$M

Macy's reported Q2 2026 revenue of $5.06B and net income of $169M, raising full-year sales guidance. The company completed a $976.18M share repurchase, reducing shares outstanding by 17.08%. Management sees manageable demand, but risks include discretionary spending pressure and e-commerce competition. Analysts project varied long-term forecasts, with some seeing potential upside.

Berkshire Hathaway's investment in Macy's, a brick-and-mortar retailer, may seem questionable but shows potential. Macy's sales have stabilized, with same-store sales growing 2.7% last quarter, and the company raised its full-year revenue and earnings guidance. Analysts expect revenue to decline slightly but predict efficiency gains will boost earnings. Berkshire's stake, now 7.4 million shares, could be a turnaround play rather than a real estate bet, with Macy's trading at a low P/E ratio of 8

Macy's (M) reported earnings, raised guidance, and completed a multiyear buyback. The stock is down 6.84% in 30 days and 10.36% in 90 days, but up 27.25% in 1 year and 2.3x in 3 years. Analysts estimate a fair value of $22.77, slightly above the current $21.64, suggesting a small discount. The company's growth in luxury and off-price segments supports future revenue growth, but e-commerce competition and margin pressures remain concerns.

Macy's COO/CFO Tom Edwards reported sales growth and profitability improvements from investments in employees, customer experience, and marketing. Bloomingdale's, a key growth driver, saw double-digit growth in late 2025. Macy's raised its full-year earnings outlook to $2.15-$2.35 per share. Inventory is up 2.5% in Q2, aligned with sales growth. The company is investing in AI and store pilots for future expansion.

UBS maintained a Sell rating and $10 price target on Macy’s (M) due to market share losses and weak sales. Despite better-than-expected Q2 earnings, UBS expects earnings pressure and lower estimates. Macy’s Q2 revenue was $4.9B, with adjusted EPS of $0.63. Analysts have mixed views on its turnaround strategy.

Macy's (M) reported Q2 earnings that surpassed expectations, with revenue up 1.1% to $4.9B and adjusted EPS at $0.63. Comparable sales rose 2.7% across Macy's, Bloomingdale's, and Bluemercury. Management highlighted margin expansion, cash flow improvements, and strategic initiatives, while raising full-year guidance. However, third-quarter outlook remains cautious with flat-to-slightly-negative comps and a small EPS loss.

Macy's CEO Tony Spring and Capri Holdings CEO John Idol discussed their companies' turnaround strategies at the Goldman Sachs retail conference. Macy's 'Bold New Chapter' plan has led to improved customer experience and luxury brand growth, while Capri is repositioning Michael Kors and Jimmy Choo, reducing promotions to boost margins.

Macy's reported Q2 2026 net sales of $4.9B, up 1.1% YoY, with comparable sales rising 2.7%. All major brands saw growth, with Bloomingdale's up 11.3%. Gross margin increased to 41.5%, and net income nearly doubled. The company raised its FY2026 guidance for sales, EBITDA margin, and EPS. Macy's ended the quarter with $1.3B in cash and $2B in available credit.

Berkshire Hathaway, led by Greg Abel, acquired 7.3 million shares of Macy's (M) this year, valued at $173 million. Macy's raised its quarterly dividend by 5% and has a 29% payout ratio. The stock has a 3.4% yield and gained 29.6% over the last year. Management's turnaround strategy includes store closures and brand expansions, with recent same-store sales growth reported.

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.