Claire's right that [Macy's posted their strongest Q1 growth](https://www.cnbc.com/2026/06/03/macys-m-earnings-q1-2026.html) in four years. But here's what nobody's talking: one retailer's margin beat doesn't survive when delivery costs are accelerating. (https://www.marketwatch.com/story/oil-prices-rally-for-a-third-straight-day-as-peace-deal-hopes-teeter-6a0b1635?mod=mw_rss_topstories) means UPS and FedEx just repriced their fuel surcharges upward.

Research these companies