M · Macy's, Inc. · Earnings Call Transcripts & Audio
Market Cap
$5.90B
Shares
261.18M
Macy's, Inc. Earnings Call Transcripts
Quarterly earnings calls for Macy's, Inc. (M), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲0.5%
$5.47B
$108.00M
'23 Q3
22-11-30
▼10.6%
$8.58B
$477.00M
'23 Q4
23-03-02
▼7%
$5.17B
$151.00M
'24 Q1
23-08-22
▼9.5%
$5.28B
−$19.00M
'24 Q2
23-11-16
▼7.8%
$5.04B
$41.00M
'24 Q3
24-02-27
▼2.4%
$8.38B
−$128.00M
'24 Q4
24-05-21
▼3.3%
$5.00B
$62.00M
'25 Q1
24-08-21
▼2.7%
$4.90B
$28.00M
'25 Q3
24-12-11
▼3.5%
$5.10B
$150.00M
'25 Q2
24-12-11
▼4.4%
$8.01B
$342.00M
'25 Q4
25-05-28
▼4.1%
$4.79B
$38.00M
'26 Q1
25-05-28
▼1.9%
$5.00B
$87.00M
'26 Q2
25-09-03
▲0.2%
$4.91B
$11.00M
'26 Q3
25-12-03
▼1.1%
$7.92B
$506.00M
'26 Q4
26-03-18
▲2.1%
$4.89B
$63.00M
'27 Q1
26-06-03
LATEST
▲1.2%
$5.06B
$169.00M
'27 Q2
26-09-10
Conference
Investor event
2026-09-15
Macy's, Inc. (M) September 2026 Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q2
2026-09-10
Macy's, Inc. (M) Q2 2027 Earnings Call Transcript
Confident tone
Bold New Chapter strategy execution
AUR and brand elevation
Bloomingdale's luxury growth
Revenue
$5.06B
▲ 1.2% YoY Diluted EPS
$0.62
▲ 100% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-06-03
Macy's, Inc. (M) Q1 2027 Earnings Call Transcript
Confident tone
Bold New Chapter strategy execution
Comparable sales performance
Marketing and customer acquisition
Revenue
$4.89B
▲ 2.1% YoY Diluted EPS
$0.23
▲ 76.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-03-18
Macy's, Inc. (M) Q4 2026 Earnings Call Transcript
Confident tone
Comparable Sales Recovery
Fiscal 2026 Outlook
Bloomingdale's Luxury Growth
Revenue
$7.92B*
▼ 1.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2025-12-03
Macy's, Inc. (M) Q3 2026 Earnings Call
Revenue
$4.91B
▲ 0.2% YoY Diluted EPS
$0.04
▼ 60% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-10-08
Macy's, Inc. (M) October 2025 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2025-09-03
Macy's, Inc. (M) Q2 2026 Earnings Call Transcript
Confident tone
Comparable Sales Performance
Bloomingdale's Luxury Growth
Consumer and Demand Trends
Revenue
$5.00B
▼ 1.9% YoY Diluted EPS
$0.31
▼ 41.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-28
Macy's, Inc. (M) Q1 2026 Earnings Call Transcript
Confident tone
Bloomingdale's luxury performance
Comparable sales performance
Digital and AI initiatives
Revenue
$4.79B
▼ 4.1% YoY Diluted EPS
$0.13
▼ 40.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-05-28
Macy's, Inc. (M) Q4 2025 Earnings Call Transcript
Confident tone
Inventory and merchandise initiatives
Macy's nameplate turnaround
Bloomingdale's luxury growth
Revenue
$8.01B*
▼ 4.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q2
2024-12-11
Macy's, Inc. (M) Q2 2025 Earnings Call Transcript
Confident tone
Comparable sales performance across nameplates
Tariff mitigation and pricing
Consumer outlook and forward guidance
Revenue
$5.10B
▼ 3.5% YoY Diluted EPS
$0.53
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q3
2024-12-11
Macy's, Inc. (M) Q3 2025 Earnings Call Transcript
Confident tone
Guidance outperformance and EPS beat
Softness in active category and consumer caution
Comparable sales strength across nameplates
Revenue
$4.90B
▼ 2.7% YoY Diluted EPS
$0.10
▼ 33.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-08-21
Macy's, Inc. (M) Q1 2025 Earnings Call Transcript
Positive tone
Luxury Brands (Bloomingdale's and Blue Mercury)
Macy's Nameplate and Reimagined Stores
Tariffs and Sourcing Diversification
Revenue
$5.00B
▼ 3.3% YoY Diluted EPS
$0.22
▼ 60% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-05-21
Macy's, Inc. (M) Q4 2024 Earnings Call Transcript
Positive tone
Luxury growth (Bloomingdale's and Bluemercury)
Macy's nameplate and First 50 stores
Digital, marketing and merchandising initiatives
Revenue
$8.38B*
▼ 2.4% YoY Diluted EPS
$-0.46
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-02-27
Macy's, Inc. (M) Q3 2024 Earnings Call Transcript
Positive tone
Bold New Chapter strategy execution
Holiday and consumer demand outlook
Luxury and Bloomingdale's/Bluemercury growth
Revenue
$5.04B
▼ 7.8% YoY Diluted EPS
$0.15
▼ 61.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-11-16
Macy's, Inc. (M) Q2 2024 Earnings Call Transcript
Revenue
$5.28B
▼ 9.5% YoY Diluted EPS
$-0.07
▼ 107.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-08-22
Macy's, Inc. (M) Q1 2024 Earnings Call Transcript
Revenue
$5.17B
▼ 7% YoY Diluted EPS
$0.55
▼ 43.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-03-02
Macy's, Inc. (M) Q4 2023 Earnings Call Transcript
Revenue
$8.58B*
▼ 10.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-11-30
Macy's, Inc. (M) Q3 2023 Earnings Call Transcript
Revenue
$5.47B
▲ 0.5% YoY Diluted EPS
$0.39
▼ 48.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-11-17
Macy's, Inc. (M) Q2 2023 Earnings Call Transcript
Revenue
$5.83B
▲ 3.3% YoY Diluted EPS
$0.99
▼ 8.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-08-23
Macy's, Inc. (M) Q1 2023 Earnings Call Transcript
Revenue
$5.57B
▲ 18.3% YoY Diluted EPS
$0.98
▲ 206.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-05-26
Macy's, Inc. (M) Q4 2022 Earnings Call Transcript
Revenue
$9.61B*
▲ 41.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-02-22
Macy's, Inc. (M) Q3 2022 Earnings Call Transcript
Revenue
$5.44B
▲ 36.3% YoY Diluted EPS
$0.76
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-11-18
Macy's, Inc. (M) Q2 2022 Earnings Call Transcript
Revenue
$5.65B
▲ 58.7% YoY Diluted EPS
$1.08
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-08-19
Macy's, Inc. (M) Q1 2022 Earnings Call Transcript
Revenue
$4.71B
▲ 56% YoY Diluted EPS
$0.32
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-05-18
Macy's, Inc. (M) Q4 2021 Earnings Call Transcript
Revenue
$6.78B
▼ 18.7% YoY Diluted EPS
$0.50
▼ 54.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-02-23
Macy's, Inc. (M) Q3 2021 Earnings Call Transcript
Revenue
$3.99B
▼ 22.9% YoY Diluted EPS
$-0.29
▼ 3000% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-09-02
Macy's, Inc. (M) Q2 2021 Earnings Call Transcript
Revenue
$3.56B
▼ 35.8% YoY Diluted EPS
$-1.39
▼ 596.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-07-01
Macy's, Inc. (M) Q1 2021 Earnings Call Transcript
Revenue
$3.02B
▼ 45.2% YoY Diluted EPS
$-11.53
▼ 2720.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-07-01
Macy's, Inc. (M) Q4 2020 Earnings Call Transcript
Revenue
$8.34B
▼ 1.4% YoY Diluted EPS
$1.09
▼ 54% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-02-25
Macy's, Inc. (M) Q3 2020 Earnings Call Transcript
Revenue
$5.17B
▼ 4.3% YoY Diluted EPS
$0.01
▼ 95% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2019-08-31
Macy's, Inc. (M) Q2 2020 Earnings Call Transcript
Revenue
$5.55B
▼ 0.5% YoY Diluted EPS
$0.28
▼ 47.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-05-31
Macy's, Inc. (M) Q1 2020 Earnings Call Transcript
Revenue
$5.50B
▼ 0.7% YoY Diluted EPS
$0.44
▼ 2.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–32 of 32 earnings calls
Key facts
CIK
794367
CUSIP
55616P104
13F (30d)
20 filings
19 filers
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