{"schema_version":"secwatch.filing_event.v1","accession":"0000912242-23-000019","form_type":"8-K","ticker":"MAC","cik":"0000912242","company_name":"MACERICH CO","filed_at":"2023-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.998050+00:00","generated_at":"2026-06-12T03:30:06.962566+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Macerich Q2 net loss $15M; same center NOI up 5.6%; FFO $0.40/share, guidance narrowed","bullets":["Q2 net loss $15M ($0.07/diluted) vs $15.4M loss; FFO ex-Chandler Freehold $88.7M ($0.40) down from $102.9M ($0.46).","Same center NOI (ex-lease term income) +5.6% YoY; occupancy 92.6% (up 0.8pp YoY, 0.4pp QoQ).","Re-leasing spreads 11.3%; signed 191 leases for 1.4M sq ft in Q2 (+21% sq ft YoY).","2023 guidance narrowed: FFO per share $1.77-$1.83 (midpoint unchanged); EPS ($0.32)-($0.26). Dividend $0.17/share.","Liquidity ~$565M (incl $405M revolver); sold two power centers for $29.1M; bought partner's interest in 5 Sears parcels for $46.7M."],"urls":{"canonical":"https://secwatch.observer/filing/0000912242-23-000019","json":"https://secwatch.observer/filing/0000912242-23-000019.json","markdown":"https://secwatch.observer/filing/0000912242-23-000019.md","text":"https://secwatch.observer/filing/0000912242-23-000019.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/912242/000091224223000019/0000912242-23-000019-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/912242/000091224223000019/mac-20230808.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T03:30:06.962566+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":[{"claim_id":"f271e0ff1a8ecdc93843a3f04818f93b167ce1d9","claim":"MACERICH CO updated its Full Year 2023 guidance (lowered).","evidence_excerpt":"At this time, we are narrowing the ranges of our 2023 guidance for both estimated EPS-diluted and FFO per share-diluted, excluding financing expense in connection with Chandler Freehold. This results in a decrease to t","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/912242/000091224223000019/0000912242-23-000019-index.htm","confidence":0.7,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2023"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}