Thread regarding Macy's Inc. layoffs

The Future of Macys... The Directors cut..!

Just over a year ago I decided to leave Macys as a high level Dir. In the e-commerce. But first the backstory. E-commerce had been growing since my arrival by 32% year over year for 5 years. During that tenure there was a big push to streamline the distribution networks, improve upon exsisting platforms with little to no financial backing. We achieved great feats representing 10% of Macys overall earnings from 2013 up to last years peak seasons. A pretty impressive feat that represents a whopping $10 billion over 5 years of gross earnings.

But then in 2017 something changed on the D2C side. We where pushed to cut cost on aging buildings and systems instead of increasing budget as some of the network buildings where reaching end of life. As where the equipment to maintain a sustainable e-commerce sector.

When challenged I was met with stiff penalties and reprimands due to the development of the Backstage. However at that point backstage was only a concept. And all indicators had shown our core customers werent intrestead in having basically a "Goodwill" in the stores.

After that keybstake holders in the Direct 2 Consumer e-commerce areas where leaving as they felt they werent supported and the business objectives of doing more with less was near impossible as the network was already as streamlined and compact as possible.

They felt they could not be effective and started leaving 1 by 1 in until the last of the originators of the past 6 years where gone.

What's most interesting is that they allowed them all to leave without as much as an attempt to prevent them from walking.

What's even more interesting is that anyone that leaves a salaried position is also deemed "non-hireable" after leaving. Which in its self is crazy as they are the people who once put the company in prime position in the first place in 2014.

It's a shame that the e-commerce MLO top brass wouldnt allow for anyone other than the people they brought with them from Prieto to managers in the buildings to advance the technology and capability of the network. It very well could have been the saving grace for the whole company in last years and this years financial statements.

It's really no suprise the new distribution building going in is to support the backstage effort. I and investors are not really clear as to how backstage went from concept to in store to erecting a $300m building to support with such unfavorable feedback coming from the whole backstage consumer base.

Perhaps they visualized it in the VR experiance.

Best of Luck big M not getting steamrolled.

A little insider... Amazon has purchased and built/building 12 new mega centers to support apparel, shoes, fashion and fragrances for 2019 - 2021.

That will pretty much crush all retailers unless they pick up their game.

by
| 1721 views | | 2 replies (last ) | Reply
Post ID: @OP+YocpAwT

2 replies (most recent on top)

Excellent observation of the Backstage program. Agreed, I initially also spoke up in leadership conference with some of the drivers and Omni-channel Executives. My concern is our customer's are shopping Macy's not because it the cheapest...!!! They shop Macy's because its a lineage of upper middle class retailer offering trendy fashionable items they can often times only get at Macy's.

I dove a little deeper in that discussion and said "Why would I pay retail price for something, that I know in 6 month's will be setting in the clearance section for 70% off".

Then I furthered that "If I am a consumer and notice the trend of greatly discounted items at 50% to 70% off My concern at that point is; If you can sell it to me 6 months from now at 70% off and be profitable now I am questioning your pricing plan all together on new stock...!"

I was told to know my business and watch for trends.

Inherently, I spoke once again as I was a little bit deturbed and said look its simple " When a company greatly discounts it's own inventory to move it in a clearance section, it greatly impacts the consumers buying logic because you are in turn simply (De-valuing your own merchandise). Now how will that look to share holders?"

Like I said in the previous initial post above at top. (Macys will not stand a chance trying to compete in the market of (Amazon, Alibaba, and other international online retailers) They simply have to much weighted over-head to pay out and depend on percentage of sale to pay for the business, merchandise, and still make a profit....

AMAZON solely relies on shear volume turn alone....

Apples to oranges:

Macys says I need to purchase A purse at $80.00 increase the sale price to $110.00 to even break even for logistics, payroll dollars and store overhead, but we need to add another $30.00 to make any kind of profit at all and that's where the sale is set at and or adjusted from. a total increase of 75% above wholesale to make any money.

Amazon takes the exact same purse, buys it in consignment at $80.00 adds in the logistics of 1,000,000 of them 3% to $82.40 . and adds 18% or $97.23 for their own profits and charges back the original mfg. for the sale at 3% making their net in $80.00 a total of $100.05 on a purse they sold for $97.14.

The difference is while Macys may only sell 250,000 over a quarter, Amazon sold out in the same period and has placed an order for 1,000,000.

Macys needs to focus on its Consumer experience. They need to re-align and stream line into the .com experience in a way as to not to get caught up with trying to compete with retailers focused on buying and selling cheap goods.

They need to become the Omni-channel and Store that America loves by sticking to their guns in sale pricing, stop discrediting your own merchandise and give your consumer what they want. Top quality goods only found at Macys by Macys.

And for Heavens Sake STAY THE HELL OUT OF POLOTICS....! If anything they should of learned from bashing on Trump. It doesn't matter if we agree or disagree on his rederick. We are a company and businesses has no place picking a side or view.

3 months after Terry announced we would be removing the trump line from our inventory because his values do not align with Macys. 3 months to the day nearly we went from an all time high of $86.50 per share to nearly $21.00 over night. All because Trump decided to bash Macys back and pulled his friends in for the ride.

Damn near destroyed us over night.

by
| | Reply
Post ID: @1xuc+YocpAwT

It looks like Backstage will continue to move forward even though as the original poster notes, Backstage has not been well received by many Macy's customers. Without another initiative to share with investors and analysts, Jeff and Hal are stuck peddling what should have been at best a pilot program. Of course, the company's decisions regarding which stores to place the Backstage store within a store locations was based in part with the G50 and G100 locations, many of these stores are in affluent areas where customers have no interest in cheap home goods from china and india and last years apparel jobber offerings. The company's decision to merchandise Backstage like a garage sale repels most of our shoppers who don't want to hear about the "Thrill of the Hunt", and instead consider our Backstage merchandising to be more like "Goodwill Hunting".

Leaders in our stores spend almost no time working on these businesses and regional and corporate visits go into the Backstage areas only when someone needs a battery or some weird seaweed, pecan, turkey jerky snack. Customers can't even return the junk they buy at Backstage to a Macy's store unless the store also has a Backstage (we don't even want this stuff back once we find someone with a lapse in taste that lasts long enough for them to experience the thrill of the hunt).

by
| | Reply
Post ID: @vgi+YocpAwT

Post a reply

: