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Macy’s (M) investor relations material
Macy’s 2025 Global Consumer & Retail Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.2025 Global Consumer & Retail Conference summary8 Oct, 2025
Strategic transformation and growth initiatives
Executing the bold new chapter strategy focused on strengthening the Macy's nameplate, accelerating luxury with Bloomingdale's and Bluemercury, and modernizing operations.
Reimagine 125 stores initiative reinvests in staffing, new brands, and local activation, driving comp growth and customer engagement.
Bloomingdale's and Bluemercury continue to expand with new formats and differentiated offerings, supporting luxury market share gains.
End-to-end modernization targets supply chain simplification, inventory efficiency, and improved customer service.
Shift from operationally led to customer-led culture, reinvesting savings to drive profitable top-line growth.
Financial performance and outlook
Q2 results exceeded expectations on revenue, profit, and adjusted EBITDA, with best growth in 12 quarters.
Ongoing store fleet optimization, targeting around 350 Macy's stores, with continued digital investment and physical presence to support omnichannel growth.
Monetized over $280 million in assets last year and $75 million year-to-date, with guidance of $190 million.
Strong balance sheet with no debt maturities until 2030, consistent dividend payments, and $150 million returned to shareholders year-to-date.
Financial algorithm aims for low single-digit top-line and mid-single-digit EBITDA growth over the long term.
Consumer trends and macro environment
Consumer remains resilient, especially in middle and higher income segments, with ongoing response to newness in inventory.
Tariff impacts embedded in guidance (40-60 bps), mitigated through supply chain and pricing strategies.
Multi-channel, multi-brand, multi-category model enables flexible response to macro shifts and consumer preferences.
Lower interest rates seen as positive for consumers and asset values, supporting strategic flexibility.
Holiday outlook anticipates a more choiceful but resilient consumer, with strong inventory positioning and newness.
Quantify the impact of Reimagine 125 stores?
What are key drivers for future SG&A leverage?
AI's role in customer experience and operations
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Next Macy’s earnings date
Q3 202610 Dec, 2025
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Frequently asked questions
Iconic Department Store
Macy's is an American department store chain. The company sells a wide range of products, Macy's offers everything from clothing and accessories to home furnishings and beauty products, catering to a diverse customer base. Macy's operates numerous stores across the United States and also has a significant online presence
Founded in the mid-1800s
Macy's was founded in 1858 by Rowland Hussey Macy in New York City and has grown from a single dry goods store into one of America's most recognized department store chains. Its flagship store in Herald Square opened in 1902 was once the world's largest store and remains a popular spot to shop to this day. A significant part of Macy's heritage is its famous Thanksgiving Day Parade, first held in 1924. This parade features large balloons, floats, and performances, attracting millions of spectators both in-person and via television. Over the years, Macy's has become deeply ingrained in American culture and remains one of the most popular department store chains in the country.
The Stores
Macy's operates as a nationwide chain of department stores in the United States, known for its broad assortment of merchandise including clothing, accessories, cosmetics, home goods, and essential groceries and snacks. Macy's stores are strategically located in urban and suburban areas, often serving as anchor stores in shopping malls. The company emphasizes customer service, offering personalized shopping experiences, and often hosts events and sales. Some of the closest competitors to Macy’s include names such as Target, Nordstrom, and Kohl's.
E-commerce
Macy's complements its network of department stores with a robust online shopping platform, enabling customers to browse and purchase a wide array of products from their website. This online presence allows shoppers to find products otherwise sold in the stores online. Customers can also take part in online-exclusive deals, and the option for in-store pickup or home delivery.
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