Replies to post #35 on Macys Inc (M)

[big-yank]

Macy's is benefitting from The Last Man Standing Strategy in service retailing. Walmart is fully self-serve and Target is heading that way. Penney's is dead man walking and Sears is right on their heels with the cadaver of KMart weighing them down. Specialty small box fashion chains are the fad of the month, not plays with a future.

I see Macy's as scoring a big holiday season with its strongest competition coming from online alternatives like Amazon, Overstock, Chico's and L.L. Bean. I wouldn't be surprised to see another 50% gain if Lundgren avoids radical changes in merchandising strategy.