{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-019024","form_type":"8-K","ticker":"M","cik":"0000794367","company_name":"Macy's, Inc.","filed_at":"2026-03-18T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.713970+00:00","generated_at":"2026-05-15T09:59:47.526743+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Macy's Q4 net sales $7.6B, adj EPS $1.67 beats guidance; FY2026 guidance soft","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-019024","json":"https://secwatch.observer/filing/0001628280-26-019024.json","markdown":"https://secwatch.observer/filing/0001628280-26-019024.md","text":"https://secwatch.observer/filing/0001628280-26-019024.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/794367/000162828026019024/0001628280-26-019024-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/794367/000162828026019024/m-20260318.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:59:47.526743+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":"9ff8bdb0e0c746e319becd248a30cf8c1e95643d","claim":"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.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/794367/000162828026019024/0001628280-26-019024-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and fiscal year 2025"},{"label":"Revenue","value":"net sales of $7.6 billion"},{"label":"Net income","value":"GAAP net income was $507 million"},{"label":"EPS","value":"GAAP diluted earnings per share of $1.84; Adjusted diluted EPS of $1.67"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}