Macy’s, Inc. (NYSE:M) is one of the largest retailers in America. The firm's shares have struggled in 2025 as they have lost 27% year-to-date. The firm's shares have been hit with the double-whammy of troubled sales and the potential impact of tariffs. Macy’s, Inc. (NYSE:M)'s is currently undergoing a turnaround effort that involves the firm closing its stores. The impact of tariffs was clear on the stock as it sank by 24% in the days after the Liberation Day tariff announcements. Cramer's remarks about Macy’s, Inc. (NYSE:M) surrounded the firm's turnaround effort:
"I'm worried about Macy's very much.
"That's gonna be a [inaudible] for Macy's, because they're still closing stores and you want growth."
Macy’s, Inc. (M): “I’m Worried About Macy’s Very Much,” Says Jim Cramer
Macy’s, Inc. (M): “I’m Worried About Macy’s Very Much,” Says Jim Cramer
Cramer's previous remarks about Macy’s, Inc. (NYSE:M) revolved around the impact of tariffs on the firm. Here's what he said:
“I have to imagine that Macy’s or a Kohl’s could get hung up on these things too… Of course, these stocks are part of the S&P 500. Right now, they’re considered heavy. There are so-called death crosses all over the place, a chartist term that means the stock’s gonna really roll over and hurt you.
And yes, it is hard to stick your neck out because the president’s people haven’t been able to quell fear so the hunker down is going to hurt retail even if you believe that the White House has very good reasons to get tough on our trading partners, and they really do although the administration’s bad at articulating them and if the president makes some exceptions, then things are all part of one big no exclusions policy, well, that’s pretty positive. Me? I don’t know.”
Overall, M ranks 11th on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of M as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.