Macy’s: Q2 Net Sales Rise To $4.9 Billion As Comparable Sales Gain 2.7% And FY2026 Guidance Increases

Macy’s (M) reported Q2 earnings of $0.40 per share, beating estimates, with revenue of $4.87B. Comparable sales rose 2.7%, with Bloomingdale’s and Bluemercury seeing significant gains. The company raised full-year guidance to $21.68B-$21.83B in sales and $2.15-$2.35 in EPS. M stock rose 4% premarket.

Macy's Inc. (M) reported Q2 net sales of $4.9B, up 1.1%, and adjusted EPS of $0.63, beating estimates. Comparable sales rose 1.1%, with Bloomingdale's up 11.3%. The company raised its FY26 outlook, expecting net sales of $21.675B-$21.825B and adjusted EPS of $2.15-$2.35. Inventories increased 2.5% YoY, deemed well-positioned. Stock was down 3% premarket.

Macy's Inc (M) shares rose 8% to $22.06 on September 11, 2026, after reporting better-than-expected Q2 earnings. The company's dividend yield is 3.35% with a 32% payout ratio and 5% growth over 3 years. However, GF Value™ flags the stock as 38.7% overvalued. Macy's GF Score™ is 73, indicating strengths in profitability and momentum. Insiders have sold $8.8M in shares, while 10 institutional investors hold positions, with mixed activity. The company operates 660 stores and has a market cap of $5.

Macy's (M) stock rose 7.7% after Q2 earnings beat expectations, with revenue up slightly to $5.059B and adjusted EPS doubling to $0.64. Comparable sales grew 2.7%, and gross margin reached 41.5%. Management guided full-year comps between 1.0% and 1.5% and gross margin between 38.5% and 38.7%. Analysts debate the sustainability of the rally, with bulls citing growth in beauty and luxury segments, while bears point to traffic fragility and cost pressures.

Macy's (M) reported Q2 2026 results with comparable sales up 2.7% (beating estimates of 0.8%) and adjusted earnings of $0.63 per share (vs. $0.37 estimate). The company raised its full-year net sales guidance to $21.67B-$21.82B. Despite progress, investors remain cautious due to tariff refunds contributing to earnings and economic uncertainty.

Macy's raised its 2026 guidance after Q2 sales grew 2.7% across all brands. Net sales rose 1.1% to $4.9B, with Bloomingdale's up 11.3% and Bluemercury up 6.2%. GAAP net income doubled to $169M, and adjusted EBITDA reached $457M. The company reinvested $96M in tariff refunds into growth initiatives.