{"schema_version":"secwatch.filing_event.v1","accession":"0000794367-25-000139","form_type":"8-K","ticker":"M","cik":"0000794367","company_name":"Macy's, Inc.","filed_at":"2025-09-03T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.389207+00:00","generated_at":"2026-05-17T08:41:33.721630+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Macy's Q2 adjusted EPS $0.41 beats guidance; raises FY net sales and EPS outlook","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000794367-25-000139","json":"https://secwatch.observer/filing/0000794367-25-000139.json","markdown":"https://secwatch.observer/filing/0000794367-25-000139.md","text":"https://secwatch.observer/filing/0000794367-25-000139.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/794367/000079436725000139/0000794367-25-000139-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/794367/000079436725000139/n-20250903.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T08:41:33.721630+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}