Macy's Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Macy's Inc trades at $22.62 (market cap $5.95B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.75 (market cap $21.89B). The key difference: Consumer Discretionary Select Sector SPDR Fund is far larger — about 3.7× Macy's Inc's market cap, and Macy's Inc pays a 3.36% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Macy's Inc for 58 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| M | XLY | |
|---|---|---|
Market Cap | $5.95B | $21.89B |
Volume | 6,030,644 | 5,690,342 |
Sector | Consumer Cyclical | — |
52-Week High | $26.21 | $124.52 |
52-Week Low | $16.51 | $105.64 |
Typical Hold Time | 58 Days | 114 Days |
Enterprise Value | $9.75B | — |
Dividend Yield | 3.36% | — |
Signals from Pluang's Aura AI — not financial advice
Macy's (M) trades at $22.79, up 1.47% today, with a bullish technical signal from moving averages. The stock shows attractive valuation with a P/E of 8.35 and P/S of 0.27. Recent earnings have consistently beaten estimates, and the company's 'Bold New Chapter' strategy is driving digital and omnichannel growth, though revenue has trended down from $25.3B in 2022 to $23.0B in 2025.
The outlook is mixed; strong cash flow and a 3.5% dividend yield support income investors, but competitive pressures and uneven growth pose risks. Analyst consensus is a $24.25 price target with a Hold bias. Execution of the turnaround strategy remains key to unlocking value amid retail sector challenges.
XLY trades at $112.66, up 1.17% with a bullish technical signal despite mixed momentum indicators. The ETF shows underperformance versus consumer staples in 2026, declining over 7% while facing inflation pressures on discretionary spending. Analyst consensus remains unanimously bullish with 100% buy ratings, though technical resistance at $113 presents near-term challenges.
The outlook remains cautiously optimistic given strong analyst support and potential holiday sales growth, but persistent inflation and sector underperformance versus the broader market pose significant headwinds. Key risks include consumer spending shifts toward value and concentration in top holdings like Amazon and Tesla.
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Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
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