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Macy’s (M) investor relations material
Macy’s AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order by Chairman and CEO, with recognition of director nominees and outgoing board members.
Agenda included formal business, performance overview, and Q&A session.
Board and executive committee updates
Three directors not standing for re-election; gratitude expressed for their service.
Nominees for board re-election introduced and acknowledged.
Shareholder proposals
Four proposals presented: election of directors, ratification of auditors, advisory vote on executive compensation, and approval of amended equity and incentive plan.
- Shareholders to vote on directors, auditor, executive pay, and expanded equity plan; Board recommends approval.M
Proxy filing31 Mar 2026 - Director elections, auditor ratification, and equity plan updates set for May 2026 vote.M
Proxy filing31 Mar 2026 - Positive comparable sales, strong luxury/digital growth, and prudent FY26 outlook.M
Q4 202618 Mar 2026 - Q2 gross margin and EPS beat expectations despite lower sales, led by First 50 and Bluemercury.M
Q2 202523 Jan 2026 - First 50 stores and operational focus drive improved performance and margin outlook.M
Goldman Sachs 31st Annual Global Retailing Conference22 Jan 2026 - Q3 sales fell 2.4% as luxury and key locations grew; guidance revised for delivery costs.M
Q3 202511 Jan 2026 - Operational improvements and luxury expansion drive growth and set up a strong 2025 outlook.M
27th Annual ICR Conference 202510 Jan 2026 - Luxury and digital outperformance offset sales declines; FY25 guidance remains cautious.M
Q4 202521 Dec 2025 - Sales and adjusted EPS beat guidance, with Bloomingdale's leading segment growth.M
Q3 202610 Dec 2025
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