earnings
confidence high
sentiment positive
materiality 0.85
Macy's Q2 2026: comp sales +2.7%, EPS $0.62, raises full-year guidance
Macy's, Inc.
- Net sales $4.9B (+1.1% YoY); comparable sales +2.7%, fifth straight quarter of growth.
- GAAP diluted EPS $0.62 (up 100%); adjusted EPS $0.63, up 14% ex $0.23 net tariff refund benefit.
- Bloomingdale's comp sales +11.3% (record Q2 volume); Bluemercury +6.2%; Macy's +1.1%.
- FY2026 guidance raised: net sales $21.675-21.825B, comp +1.0-1.5%, adj EPS $2.15-2.35.
- Quarterly dividend 19.15c/share payable Oct 1; repurchased 2.2M shares for $50M in Q2.