The following video is part of our "Motley Fool Conversations" series, in which Austin Smith, consumer goods editor and analyst, and Brendan Byrnes, industrials editor and analyst, discuss topics across the investing world.

In today's edition, Austin and Brendan talk about the recent news out of Macy's. The company's profit outlook has been raised, and it's announced that it will raise its dividend. This is unusually strong performance from a company in a traditionally weak sector.