Thread regarding Macy's Inc. layoffs

Late breaking news

NEW YORK--(BUSINESS WIRE)-- Macy’s, Inc. (NYSE: M) today confirmed that it has received a revised, unsolicited, non-binding proposal from Arkhouse Management Co. LP (“Arkhouse”) and Brigade Capital Management, LP (“Brigade”) to acquire all of the outstanding shares of the Company for $24.00 per share in cash.

The Macy’s, Inc. Board will carefully review and evaluate the latest proposal consistent with the Board’s fiduciary duties and in consultation with its financial and legal advisors. The Macy’s, Inc. Board has a proven track record of evaluating a broad range of options to create shareholder value, is open-minded about the best path to achieve this objective and is committed to continuing to take actions that it believes are in the best interests of the Company and all Macy’s, Inc. shareholders.

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Post ID: @OP+1rnQR7Xj

11 replies (most recent on top)

Just wait after the first quarter and we'll see what's going to happen to the company.

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Post ID: @3xah+1rnQR7Xj

Over 72% of Macy's stock is held by institutions. Arkhouse is working to convince the largest stakeholders to vote for their nine board nominees (the board has fourteen seats). Given the current float controlled by Arkhouse, it won't need to convince that many fund managers to take the guaranteed $24 per share upside compared to the uncertainty of Macy's untried new strategy and brick and mortar retail future. Be careful about putting to much credence on those who are saying that the Arkhouse offer is a "low ball" or "too low" as it's significantly higher than the company's current value.

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Post ID: @3qym+1rnQR7Xj

Honestly, if they could offer a higher price like the 11 billion federated paid back in 2005, Macy's would be sold already. Check here:
https://www.wsj.com/articles/SB110954537749165299

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Post ID: @1nam+1rnQR7Xj

Hopefully Tony can get Macys out of the mess Jeff left this company in.

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Post ID: @1udd+1rnQR7Xj

Jeff Gennette Spent his time pushing a personal agenda instead of building it and protecting business interests. He left Tony with a sh-tshow

This wins the Internet today. Spot on.
1000 likes.

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Post ID: @nzl+1rnQR7Xj

IMO Arkhouse is now desperate to get approval now before any stores get closed and M can liquidate any real estate themselves. I believe also as I have said before Arkhouse will not get the seats to get the votes they need. If M cuts the costs of the stores dragging them down and can liquidate then the amount of profit on the deal begins to vanish for Arkhouse. Now that M has a plan in place for the next 2+ years to regroup IMO the likelihood of this going through for Arkhouse is about 30% at best. Opportunities missed and they would have got some real traction before JG announced his retirement last year.

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Post ID: @vcv+1rnQR7Xj

Jeff Gennette Spent his time pushing a personal agenda instead of building it and protecting business interests. He left Tony with a sh-tshow

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Post ID: @jhb+1rnQR7Xj

Nothing will come of it. It's still a low bid.

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Post ID: @uon+1rnQR7Xj

Macy’s closed at $18.01.

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Post ID: @jzw+1rnQR7Xj

lol Still a low ball offer.

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Post ID: @qlo+1rnQR7Xj

lmao, good

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Post ID: @jix+1rnQR7Xj

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