Macy's Inc outlook and strategy as a US department store group
Macy's Inc is navigating the evolving retail landscape by optimizing its store footprint, expanding digital capabilities, and adapting its brand positioning to remain competitive. The company focuses on enhancing profitability, investing in e-commerce, and tailoring its merchandise to meet changing consumer preferences in categories like apparel, beauty, and home goods. Macy's aims to balance promotional intensity with margin discipline, manage inventory efficiently, and leverage both physical stores and online platforms to offer a consistent omnichannel experience.
M - Macy's Inc Options
This article provides a detailed overview of Macy's Inc. (M) stock, including its financial performance, key metrics, and market data. It covers aspects such as market capitalization, income, sales, dividend information, and various profitability and efficiency ratios. The data also includes stock performance over different periods and analyst recommendations.
Dow Jones Top Company Headlines at 1 PM ET: Shoppers Are Spending More at Macy's as Turnaround Continues
This article provides top company headlines from Dow Jones, highlighting that shoppers are increasing their spending at Macy's. This indicates a positive continuation of the department store's turnaround efforts.
Macy's (M) director awarded 1,322 phantom stock units tied to common shares
Macy's, Inc. director MARKEE RICHARD L was granted 1,322 Phantom Stock Units, which are tied to Macy's common stock and will convert on a 1-for-1 basis into common shares upon his departure from the Board. This grant, valued at an average of $20.8064 per unit, represents equity-based compensation rather than an open-market transaction. The units will be settled in stock when the director terminates from the Board of Directors, aligning his long-term incentives with shareholder value.
Precision Trading with Macy's, Inc. (M) Risk Zones
This article provides a detailed analysis of Macy's, Inc. (M) using AI-generated signals for precision trading. It highlights strong sentiment supporting an overweight bias, outlines resistance and support levels, and details three distinct trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss zones. The analysis also includes multi-timeframe signal strengths for near-term, mid-term, and long-term horizons.
Insider Sell: Paul Griscom Sells 10,077 Shares of Macy's Inc (M)
Paul Griscom, Senior Vice President and Controller at Macy's Inc, sold 10,077 shares of the company on June 25, 2026, reducing his holdings to 25,373 shares. Over the last year, there have been no insider buys but 27 insider sells at Macy's. The stock is currently trading at $25.63, with a market cap of $6.828 billion, and is considered significantly overvalued based on its GF Value of $16.03.
Price to sales forward of Macy's Inc – NYSE:M
The article displays the "Price to sales forward" financial metric for Macy's Inc (NYSE: M) on the TradingView platform. It shows the period, value, and change percentages related to this metric. The content is primarily a data presentation within the financial analysis section of TradingView.
Macy's, Inc. (M) SVP Paul Griscom sells 10,077 shares in open market
Macy's Senior Vice President and Controller, Paul Griscom, sold 10,077 shares of common stock on June 25, 2026, at a weighted average price of $25.6304 per share, totaling approximately $258,278. Following this open-market transaction, Griscom directly holds 25,373 shares of Macy's common stock. The sale, detailed in a Form 4 SEC filing, involved multiple trades within a narrow price range.
Macy's, Inc. Actuals & Estimates (NYSE:M)
This article provides an overview of Macy's, Inc. (NYSE:M) stock performance, financial actuals and estimates, and analyst forecasts. It covers key financial metrics, historical stock prices, market capitalization, dividend information, and upcoming earnings dates, alongside answers to frequently asked questions about investing in Macy's stock.
Enterprise value to EBITDA forward of Macy's Inc – NYSE:M
This page provides financial information for Macy's Inc (NYSE: M), specifically focusing on its Enterprise Value to EBITDA forward metric. The content highlights general financial data, with a specific header for "Enterprise value to EBITDA forward."
Investors Gaining Confidence in Macy’s Inc.
Investors are showing increasing confidence in Macy’s Inc., evidenced by TD Cowen raising its price target and Berkshire Hathaway purchasing over 3 million shares. This renewed interest is linked to Macy's "Bold New Chapter" strategy, launched in 2024, which focuses on closing underperforming stores, investing in healthier ones, and accelerating luxury growth. Macy's CEO Tony Spring reported a stellar first quarter with comparable sales gains and an increased outlook for 2026.
Paul Griscom sells multiple Macy's (M) shares across March–April 2026
Macy's insider Paul Griscom reported multiple sales of Common Stock via Form 144 across March and April 2026. The transactions, originating from past Restricted Stock Vesting awards, are considered routine and compensation-related, with the filing providing details on share counts and gross proceeds for each sale.
Investors Gaining Confidence in Macy’s Inc.
Confidence in Macy's Inc. is reportedly growing after TD Cowen raised its price target and Berkshire Hathaway disclosed a significant purchase of over 3 million shares. This investment by Berkshire Hathaway marks their first in a department store in nearly six decades, suggesting a potential shift in investment strategy under Greg Abel. Macy's CEO Tony Spring attributed the renewed optimism to strong first-quarter results, including comparable sales gains and increased profitability, further supported by the company's "Bold New Chapter" strategy.
Macy's (NYSE: M) CFO covers tax obligations with restricted share sale
Macy's EVP, COO, and CFO, Edwards Thomas Jr., sold 16,419 shares at a weighted average price of $24.8935 per share to cover tax withholding obligations after exercising 36,419 restricted stock units. This transaction, which occurred on June 24, 2026, was not discretionary. Following these actions, Jr. directly owns 20,000 common shares and 109,257 restricted stock units.
[144] Macy's, Inc. SEC Filing
This article details an SEC Form 144 filing by Macy's, Inc. (M), dated June 24, 2026. The filing indicates a proposed sale of 36,419 shares of common stock by Thomas Edwards Jr., acquired through restricted stock vesting as compensation. The aggregate market value of the shares is $872,235.05.
Macy's fails to qualify for NC incentives after falling short on jobs, investment at China Grove hub
Macy's has not qualified for North Carolina job development investment grant (JDIG) incentives due to falling short on job creation and investment at its China Grove distribution center. The North Carolina Economic Investment Committee approved the nonpayment of the JDIG. Supply chain disruptions are cited as the cause for the delay in completing the facility and meeting the required conditions.
Macy's: Better Turnaround Evidence, But Margins Still Keep Me At Hold (NYSE:M)
Macy's (M) turnaround efforts are showing improved comparable sales through store refreshes and investments in Bloomingdale's and Bluemercury. However, the company's adjusted EBITDA margin contracted in Q1, and its FY2026 guidance suggests no immediate margin expansion. Despite sales improvements, the lagging earnings and margins limit the stock's upside, leading to a hold rating at its current ~4.2x forward EBITDA valuation.
Macy's Stock Outlook Improves as Bold New Chapter Gains Traction
Macy's "Bold New Chapter" strategy is showing positive results, with enterprise comparable sales up 3% in Q1 fiscal 2026, driven by store improvements, digital growth, and strong performance from luxury banners like Bloomingdale's and Bluemercury. Despite these gains, the company faces risks from cost pressures, tariffs, store closures impacting sales, and increased inventory, necessitating careful management to maintain momentum. Analysts currently rate Macy's as a "Hold" due to these balanced operational trade-offs and suggest monitoring estimate trends and execution consistency.
Is Macy's Stock a Buy Now or Just Fairly Valued After Its Rally?
Macy's stock has rallied recently, raising questions about its current valuation. While the company shows improved sales, strength in luxury brands, and high-margin revenue streams, concerns remain around gross margins, store closures, and inventory management. Zacks Investment Research currently rates Macy's stock as a #3 (Hold), indicating market-aligned performance expectations rather than a strong buy recommendation.
Macy's Inc (M) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a detailed historical overview of Macy's Inc (M) dividends, including past and future interim and final cash dividends. It lists dividend record dates, payment dates, and ex-dividend dates, along with the gross dividend amounts. The article also notes that no stock split data is available for Macy's Inc.
Top US Court Turns Aside Macy’s Case on Expanded NLRB Remedies
The US Supreme Court has declined to hear Macy's appeal regarding the National Labor Relations Board's (NLRB) authority to mandate compensation for workers affected by unfair labor practices. This decision lets stand a federal appeals court ruling that reinforced an NLRB order requiring Macy's to pay for the economic consequences of locking out union workers. The Ninth Circuit's endorsement is the only appellate backing of the NLRB's broader, Biden-era "Thryv, Inc." precedent concerning remedies.
Department Stores Struggle to Compete, but Macy’s Investments Have Brought Some Stability
Macy's is implementing its "Bold New Chapter" plan, which includes closing 150 underperforming stores and investing in continuing, smaller-format stores, cost reductions, supply chain improvements, and luxury expansion. While these investments aim to stabilize the company in a competitive market, Morningstar forecasts that Macy's revenue and operating margins will remain below historical highs due to store closures and a lack of consistent organic growth. The firm estimates long-term operating margins at 4.5% with slightly negative annual revenue growth.
Telsey Advisory Raises Macy’s (M) Price Target after Solid Q1 Earnings Beat
Telsey Advisory and Evercore ISI have both raised their price targets for Macy's (M) after the company reported a solid Q1 earnings beat and increased its FY26 guidance. Telsey Advisory increased its price recommendation to $23 from $20, while Evercore ISI raised its price goal to $22 from $19, both maintaining a Market Perform or In Line rating. Analysts believe Macy's has room for long-term profitability improvement by optimizing its store base and expect macroeconomic pressures to become more manageable.
Macy's, Inc. (NYSE:M) Receives Consensus Recommendation of "Reduce" from Brokerages
Macy's, Inc. (NYSE:M) has received a consensus "Reduce" recommendation from 14 brokerages, with an average price target of $20.30, despite the stock recently trading near its 12-month high of $25.05. The company exceeded Q1 earnings and revenue expectations and raised its outlook for Q2 and FY 2026. Insiders have recently sold shares, and institutional investors have been actively trading the stock, with 87.36% owned by institutional investors and hedge funds.
Macy’s, Inc. to Participate in Jefferies Consumer Conference
Macy's, Inc. announced that Tom Edwards, its chief operating officer and chief financial officer, will be participating in the Jefferies Consumer Conference on Tuesday, June 16, 2026. The company, headquartered in New York City, operates iconic brands including Macy’s, Bloomingdale’s, and Bluemercury, offering a seamless shopping experience through its digital and nationwide footprint.
Macy’s, Inc. to Participate in Jefferies Consumer Conference
Macy's, Inc. announced that its Chief Operating Officer and Chief Financial Officer, Tom Edwards, will participate in the Jefferies Consumer Conference on June 16, 2026. The company, which includes Macy's, Bloomingdale's, and Bluemercury, is headquartered in New York City and aims to provide a seamless shopping experience for its customers.
Macy’s, Inc. to Participate in Jefferies Consumer Conference
Macy’s, Inc. announced that its chief operating officer and chief financial officer, Tom Edwards, will participate in the Jefferies Consumer Conference on Tuesday, June 16, 2026. The company, known for its Macy's, Bloomingdale's, and Bluemercury brands, made the announcement via Business Wire for investors and media.
Macy’s Jumps 5.6% After Telsey Advisory Group Maintains Market Perform
Macy's shares surged 5.6% after four Wall Street firms, including Telsey Advisory Group, Citigroup, JP Morgan, and Evercore ISI Group, raised their price targets on the department store chain. This coordinated analyst action, which boosted targets by an average of 20.5%, signals growing confidence in Macy's turnaround efforts despite most firms maintaining cautious "Market Perform" or "Neutral" ratings. Investors will now watch for further upgrades and operational updates to sustain this momentum.
Macy’s Kicks Off Summer as the Ultimate World Soccer HQ, Bringing the Global Game to Life Nationwide
Macy's is launching "Macy's World Soccer HQ" this summer to celebrate the global game through product, storytelling, and community engagement. The initiative includes immersive retail experiences at Herald Square and online, offering a wide range of soccer merchandise from top brands. Critically, Macy's is partnering with the U.S. Soccer Foundation to expand access to soccer for youth in underserved communities, particularly in New York City's "soccer deserts."
Macy's Inc. shines in Q1: Bloomingdale's sets historic records, AI innovations drive growth, and 2026 outlook raised
Macy's Inc. reported a strong Q1 performance, with Bloomingdale's achieving record net sales and active customers. The company highlighted the successful implementation of AI innovations, particularly in supply chain and loyalty programs, which contributed to growth. Consequently, Macy's raised its financial outlook for 2026, signaling confidence in its strategic initiatives.
Macy’s Kicks Off Summer as the Ultimate World Soccer HQ, Bringing the Global Game to Life Nationwide
Macy's is launching "Macy's World Soccer HQ" to celebrate the global game, offering an omnichannel experience with curated products, storytelling, and community engagement. The initiative includes a partnership with the U.S. Soccer Foundation to expand access to soccer for youth in underserved communities, particularly in New York City, through donations and dedicated experiences. Macy's will also host in-store events and sweepstakes, making the celebrations accessible nationwide.
Fox Run Management L.L.C. Takes $1.27 Million Position in Macy's, Inc. $M
Fox Run Management L.L.C. has acquired a new stake in Macy's, Inc., purchasing 57,612 shares valued at approximately $1.27 million in the fourth quarter. This move reflects continued institutional interest in Macy's, with several hedge funds increasing their positions. The retailer recently reported better-than-expected quarterly results, a healthy 3.5% dividend yield, and optimistic full-year guidance.
Los Angeles Capital Management LLC Raises Holdings in Macy's, Inc. $M
Los Angeles Capital Management LLC increased its stake in Macy's, Inc. by 38.7% in the fourth quarter, bringing its total holdings to 183,144 shares valued at approximately $4.0 million. This increase follows Macy's reporting better-than-expected quarterly results and reaffirming its fiscal 2026 guidance. Despite the increased institutional investment, analysts maintain a cautious "Reduce" consensus rating on the stock.
BNP Paribas Financial Markets Has $9.29 Million Holdings in Macy's, Inc. $M
BNP Paribas Financial Markets reduced its stake in Macy's by 29.9% in the fourth quarter, holding 421,478 shares valued at approximately $9.29 million. Wall Street analysts maintain a "Reduce" rating for Macy's, with an average price target of $20.30, despite some recent target increases. Macy's recently exceeded quarterly earnings and revenue estimates and reaffirmed its dividend payments, while insider sales were reported due to tax withholding obligations.
Macy's, Inc. Insider Trading Activity: Paul C. Varga Acquires Restricted Stock Units
Macy's, Inc. Director Paul C. Varga reported the acquisition of 8,348 restricted stock units (RSUs) in a recent Form 4 filing. These RSUs were granted at no cost and will vest on the earlier of one year from the grant date or the date of Macy's next annual meeting of shareholders. Following vesting, the shares will be deferred and delivered six months after Varga's service on the Board of Directors ends.
Macy's (M) director Naveen K. Chopra receives 8,348 restricted stock units
Macy's director Naveen K. Chopra was granted 8,348 restricted stock units as part of his equity compensation. These units, which each represent one share of Macy's common stock, will vest on the earlier of one year from the grant date or the date of the next annual meeting of shareholders. The vested shares will be deferred and delivered to Chopra six months after his service on the Board of Directors concludes.
[Form 4] Macy's, Inc. Insider Trading Activity
Macy's, Inc. Director Boone Torrence reported receiving 8,348 restricted stock units (RSUs) as equity compensation, as disclosed in a recent Form 4 filing. These RSUs vest on the earlier of one year from the grant date or the company's next annual meeting, with the shares deferred until six months after his service on the Board ends. This transaction increases Torrence's direct holdings of restricted stock units to 8,348.
Macy's Inc. reports strong Q1, raises 2026 outlook
Macy's Inc. announced a strong performance in its first quarter, leading the company to raise its financial outlook for the year 2026. This positive update suggests confidence in future growth and operational strategies. The report highlights the retailer's current financial health and optimistic projections for the near future.
M Analyst Forecast
This article provides an analyst forecast for the company M (symbol: M). It displays a snapshot of analyst consensus, including buy/hold/sell ratings, 12-month average price targets, and high/low targets. The report also details ratings distribution, individual price targets over time, and forward analyst estimates for revenue, EBITDA, EPS, and net income.
Macy's Reports Financial Results for First Quarter 2026
Macy's, Inc. reported strong financial results for the first quarter of 2026, surpassing its guidance for the fifth consecutive quarter. The company saw a 3.0% increase in comparable sales, driven by growth across all nameplates, including Macy's, Bloomingdale's, and Bluemercury. With GAAP diluted EPS of $0.23 and Adjusted diluted EPS of $0.13, Macy's also updated its annual guidance positively, reflecting confidence in its "Bold New Chapter" strategy.
Norges Bank Invests $85.02 Million in Macy's, Inc. $M
Norges Bank invested $85.02 million in Macy's, Inc. by purchasing 3.86 million shares in the fourth quarter, representing 1.45% of the retailer's stock. This investment contributes to the substantial institutional ownership of Macy's, which stands at 87.36%. The news follows Macy's reporting better-than-expected earnings and raising its full-year outlook, though Wall Street analysts remain mixed on the stock's future performance.
Should Macy’s Upgraded Sales Outlook And Buybacks Prompt A Strategic Rethink From (M) Investors?
Macy’s recently reported strong first-quarter 2026 results with increased revenue and net income, leading to an upgraded full-year sales guidance and continued share buybacks. The company's "Bold New Chapter" turnaround plan, focusing on improved productivity across stores, digital channels, and luxury brands, appears to be gaining traction. While the improved outlook supports the near-term investment thesis, investors are still cautioned about potential risks such as weakening discretionary demand and persistent margin pressure.
Macy’s revamped half its stores and customers followed
Macy's reported a 1.8% year-over-year increase in Q1 net sales, reaching $4.7 billion, with positive comparable store sales across all brands, including Macy’s, Bloomingdale’s, and Bluemercury. This growth was attributed to investments in customer service and merchandising improvements at over 200 Macy's stores, resulting in a 2.4% comparable sales increase in those locations. Despite a challenging economic backdrop, Macy's CEO Tony Spring highlighted that differentiated product and experience offerings drove customer engagement and spending, positioning the department store to gain market share from weaker rivals.
Stronger Q1 lifts Macy’s (NYSE: M) comps, EPS and cash
Macy's (NYSE: M) reported a strong first quarter for 2026, with total revenue rising to $4.892 billion and net sales up 1.8%, while comparable sales increased by 3.0%. Net income significantly improved to $63 million from $38 million a year prior, and diluted earnings per share grew to $0.23 from $0.13, partly aided by a $328 million litigation settlement. The company also maintained solid liquidity with $1.294 billion in cash, no borrowings on its ABL credit facility, and continued shareholder returns through dividends and share repurchases.
Macy's, Inc. 1Q 2026: Revenue $4.892B, EPS $0.23— 10-Q Summary
Macy's, Inc. reported strong first-quarter 2026 results, with revenue reaching $4.892 billion and diluted EPS at $0.23, both showing significant year-over-year increases. The company saw comparable sales rise 3.0% and digital sales account for 34% of net sales, indicating improved performance across its brand portfolio. Strategic investments in AI, omni-channel capabilities, and store remodels continue to drive growth and enhance the customer experience.
Macy’s, Inc. to Participate in 6th Annual Evercore Consumer and Retail Conference
Macy's, Inc. announced its participation in the 6th Annual Evercore Consumer and Retail Conference scheduled for Tuesday, June 9, 2026. The company, headquartered in New York City, operates through its well-known brands: Macy’s, Bloomingdale’s, and Bluemercury, aiming to provide a seamless shopping experience through its digital and physical presence. The announcement was made via a press release disseminated by Business Wire.
Macy’s, Inc. to Participate in 6th Annual Evercore Consumer and Retail Conference
Macy's, Inc. announced its participation in the 6th Annual Evercore Consumer and Retail Conference scheduled for Tuesday, June 9, 2026. The company, headquartered in New York City, operates iconic nameplates Macy's, Bloomingdale's, and Bluemercury, offering a seamless shopping experience through its digital platforms and nationwide footprint.
Macy’s, Inc. to Participate in 6th Annual Evercore Consumer and Retail Conference
Macy's, Inc. announced its participation in the 6th Annual Evercore Consumer and Retail Conference on Tuesday, June 9, 2026. The company also provided contact information for media and investors. This announcement follows recent news about Macy's strong Q1 2026 results and a declared quarterly dividend.
Macy’s jumps 7.3% as upbeat Q1 results and raised FY2026 outlook fuel a relief rally
Macy’s (M) shares rose 7.3% following strong fiscal Q1 2026 results that surpassed expectations and a raised full-year outlook. The positive performance was driven partly by its higher-end Bloomingdale’s banner, and the rally was potentially amplified by short-covering. The company noted significant insider selling over the past six months, alongside substantial institutional investor activity with both additions and removals of shares, and recent analyst ratings from Jefferies, Evercore ISI Group, and JP Morgan setting price targets.
Macy's, Inc. 2026 Q1 - Results - Earnings Call Presentation (NYSE:M) 2026-06-04
Macy's, Inc. (NYSE:M) released its Q1 2026 earnings, reporting an EPS of $0.13, which beat estimates by $0.10. The company's revenue reached $4.68 billion, exceeding expectations by $69.44 million and representing a 1.80% year-over-year increase. This article presents the slide deck published by Macy's in conjunction with its earnings call.
