← Macy’s overview

Macy’s vs Sea: why the prices moved differently

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

Macy’s Inc (M)

Q3 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.

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.

Latest
▲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.

Sea Ltd (SE)

Q3 2026
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

July 2026
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

Latest
▲3

Sea's AI Push and Strong Q2 Revenue Drive Growth, but Spending Weighs on Profit

  • Q2 revenue surges 48% to $7.8B, net income $458M Sea reported Q2 2026 revenue of $7.8 billion, up 48% year on year, with net income of $458 million. Shopee's gross merchandise value rose 28% to $38.3 billion, and Monee's loan book grew 62%. This strong top-line growth and profitability reassure investors about Sea's expansion.

    This is the latest earnings result, a major new event that directly shows Sea's financial health and growth trajectory.

  • Q2 EPS misses at $0.86 despite revenue beat While revenue beat expectations, earnings per share came in at $0.86, below forecasts. Higher spending, especially on AI and expansion, pressured profitability. This mixed result may cause some investor caution, but the revenue beat and reaffirmed EBITDA target provide support.

    This is a key new earnings detail that explains the mixed market reaction and highlights the cost of growth.

  • Sea partners with OpenAI to integrate AI across Shopee Sea announced a strategic partnership with OpenAI to bring AI tools to Shopee, including ChatGPT product discovery and seller tools. This could enhance user engagement and operational efficiency, but also drove higher AI-related spending that reduced Shopee's adjusted EBITDA to $223.2 million from $264.4 million a year earlier.

    This is a new major partnership that could shape Sea's competitive position and future growth, while also explaining the profit pressure.

  • Visa and ShopeePay launch Payment Passkey in Thailand Visa and ShopeePay launched Payment Passkey in Thailand, enabling instant payments via face or fingerprint scan. This enhances security and convenience on Shopee, likely boosting user adoption and transaction volume. It strengthens ShopeePay's ecosystem and could drive more digital financial services growth.

    This is a new product launch that expands Sea's fintech offerings and could increase user engagement and transaction volume.

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