Santa Claus might be coming to town, but that hasn’t stopped pouting and crying from seeping into consumer sentiment this holiday season.
The University of Michigan’s Survey of Consumers continues to show that Americans aren’t feeling very optimistic about their finances or the job market. The K-shaped economy has been a hot topic in the market news cycle, and that’s earned the retail sector extra scrutiny.
One area you’d expect to suffer in a K-shaped economy is the department store model, but that hasn’t been the case—at least for these two companies. Let's examine why Dillards Inc. (NYSE: DDS) and Macy's Inc. (NYSE: M) are experiencing outsized success in 2025, despite operating in very different ways.
