Macy's, Inc.

• 10-QQ2 FY2026PositiveLegal / investigation

  Filed Sep 10

  Tariff refunds drove most margin expansion, while Reimagine stores outpaced Macy’s overall.

  • Revenue$5.1BYoY +1.2%
  • Net income$169.0MYoY +94.3%

• 8-KPositiveEarningsGuidance raised

  Filed Sep 10

  Tariff refunds lift margins as Bloomingdale’s leads comp growth; FY2026 adjusted EPS guidance rises to $2.15–$2.35.

• 10-QQ1 FY2026Legal / investigation

  Filed Jun 4

  Bloomingdale’s leads sales growth and Reimagine stores outperform, but tariffs squeeze merchandise margins.

  • Revenue$4.9BYoY +2.1%
  • Net income$63.0MYoY +65.8%

• 10-KFY2025MixedImpairment / chargeLegal / investigation

  Filed Mar 27

  Bloomingdale’s led improving comps as closures cut sales; a litigation gain masked tariff-driven margin pressure and weaker adjusted earnings.

  • Revenue$22.6BYoY −1.7%
  • Net income$642.0MYoY +10.3%

Coverage: 10-K and 10-Q filings filed since Mar 1, 2026.

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Company data: Wikidata Q5479360