Stock Movers Week Ahead: FedEx, Macy's, Lululemon
Mar 15, 2026
Denitza Sokova, a Bloomberg cross-asset reporter who analyzes markets and companies, previews earnings for FedEx, Macy's and Lululemon. She discusses FedEx’s guidance and cost challenges. She covers Macy’s sales trends and makeover plans. She outlines Lululemon’s recent turmoil and activist pressure.
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FedEx Market Lead And Profitability Focus
- FedEx has become the largest U.S. parcel carrier by market value and raised its low-end full-year adjusted EPS to about $17.80.
- Management plans cost trims, margin boosts and a spinoff while analysts flag roughly $600 million H2 headwinds including $265 million from higher variable compensation.
Macy's Sales Mix And Makeover Scrutiny
- Macy's shares are down 22% YTD with expected net sales around $7.5 billion and comp sales up about 1% to 2%.
- Bloomingdale's is projected to grow ~7% and investors will focus on the store makeover and potential acquisition of SAC locations.
Lululemon Turmoil Versus Improved Guidance
- Lululemon shares plunged about 70% since early 2024 amid product scandals, leadership turmoil and an activist Elliott stake over $1 billion.
- The company updated Q4 guidance to the high end and analysts say tariff risks have eased, but CEO search tensions raise the bar for results.