Macys Stores Closing by 2026

[ClownLoach]

All of these lists are pretty much easily generated, but none of us really know what stores will close. It does not look like there will be any mass closing event as Macy's does not want the disruption such a process will cause. Furthermore remember that many of the stores on the previous official closure list (the "Neighborhood" stores) have not in fact closed and should still be considered part of the upcoming closures.

As stated previously, what is changing is that Macy's is no longer going to wait until everyone else turns out the lights in the mall, allowing the entire chain's sales comps to be clobbered along with the stock price. They now are getting ahead of the process instead of waiting for everyone else. Basically if you're running a crappy mall and not putting in the effort so it has begun to die, they're going to speed up that process for you by leaving before everyone else now instead of waiting till the end.

That makes me believe there is NO ACCURATE LIST but rather this will be a fast evolving behavior as stores are selected to close based on the performance of the mall they're in. Their goal is to NOT close all these stores because they hope some landlords and properties will realize that they have to upgrade, invest, and bring in new tenants. Macy's wants landlords to have to fight to keep them, instead of just riding along and ignoring them. So maybe those lists contain locations that need landlord investment or they will close, and they are leaking them out as something of a warning shot.

The positive effect of this on Macy's comps and earnings should be substantial as they're no longer going to have dying stores weighing down the performance of the entire chain and creating a wide gap internally between high and low performance. If they have a small group of stores running high double digit negative comps because their mall is in a meltdown that is usually enough to drag the entire company comps into negative territory, pummeling the stock price and inviting activist investors to come along. The culture change under the new CEO is that they're going to be courageous and actually act like they're a $20 Billion Dollar plus company instead of a lowly tenant waiting for whatever the landlord has up their sleeves as they've done for decades. If you know the XYZ Mall is going to die over the next 5 years why should you record 5 years of double digit negative comps when instead you can get ahead of the issue, move the customer base to a surviving store and set up this "hub and spokes" plan where maybe a smaller store will be opened near the big closing store. Then close the big store and now you don't have any impact on comp sales at all, maybe even a positive as the place runs up during the closing event.

[TheBigSmall]

All of these lists are pretty much easily generated, but none of us really know what stores will close. It does not look like there will be any mass closing event as Macy's does not want the disruption such a process will cause. Furthermore remember that many of the stores on the previous official closure list (the "Neighborhood" stores) have not in fact closed and should still be considered part of the upcoming closures.

As stated previously, what is changing is that Macy's is no longer going to wait until everyone else turns out the lights in the mall, allowing the entire chain's sales comps to be clobbered along with the stock price. They now are getting ahead of the process instead of waiting for everyone else. Basically if you're running a crappy mall and not putting in the effort so it has begun to die, they're going to speed up that process for you by leaving before everyone else now instead of waiting till the end.

That makes me believe there is NO ACCURATE LIST but rather this will be a fast evolving behavior as stores are selected to close based on the performance of the mall they're in. Their goal is to NOT close all these stores because they hope some landlords and properties will realize that they have to upgrade, invest, and bring in new tenants. Macy's wants landlords to have to fight to keep them, instead of just riding along and ignoring them. So maybe those lists contain locations that need landlord investment or they will close, and they are leaking them out as something of a warning shot.

The positive effect of this on Macy's comps and earnings should be substantial as they're no longer going to have dying stores weighing down the performance of the entire chain and creating a wide gap internally between high and low performance. If they have a small group of stores running high double digit negative comps because their mall is in a meltdown that is usually enough to drag the entire company comps into negative territory, pummeling the stock price and inviting activist investors to come along. The culture change under the new CEO is that they're going to be courageous and actually act like they're a $20 Billion Dollar plus company instead of a lowly tenant waiting for whatever the landlord has up their sleeves as they've done for decades. If you know the XYZ Mall is going to die over the next 5 years why should you record 5 years of double digit negative comps when instead you can get ahead of the issue, move the customer base to a surviving store and set up this "hub and spokes" plan where maybe a smaller store will be opened near the big closing store. Then close the big store and now you don't have any impact on comp sales at all, maybe even a positive as the place runs up during the closing event.

This list was given by an inside source therefore has a high level of accuracy, so as of today these stores would be given the axe by Macy's. However, you may be right about some stores possibly being removed from the list if the malls than they are located in improves. The opposite could also happen where stores are added to the list if the mall that they are located in deteriorates. Being said I personally believe an overwhelming majority of these locations are toast.

[TheBigSmall]

Here are three Macy's potential closures lists. Which of these stores do you think they will close?? What stores on this list are not featured on all three??

Macy’s Potential Closures (Frank Moore's list):https://www.thelayoff.com/macy-s#google_vignette
SanTan (Gilbert) Arizona
364 Capitola California
386 West Valley Mall (Tracy) California
Union Square (San Francisco) California
Northgate (San Rafael) California
Coddingtown (Santa Rosa) California
Newpark (Newark) California
410 Sunrise (Citrus Heights) California
RiverPark (Fresno) California
Redding California
Westminster Mall California
555 Otay Ranch Town Center (Chula Vista) California
355 Northfield Stapleton Colorado
Orchards (Westminster) Colorado
Aurora Colorado
51 Trumbull Connecticut
162 Concord (Wilmington) Delaware
Boynton Beach Florida
Ocala Florida
Merritt Island Florida
Siesta Key (Sarasota) Florida
778 Southland (Cutler Bay) Florida
813 Orlando Fashion Square Florida
Citrus Park (Tampa) Florida
Tryone Square (St Petersburg) Florida
Arbor Place (Douglasville) Georgia
736 Oglethorpe (Savannah) Georgia
Northlake Mall (Atlanta) Georgia
734 Gwinnett Place (Duluth) Georgia
Peachtree (Columbus) Georgia
Stonecrest (Lithonia) Georgia
470 Kahala (Oahu) Hawaii
399 Coeur D'Alene Silver Lake Idaho
Fairview Heights Illinois
River Oaks (Calumet City) Illinois
Springfield Illinois
Champaign Illinois
Gurnee Mills Illinois
279 Cherryvale (Rockford) Illinois
280 Louis Joliet (Joliet) Illinois
Lafayette Indiana
692 Acadiana (Lafayette) Louisiana
Marley Station (Glen Burnie) Maryland
Fancis Scott Key (Frederick) Maryland
Bel Air Maryland
Bowie Maryland
159 Security Square (Baltimore) Maryland
179 Independence (Kingston) Massachusetts
Hanover Massachusetts
Emerald Square (North Attleboro) Massachusetts
308 Genesee Valley Center (Flint) Michigan
319 Grand Traverse (Traverse City) Michigan
Fairlane (Dearborn) Michigan
Portage Michigan
315 Fashion Square (Saginaw) Michigan
Oakland (Troy) Michigan
243 Crossroads Center (St Cloud) Minnesota
235 Burnsville Center (Burnsville) Minnesota
612 Battlefield (Springfield) Missouri
611 Metro North (Kansas City) Missouri
Mid Rivers (St Peters) Missouri
655 South County (St Louis) Missouri
Bozeman Montana
46 Mall at Fox Run (Newington) New Hampshire
Monmouth Mall (Eatontown) New Jersey
Mays Landing New Jersey
88 Brunswick Square (East Brunswick) New Jersey
Livingston New Jersey
171 Hampton Bays New York
22 Parkchester (Bronx) New York
Sunrise Mall (Massapequa) New York
Jefferson Valley New York
Boulevard Mall (Amherst) New York
Triangle Town Center (Raleigh) North Carolina
Northlake (Charlotte) North Carolina
Eastwood (Niles) Ohio
Beavercreek Ohio
568 Anderson Town Center (Cincinnati) Ohio
383 Bend River (OR) Oregon
Salem Oregon
388 Tanasbourne Streets (Hillsboro) Oregon
Westmoreland Mall (Greensburg) Pennsylvania
Oxford Valley Pennsylvania
Montgomery Pennsylvania
589 Galleria At Pittsburgh Mills (Tarentum) Pennsylvania
151 Exton Square Pennsylvania
626 Logan Valley (Altoona) Pennsylvania
637 Wyoming Valley (Wilkes-Barre) Pennsylvania
789 Columbia (SC) South Carolina
241 Empire (Sioux Falls) South Dakota
Oak Court (Memphis) Tennessee
682 Irving Texas
708 La Palmera (Corpus Christi) Texas
Ingram Park (San Antonio) Texas
Almeda (Houston) Texas
Lakeline (Cedar Park) Texas
Greenbriar (Chesapeake) Virginia
Colonial Heights Virginia
Manassas Virginia
373 Silverdale Kitsap Washington
438 Puyallup South Hill Washington
Wenatchee Washington
Bellingham Washington
Vancouver Washington
Yakima Washington
262 Southridge (Greenfield) Wisconsin

Macy’s Potential Closures (list from someone from the Layoff. a comment on this post): https://www.thelayoff.com/macy-s#google_vignette
HOOVER AL Alabama
MESA AZ Arizona
TUCSON AZ Arizona
STOCKTON CA California
SAN RAFAEL CA California
TRACY CA California
REDDING CA California
VISALIA CA California
CAPITOLA CA California
VICTORVILLE CA California
SAN FRANCISCO CA - UNION SQUARE California
CHULA VISTA CA California
WESTMINSTER CA California
DENVER CO - NORTFIELD Colorado
WILMINGTON DE Delaware
WESLEY CHAPEL FL Florida
SARASOTA FL - SIESTA Florida
ORLANDO FL - FASHION SQUARE Florida
OCALA FL Florida
BOYNTON BEACH FL Florida
ALTAMONTE SPRINGS FL Florida
MELBOURNE FL Florida
ST PETERSBURG FL Florida
CUTLER BAY FL Florida
COLUMBUS GA Georgia
DOUGLASVILLE GA Georgia
ATLANTA GA - NORTHLAKE Georgia
SAVANNAH GA Georgia
DULUTH GA Georgia
KAILUA KONA HI Hawaii
HILO HI Hawaii
KAHULUI HI Hawaii
HONOLULU HI - KAHALA Hawaii
HONOLULU HI - WAIKIKI Hawaii
KAPOLEI HI Hawaii
COEUR D ALENE ID Idaho
JOLIET IL Illinois
CHAMPAIGN IL Illinois
FAIRVIEW HEIGHTS IL Illinois
VERNON HILLS IL Illinois
SPRINGFIELD IL Illinois
CALUMET CITY IL Illinois
ROCKFORD IL Illinois
EVANSVILLE IN Indiana
LAFAYETTE IN Indiana
LAFAYETTE LA Louisiana
BALTIMORE MD Maryland
GLEN BURNIE MD Maryland
BEL AIR MD Maryland
DORCHESTER MA (Just opened, so I am confused why this is on this list, since it is not closing to my knowledge since it is the new Macy's format) Massachusetts
HANOVER MA Massachusetts
KINGSTON MA Massachusetts
SAGINAW MI Michigan
OKEMOS MI Michigan
PORTAGE MI Michigan
FLINT MI Michigan
MAPLEWOOD MN Minnesota
BURNSVILLE MN Minnesota
SAINT LOUIS MO - SOUTH COUNTY Missouri
SAINT PETERS MO Missouri
SPRINGFIELD MO Missouri
KANSAS CITY MO - METRO NORTH Missouri
BOZEMAN MT Montana
LAS VEGAS NV - MEADOWS Nevada
NEWINGTON NH New Hampshire
TOMS RIVER NJ New Jersey
EAST BRUNSWICK NJ New Jersey
LIVINGSTON NJ New Jersey
YORKTOWN HEIGHTS NY New York
BRONX NY-PARKCHESTER New York
CHARLOTTE NC - NORTHLAKE North Carolina
GREENSBORO NC North Carolina
FAYETTEVILLE NC North Carolina
RALEIGH NC - TRIANGLE TC North Carolina
NILES OH Ohio
UNI HEIGHTS OH Ohio
STRONGSVILLE OH Ohio
BEAVERCREEK OH Ohio
CENTERVILLE OH Ohio
CINCINNATI OH - ANDERSON Ohio
TOLEDO OH Ohio
CANTON OH Ohio
TULSA OK Oklahoma
HILLSBORO OR Oregon
BEND OR Oregon
EXTON PA Pennsylvania
TARENTUM PA Pennsylvania
LANGHORNE PA Pennsylvania
COLUMBIA SC South Carolina
SIOUX FALLS SD South Dakota
FRANKLIN TN Tennessee
IRVING TX Texas
PLANO TX Texas
FAIRVIEW TX Texas
CEDAR PARK TX Texas
SAN ANTONIO TX - INGRAM PARK Texas
SAN ANTONIO TX - SOUTH PARK Texas
HOUSTON TX - ALMEDA Texas
AUSTIN TX - BARTON CREEK Texas
PEARLAND TX Texas
CORPUS CHRISTI TX Texas
SALT LAKE CITY UT - CITY CREEK Utah
ROANOKE VA Virginia
FREDERICKSBURG VA Virginia
SILVERDALE WA Washington
PUYALLUP WA Washington
OLYMPIA WA Washington
BELLINGHAM WA Washington
EAST WENATCHEE WA Washington
GREENDALE WI Wisconsin
APPLETON WI Wisconsin

Macy's Potential Closures (from The Big Small): This list
Superstition Springs Center, Mesa, AZ Arizona
Capitola Mall, Capitola, CA California
Otay Ranch Towne Center, Chula Vista, CA California
Sunrise Mall, Citrus Heights, CA California
Shops at River Park, Frenso, CA California
Grassmont Center, La Mesa, CA California
Moreno Valley Mall, Moreno Valley, CA California
Newpark Mall, Newark, CA California
Mt. Shasta Mall, Redding, CA California
Union Square, San Francisco, CA California
Northgate Mall, San Rafael, CA California
Coddingtown Mall, Santa Rosa, CA California
Sherwood Place, Stockton, CA California
West Valley Mall, Tracy, CA California
Pacific View Mall, Ventura, CA California
The Mall at Victor Valley, Victorville, CA California
Visalia Mall, Visalia, CA California
Westminster Mall, Westminster, CA California
Stamford Towne Center, Stamford, CT Connecticut
Trumbull Mall, Trumbull, CT Connecticut
Chapel Hills Mall, Colorado Springs, CO Colorado
The Shops at Northfield Stapleton, Denver, CO Colorado
Orchard Towne Center, Westminster, CO Colorado
Concord Mall, Wilmington, DE Delaware
Boynton Beach Mall, Boynton Beach, FL Florida
Southland Mall, Cutler Bay, FL Florida
Melbourne Square, Melbourne, FL Florida
Merritt Square Mall, Merritt, FL Florida
Coastland Center, Naples, FL Florida
Paddock Mall, Ocala, FL Florida
Orlando Fashion Square, Orlando, FL Florida
Crossing at Siesta Key, Sarasota, FL Florida
Westshore Plaza, Tampa Bay, FL Florida
Northlake Mall, Atlanta, GA Georgia
Peachtree Mall, Columbus, GA Georgia
Arbor Place, Douglasville, GA Georgia
Gwinnett Place Mall, Duluth, GA Georgia
Oglethorpe Mall, Savannah, GA Georgia
Prince Kuhio Plaza, Hilo, HI Hawaii
Kahala Mall, Honolulu, HI Hawaii
Queen Kaahumanu Center, Kahului, HI Hawaii
Makalapua Center, Kailua-Kona, HI Hawaii
Silver Lake Mall, Coeur D Alene, ID Idaho
River Oaks Center, Calumet City, IL Illinois
Market Place Shopping Center, Champaign, IL Illinois
Louis Joliet Mall, Joliet, IL Illinois
Cherryvale, Rockford, IL Illinois
White Oaks Mall, Springfield, IL Illinois
Hawthorn Center, Vernon Hills, IL Illinois
Eastland Mall, Evansville, IN Indiana
Tippecanoe Mall, Lafayette, IN Indiana
Florence Mall, Florence, KY Kentucky
Acadiana mall, Lafayette, LA Louisiana
Security Square Mall, Baltimore, MD Maryland
Harford Mall, Bel Air, MD Maryland
Bowie Towne Center, Bowie, MD Maryland
Marley Station, Glen Burnie, MD Maryland
Auburn Mall, Auburn, MA Massachusetts
Hanover Crossing, Hanover, MA Massachusetts
Kingston Collection, Kingston, MA Massachusetts
Emerald Square Mall, Attleborough, MA Massachusetts
Fairlane Towne Center, Dearborn, MI Michigan
Genesee Valley Center, Flint, MI Michigan
Lakeside Mall, Sterling Heights, MI Michigan
Meridian Mall, Okemos, MI Michigan
The Crossroads Mall, Portage, MI Michigan
Fashion Square Mall, Sanginaw, MI Michigan
Grand Traverse Mall, Traverse City, MI Michigan
Burnsville Center, Burnsville, MN Minnesota
Maplewood Mall, Maplewood, MN Minnesota
Crossroads Center, St. Cloud, MN Minnesota
Metro North Mall, Kansas City, MO Missouri
South County Center, St. Louis, MO Missouri
Mid Rivers Mall, St. Peters, MO Missouri
Battlefield Mall, Springfield, MO Missouri
Bozeman Gallatin Valley Mall, Bozeman, MT Montana
Mall at Fox Run, Newington, NH New Hampshire
Brunswick Square, East Brunswick, NJ New Jersey
Monmouth Mall, Eatontown, NJ New Jersey
Livingston Mall, Livingston, NJ New Jersey
Hamilton Mall, Mays Landing, NJ New Jersey
Boulevard Mall, Amherst, NY New York
Parkchester, Bronx, NY New York
Hampton Bays Plaza, Hampton Bays, NY New York
Sunrise Mall, Massapueqa, NY New York
Jefferson Valley Mall, Yorktown Heights, NY New York
Northlake Mall, Charlotte, NC North Carolina
Triangle Towne Center, Raleigh, NC North Carolina
Mall at Fairfield Commons, Beavercreek, OH Ohio
Dayton Mall, Centerville, OH Ohio
Anderson Towne Center, Cincinnati, OH Ohio
Tuttle Crossing, Dublin, OH Ohio
Eastwood Mall, Niles, OH Ohio
University Heights Square, University Heights, OH Ohio
Bend River Mall, Bend, OR Oregon
The Streets at Tanasbourne, Hillsboro, OR Oregon
Salem Center, Salem, OR Oregon
Logan Valley Mall, Altoona, PA Pennsylvania
Exton Square Mall, Exton, PA Pennsylvania
Oxford Valley Mall, Langhorne, PA Pennsylvania
Montgomery Mall, North Wales, PA Pennsylvania
Galleria at Pittsburgh Mills, Tarentum, PA Pennsylvania
Wyoming Valley Mall, Wilkes Barre, PA Pennsylvania
Columbia Mall, Columbia, SC South Carolina
Empire Mall, Sioux Falls, SD South Dakota
Oak Court Mall, Memphis, TN Tennessee
Lakeline Mall, Cedar Park, TX Texas
LaPalmera Mall, Corpus Christi, TX Texas
Hulen Mall, Forth Worth, TX Texas
Almeda Mall, Houston, TX Texas
Irving Mall, Irving, TX Texas
Towne East Mall. Mesquite, TX Texas
Shops at Willow Bend, Plano, TX Texas
Ingram Park Mall, San Antonio, TX Texas
South Park Mall, San Antonio, TX Texas
Greenbrier Mall, Chesapeake, VA Virginia
South Park Mall, Colonial Heights, VA Virginia
Valley View Mall, Roanoke, VA Virginia
Bellis Fair, Bellingham, WA Washington
Wenatchee Valley Mall, East Wenatchee, WA Washington
Capital Mall, Olympia, WA Washington
South Hill Mall, Puyallup, WA Washington
Kitsap Mall, Silverdale, WA Washington
Southridge Mall, Greendale, WI Wisconsin

I would bet on the 3rd list. The same source who came out that list also had an extremely accurate take on the JCPenney closings back during their 2020 bankruptcy.

[ClownLoach]

I would bet on the 3rd list. The same source who came out that list also had an extremely accurate take on the JCPenney closings back during their 2020 bankruptcy.

A bankruptcy versus this new strategy to be more proactive in the managing of relationships with dying malls are drastically different. Remember Macy's themselves published the neighborhood stores list as all future closures but didn't follow through, so many of those same stores comprise this list. Furthermore, the reason why many of those stores didn't close is because they became profitable instead. Obviously Macy's is now concerned about the other health metrics that drive up stock price like comp sales, which are less transparent on a individual store basis. A brief analysis of any market can predict what would be comp positive and negative stores. Most of what I would expect to be comp negative are on all three lists.

All I'm saying is that everyone is looking for a magic list of closures, but this company has a track record of not being reliable in the publishing of such data and then following through. As we go forward I expect they will be even more aggressive in their actions as they are now trying to make their landlords care about their presence and fight to keep Macy's in their malls. They are not going to be predictable. This is why I said there probably won't be a list.

[hushpuppy212]

I'm surprised by some of the Northern CA stores on that list, but then I haven't lived in SF for 22 years.

Closing San Rafael leaves them without a full-line store in Marin County as Corte Madera is primarily soft-lines. San Rafael was a top-performer for The Emporium, arguably their most beautiful location. Sad to see it's fallen on hard times, although from their website, it's already been reduced from 3 floors to 2, so perhaps this was inevitable.

Closing Coddingtown makes sense as their downtown Santa Rosa store is about a 10 minute drive.

Stockton (the infamous 'zipper store') has been around for almost 60 years, are they assuming people will drive to Sacramento or Modesto?

Macy's Stockton

[ClownLoach]

I'm surprised by some of the Northern CA stores on that list, but then I haven't lived in SF for 22 years.

Closing San Rafael leaves them without a full-line store in Marin County as Corte Madera is primarily soft-lines. San Rafael was a top-performer for The Emporium, arguably their most beautiful location. Sad to see it's fallen on hard times, although from their website, it's already been reduced from 3 floors to 2, so perhaps this was inevitable.

Closing Coddingtown makes sense as their downtown Santa Rosa store is about a 10 minute drive.

Stockton (the infamous 'zipper store') has been around for almost 60 years, are they assuming people will drive to Sacramento or Modesto?

Macy's Stockton

None of this is official besides maybe Union Square.
The rest is a presumptive "leak" probably intended to light a fire under the butts of their landlords.

Someone had mentioned they thought they would consolidate South Coast Plaza which I doubted. Drove by today and both of the Macy's buildings have just received very large and expensive looking brand new signage with giant red stars and a custom "The Men's Store" sign. These are probably the only two sales floors on the West Coast that are totally stocked and look great. No consolidation happening there.

[rwsandiego]

...
Someone had mentioned they thought they would consolidate South Coast Plaza which I doubted. Drove by today and both of the Macy's buildings have just received very large and expensive looking brand new signage with giant red stars and a custom "The Men's Store" sign. These are probably the only two sales floors on the West Coast that are totally stocked and look great. No consolidation happening there.

Don't forget the Macy's Home Store across the Bridge of Gardens. Is that store still nicely stocked, or has it fallen down like Mission Valley Home has? Or has Mission Valley Home bounced back to its previous glory?

It has been a while since I visited South Coast Plaza, but that cluster of Macy's stores was (hopefully, still is) an example of why people used to shop at department stores. They had a huge variety of merchandise and were (sounding like a broken record here) fun to shop. When everything became the same glob of greige and black stocked in two sizes, customers flocked to the internet. Rowland Hussey Macy must be spinning in his grave, right alongside Marshall Field and John Wannamaker.

[storewanderer]

I'm surprised by some of the Northern CA stores on that list, but then I haven't lived in SF for 22 years.

Closing San Rafael leaves them without a full-line store in Marin County as Corte Madera is primarily soft-lines. San Rafael was a top-performer for The Emporium, arguably their most beautiful location. Sad to see it's fallen on hard times, although from their website, it's already been reduced from 3 floors to 2, so perhaps this was inevitable.

Closing Coddingtown makes sense as their downtown Santa Rosa store is about a 10 minute drive.

Stockton (the infamous 'zipper store') has been around for almost 60 years, are they assuming people will drive to Sacramento or Modesto?

Macy's Stockton

None of this is official besides maybe Union Square.
The rest is a presumptive "leak" probably intended to light a fire under the butts of their landlords.

Someone had mentioned they thought they would consolidate South Coast Plaza which I doubted. Drove by today and both of the Macy's buildings have just received very large and expensive looking brand new signage with giant red stars and a custom "The Men's Store" sign. These are probably the only two sales floors on the West Coast that are totally stocked and look great. No consolidation happening there.

Both buildings in Reno are fully stocked and look acceptable to good depending what part. Various sections are actually somewhat crammed. But about 1/3 of the second floor of men's building is now mattresses. It used to be all home merchandise up there.

[ClownLoach]

I'm surprised by some of the Northern CA stores on that list, but then I haven't lived in SF for 22 years.

Closing San Rafael leaves them without a full-line store in Marin County as Corte Madera is primarily soft-lines. San Rafael was a top-performer for The Emporium, arguably their most beautiful location. Sad to see it's fallen on hard times, although from their website, it's already been reduced from 3 floors to 2, so perhaps this was inevitable.

Closing Coddingtown makes sense as their downtown Santa Rosa store is about a 10 minute drive.

Stockton (the infamous 'zipper store') has been around for almost 60 years, are they assuming people will drive to Sacramento or Modesto?

Macy's Stockton

None of this is official besides maybe Union Square.
The rest is a presumptive "leak" probably intended to light a fire under the butts of their landlords.

Someone had mentioned they thought they would consolidate South Coast Plaza which I doubted. Drove by today and both of the Macy's buildings have just received very large and expensive looking brand new signage with giant red stars and a custom "The Men's Store" sign. These are probably the only two sales floors on the West Coast that are totally stocked and look great. No consolidation happening there.

Both buildings in Reno are fully stocked and look acceptable to good depending what part. Various sections are actually somewhat crammed. But about 1/3 of the second floor of men's building is now mattresses. It used to be all home merchandise up there.

The home merchandise was the most egregious example of why Macy's needed to take control of ordering. They had years of supply on hand as lazy managers would over order to fill up the space so that it would not require maintenance or merchandising work. These stores are now having to condense the home product down. Doing this has probably saved Macy's hundreds of millions of dollars and improved profitability. I'll bet stores closed over the home department alone. A store is not going to make money if they sell let's say $5 million a year in home merchandise but the crazy manager orders $20 million of extra stock just to make the place look full.

Temecula tonight is surprisingly full looking as well. Between the two buildings I think they have nearly half a million square feet and they run it very well. Surprised that neither of them are the more contemporary design that was used in the new Lakewood and Westminster stores that both were closed within a few years of opening (Westminster became Target and Lakewood was leveled). This might be one of the most productive malls left in SoCal from a traffic perspective even though it's not necessary high end.

[veteran+]

None of this is official besides maybe Union Square.
The rest is a presumptive "leak" probably intended to light a fire under the butts of their landlords.

Someone had mentioned they thought they would consolidate South Coast Plaza which I doubted. Drove by today and both of the Macy's buildings have just received very large and expensive looking brand new signage with giant red stars and a custom "The Men's Store" sign. These are probably the only two sales floors on the West Coast that are totally stocked and look great. No consolidation happening there.

Both buildings in Reno are fully stocked and look acceptable to good depending what part. Various sections are actually somewhat crammed. But about 1/3 of the second floor of men's building is now mattresses. It used to be all home merchandise up there.

The home merchandise was the most egregious example of why Macy's needed to take control of ordering. They had years of supply on hand as lazy managers would over order to fill up the space so that it would not require maintenance or merchandising work. These stores are now having to condense the home product down. Doing this has probably saved Macy's hundreds of millions of dollars and improved profitability. I'll bet stores closed over the home department alone. A store is not going to make money if they sell let's say $5 million a year in home merchandise but the crazy manager orders $20 million of extra stock just to make the place look full.

Temecula tonight is surprisingly full looking as well. Between the two buildings I think they have nearly half a million square feet and they run it very well. Surprised that neither of them are the more contemporary design that was used in the new Lakewood and Westminster stores that both were closed within a few years of opening (Westminster became Target and Lakewood was leveled). This might be one of the most productive malls left in SoCal from a traffic perspective even though it's not necessary high end.

I think they went overboard on their cutbacks on home merchandise, in at least the stores I have been to recently.