Why Macy's Shares Are Falling the Most Since 2008

The video discusses the challenges faced by Macy's and the retail sector, highlighting Macy's sales slump and its impact on the sector. Analysts Shelley Banjo and Poonam Goyal discuss Macy's strategy, traffic issues, and the need for differentiation. The risks of expansion for H&M and Zara in the US are also examined, along with the importance of adapting business models to focus on online sales and reducing physical store presence.

What impact does the location of Macy's stores have on its sales performance?

In what ways are H&M and Zara positioning themselves differently compared to traditional department stores like Macy's?