it will face a more significant tariff impact in the first half of 2026 compared to the second half, with the first quarter being the most affected.

老虎证券2026/03/18 11:26

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

This prediction is based on the macro background that the U.S. tariff policy towards China may continue or intensify. Currently, inflationary pressures in the U.S. persist, and both parties are taking a tougher stance on trade policy, with uncertainties in the trade environment after the new government takes office in 2025. If Section 301 tariffs are extended or expanded, rising import costs will directly squeeze the profit margins of retail companies. As a traditional American department store giant, Macy's sources about 30% of its merchandise from China, covering core categories such as apparel, home goods, and accessories. If tariff costs cannot be fully passed on to consumers, the company's gross margin may come under pressure. Historical data shows that during the 2018-2019 trade friction period, Macy's gross margin declined by about 1.5 percentage points. Wall Street analysts point out that Macy's is mitigating potential impacts through diversified sourcing and increasing the proportion of private label products, but supply chain adjustments take time. If tariff pressures are concentrated and released at the beginning of 2026, it may affect the achievement of its earnings guidance for that season. Recently, several retail companies have warned of the potential drag of tariffs on their performance for fiscal years 2025-2026. As of press time, Macy's stock price fell slightly by 0.3% after hours. The market is watching for the detailed financial simulations and response strategies it will disclose next quarter.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

October 9 - ** Shares of Australian Maas Group (MGH.AX) have fallen more than 27% so far this week and are set for their worst weekly performance if the downward trend continues. ** On Thursday, media reported that Firmus, backed by Nvidia, might reduce the size of its AUD 5 billion Australian IPO (link), sparking investor concerns and leading to a 30% plunge in shares of construction services provider MGH. ** MGH holds a 3.2% stake in this AI data center operator. ** MGH suspended trading on Friday (link), pending an announcement related to Firmus. Firmus has shelved its AUD 5 billion listing plan due to market volatility and conditions. ** Before the suspension, MGH's shares had already fallen over 8% this year. (For the convenience of non-English speakers, Reuters automatically translates its reports into several other languages. This automated translation may contain inaccuracies or omit the desired context; Reuters does not guarantee the accuracy of automated translations and provides them solely for reader convenience. Reuters accepts no liability for any harm or loss caused by the use of automated translations.)

路透社•2026/10/09 01:26

Apple to launch dual products in October: First touch-screen MacBook and new iPad mini to debut simultaneously

Apple is planning to hold its second product launch event of the month around October 27, where it will introduce its first-ever touchscreen MacBook Pro (featuring an OLED display and the “Dynamic Island” interface), a new iPad mini (also upgraded with OLED and a repositioned camera), as well as a 14-inch MacBook Pro and iMac powered by the M6 chip. These are the first major products overseen by the new CEO, John Ternus.

华尔街见闻•2026/10/09 01:01