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.

Austin Smith and Brendan Byrnes have no positions in the stocks mentioned above. The Motley Fool owns shares of Limited Brands. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.