M (Macy's) Tariff Resilience Score: 5/10 (As of Jun. 29, 2026)


M Macy's Inc M
69 GF Score
Price $24.46
GF Value $16.03
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Macy's Tariff Resilience Score?

Macy's M -5.78% 69 Tariff Resilience Score is 5 as of Jun. 29, 2026. GuruFocus rates M with a GF Score™ of 69/100 and a GF Value™ of $16.03 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 1,116 Retail - Cyclical companies, Macy's ranks better than 90.32% on this metric.

Macy's has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Macy's has Relies on imported goods, especially from Asia, making it vulnerable to tariffs. Past tariffs have impacted costs. Some mitigation through supplier diversification and pricing strategies, but still exposed to trade policy changes.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Macy's might have Average Resilient.

Macy's  (NYSE:M) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Macy's Tariff Resilience Score Related Terms

M vs DDS, PLBL, KSS: Tariff Resilience Score Comparison

For the Department Stores subindustry, Macy's's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Macy's Tariff Resilience Score vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Macy's's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Macy's's Tariff Resilience Score falls into.


M
69GF Score
Macy's Inc M
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 5 mean?
Macy's (M) has a Tariff Resilience Score of 5 as of Jun. 29, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Macy's ranks #108 out of 1116 companies in the Retail - Cyclical industry, placing it in the top 9.7%.
Is Macy's' Tariff Resilience Score too high?
Macy's' current Tariff Resilience Score is 5. Based on the distribution chart, Macy's ranks #108 out of 1116 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Macy's has a GF Score™ of 69/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Macy's' Tariff Resilience Score compare to DDS and PLBL?
According to the Retail - Cyclical industry distribution chart, Macy's ranks #108 out of 1116 companies for Tariff Resilience Score. This places Macy's in the top 10% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Retail - Cyclical company?
A good Tariff Resilience Score depends on the Retail - Cyclical industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Macy's's current Tariff Resilience Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Macy's stock overvalued right now?
Based on GuruFocus' analysis, Macy's (M) is currently considered Significantly Overvalued. The stock's GF Value™ is $16.03, compared to a current price of $24.46 — trading 52.6% above its estimated fair value. The current Tariff Resilience Score is 5. Macy's' overall GF Score™ is 69/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Macy's (M), the current Tariff Resilience Score is 5 as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Macy's (M) Overvalued in 2026?

Based on GuruFocus' analysis, Macy's stock appears to be overvalued. The current stock price of $24.46 is trading 52.6% above its estimated GF Value™ of $16.03. GuruFocus considers Macy's to be Significantly Overvalued.

Key valuation signals for M:

  • Tariff Resilience Score: 5
  • GF Value™: $16.03 vs. price of $24.46 (52.6% above fair value)
  • GF Score™: 69/100 with 8 warning signs

No single metric tells the full story. See the M stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Macy's Business Description

Address 151 West 34th Street, New York, NY, USA, 10001
Founded in 1858 and based in New York City, Macy's operates about 430 eponymous stores, 60 stores under the Bloomingdale's (full-price and outlet) and Bloomie's names, and 170 freestanding Bluemercury specialty beauty stores. Macy's also operates e-commerce sites and licenses Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances constituted 64% of 2025 net retail sales.
69GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$24.46
Price
$16.03
GF Value