Macy's Q4 net sales $7.6B, adj EPS $1.67 beats guidance; FY2026 guidance soft

Macy's, Inc.

2025-FY EPS reported $2.32 revenue$22,621,000,000

Q4 comparable sales up 1.8%; go-forward comps up 2.0% (Macy's +0.6%, Bloomingdale's +9.9%, Bluemercury +1.3%).
Adj diluted EPS $1.67 in Q4, exceeding guidance; GAAP EPS $1.84 (incl. $328M pretax interchange settlement gain).
FY2025 GAAP & adj diluted EPS $2.32, above prior guidance of $2.00-$2.20 despite tariff headwinds.
FY2026 guidance: net sales $21.4B-$21.65B, comp sales -0.5% to +0.5%, adj EPS $1.90-$2.10.
Dividend raised 5% to $0.1915/share; $251M in share repurchases during FY2025; $1.1B remaining authorization.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Macy's, Inc. reported the fourth quarter and fiscal year 2025 results: revenue net sales of $7.6 billion, net income GAAP net income was $507 million, EPS GAAP diluted earnings per share of $1.84; Adjusted diluted EPS of $1.67.

Period: the fourth quarter and fiscal year 2025
Revenue: net sales of $7.6 billion
Net income: GAAP net income was $507 million
EPS: GAAP diluted earnings per share of $1.84; Adjusted diluted EPS of $1.67
Result: reported results

Exact text from the filing

today reported financial results for the fourth quarter and fiscal year 2025 and provided fiscal year 2026 guidance. Fourth Quarter 2025 Highlights • Macy’s, Inc. net sales of $7.6 billion exceeded guidance. • Macy’s, Inc. comparable sales 1 grew 1.8%, exceeding the company’s guidance. • Macy’s, Inc. achieved go-forward comparable sales growth of 2.0%. • Macy’s

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Source: SEC EDGAR

accession 0001628280-26-019024

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