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positive_eps_streak on Macy's, Inc. (M)

SIC 5311 — Retail-Department Stores · CIK 794367 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on M

FYFiling dateEvent date1d5d20d60d252d
FY20252026-03-272026-03-27-2.01%+1.06%
FY20242025-03-212025-03-21+5.29%-3.25%-18.73%-13.10%+45.21%
FY20202021-03-292021-03-29+4.41%+1.58%+9.83%+18.34%+64.42%
FY20192020-03-302020-03-30-8.57%+4.84%+11.55%+26.26%+208.57%
FY20182019-04-032019-04-03+5.61%+0.61%-4.79%-11.24%-79.93%
FY20172018-04-042018-04-04+2.79%-3.39%+4.15%+29.16%-9.38%
FY20162017-03-292017-03-29+0.65%-1.54%+0.82%-22.63%+8.01%
FY20152016-03-302016-03-30-0.02%-5.74%-7.01%-23.44%-30.68%
FY20142015-04-012015-04-01+3.67%+3.90%-1.25%+7.28%-32.42%
FY20132014-04-022014-04-02-0.07%-2.97%-6.12%-2.73%+14.23%
FY20122013-04-032013-04-03+2.76%+4.65%+5.45%+14.18%+45.92%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/794367/financials