earnings
confidence high
sentiment positive
materiality 0.85
Macy's Q3 adjusted EPS $0.09 beats; comp sales strongest in 13 quarters; FY guide raised
Macy's, Inc.
2025-Q3 EPS reported
$0.48
revenue$14,705,000,000
- 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.