Macy's (M) Q2 2026 Earnings Call Transcript
The company said AI-enabled services and new client wins helped drive sixth straight quarter of double-digit growth.
6 Articles
6 Articles
Macy’s (M) Stock: The Earnings Were Good. So Why Did It Drop?
TLDR Macy’s stock dropped as much as 8% after Q2 earnings despite beating estimates on both revenue and EPS Adjusted EPS came in at $0.63 vs. $0.35 expected, though $0.23 of that came from tariff refunds Net sales rose 1% to $4.87 billion; comparable sales grew 2.7% for a fifth straight positive...
Macy’s Stock Falls 4.7% After Earnings—Why the 180-Basis-Point Margin Gain Isn’t What It Seems
Macy’s delivered better sales, higher guidance and an apparent 180-basis-point gross-margin improvement. Investors sold the stock anyway. The reason is visible in the quality of the quarter: a one-time tariff refund produced the entire reported margin lift, while the core Macy’s nameplate grew much more slowly than Bloomingdale’s. Macy’s shares closed Thursday at $20.50, down…
Brew Markets — What Macy’s Earnings Tell Us About the Retail Comeback
Episode 267: Today, Dylan and Hanna discuss why shares of Cooper Companies, the parent company of contact lens brands like Proclear and Biofinity, are tumbling. Then, they dive into earnings from Macy’s and American Eagle Outfitters and ask whether the American mall is making a comeback. Finally, the U.S. Treasury announced plans for a $6 billion bond buyback – and we break down the market reaction.
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