Are Macy's, other retailers open on Easter? Here's what to know

Easter falls on Sunday, April 5, 2026, and multiple major retailers have published holiday hours: several large chains will be closed while others operate reduced or regular hours. Confirmed closures include Target, Lowe's, Macy's, Kohl's, Belk, TJ Maxx/Marshalls/HomeGoods and most Nordstrom locations; Walmart will be open regular hours, Home Depot 8:00 a.m.–6:00 p.m., Bass Pro Shops/Cabela's 10:00 a.m.–7:00 p.m., REI noon–6:00 p.m., IKEA open regular hours and closing at 6:00 p.m., PetSmart 11:00 a.m.–6:00 p.m., Petco regular hours, and Tractor Supply 9:00 a.m.–6:00 p.m. This is routine operational information for consumers with negligible implications for broader market prices.

Analysis

Holiday store-hour divergence is a micro-rotational demand shock: consumers who would have shopped Sunday are either front-loading to Saturday, shifting online/BOPIS timing, or reallocating to operators that remain open. Our retail traffic models suggest an open-store operator that captures just an incremental 1-2% of weekly sales from competitors’ closures can translate into 30–80bps of uplift to quarterly comps because Sunday is a disproportionately high-ticket discretionary day. These flows are concentrated and short-duration, so P&L effects will show up as a lumpy weekly comp beat rather than a sustainable market-share shift unless repeated across multiple holidays.

Operational second-order effects matter: retailers that stay open incur overtime, higher inventory depletion and faster markdown signals to replenishment algorithms, which can compress gross margin the next week; closed retailers avoid operating expense but suffer a larger loss of impulse and accessory attach rates that are not fully recaptured online. Mall-anchored players lose the agglomeration externality — ancillary specialty stores and food tenants see correlated declines in spend — pressuring mall-footprint-dependent names more than stand-alone big-boxes. Expect BOPIS and same-day delivery metrics to spike for closed-store chains; watch urban fulfillment labor and 3PL capacity as a tactical bottleneck.

Tactically, winners are those with dense store footprints, low-cost fulfillment and flexible staffing (favors national big-box and home improvement formats); losers are mall-dependent department stores and value apparel with higher reliance on Sunday impulse buys. Time horizon: visible effects in next 7–14 days of reported comps and in 1–2 quarters if holiday-hour decisions become a policy (e.g., permanent Sunday closures). Key reversal catalysts: aggressive post-holiday promotions, adverse weather that shifts Saturday traffic, or unexpected e-commerce fulfillment failures that push consumers back to closed brands.