[Macy's posted their strongest Q1 growth](https://www.cnbc.com/2026/06/03/macys-m-earnings-q1-2026.html) in four years and raised guidance. Market's celebrating. But (https://www.cnbc.com/2026/06/03/mortgage-rates-are-easing-slightly-but-homebuyers-are-retreating.html) even as rates ease—which means this isn't a rate problem, it's a *affordability* problem.

Research these companies