
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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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%.
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.
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.
