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Off-price retailers are significantly outperforming department stores in sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm rates TJX Companies and Burlington Stores as Buys, while maintaining Sell ratings on Macy’s, Dillard’s, and Kohl’s due to weaker growth prospects. Despite a valuation premium, UBS expects off-price retailers to continue their strong performance and gain market share.
Off-price retailers are significantly outperforming department stores in both sales and profitability, capturing 59.5% of total sales and 76.6% of profits, according to UBS. The firm maintains Buy ratings for TJX Companies and Burlington Stores, while remaining bearish on department stores like Macy’s and Kohl’s due to weaker growth prospects. Despite higher valuations for off-price stocks, UBS expects their strong fundamentals to sustain this trend.
Activist investor Barington Capital has taken a position in Macy's, urging the company to cut spending, restructure its real estate, and consider selling its luxury brands. This marks the fourth activist push at Macy's in a decade, as the retailer faces declining sales and plans to close about 150 stores by early 2027. Macy's has committed to its "Bold New Chapter" strategy, focusing on stronger locations and brands while addressing scrutiny over accounting issues.
Wall Street anticipates a surge in mergers and acquisitions under a potential second Trump administration, driven by a more favorable regulatory environment and recent interest rate cuts. Analysts predict a 20% increase in M&A volume in 2025, particularly in technology, healthcare, and consumer staples sectors, as mid-cap companies become attractive targets for acquirers seeking growth and value.
Dillard's, Inc. operates over 273 retail department stores and an online store, offering a wide range of fashion, cosmetics, and home furnishings. The company also includes a general contracting division, CDI Contractors, LLC, which handles store construction and remodeling. Its merchandise features various branded products and is primarily located in the Southwest, Southeast, and Midwest regions of the United States.
Dillard's, Inc.
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off-price retailers outperform department stores in sales and profitability trends
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Macy's, Inc.
Kohl's Corp
Burlington Stores, Inc.
Dillard's, Inc.
Nordstrom, Inc.
Ross Stores, Inc.
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USA
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20:04 31.03.2025
off-price retailers outperform department stores in sales and profitability trends
Macy's, Inc.
Kohl's Corp
Burlington Stores, Inc.
Dillard's, Inc.
Nordstrom, Inc.
Ross Stores, Inc.
TJX Companies Inc
USA
Show more
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Dillards Inc operates retail stores and construction services across the US
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