Stock Movers

Macy's Guidance Underwhelms; American Eagle Rallies;

Dec 3, 2025
Macy's faces a tough quarter ahead with cautious guidance, even after solid results last quarter. Investors were left disappointed by earnings forecasts falling below expectations. Meanwhile, American Eagle Outfitters surprises everyone with a strong comeback, posting impressive third-quarter results and raising its sales outlook. Marvell Technology also shines, anticipating over 25% growth in data center revenue and announcing a significant acquisition. Lastly, there's a brief mention of American Bitcoin's wild trading volatility.
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INSIGHT

Macy's Guidance Disappoints Despite Strong Q3

  • Macy's posted strong third-quarter results but its holiday-quarter guidance fell short of analysts' expectations.
  • Lisa Mateo says the cautious profit forecast and high prior retail results pressured Macy's stock down over 7%.
INSIGHT

American Eagle's Turnaround Gains Traction

  • American Eagle beat third-quarter estimates and raised its comparable-sales outlook for the year.
  • Lisa Mateo credits product revamps and high-profile ad campaigns for the retailer's quicker-than-expected turnaround.
ANECDOTE

Brand Moves Behind American Eagle's Recovery

  • Lisa Mateo mentions American Eagle owns the Aerie intimates brand and revived its apparel offering.
  • She also recalls ad campaigns with Sydney Sweeney and Travis Kelce that helped boost momentum.
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