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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Macy’s
Macy’s (M) investor relations material
Macy’s Goldman Sachs Global Consumer and Retail Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Global Consumer and Retail Conference summary15 Sep, 2026
Progress on strategic initiatives
Reimagine program expanded to 200 stores, with 60% of the store base and 75% of Macy's store business now included, driving consistent sales and net promoter score improvements.
Bloomingdale's and Bluemercury have achieved multiple quarters of double-digit and continuous growth, respectively, with Bloomingdale's positioned as a key growth engine.
Store closures and supply chain optimization, including a new center in China Grove, have improved operational efficiency and delivery speed.
Investment in people, merchandising, and store experience has led to immediate sales growth and improved profitability in Reimagine stores.
Expansion of Reimagine pilots is planned for 2027, with ongoing iteration to tailor investments to local markets.
Financial performance and outlook
Five consecutive quarters of growth at Macy's, six quarters of exceeding guidance, and two quarters of net sales growth.
Raised full-year guidance for both top and bottom line, with EPS now at $2.15-$2.35, reflecting continued momentum.
Gross margin improvement driven by assortment, Reimagine stores, and supply chain savings, with further gains expected in Q4.
SG&A leverage achieved with low single-digit comp sales growth, supporting long-term profitable growth.
Tariff refunds reinvested in marketing, Reimagine expansion, and selective price adjustments, aiming for balanced long-term growth.
Consumer trends and market environment
Consumer remains resilient but selective, with strong engagement from loyal shoppers and heightened interest in new fashion for fall.
Macro uncertainty persists, but multi-category business model allows flexibility to shift focus as trends evolve.
GLP-1s and fashion shifts are driving new wardrobe demand, especially in higher-end segments and at Bloomingdale's.
Traffic is healthy, AUR is up due to better brands and assortment, but conversion rates are challenged as prices rise.
Inventory is well-positioned for fall, with growth aligned to sales and newness in assortment.
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Latest events from Macy’s
- Q2 2026 delivered strong sales, record luxury growth, and raised full-year guidance.M
Q2 2027 - Q1 comps up 3%, Bloomingdale's hits record sales, and full-year guidance is raised.MQ1 2027
- All proposals passed as strong sales growth and modernization efforts were highlighted.MAGM 2026
- Shareholders to vote on directors, auditor, executive pay, and expanded equity plan; Board recommends approval.MProxy filing
- Director elections, auditor ratification, and equity plan updates set for May 2026 vote.MProxy filing
- Positive comparable sales, strong luxury/digital growth, and prudent FY26 outlook.MQ4 2026
- First 50 stores and operational focus drive improved performance and margin outlook.MGoldman Sachs 31st Annual Global Retailing Conference
- Q2 gross margin and EPS beat expectations despite lower sales, led by First 50 and Bluemercury.MQ2 2025
- Q1 sales and EPS beat guidance, but margin and tariff headwinds keep outlook cautious.MQ1 2026
Next Macy’s earnings date
Q3 20272 Dec, 2026
Macy’s
Next Macy’s earnings date
Q3 20272 Dec, 2026
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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.