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Business Insider reports that while Macy's is said to be in talks to sell itself to Hudson's Bay, the "best possible buyer may actually be the company that triggered the decline of its retail dominance: Amazon."

Here's the rationale:

"According to Cowen & Co. analyst Oliver Chen, a Macy's-Amazon combination could be 'revolutionary,' as it helps fill the needs of both companies." Chen suggests that "Macy's would give Amazon access to a whole bunch of new apparel brands and help expand its first-party seller relationship" ... "Amazon could take advantage of Macy's vast number of physical stores and warehouses to improve delivery speed" ... "Amazon has the 'best' predictive analytics technology in retail, so it could help Macy's make better decisions across inventory and pricing, and potentially lead to higher sales" ... "Amazon would gain foot traffic from loyal department store shoppers and get to utilize Macy's physical presence to showcase products and have customers return products easily."

Chen also argues that "Amazon's online traffic growth, supply chain expertise, younger customer base, and superior mobile technology could help save Macy's."
KC's View:
The only thing I really agree with in this story is the following sentence:

Chen doesn't believe any serious talks between Amazon and Macy's will materialize in the near future, given the high costs of maintaining physical stores, and Macy's already struggling business model.

Every time a bricks-and-mortar company comes up for sale, some analyst suggests that Amazon should buy it. I may end up being wrong on this, but it seems to me that while Amazon has some Main Street ambitions, the last thing it wants is to have all the legacy issues that such an acquisition would create. Amazon doesn't mind making mistakes and learning from its own problems ... but the last thing it needs is someone else's problems.