{"filings":[{"id":815356,"accession_number":"0001628280-26-040037","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2026-06-03T10:59:28+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q1 comps +3.0%, EPS beat; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.23, adjusted $0.13; revenue $4.7B (+1.8% YoY).","Comparable sales +3.0% (Macy's +1.6%, Bloomingdale's +10.2%, Bluemercury +6.4%).","FY 2026 guidance raised: net sales $21.5B-$21.75B, adj. EPS $2.00-$2.20.","Board declared $0.1915 quarterly dividend; $50M share repurchases in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":500956,"accession_number":"0000794367-26-000038","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2026-05-18T20:52:56+00:00","items":["5.02","5.07"],"status":"ready","headline":"Macy's shareholders approve amended 2024 equity incentive plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders elected 10 directors with majority support; Deirdre Connelly received 156M for, 44.5M against.","Ratification of KPMG as FY2026 auditor approved: 214M for, 10M against.","Advisory vote on executive compensation passed: 157.7M for, 43M against.","Amendment and restatement of 2024 Equity and Incentive Compensation Plan approved: 184.4M for, 16.4M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114607,"accession_number":"0000794367-26-000012","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Three Macy's directors not standing for re-election; board to shrink from 13 to 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Directors Richard Clark, Douglas W. Sesler, and Tracey Zhen will not stand for re-election at the May 15, 2026 annual meeting.","Their departures are not due to any disagreement with the company on operations, policies, or practices.","Board size reduced from 13 to 10 members effective at the 2026 annual meeting to align with strategic focus."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114606,"accession_number":"0001628280-26-019024","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q4 net sales $7.6B, adj EPS $1.67 beats guidance; FY2026 guidance soft","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 comparable sales up 1.8%; go-forward comps up 2.0% (Macy's +0.6%, Bloomingdale's +9.9%, Bluemercury +1.3%).","Adj diluted EPS $1.67 in Q4, exceeding guidance; GAAP EPS $1.84 (incl. $328M pretax interchange settlement gain).","FY2025 GAAP & adj diluted EPS $2.32, above prior guidance of $2.00-$2.20 despite tariff headwinds.","FY2026 guidance: net sales $21.4B-$21.65B, comp sales -0.5% to +0.5%, adj EPS $1.90-$2.10.","Dividend raised 5% to $0.1915/share; $251M in share repurchases during FY2025; $1.1B remaining authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":2.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":22621000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114605,"accession_number":"0000794367-26-000006","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Macy's schedules annual meeting for May 15, 2026; record date March 19, 2026","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting of stockholders set for May 15, 2026.","Record date for voting at the meeting is March 19, 2026.","Board action taken on February 27, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114604,"accession_number":"0000794367-26-000004","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Macy's updates financial disclosure metrics to focus on go-forward business","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Adds go-forward OLM comparable sales for Macy's nameplate, Macy's Reimagine, Bloomingdale's, and Bluemercury.","Introduces OLM dollar sales and go-forward total revenue for Macy's, Inc.","Adjusts non-GAAP definitions (Adjusted net income, EBIT, EBITDA, EPS) to exclude ASG and BPI.","No impact on GAAP reporting or restatement of prior financials.","Updated metrics will be used starting Q1 fiscal 2026; Q4 fiscal 2025 still uses prior non-GAAP."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130972,"accession_number":"0000794367-25-000169","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Macy's pays former COO/CFO Mitchell $2.7M in separation agreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Adrian V. Mitchell, former COO and CFO, receives $2.7M cash payment to finalize separation.","Agreement includes mutual release of claims and release of Mitchell's non-competition obligations.","Payment settles compensation arrangement between Macy's and the departing executive."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130971,"accession_number":"0001628280-25-054900","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-12-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q3 adjusted EPS $0.09 beats; comp sales strongest in 13 quarters; FY guide raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $4.7B (-0.6% YoY); comparable O+L+M sales +3.2%, strongest in 13 quarters.","GAAP diluted EPS $0.04; adjusted diluted EPS $0.09, above guidance driven by better sales and margins.","Bloomingdale's comp sales +9.0% O+L+M (5th consecutive quarter); Macy's go-forward comp +2.3% O+L+M.","FY 2025 guidance raised: net sales $21.475-$21.625B; adjusted EPS $2.00-$2.20 vs prior $1.70-$2.05.","Returned $99M to shareholders in Q3 ($49M dividends, $50M buybacks); $1.2B remaining under $2B authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":14705000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130970,"accession_number":"0000794367-25-000165","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K/A","filed_at":"2025-12-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q3 net sales $4.7B, adj EPS $0.09 beat; raises FY outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $4.7B (down 0.6% YoY); comp sales +2.5% owned, +3.2% O+L+M; adj diluted EPS $0.09 above guidance.","FY 2025 guidance raised: net sales $21.475B-$21.625B, adj EPS $2.00-$2.20 (prev $1.70-$2.05).","Correction: Core Adj EBITDA guidance range revised to 7.5%-7.7% (was 7.5%-7.8%).","Returned ~$99M to shareholders in Q3: $49M dividends, $50M buybacks; $1.2B remaining authorization.","Bloomingdale's comps +8.8% owned (5th consecutive quarter); Macy's go-forward +2.7% owned."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":14705000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147561,"accession_number":"0000794367-25-000139","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-09-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q2 adjusted EPS $0.41 beats guidance; raises FY net sales and EPS outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $4.8B (down 2.5% YoY) beat guidance; GAAP EPS $0.31, adjusted EPS $0.41 above guidance.","Comparable sales (O+L+M) up 1.9%, best in 12 quarters; Bloomingdale's up 5.7%, Bluemercury up 1.2%.","Raised FY2025 guidance: net sales $21.15B-$21.45B, adjusted EPS $1.70-$2.05 (prev. $1.60-$2.00).","Net debt reduced ~$340M via $500M note issuance and $840M repayment; no material maturities until 2030.","Returned $100M to shareholders in Q2 ($50M dividends, $50M buybacks); quarterly dividend $0.1824 declared."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":9791000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147560,"accession_number":"0000794367-25-000137","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Macy's issues $500M of 7.375% senior notes due 2033 to fund tender offer and debt redemption","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 7.375% senior notes due 2033 at par; interest payable semi-annually starting Feb 1, 2026.","Proceeds, with cash on hand, to fund up to $250M tender offer (upsized from $175M) and redeem ~$587M of other outstanding notes.","Tender offer early results: $223.9M of 5.875% notes due 2030 accepted (67.93% proration); other series fully accepted.","Tender offer expiration remains Aug 11, 2025, but no further acceptances expected after early settlement on July 29, 2025.","Notes are senior unsecured obligations of Macy's Retail Holdings, LLC, guaranteed by Macy's, Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147559,"accession_number":"0000794367-25-000132","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macy's prices $500M of 7.375% senior notes due 2033 to refinance debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $500M aggregate principal of 7.375% senior notes due August 1, 2033 at 100% of par.","Closing expected July 29, 2025; Notes are senior unsecured obligations guaranteed by Macy's, Inc.","Proceeds, with cash on hand, to fund concurrent tender offer and redeem ~$587M of existing senior notes and debentures.","Tender Offer and Redemption conditioned on Notes offering consummation; Notes offering not conditioned on them."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147558,"accession_number":"0000794367-25-000128","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macy's proposes $500M senior notes due 2033; launches $175M tender; redeems ~$587M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M senior notes due 2033 to be issued by Macy's Retail Holdings, guaranteed by Macy's, for tender/redemption/fees.","Tender offer to purchase up to $175M aggregate price of specific notes (6.79% due 2027, 7.875% due 2030, etc.); $30/$1,000 early premium.","Redemption of ~$587M of outstanding notes/debentures (including 6.7% due 2028, 5.875% due 2029, 8.75% due 2029) conditional on note offering.","Redemption dates: July 29, 2025 (three series) and August 28, 2025 (four series); tender offer expires Aug 11, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166217,"accession_number":"0001628280-25-028040","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q1 net sales $4.6B beat guidance; adj. EPS $0.16 tops forecast; FY adj. EPS guidance cut to $1.60-$2.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.13, adjusted EPS $0.16 vs. prior guidance range.","Comparable sales (owned+licensed+marketplace) down 1.2%, beating company guidance.","Bloomingdale's comps up 3.8% (owned+licensed+marketplace); Bluemercury comps up 1.5% (17th consecutive quarter).","FY 2025 adjusted EBITDA margin guidance lowered to 7.4%-7.9% from 8.4%-8.6%; adj. EPS cut to $1.60-$2.00 from $2.05-$2.25.","Returned $152M to shareholders: $51M dividend, $101M share repurchases; quarterly dividend of $0.1824 declared."],"consensus_eps_estimate":null,"consensus_eps_actual":0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":4793000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166216,"accession_number":"0000794367-25-000092","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Macy's shareholders re-elect all 13 directors, auditor, and say-on-pay approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 13 director nominees elected; Marie Chandoha received lowest support: 165.6M for vs 21.4M against.","KPMG ratified as independent auditor for FY ending Jan 31, 2026: 205.0M for, 10.7M against.","Advisory vote on executive compensation passed: 166.0M for, 20.8M against, with 28.8M broker non-votes.","Tony Spring (CEO) re-elected with 174.6M for vs 12.6M against; broker non-votes on all director elections: 28.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166215,"accession_number":"0000794367-25-000087","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Macy's refinances ABL credit facility: reduces from $3.0B to $2.1B, extends maturity to April 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Reduced asset-based credit facility from $3.0B to $2.1B; maturity extended from March 2027 to April 2030.","Facility remains undrawn; Macy's had $1.3B cash as of Feb 1, 2025, providing ample liquidity.","Lower commercial letter of credit and unused facility fees; accordion feature allows increase up to $1.75B additional.","Customary covenants include fixed charge coverage ratio of 1.00x if availability dips below thresholds.","Facility secured by inventory and equity of Macy's Inventory Funding LLC; Macy's Inventory Holdings LLC guarantees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166214,"accession_number":"0000794367-25-000054","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Macy's appoints Thomas J. Edwards as COO/CFO; Adrian Mitchell departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas J. Edwards to become COO and CFO effective June 22, 2025; Adrian Mitchell to leave after transition.","Edwards' compensation: $850K base salary, 125% STI target, $3.1M LTI award, signing bonus up to $1.735M.","Barbie Cameron (Chief Stores Officer) will report directly to CEO Tony Spring effective June 22.","Maly Bernstein (Bluemercury CEO) to report to Bloomingdale's CEO Olivier Bron effective May 1.","Company reiterates all components of Q1 2025 guidance provided on March 6, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183685,"accession_number":"0001628280-25-010767","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q4 adj EPS $1.80 beats guidance; net sales down 4.3% to $7.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS $1.21, adjusted diluted EPS $1.80 (exceeded prior guidance range).","Net sales fell 4.3% to $7.8B; comparable sales down 1.1% owned but up 0.2% owned-plus-licensed-plus-marketplace.","Bloomingdale's owned comparable sales grew 4.8%; Bluemercury up 6.2% (16th straight quarter).","Ended year with $1.3B cash; plans to resume buybacks under remaining $1.4B authorization.","FY2025 guidance: net sales $21.0-$21.4B; adj diluted EPS $2.05-$2.25 (excl. buyback impact)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":23006000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183684,"accession_number":"0000794367-25-000010","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-02-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Macy's schedules 2025 annual meeting for May 16; record date March 20","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board set annual meeting date for May 16, 2025.","Record date for stockholder vote is March 20, 2025.","No other material business disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183683,"accession_number":"0000794367-25-000008","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2025-01-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Macy's appoints Robert Chavez to board; Sara Levinson to retire at 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Chavez, former Hermès Americas CEO (24 years), elected independent director effective April 1, 2025.","Chavez began career at Bloomingdale's and later worked at Macy's as a Divisional Merchandising manager.","Sara Levinson will not stand for reelection at 2025 annual meeting due to mandatory retirement age; board member since 2004.","Levinson served on Compensation & Management Development and Nominating & Corporate Governance Committees.","Chavez will receive standard non-employee director compensation as described in 2024 proxy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200280,"accession_number":"0001628280-24-050691","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Macy's Q3 GAAP EPS $0.10, adjusted $0.04; material weakness found after employee hid $151M expenses","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $4.7B (-2.4% YoY); comparable sales down 1.3% on owned+licensed+marketplace basis.","GAAP diluted EPS $0.10 vs $0.15 prior year; adjusted diluted EPS $0.04 vs $0.21 prior year.","Single employee intentionally hid ~$151M delivery expenses from Q4 2021 to Q3 2024; no material impact on prior financials.","Material weakness in internal controls over delivery expenses identified; prior internal control reports no longer reliable.","FY 2024 guidance lowered: net sales $22.3-$22.5B, adjusted EPS $2.25-$2.50 (from $2.55-$2.90)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":14999000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200279,"accession_number":"0000794367-24-000203","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-11-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Ashley Buchanan resigns from Macy's board effective Nov 25, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ashley Buchanan resigned as director, not due to any disagreement with Macy's.","No replacement announced; board size reduced by one.","Resignation effective November 25, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200278,"accession_number":"0000794367-24-000199","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-11-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's reports preliminary Q3 sales of $4.74B; employee hid $132-154M in delivery expenses","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Preliminary Q3 net sales $4.742B, down 2.4% YoY; comparable sales down 2.4% owned, 1.3% owned-plus-licensed-plus-marketplace.","Macy's First 50 locations had 3rd straight quarter of comparable sales growth (+1.9%); Bloomingdale's and Bluemercury also positive.","Asset sale gains of $66M, pulled forward from Q4 and above expectations, contributed to results.","Single employee made erroneous accrual entries to hide ~$132-154M of delivery expenses from Q4 2021 to Q3 2024; no cash impact.","Full Q3 earnings release and conference call delayed; expects to report by December 11, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200277,"accession_number":"0000794367-24-000195","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director William H. Lenehan resigns from Macy's board effective Oct 25, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William H. Lenehan resigned as Macy's director effective October 25, 2024.","Resignation not due to any disagreement with the company, board, or management.","Board size reduced from 15 to 14 directors following resignation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216299,"accession_number":"0000794367-24-000186","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-09-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macy's early tender results: $220M debt buyback, prorated acceptance for 5.875% notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Accepted all tenders for 6.79% due 2027 ($10.49M), 7.00% due 2028 ($10.20M), 6.70% due 2028 ($19.95M total), 6.90% due 2029 ($7.20M).","Accepted $173.65M of $292.18M tendered of 5.875% Notes due 2029 (59.5% proration factor).","Maximum tender offer amount of $220M exceeded; no acceptance of 8.75% debentures or 5.875% notes due 2030.","Early settlement on September 19, 2024; uses cash on hand to fund repurchase."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216298,"accession_number":"0001104659-24-096940","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macy's launches $220M cash tender offer for seven note series; early deadline Sept 17","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Up to $220M aggregate purchase price for seven series of senior notes and debentures, funded with cash on hand.","Early tender deadline is 5:00 p.m. NY time on Sept 17, 2024; early settlement expected Sept 19.","Tender offer expires Oct 2, 2024; final settlement expected Oct 4 if not fully purchased early.","Notes accepted in priority order (1 highest to 7 lowest); proration possible if oversubscribed.","Soliciting broker fee of $2.50 per $1,000 principal for small holders (≤$250,000) of eligible notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216297,"accession_number":"0001628280-24-037971","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-08-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q2 GAAP EPS $0.53 vs loss of $0.08; revenue $4.9B -3.8%; lowers net sales guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.53 (Adjusted $0.53) exceeded outlook; compares to diluted loss of $(0.08) and adjusted EPS $0.26 in Q2 2023.","Net sales $4.9B, down 3.8% YoY. Comparable sales down 4.0% owned, down 3.3% owned+licensed+marketplace.","Gross margin rate 40.5%, up 240 bps; First 50 locations achieved second consecutive quarter of positive comparable sales (+0.8% owned).","Annual net sales guidance lowered to $22.1-22.4B (prior $22.3-22.9B); comparable sales now -2% to -0.5% (prior -1% to +1.5%).","Adjusted diluted EPS guidance reaffirmed $2.55-$2.90; SG&A expense $2.0B, down $7M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":10096000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216296,"accession_number":"0001104659-24-079708","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-07-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Macy's terminates acquisition talks with Arkhouse and Brigade; cites financing uncertainty","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Arkhouse/Brigade's revised $24.80/share proposal deemed non-actionable; Board unanimously ends discussions.","Revised proposal lacked fully committed financing; asset-based commitment letters subject to appraisals and credit outcomes.","Macy's spent over 7 months on diligence, including store-level P&Ls and leases, but proposal remained non-compelling.","Company refocuses on 'A Bold New Chapter' strategy; early signs of progress in First 50 stores outperforming other locations.","Macy's will provide Q2 2024 earnings update on strategy execution next month."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235869,"accession_number":"0001628280-24-024437","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q1 diluted EPS $0.22 beats outlook; raises FY adjusted EPS guidance to $2.55-$2.90","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.22 ($0.27 adjusted) vs $0.56 year ago; net sales $4.8B down 2.7%.","Comparable sales down 1.2% owned, down 0.3% owned+licensed+marketplace; First 50 locations up 3.3% owned.","FY 2024 guidance: net sales $22.3-$22.9B; adjusted diluted EPS $2.55-$2.90 (from prior $2.45-$2.85).","Credit card revenues fell $45M to $117M on higher delinquencies; gross margin 39.2% vs 40.0%.","SG&A down $39M; inventory up 1.7%; go-forward business comparable owned+licensed+marketplace up 0.1%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":5000000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235868,"accession_number":"0000794367-24-000146","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-05-20T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Macy's shareholders approve 2024 equity plan and re-elect all 15 directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders approved Macy's 2024 Equity and Incentive Compensation Plan with ~88% of votes cast in favor (174M for, 23.9M against).","All 15 director nominees were re-elected for one-year terms; Richard Clark and Richard Markee received highest support (>98% for).","KPMG LLP ratified as independent auditor for FY2025 with 92.7% of votes for.","Advisory 'say-on-pay' proposal approved with 91.5% of votes cast in favor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235867,"accession_number":"0001104659-24-045589","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-04-10T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"Macy's adds two Arkhouse nominees to board, forms finance committee to evaluate buyout proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Richard Clark and Richard Markee appointed to board effective April 10; Arkhouse withdraws proxy contest.","Tony Spring assumes role of Chairman; Douglas Sesler also appointed independent director.","Board increases to 15 directors; Finance Committee will oversee Arkhouse/Brigade acquisition proposal.","Arkhouse agrees to standstill until 15 days before 2025 annual meeting nomination period.","Company continues providing due diligence info to Arkhouse and Brigade; Board remains open-minded on value creation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253628,"accession_number":"0000794367-24-000013","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-03-01T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Macy's sets annual meeting for May 17, 2024; record date March 21, 2024","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting scheduled for May 17, 2024.","Record date for stockholder voting set to March 21, 2024.","Board of Directors approved the meeting date and record date on February 29, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253627,"accession_number":"0001628280-24-007023","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-02-27T23:59:59+00:00","items":["2.02","2.05","2.06","7.01","9.01"],"status":"ready","headline":"Macy's reports Q4 adjusted EPS $2.45, unveils 'A Bold New Chapter' with ~150 store closures","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP diluted EPS loss of $0.26 (incl. $1.0B impairment); adjusted EPS $2.45 vs $1.88 last year.","Net sales $8.12B (-1.7% YoY); comparable sales down 4.2% owned+licensed on 13-week basis.","FY2024 guidance: net sales $22.2-22.9B, adjusted EPS $2.45-2.85.","Announces plan to close ~150 underproductive Macy's stores through 2026; invest in ~350 go-forward locations.","Expanding luxury: up to 15 new Bloomingdale's and at least 30 new Bluemercury stores over next 3 years."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":23866000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253626,"accession_number":"0000794367-24-000010","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-02-02T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Macy's appoints Tony Spring as CEO effective Feb 4, 2024; Jeff Gennette retires after 40 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tony Spring, age 58, becomes CEO and Chairman-Elect on Feb 4, 2024, succeeding Jeff Gennette.","Jeff Gennette retires as CEO after 40 years, remains Non-Executive Chairman until 2024 annual meeting.","Spring receives $1.3M base salary, 200% target incentive, $8.5M annual equity grant, and $4M one-time equity grant.","Gennette gets $90K board retainer, $160K cash in lieu of equity, and $200K chair retainer, pro-rated.","Spring has 36 years at Bloomingdale's and served as President and CEO-Elect since 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253625,"accession_number":"0000794367-24-000007","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2024-01-22T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Macy's Board rejects $21/share unsolicited buyout proposal from Arkhouse and Brigade, cites lack of financing evidence","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Board reviewed unsolicited non-binding proposal received Dec 1, 2023 for $21.00 per share cash.","Proposal deemed not actionable due to lack of viable financing plan and compelling value.","Arkhouse and Brigade failed to provide committed financing; equity contribution only 25% with excessive leverage.","Board remains open to other value-creating opportunities and will continue to act in best interests of shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271070,"accession_number":"0001628280-23-039210","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-11-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q3 beats expectations; adjusted EPS $0.21 vs $0.52 prior year, net sales $4.86B down 7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.15, adjusted $0.21; net sales $4.86B down 7% YoY; comparable sales (owned+licensed) down 6.3%.","Gross margin rate 40.3%, up 160bps; merchandise inventories down 6% YoY and 17% vs 2019.","Updated FY2023 guidance: net sales $22.9-23.2B, adjusted EPS $2.88-3.13 vs prior $2.70-3.20.","Bloomies comparable sales down 4.4% (owned+licensed); Bluemercury comps up 2.5% owned.","CEO transition: Tony Spring to become CEO in February 2024 as planned succession."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":15491000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271069,"accession_number":"0000794367-23-000084","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Macy's Chief Legal Officer Elisa Garcia retires; Wendy Beadles named interim","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elisa D. Garcia retired as EVP, Chief Legal Officer & Secretary effective Oct 31, 2023.","Wendy (Schmidt) Beadles, VP Legal Business Operations, appointed Interim Chief Legal Officer & Secretary.","Garcia served Macy's for seven years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287951,"accession_number":"0001628280-23-030169","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-08-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q2 net sales $5.13B, down 8% YoY; adjusted EPS $0.26 vs $1.00; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS ($0.08) includes pension settlement charge; adjusted EPS $0.26 vs $1.00 prior year.","Comparable sales down 7.3% owned-plus-licensed; digital sales down 10%; brick-and-mortar down 8%.","Other revenue fell to $150M from $234M driven by higher credit card delinquencies and bad debt.","Merchandise inventories down 10% YoY; gross margin rate 38.1% vs 38.9% due to clearance markdowns.","FY 2023 guidance reaffirmed: net sales $22.8-23.2B, adjusted EPS $2.70-3.20."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":10453000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308322,"accession_number":"0001628280-23-020415","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Macy's Q1 net sales $5B (-7% YoY); cuts full-year guidance on weakening consumer demand","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.56 (adj. $0.56) vs $0.98 (adj. $1.08) a year ago; net income $155M.","Comparable owned-plus-licensed sales down 7.2%; digital sales down 8%; brick-and-mortar down 6%.","FY2023 net sales guidance cut to $22.8-23.2B from $23.7-24.2B; adj. EPS $2.70-3.20 (prev. $3.67-4.11).","Incremental $200M cost savings identified; regular quarterly dividend $0.1654/share declared.","Gross margin rate improved to 40.0% (from 39.6%) but SG&A rose to 37.7% of revenue on wage investments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":5173000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308321,"accession_number":"0000794367-23-000061","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-05-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Macy's EVP, Chief Legal Officer Elisa D. Garcia to retire Oct 6, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Garcia, 65, informed Macy's of her retirement after seven years as Chief Legal Officer and Secretary.","Effective date of retirement is October 6, 2023; no successor has been named in the filing.","Departure is a planned retirement, not a sudden exit, so no change in strategic direction indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308320,"accession_number":"0000794367-23-000055","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-05-23T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Macy's annual meeting votes: all 14 directors elected, KPMG ratified, say-on-pay approved","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 14 director nominees elected with vote totals ranging from 182.9M to 190.2M 'for' votes.","KPMG LLP ratified as independent auditor for FY ending Feb 3, 2024 with 209.8M for vs 9.6M against.","Advisory vote on named executive officer compensation approved: 184.4M for, 6.8M against.","Shareholders selected 1-year frequency for say-on-pay votes; company will hold annual advisory vote.","Broker non-votes of 28.2M recorded on director elections, say-on-pay, and frequency items."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327171,"accession_number":"0000794367-23-000030","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-03-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Macy's CEO Jeff Gennette to retire Feb 2024; Tony Spring named president and CEO-elect","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff Gennette (61) plans to retire in February 2024 after 40 years with Macy's.","Tony Spring (58) appointed President and CEO-elect immediately; will become CEO in Feb 2024.","Spring's compensation: $1M base salary, 135% target bonus, $4M annual equity (50% RSU, 50% PSU).","Adrian Mitchell's role expanded to COO and CFO; $950K base, $3.3M annual equity, $3M one-time RSU.","Board increased to 16 members effective April 1, 2023; Spring joins board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327170,"accession_number":"0000794367-23-000011","cik":794367,"company_name":"Macy's, Inc.","ticker":"M","form_type":"8-K","filed_at":"2023-03-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Macy's appoints Naveen Chopra (Paramount Global CFO) to board; Bryant and Hale not standing for re-election","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Naveen Chopra appointed independent director effective April 1, 2023; he is EVP and CFO of Paramount Global.","Chopra to serve on Audit and Finance Committees; brings digital, innovation and financial expertise.","Directors John Bryant and Leslie Hale will not stand for re-election at May 19, 2023 annual meeting; no disagreement with management.","Board size increased to 15 members effective April 1; after annual meeting, board will be 13 members with 12 independent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":5551716535.226118,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}