secwatch.observer — SEC 8-K summary
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Issuer:     Macy's, Inc. (M)
CIK:        0000794367
Form:       8-K
Filed at:   2026-02-18T23:59:59+00:00
Accession:  0000794367-26-000004
Event type: other_material
Sentiment:  neutral
Materiality: 0.30
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Macy's updates financial disclosure metrics to focus on go-forward business
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/794367/000079436726000004/0000794367-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/794367/000079436726000004/n-20260218.htm
  HTML page:      https://secwatch.observer/filing/0000794367-26-000004

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer