M
Macy's, Inc.
Overview
Macy's, Inc is a Consumer Cyclical company operating in Department Stores with a $6.35B market cap.
Most recent reported earnings: Q3 FY2026 (Sep 1, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-06-0313 Q&A exchanges
- Q4 FY2025Earnings2026-03-1818 Q&A exchanges
- Q3 FY2025Earnings2025-12-0314 Q&A exchanges
- Q2 FY2025Earnings2025-09-0318 Q&A exchanges
- Q1 FY2025Earnings2025-05-2822 Q&A exchanges
- Q4 FY2024Earnings2025-03-0615 Q&A exchanges
- Q3 FY2024Earnings2024-12-1122 Q&A exchanges
- Q2 FY2024Earnings2024-08-2128 Q&A exchanges
- Q1 FY2024Earnings2024-05-2124 Q&A exchanges
- Q4 FY2023Earnings2024-02-2724 Q&A exchanges
- Q3 FY2023Earnings2023-11-1626 Q&A exchanges
- Q2 FY2023Earnings2023-08-2225 Q&A exchanges
- Q1 FY2023Earnings2023-06-0118 Q&A exchanges
- Q4 FY2022Earnings2023-03-0210 Q&A exchanges
- Q3 FY2022Earnings2022-11-1711 Q&A exchanges
- Q2 FY2022Earnings2022-08-2320 Q&A exchanges
- Q1 FY2022Earnings2022-05-2619 Q&A exchanges
- Q4 FY2021Earnings2022-02-2212 Q&A exchanges
- Q3 FY2021Earnings2021-11-1817 Q&A exchanges
- Q2 FY2021Earnings2021-08-1911 Q&A exchanges
- Q1 FY2021Earnings2021-05-1815 Q&A exchanges
History
Earnings history
- Q3 FY20262026-09-01EPS— vs $0.19—Rev— vs ——EODHD
- Q1 FY20262026-06-02EPS$0.13 vs $0.03+100.0%Rev$4.89B vs ——EODHD
- Q4 FY20252026-03-17EPS$1.67 vs $1.56+7.0%Rev$7.92B vs ——EODHD
- Q3 FY20252025-12-02EPS$0.09 vs $-0.13+100.0%Rev$4.91B vs ——EODHD
- Q2 FY20252025-09-02EPS$0.31 vs $0.19+63.2%Rev$5.00B vs ——EODHD
- Q1 FY20252025-05-27EPS$0.16 vs $0.15+6.7%Rev$4.79B vs ——EODHD
- Q4 FY20242025-03-05EPS$1.80 vs $1.54+16.9%Rev$8.01B vs ——EODHD
- Q3 FY20242024-12-10EPS$0.04 vs $0.03+33.3%Rev$4.90B vs ——EODHD
- Q2 FY20242024-08-20EPS$0.53 vs $0.29+82.8%Rev$5.10B vs ——EODHD
- Q1 FY20242024-05-20EPS$0.27 vs $0.17+58.8%Rev$5.00B vs ——EODHD
- Q4 FY20232024-02-26EPS$2.45 vs $1.99+23.1%Rev$8.38B vs ——EODHD
- Q3 FY20232023-11-15EPS$0.21 vs $0.01+100.0%Rev$5.04B vs ——EODHD
- Q2 FY20232023-08-21EPS$0.26 vs $0.14+85.7%Rev$5.28B vs ——EODHD
- Q1 FY20232023-05-31EPS$0.56 vs $0.46+21.7%Rev$5.17B vs ——EODHD
- Q4 FY20222023-03-01EPS$1.88 vs $1.59+18.2%Rev$8.53B vs ——EODHD
- Q3 FY20222022-11-16EPS$0.52 vs $0.19+100.0%Rev$5.47B vs ——EODHD
- Q2 FY20222022-08-22EPS$1.00 vs $0.88+13.6%Rev$5.83B vs ——EODHD
- Q1 FY20222022-05-25EPS$1.08 vs $0.82+31.7%Rev$5.57B vs ——EODHD
- Q4 FY20212022-02-21EPS$2.45 vs $1.99+23.1%Rev$8.93B vs ——EODHD
- Q3 FY20212021-11-17EPS$1.23 vs $0.33+100.0%Rev$5.65B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 2026-09-01 | — | $0.19 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-06-02 | $0.13 | $0.03 | +100.0% | $4.89B | — | — | EODHD |
| Q4 FY2025 | 2026-03-17 | $1.67 | $1.56 | +7.0% | $7.92B | — | — | EODHD |
| Q3 FY2025 | 2025-12-02 | $0.09 | $-0.13 | +100.0% | $4.91B | — | — | EODHD |
| Q2 FY2025 | 2025-09-02 | $0.31 | $0.19 | +63.2% | $5.00B | — | — | EODHD |
| Q1 FY2025 | 2025-05-27 | $0.16 | $0.15 | +6.7% | $4.79B | — | — | EODHD |
| Q4 FY2024 | 2025-03-05 | $1.80 | $1.54 | +16.9% | $8.01B | — | — | EODHD |
| Q3 FY2024 | 2024-12-10 | $0.04 | $0.03 | +33.3% | $4.90B | — | — | EODHD |
| Q2 FY2024 | 2024-08-20 | $0.53 | $0.29 | +82.8% | $5.10B | — | — | EODHD |
| Q1 FY2024 | 2024-05-20 | $0.27 | $0.17 | +58.8% | $5.00B | — | — | EODHD |
| Q4 FY2023 | 2024-02-26 | $2.45 | $1.99 | +23.1% | $8.38B | — | — | EODHD |
| Q3 FY2023 | 2023-11-15 | $0.21 | $0.01 | +100.0% | $5.04B | — | — | EODHD |
| Q2 FY2023 | 2023-08-21 | $0.26 | $0.14 | +85.7% | $5.28B | — | — | EODHD |
| Q1 FY2023 | 2023-05-31 | $0.56 | $0.46 | +21.7% | $5.17B | — | — | EODHD |
| Q4 FY2022 | 2023-03-01 | $1.88 | $1.59 | +18.2% | $8.53B | — | — | EODHD |
| Q3 FY2022 | 2022-11-16 | $0.52 | $0.19 | +100.0% | $5.47B | — | — | EODHD |
| Q2 FY2022 | 2022-08-22 | $1.00 | $0.88 | +13.6% | $5.83B | — | — | EODHD |
| Q1 FY2022 | 2022-05-25 | $1.08 | $0.82 | +31.7% | $5.57B | — | — | EODHD |
| Q4 FY2021 | 2022-02-21 | $2.45 | $1.99 | +23.1% | $8.93B | — | — | EODHD |
| Q3 FY2021 | 2021-11-17 | $1.23 | $0.33 | +100.0% | $5.65B | — | — | EODHD |
Source: EODHD. M reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks M's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 60% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.58 | $2.68 | +33.4% | +6.3% | +3.5% |
| Q4 FY2026 | $3.94 | $2.93 | +34.4% | +2.1% | +0.4% |
| Q3 FY2026 | $3.97 | $2.88 | +37.7% | +3.4% | +1.6% |
| Q2 FY2026 | $3.52 | $2.80 | +25.6% | -2.5% | -1.9% |
| Q1 FY2025 | $3.75 | $2.83 | +32.5% | +8.5% | +9.7% |
| Q4 FY2025 | $4.02 | $2.92 | +37.6% | +4.2% | +7.0% |
| Q3 FY2025 | $4.31 | $3.09 | +39.6% | -0.5% | +2.1% |
| Q2 FY2025 | $3.79 | $2.83 | +33.9% | -2.1% | -1.6% |
| Q1 FY2024 | $4.23 | $3.11 | +36.1% | -0.1% | +1.0% |
| Q4 FY2024 | $3.99 | $2.86 | +39.4% | +7.5% | +10.3% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Antony SpringCEO3 mo13 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Olivier BronCEO7 mono recorded callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
- Thomas Edwards JrCFO3 mo4 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q3 FY2026
- Tracy M PrestonEVP, CLO & Corporate Secretary4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
- Danielle L KirganEVP, Chief HR Officer9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last call held guidance Q1 FY2026
- Paul GriscomSVP and Controller9 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for M.
$ curl https://api.spokenalpha.com/v1/companies/MFAQ
Frequently asked about M
Where can I find Macy's, Inc.'s (M) earnings call transcripts?
Spoken Alpha indexes M's earnings call transcripts at https://spokenalpha.com/companies/M. Each call links to attributed speakers and parsed analyst Q&A. Macy's, Inc.'s own investor relations page is at https://www.macysinc.com/investors/.
When was Macy's, Inc.'s most recent earnings call?
Macy's, Inc. (M) held its most recent earnings call on 2026-06-03, covering fiscal Q1 2026.
What sector is M in?
Macy's, Inc. (M) operates in the Consumer Cyclical sector (Department Stores industry).