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2021-10-15
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Activist investor takes stake in Macy’s, pushes e-commerce spinoff<blockquote>激进投资者入股梅西百货，推动电子商务分拆</blockquote>
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A source told the network that a potential spinoff of Macy’s online business has already drawn interest from investors.</p><p><blockquote>据 CNBC 报道，总部位于纽约的 Jana 表示，梅西百货的电子商务业务价值可能约为 140 亿美元。一位消息人士告诉该网络，梅西百货在线业务的潜在分拆已经引起了投资者的兴趣。</blockquote></p><p> Macy’s in August forecast e-commerce sales this year would reach $8.35 billion to $8.45 billion, after nearly doubling in the past four years. It said total revenue should reach $24 billion, rebounding from $18 billion last year, which fell from $25 billion in fiscal year 2019.</p><p><blockquote>梅西百货 8 月份预测，今年的电子商务销售额将达到 83.5 亿至 84.5 亿美元，在过去四年中几乎翻了一番。该公司表示，总收入应达到 240 亿美元，较去年的 180 亿美元反弹，去年的 180 亿美元低于 2019 财年的 250 亿美元。</blockquote></p><p> Macy’s Chief ExecutiveJeff Gennettesaid in February that he expected digital sales to reach $10 billion in three years, said The Wall Street Journal. Online sales made up 44% of net sales during the quarter ended January 2021.</p><p><blockquote>据《华尔街日报》报道，梅西百货首席执行官杰夫-根内特（Jeff Gennette）今年 2 月表示，他预计三年内数字销售额将达到 100 亿美元。截至 2021 年 1 月的季度，在线销售额占净销售额的 44%。</blockquote></p><p> The retailer’s stock at was trading at $23.10 a share just before closing Thursday afternoon, up nearly 3%. The stock has more than tripled in value this year.</p><p><blockquote>周四下午收盘前，该零售商 at 的股价为每股 23.10 美元，上涨近 3%。该股今年价值上涨了两倍多。</blockquote></p><p> A separation of Macy’s e-commerce business would follow in the steps of Saks Fifth Avenue. The department store's parent, Hudson Bay Co., spun off Saks' online business earlier this year, and venture capital firm Insight Partners invested $500 million for a minority stake in Saks.com. The deal valued Saks.com at about $2 billion, about double its annual sales.</p><p><blockquote>梅西百货的电子商务业务将紧随萨克斯第五大道百货的脚步。该百货公司的母公司哈德逊湾公司今年早些时候剥离了萨克斯的在线业务，风险投资公司 Insight Partners 投资 5 亿美元收购了 Saks.com 的少数股权。这笔交易对 Saks.com 的估值约为 20 亿美元，大约是其年销售额的两倍。</blockquote></p><p></p>","source":"lsy1633760424806","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Activist investor takes stake in Macy’s, pushes e-commerce spinoff<blockquote>激进投资者入股梅西百货，推动电子商务分拆</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nActivist investor takes stake in Macy’s, pushes e-commerce spinoff<blockquote>激进投资者入股梅西百货，推动电子商务分拆</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">THE BUSINESS JOURNALS</strong><span class=\"h-time small\">2021-10-15 14:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Activist shareholder Jana Partners LLC has bought a stake in Macy’s Inc. and has sent a letter to the retailer’s board urging a spinoff of its e-commerce business, according to The Wall Street Journal.</p><p><blockquote>据《华尔街日报》报道，激进股东 Jana Partners LLC 已购买梅西百货（Macy's Inc.</blockquote></p><p> The newspaper, which cited unnamed sources familiar with the matter, didn’t disclose the size of Jana’s stake.</p><p><blockquote>该报援引不愿透露姓名的熟悉内情的消息人士的话说，没有透露 Jana 的股份规模。</blockquote></p><p> Jana believes a standalone e-commerce business would be worth a multiple of New York-based Macy’s (NYSE: M) current market value, which was about $7 billion based on Thursday’s share price,The Wall Street Journal said.</p><p><blockquote>《华尔街日报》称，贾娜认为，一家独立的电子商务业务的价值将是总部位于纽约的梅西百货（纽约证券交易所股票代码：M）目前市值的数倍，按周四的股价计算，梅西百货的市值约为 70 亿美元。</blockquote></p><p> New York-based Jana has said Macy’s e-commerce business could be worth about $14 billion, according to CNBC. A source told the network that a potential spinoff of Macy’s online business has already drawn interest from investors.</p><p><blockquote>据 CNBC 报道，总部位于纽约的 Jana 表示，梅西百货的电子商务业务价值可能约为 140 亿美元。一位消息人士告诉该网络，梅西百货在线业务的潜在分拆已经引起了投资者的兴趣。</blockquote></p><p> Macy’s in August forecast e-commerce sales this year would reach $8.35 billion to $8.45 billion, after nearly doubling in the past four years. It said total revenue should reach $24 billion, rebounding from $18 billion last year, which fell from $25 billion in fiscal year 2019.</p><p><blockquote>梅西百货 8 月份预测，今年的电子商务销售额将达到 83.5 亿至 84.5 亿美元，在过去四年中几乎翻了一番。该公司表示，总收入应达到 240 亿美元，较去年的 180 亿美元反弹，去年的 180 亿美元低于 2019 财年的 250 亿美元。</blockquote></p><p> Macy’s Chief ExecutiveJeff Gennettesaid in February that he expected digital sales to reach $10 billion in three years, said The Wall Street Journal. Online sales made up 44% of net sales during the quarter ended January 2021.</p><p><blockquote>据《华尔街日报》报道，梅西百货首席执行官杰夫-根内特（Jeff Gennette）今年 2 月表示，他预计三年内数字销售额将达到 100 亿美元。截至 2021 年 1 月的季度，在线销售额占净销售额的 44%。</blockquote></p><p> The retailer’s stock at was trading at $23.10 a share just before closing Thursday afternoon, up nearly 3%. The stock has more than tripled in value this year.</p><p><blockquote>周四下午收盘前，该零售商 at 的股价为每股 23.10 美元，上涨近 3%。该股今年价值上涨了两倍多。</blockquote></p><p> A separation of Macy’s e-commerce business would follow in the steps of Saks Fifth Avenue. The department store's parent, Hudson Bay Co., spun off Saks' online business earlier this year, and venture capital firm Insight Partners invested $500 million for a minority stake in Saks.com. The deal valued Saks.com at about $2 billion, about double its annual sales.</p><p><blockquote>梅西百货的电子商务业务将紧随萨克斯第五大道百货的脚步。该百货公司的母公司哈德逊湾公司今年早些时候剥离了萨克斯的在线业务，风险投资公司 Insight Partners 投资 5 亿美元收购了 Saks.com 的少数股权。这笔交易对 Saks.com 的估值约为 20 亿美元，大约是其年销售额的两倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.bizjournals.com/newyork/news/2021/10/14/jana-partners-takes-stake-in-macys.html?ana=yahoo\">THE BUSINESS JOURNALS</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货"},"source_url":"https://www.bizjournals.com/newyork/news/2021/10/14/jana-partners-takes-stake-in-macys.html?ana=yahoo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199546163","content_text":"Activist shareholder Jana Partners LLC has bought a stake in Macy’s Inc. and has sent a letter to the retailer’s board urging a spinoff of its e-commerce business, according to The Wall Street Journal.\nThe newspaper, which cited unnamed sources familiar with the matter, didn’t disclose the size of Jana’s stake.\nJana believes a standalone e-commerce business would be worth a multiple of New York-based Macy’s (NYSE: M) current market value, which was about $7 billion based on Thursday’s share price,The Wall Street Journal said.\nNew York-based Jana has said Macy’s e-commerce business could be worth about $14 billion, according to CNBC. A source told the network that a potential spinoff of Macy’s online business has already drawn interest from investors.\nMacy’s in August forecast e-commerce sales this year would reach $8.35 billion to $8.45 billion, after nearly doubling in the past four years. It said total revenue should reach $24 billion, rebounding from $18 billion last year, which fell from $25 billion in fiscal year 2019.\nMacy’s Chief ExecutiveJeff Gennettesaid in February that he expected digital sales to reach $10 billion in three years, said The Wall Street Journal. Online sales made up 44% of net sales during the quarter ended January 2021.\nThe retailer’s stock at was trading at $23.10 a share just before closing Thursday afternoon, up nearly 3%. The stock has more than tripled in value this year.\nA separation of Macy’s e-commerce business would follow in the steps of Saks Fifth Avenue. The department store's parent, Hudson Bay Co., spun off Saks' online business earlier this year, and venture capital firm Insight Partners invested $500 million for a minority stake in Saks.com. The deal valued Saks.com at about $2 billion, about double its annual sales.","news_type":1,"symbols_score_info":{"M":0.9}},"isVote":1,"tweetType":1,"viewCount":1235,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/824360076"}
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