Macy's, Inc.
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No SEC Form 4 filings for $M in the last 30 days.
See all $M insider activity →TJX (NYSE:TJX) reported Q2 revenues of $15.18B, up 5.4% YoY, missing EPS guidance. Macy's (NYSE:M) reported $5.06B in revenues, up 1.2% YoY, beating expectations. Ross Stores (NASDAQ:ROST) reported $6.26B in revenues, up 13.3% YoY, exceeding estimates. Stocks reacted accordingly post-earnings.
DoorDash has added Macy's, Anthropologie, The North Face, Vans, and Timberland to its retail Marketplace, offering 1-hour delivery from stores. Macy's will deliver from over 500 locations, while Anthropologie covers over 200. This partnership aims to attract new customers through fast delivery services.
Macy's director Richard L. Markee received 1,235 Phantom Stock Units, convertible to common stock at a 1-for-1 ratio upon his board termination. The units were valued at $23.2751 each, totaling $29K, based on the quarterly average stock price.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning M (Macy's, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent M coverage spans financial news, earnings and corporate actions.
Earnings beat supports upside momentum.
DoorDash has added Macy's, Anthropologie, The North Face, Vans, and Timberland to its retail Marketplace, offering 1-hour delivery from stores. Macy's will deliver from over 500 locations, while Anthropologie covers over 200. This partnership aims to attract new customers through fast delivery services.
The award is a small, non‑dilutive grant to a board member, unlikely to move the stock materially.
Neutral to modestly positive as the deal may boost online sales but adds logistics cost.
The closures reduce the company's physical footprint, potentially improving profitability but may pressure short-term sales in affected regions.
AlphAI scores every news story that mentions M with an AI model for sentiment and relevance, and aggregates insider trades from Macy's, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
TJX (NYSE:TJX) reported Q2 revenues of $15.18B, up 5.4% YoY, missing EPS guidance. Macy's (NYSE:M) reported $5.06B in revenues, up 1.2% YoY, beating expectations. Ross Stores (NASDAQ:ROST) reported $6.26B in revenues, up 13.3% YoY, exceeding estimates. Stocks reacted accordingly post-earnings.
2 min readDoorDash has added Macy's, Anthropologie, The North Face, Vans, and Timberland to its retail Marketplace, offering 1-hour delivery from stores. Macy's will deliver from over 500 locations, while Anthropologie covers over 200. This partnership aims to attract new customers through fast delivery services.
2 min readMacy's director Richard L. Markee received 1,235 Phantom Stock Units, convertible to common stock at a 1-for-1 ratio upon his board termination. The units were valued at $23.2751 each, totaling $29K, based on the quarterly average stock price.
1 min readDoorDash partners with Macy’s, Anthropologie, and others for clothing delivery and returns. The service will be available nationwide by November. Separately, U.S. Q2 GDP grew 2.2%, up from a prior estimate of 1.5%, driven by strong consumer spending.
2 min readMacy's closed 14 stores in 2026 as part of its Bold New Chapter strategy, focusing on digital growth and high-performing locations. Comparable sales rose 2.7% in Q2 2026, and the company raised its full-year outlook in September. The closures affected stores in 12 states, with the company supporting employees through transitions.
2 min readMacy's (M) is deemed a safer dividend pick than Kohl's (KSS) due to its $1.3B cash, growing comparable sales, and increasing payouts since 2021. Kohl's, with $0.5B cash, faces debt pressures and has cut dividends twice since 2020. Macy's reported $5.059B revenue, beating estimates, while Kohl's guidance predicts flat to -1.5% comps.
2 min readMacy’s plans to expand AI use for inventory management, aiming to save $235 million by 2026. The company expects supply chain efficiencies to benefit gross margins in the second half of 2026, according to executives. Macy’s has been restructuring, including store closures and layoffs, while investing in AI and automation for both backend and customer-facing operations.
2 min readMacy's (M) Q2 EPS beat estimates at $0.40, but shares fell 4% due to a weaker Q3 outlook. Sales rose 1.1% YoY to $4.866B. Q3 guidance: adjusted loss of $0.19-$0.23 per share, below estimates. Non-recurring tariff benefits influenced Q2 results.
2 min readMacy'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.
2 min readBerkshire 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
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