earnings
confidence high
sentiment positive
materiality 0.80
Macy's Q3 net sales $4.7B, adj EPS $0.09 beat; raises FY outlook
Macy's, Inc.
2025-Q3 EPS reported
$0.48
revenue$14,705,000,000
- 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.