Macy's stock reports stronger earnings and higher 2026 guidance
Macy's reported stronger-than-expected fiscal Q2 earnings and raised its net sales guidance for fiscal year 2026. The company's revenue increased by 1.1% year-over-year, with significant growth in Bloomingdale's and Bluemercury segments, while GAAP diluted EPS doubled. Analysts maintain a "Hold" consensus for the stock, with an average price target slightly above its current trading price.
A director gets 1,235 stock units at Macy's (M), payable in shares upon his board departure.
Macy's director Richard L. Markee was granted 1,235 Phantom Stock Units on September 30, 2026, valued at an average of $23.2751 per unit. These units will be settled in Common Stock on a 1-for-1 basis upon his termination from the Board of Directors. This award results in him holding 1,235 Phantom Stock Units directly after the transaction.
DoorDash adds Macy's, Anthropologie, Vans, Timberland, North Face
DoorDash has expanded its retail delivery services by partnering with Macy's, Anthropologie, The North Face, Vans, and Timberland, allowing customers to receive products from these stores on-demand. The company is also launching a return service for a flat fee and has significantly grown its product catalog. This move is part of DoorDash's strategy to become a major fulfillment platform for retailers, competing with services like Uber Eats.
DoorDash partners with Macy's, Anthropologie and others to expand clothing delivery
DoorDash is expanding its delivery services beyond restaurants and groceries by partnering with major clothing retailers like Macy's, Anthropologie, The North Face, Vans, and Timberland. This move allows customers to order clothing from these brands through the DoorDash platform for rapid delivery. Additionally, DoorDash is rolling out a nationwide return service, allowing drivers to pick up items for return for a flat fee.
Macy's nearly doubled its profit — here's the luxury strategy behind it
Macy's is strategically shifting its focus toward premium products and wealthier customers, a move that significantly boosted its second-quarter profits and average selling price. The retailer reported a 9% increase in average selling price and nearly doubled its quarterly profit to $169 million, exceeding analyst forecasts. This luxury strategy involves incorporating high-end brands, replacing synthetic materials with real leather, and expanding its "Reimagine" store renovation program, leading to an optimistic revised full-year financial outlook.
Macy's Digital Push Gains Traction as AI & Omnichannel Efforts Expand
Macy's is advancing its digital strategy through AI and omnichannel initiatives, with digital sales accounting for 31% of net sales in Q2 fiscal 2026. The company is expanding its "Ask Macy's" AI assistant and saw positive comparable sales growth, leading to an upgraded fiscal 2026 outlook. This transformation includes significant investments in digital and operational improvements, impacting its stock performance and analyst ratings.
Macy’s, Inc. Hiring Nationwide to Create a Season of Celebration
Macy's, Inc. announced plans to hire seasonal employees nationwide for Macy's, Bloomingdale's, and Bluemercury stores, as well as distribution and fulfillment centers, to support the upcoming holiday season. The company is offering benefits such as employee discounts, health benefits, 401(k) savings, and opportunities for long-term careers. Macy's, Inc. is hosting three nationwide hiring events, with the first taking place on September 24, 2026, and encourages interested candidates to apply online.
Corient Private Wealth LP Reduces Holdings in Macy's, Inc. $M
Corient Private Wealth LP significantly reduced its stake in Macy's, Inc. by 55.3% in the second quarter, selling 145,007 shares. Despite this, institutional investors and hedge funds still own a substantial portion of the company's stock. Macy's recently surpassed earnings expectations, reported strong revenue, and declared a quarterly dividend.
Here’s when Toys R Us will reopen in the Lehigh Valley
A new Toys R Us store is set to open this Thursday at the Lehigh Valley Mall in Whitehall Township, marking one of over 100 new locations planned nationwide. This will be a standalone store, distinct from the previous pop-up section within Macy's. The expansion is part of a partnership with Go! Retail Group for the holiday season, aiming to bring back the "magic of Toys’R’Us" to many communities.
Macy’s rolls out AI inventory replenishment tool
Macy's is implementing an artificial intelligence forecasting tool to enhance its inventory replenishment operations. This AI capability is moving from a pilot program to a broader rollout to improve in-stock levels and drive inventory efficiencies, aligning with Macy's "Bold New Chapter" transformation plan aimed at optimizing its supply chain and achieving significant savings. Other retailers like Target, Lowe's, and Kohl's are also focusing on optimizing their inventory management using technology and AI.
Macy’s rolls out AI inventory replenishment tool
Macy's is implementing an AI-powered forecast overlay capability to improve its inventory replenishment operations. This initiative, part of its "Bold New Chapter" transformation plan, aims to ensure the right products are in the right place at the right time, enhancing in-stock levels and operational efficiencies. Other retailers like Target, Lowe's, and Kohl's are also focusing on optimizing inventory management with technology.
Macy’s Says Bold New Chapter Strategy Is Driving Sales Growth at Investor Conference
Macy's executives, at the Goldman Sachs Global Consumer and Retail Conference, reported that their "A Bold New Chapter" strategy is successfully driving sales growth and improving customer service across its Macy's, Bloomingdale's, and Bluemercury banners. The Reimagine program, covering 60% of Macy's stores, has led to sales growth in nine of the last ten quarters for these stores, while Bloomingdale's continues to be a major growth engine. Despite a projected choppy consumer environment and moderating price growth, Macy's raised its full-year EPS outlook to $2.15–$2.35.
Macy’s and Capri CEOs Talk Turnaround
Macy's CEO Tony Spring and Capri Holdings CEO John Idol discussed their respective company turnaround strategies at Goldman Sachs' annual retail conference. Spring detailed the success of Macy's "Bold New Chapter" plan, focusing on store reimagination and improved customer experience. Idol outlined Capri's strategy for Michael Kors and Jimmy Choo, emphasizing brand repositioning, product trend alignment, and a reduction in price promotions.
Macy’s Inc. (M) Q2 FY2026 Earnings: Strategic Flagship Modernization and Multi-Brand Portfolio Momentum
Macy's Inc. reported strong Q2 FY2026 earnings, demonstrating momentum in its "Bold New Chapter" turnaround strategy. The company achieved its strongest comparable sales performance in 12 quarters, driven by the Reimagine 200 modernization initiative and exceptional results from Bloomingdale's and Bluemercury. While revenue and operating income saw significant increases, investors are cautioned to consider the impact of non-recurring tariff refunds and credit card interchange settlements on gross margins and cash flow when evaluating future performance.
Macy’s Inc. Reports Solid Q2, Raises Outlook
Macy's Inc. reported strong second-quarter results, exceeding analyst expectations and marking its fifth consecutive quarter of comparable sales growth. The company raised its full-year sales and profit outlook, driven by solid performance across all brands, particularly Bloomingdale's. CEO Tony Spring highlighted the success of "reimagined" Macy's stores and the potential for Bloomingdale's expansion, while detailing investments of tariff refunds into the "Bold New Chapter" strategy.
Macy’s NPS continues to climb following store revamps
Macy's Net Promoter Score (NPS) for its brick-and-mortar stores has increased by 10 points since the "Reimagine" store concept launched in early 2024. These revitalized stores, which feature improved customer service and merchandising, are outperforming legacy Macy's locations in both sales and NPS. CEO Tony Spring attributes this success to investments in the in-store experience, staffing, inventory, and performance, while also highlighting digital enhancements like AI-powered shopping assistants across its brands.
Macy’s plows tariff refunds into its rebound
Macy's Inc. reported a strong second quarter with net sales up 1.1% to $4.9 billion and comparable sales rising 2.7%, indicating its turnaround efforts are gaining traction. The department store plans to invest the $116 million in tariff refunds received into long-term growth initiatives and accelerating store overhauls rather than widespread price cuts. This strategy has been endorsed by analysts, positioning Macy's well for the upcoming holiday season.
Macy's (M) Q2 Earnings and Revenues Beat Estimates
Macy's (M) reported stronger-than-expected Q2 earnings and revenues, surpassing the Zacks Consensus Estimate. The company posted adjusted earnings of $0.4 per share and revenues of $4.87 billion, exceeding analyst predictions. Despite underperforming the S&P 500 year-to-date, Macy's currently holds a Zacks Rank #2 (Buy), indicating potential for market outperformance in the near future.
Macy's turnaround shows promise as earnings beat estimates, outlook improves
Macy's reported strong second-quarter results, with same-store sales rising 2.7% and adjusted earnings of $0.63 per share, surpassing Wall Street expectations. The company's "Bold New Chapter" transformation strategy, which includes store closures and brand reinvestment, is gaining momentum. Consequently, Macy's raised its full-year financial guidance, projecting net sales between $21.6 billion and $21.8 billion.
Macy's posts strong results, raises guidance as turnaround begins to take hold
Macy's reported strong fiscal second-quarter results and raised its full-year guidance, indicating its turnaround strategy is gaining traction. The retailer saw growth across all brands, particularly in its revamped "reimagined stores," Bloomingdale's, and Bluemercury. Despite positive results and a significant tariff refund investment in customer experience, Macy's shares dropped nearly 5% on Thursday.
Macy’s Unveils Its 2026 Fall Fashion Campaign Featuring a Celebration of American Fashion
Macy's has launched its 2026 Fall Fashion Campaign, "Find Us At Macy's," which spotlights the "Celebrate American Designers" capsule collection. This exclusive collection features limited-edition pieces from iconic designers like Tommy Hilfiger, Donna Karan, and Michael Kors, alongside new talents Jonathan Cohen, LAPOINTE, and Theophilio. The campaign aims to inspire customers to create their personal style by blending established and emerging American fashion voices.
Macy’s Unveils Its 2026 Fall Fashion Campaign Featuring a Celebration of American Fashion
Macy's has launched its 2026 fall fashion campaign, "Find Us At Macy's," highlighted by the "Celebrate American Designers" exclusive capsule collection. This collection features limited-edition pieces from iconic designers like Tommy Hilfiger, Donna Karan, and Michael Kors, alongside new talents Jonathan Cohen, LAPOINTE, and Theophilio. The campaign aims to help customers create versatile styles and discover unique fashion through unexpected brand combinations.
Wall Street's Insights Into Key Metrics Ahead of Macy's (M) Q2 Earnings
Wall Street analysts predict Macy's (M) will report Q2 earnings of $0.37 per share, a 9.8% year-over-year decline, with revenues anticipated to be $4.82 billion, up 0.2%. Key metrics like net sales for various departments and store counts for Macy's, Bluemercury, and consolidated Macy's Inc. are detailed. Macy's currently holds a Zacks Rank #2 (Buy), suggesting potential outperformance.
Kohl's Rallies 7% on Rotation Into Beaten-Down Retail, Macy's Climbs 3%, Abercrombie & Fitch Slips
Kohl's and Macy's stocks rallied significantly due to investors rotating into beaten-down department store names after recent selloffs. This rotation comes as Abercrombie & Fitch, a recent momentum winner in the sector, experienced a slip, indicating a selective funding strategy by buyers. Despite Kohl's delivering five consecutive EPS beats, concerns remain about declining comparable sales and one-time tariff refunds contributing to margin expansion.
Macy’s names senior vice president of creative, production
Macy's has appointed Maya Dukes as its senior vice president and executive creative director, a role effective Monday, September 1st, 2026. Dukes, who previously worked at Macy's earlier in her career, will lead the company's creative strategy and branding, supporting its "Bold New Chapter" initiative aimed at driving enterprise growth. This hiring follows a strong first quarter for Macy's, with net sales rising 1.8% year over year to $4.7 billion.
Macy’s, Inc. Board of Directors Declares Quarterly Dividend
Macy's, Inc. announced that its board of directors has declared a regular quarterly dividend of 19.15 cents per share on the company's common stock. This dividend is payable on October 1, 2026, to shareholders who are on record as of September 15, 2026. Macy's, Inc. operates through its well-known brands Macy's, Bloomingdale's, and Bluemercury.
Macy’s Names Maya Dukes SVP, Executive Creative Director
Macy's has appointed Maya Dukes as its new Senior Vice President and Executive Creative Director, marking her return to the company. Dukes will oversee creative strategy and brand expression, reporting to Chief Marketing Officer Sharon Otterman, as part of Macy's "Bold New Chapter" strategy. She brings over two decades of experience from companies like Delta, Comcast NBCUniversal, and The Home Depot, and previously worked at Macy's as a senior graphic designer.
Macy’s Welcomes Maya Dukes as Senior Vice President, Creative and Production
Macy's has announced the appointment of Maya Dukes as Senior Vice President, Executive Creative Director, effective August 31, 2026. Dukes will be responsible for the company's creative strategy and brand expression across all customer touchpoints, reporting to Chief Marketing Officer Sharon Otterman. This marks a return to Macy's for Dukes, who previously worked there from 2001 to 2007, and she brings over two decades of experience leading creative organizations for major consumer brands.
Macy's Luxury Banners Gain Momentum With Bold New Chapter Strategy
Macy's is strengthening its luxury business through its "Bold New Chapter" strategy, focusing on Bloomingdale’s and Bluemercury. This involves elevated assortments, brand additions, personalized services, and differentiated shopping experiences, leading to increased net sales and comparable sales outlooks for fiscal 2026. The company's investments in these luxury banners are crucial to its overall growth strategy, as reflected in its positive stock performance and Zacks Rank #2 (Buy) rating.
Macy's Inc (M) Shares Fall 3.5% -- What GF Score of 69 Tells Inv
Macy's Inc (M) shares dropped 3.5% to $22.58, placing them significantly above their GF Value™ of $15.95, indicating overvaluation. Despite a decent GF Score™ of 69/100 and some guru interest, concerns are raised by insider selling of $10.5 million and weak growth and valuation scores. Investors are advised to exercise caution due to the overvalued status and potential for correction.
Yardi Systems Unveils Plans to Transform Former Macy's Building Into New Corporate Headquarters
Yardi Systems has revealed plans to convert the former Macy's building in downtown Santa Barbara into its new corporate headquarters, relocating 600 employees to the Paseo Nuevo Mall. The project, presented to the Santa Barbara Historic Landmarks Commission, involves extensive exterior and interior renovations while preserving the city's Spanish colonial aesthetic. This adaptive reuse aims to revitalize the downtown area, with employees expected to boost the local economy.
Ted by Ted Baker debuts at Macy’s
The Ted by Ted Baker menswear collection has launched at U.S. Macy's stores and online, offering a more relaxed style compared to the main Ted Baker line, which is sold at Bloomingdale's. This launch is part of Macy's Inc. CEO Tony Spring's strategy to make Macy's more fashionable while preserving Bloomingdale's uniqueness, following a period of sales decline and subsequent turnaround for both retailers. Authentic Brands Group, the owner of Ted Baker, is expanding the brand's presence in the U.S. market through this partnership after previous North American retail operations filed for bankruptcy.
Macy’s, Inc. to Report Second Quarter 2026 Results on September 10, 2026
Macy's, Inc. (NYSE: M) announced it will report its second quarter 2026 sales and earnings results on Thursday, September 10, 2026. The company will host a webcast
Macy’s, Inc. to Report Second Quarter 2026 Results on September 10, 2026
Macy's, Inc. (NYSE: M) announced it will report its second quarter 2026 sales and earnings results on Thursday, September 10, 2026. The company will host a call and webcast for financial analysts and investors at 8:00 a.m. ET, led by CEO Tony Spring and CFO Tom Edwards. The webcast and presentation will be accessible to the public and media via macysinc.com.
Macy’s Kicks Off the 100-Day Countdown to the 100th Macy’s Thanksgiving Day Parade®
Macy's is launching a 100-day countdown to its 100th Thanksgiving Day Parade, inviting customers to celebrate this centennial milestone. The parade will feature a record-breaking 100 inflatable elements, including new characters and the return of favorites like Underdog and Felix the Cat, alongside a new float honoring Tony Sarg. Macy's will also offer exclusive merchandise collaborations and educational partnerships with Khan Academy.
Alibaba & Macy's Rise, Snap Shares Tumble | Stock Movers
Alibaba shares are up after the company announced a deal to sell its gaming arm and boasted over 3 billion downloads for its open AI model. Macy's and DR Horton shares also rose following Berkshire Hathaway's disclosure of stakes in the companies. Conversely, Snap shares are down, breaking a two-session winning streak.
Macy's, Inc. $M Shares Acquired by Royal Bank of Canada
Royal Bank of Canada significantly increased its stake in Macy's, Inc. (NYSE:M) by 149.3% in the first quarter, bringing its total holdings to 175,506 shares valued at $3.18 million. Institutional investors now own 87.36% of the company. Macy's reported strong Q1 earnings, beating consensus estimates with $0.13 EPS on $4.89 billion revenue, and provided fiscal 2026 EPS guidance of $2.00-$2.20, although analyst sentiment remains mixed with a "Hold" rating.
48K fire pits sold by Marshalls, Macy’s recalled after consumer suffers third-degree burns
Approximately 48,700 Brookstone-branded tabletop fire pits sold at major retailers like Marshalls, T.J. Maxx, and Macy’s have been recalled due to reports of sudden, escaping flames. Two incidents have already resulted in second-degree and third-degree burn injuries. Consumers are advised to immediately stop using the fire pits and contact Southern Telecom for a full refund.
Disney x Macy's collection: Shop the top fashion, accessories and toys, inspired by the Sorcerer's Apprentice Mickey balloon
Macy's has launched an exclusive Disney Sorcerer's Apprentice Mickey collection to celebrate Mickey's appearance as a giant balloon in the 100th Macy's Thanksgiving Day Parade. The collection features fashion, accessories, and collectibles from various brands, including Loungefly, Citizen, Crocs, and Swarovski. Items include headbands, bags, apparel, and a plush toy, all inspired by the iconic Sorcerer's Apprentice Mickey.
Sorcerer’s Apprentice Mickey Balloon Debuts for Macy’s 100th Parade
Disney's Sorcerer's Apprentice Mickey Mouse will debut as a new giant character balloon in the 100th Macy's Thanksgiving Day Parade. This marks a continuation of Disney's long history with the parade, which began in 1934 with the first Mickey Mouse balloon. To celebrate this milestone, Macy's is also launching an exclusive Disney capsule collection of merchandise inspired by the new balloon and the parade's centennial.
Bomb squad investigation over at China Grove Macy’s Distribution Center
Emergency responders investigated a reported bomb threat at the Macy’s Distribution Center in China Grove, N.C. on Wednesday morning. Carson High School was closed as a precaution, and regional bomb squads and K-9 teams were on scene. Officials declared the incident concluded by 9:45 a.m., stating there was no ongoing threat to the community.
Bomb threat at Macy's distribution center in China Grove found to be no threat
A bomb threat was reported at the Macy's distribution center in China Grove, prompting an evacuation of the facility. Emergency services responded, and after a thorough search, no explosives were found, and the scene was declared clear.
Here's Why Macy's (M) Fell More Than Broader Market
Macy's (M) shares dropped 1.97% in a recent trading session, underperforming the broader market. Despite this daily dip, Macy's has seen a 12.19% increase over the past month, outperforming its sector and the S&P 500. Analysts are forecasting an EPS of $0.35 for the upcoming earnings report, a 14.63% decline year-over-year, and the company currently holds a Zacks Rank of #2 (Buy).
Macy's Inc (M) Earnings Forecast: Future EPS & Revenue Growth Estimates
The article provides an earnings forecast for Macy's Inc (M), indicating an earnings forecast score of 6.29 and a "Hold" rating from 14 analysts. The average price target for Macy's is $23.00, with an expected revenue of $4.81 billion for the next quarter. The company's EPS for the previous quarter was $1.91 against a market expectation of $0.24, with the next quarter's EPS expected at $0.34.
Form 8K Macy’s For: 7 August By Investing.com
The article reports on Macy's filing of a Form 8K on August 7th. It briefly mentions Macy's stock performance, showing a 1.21% increase. The content appears to be a stub or a placeholder for more detailed information about the 8K filing.
Amundi Grows Position in Macy's, Inc. $M
Amundi significantly increased its stake in Macy's, Inc. by 375.7% in the first quarter of 2026, adding 181,684 shares to its portfolio, bringing its total holding to 230,041 shares valued at $4.16 million. This move comes as Macy's stock trades near its one-year high and has outperformed analyst estimates in its recent earnings report, posting revenues of $4.89 billion and adjusted EPS of $0.13. Despite some bullish analyst actions, the consensus rating for Macy's remains "Hold" with an average price target of $21.70.
Macy's Inc (M) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Macy's Inc (M), detailing its current price momentum score, support and resistance levels, and a breakdown of various technical indicators and moving averages. It highlights that the stock is currently suitable for range-bound swing trading and offers a neutral signal based on today's technical analysis.
California State Teachers Retirement System Has $5.46 Million Stock Position in Macy's, Inc. $M
The California State Teachers Retirement System increased its stake in Macy's, Inc. by 18.1% in the first quarter, now owning over 300,000 shares valued at approximately $5.46 million. This move is part of broader institutional investor activity, with 87.36% of Macy's stock held by such entities. The company recently reported better-than-expected quarterly earnings and revenue, and analysts currently hold a consensus "Hold" rating on the stock with an average price target of $21.70.
Zacks.com featured highlights Macy's, Pebblebrook, Boise Cascade, Apple Hospitality REIT and PBF Energy
Zacks.com highlights five attractively valued, low price-to-sales (P/S) stocks with strong revenue potential: Macy's, Pebblebrook Hotel Trust, Boise Cascade Co., Apple Hospitality REIT, Inc., and PBF Energy Inc. The article explains why the P/S ratio can be a valuable valuation metric, especially for companies with volatile or negative earnings, and details the investment case for each featured company, emphasizing their strategic initiatives and financial strengths.
Macy's, Inc. (M) Hits Fresh High: Is There Still Room to Run?
Macy's (M) stock recently hit a new 52-week high of $26.15, outperforming the retail-wholesale sector and its industry year-to-date. The company has a strong record of beating earnings estimates, and analysts project continued earnings growth for the next fiscal year. With a Zacks Rank of #2 (Buy) and strong Value and VGM Style Scores, the stock appears to have further potential for growth.
