Macy's, Inc.
Macy’s, Inc. is an omnichannel retailer that operates 665 stores, websites and mobile applications under the Macy’s, Bloomingdale’s and Bluemercury brands. It sells apparel and accessories, cosmetics, home furnishings and other consumer goods to customers ranging from value-conscious shoppers to premium luxury consumers. Macy’s is a department store offering full-line and smaller format locations and the Macy’s Backstage off-price concept. Bloomingdale’s serves affluent customers through full-line and smaller format stores, Bloomies and Bloomingdale’s The Outlet, as well as licensed partnerships in Dubai, United Arab Emirates and Al Zahra, Kuwait. Bluemercury sells luxury beauty products and provides spa services, with an emphasis on premium skincare, clinical treatments and fragrance. Macy’s, Inc. makes money from merchandise sales and also generates revenue through its credit card program and Macy’s Media Network, which lets brand partners advertise across its platforms. Its headquarters are in New York, New York.
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See all $M insider activity →US consumers show resilience despite higher prices. Coca-Cola (KO) reported 16% sales growth for Coke Zero. Hilton (HLT) and Delta (DAL) saw strong spending. Visa (V) reported 13% sales growth. SoFi (SOFI) exceeded expectations with strong Q3 results and bullish guidance. Target (TGT), Macy's (M), and Walmart (WMT) stocks have risen.
DoorDash announced partnerships with Macy's, Anthropologie, The North Face, Vans, and Timberland to offer same-day delivery from local stores. Macy's offers goods from 350+ stores, Anthropologie from 220, and the VF Corp. brands from 350+ locations. This follows a 2020 partnership with Macy's and similar moves by competitors like Uber Eats.
Macy's director Paul C. Varga will resign from the board on December 11, 2026. Deirdre P. Connelly will become Lead Independent Director the following day, according to the company. The changes are part of regular governance and succession planning.
Recent M coverage spans financial news, corporate actions and regulation.
Retail rally supports bullish view on discretionary spending.
Positive impact as the partnership enhances Macy’s omnichannel capabilities and may increase same‑day sales.
Board leadership change with no immediate operational impact.
Director change may cause modest short-term stock movement as investors assess governance impact.
The dividend announcement may provide modest upside as income‑seeking investors add the stock.
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.
US consumers show resilience despite higher prices. Coca-Cola (KO) reported 16% sales growth for Coke Zero. Hilton (HLT) and Delta (DAL) saw strong spending. Visa (V) reported 13% sales growth. SoFi (SOFI) exceeded expectations with strong Q3 results and bullish guidance. Target (TGT), Macy's (M), and Walmart (WMT) stocks have risen.
DoorDash announced partnerships with Macy's, Anthropologie, The North Face, Vans, and Timberland to offer same-day delivery from local stores. Macy's offers goods from 350+ stores, Anthropologie from 220, and the VF Corp. brands from 350+ locations. This follows a 2020 partnership with Macy's and similar moves by competitors like Uber Eats.
Macy's director Paul C. Varga will resign from the board on December 11, 2026. Deirdre P. Connelly will become Lead Independent Director the following day, according to the company. The changes are part of regular governance and succession planning.
Macy's, Inc. (M) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On October 23, 2026, Paul C. Varga notified Macy’s, Inc. (the “Company”) of his decision to resign from the Board of Direct
Macy's Inc. (NYSE: M) declared a quarterly dividend of 19.15 cents per share, payable on January 4, 2027, to shareholders of record on December 15, 2026, according to a press release.
DoorDash (DASH) stock is down 2.6% in the past week, 30% below its 52-week high. Q2 revenue rose 36% to $4.5B, with adjusted EBITDA up 40% to $914M, but net income fell 30%. The company added Macy's and others to its marketplace and opened a new India hub. A valuation model targets $211, implying 11.6% upside over 2.2 years. Q3 results on November 4 will be key.
Macy's (M) and American Eagle (AEO) both beat Q2 estimates, aided by tariff refunds. Macy's adjusted EPS was $0.63, with strong performance from Bloomingdale's and Bluemercury. American Eagle's EPS included a $161M refund, with Aerie and OFFLINE comps up 19%. Macy's has raised its dividend annually since 2021, while American Eagle cut its dividend in 2023. Macy's offers a higher yield and better free cash flow coverage. Both companies face holiday season challenges.
S&P revised Macy’s outlook to positive, affirming its BB+ rating, citing 5 quarters of sales growth, margin stability, and successful turnaround. The retailer targets investment-grade status in 12-18 months, focusing on luxury brands and digital investments. S&P forecasts $675M free cash flow in 2026, $450M in 2027, with leverage below 2x.
DoorDash has partnered with Macy's, Anthropologie, and other retailers to expand clothing delivery and returns. The service will offer products on DoorDash's U.S. website with delivery in as little as an hour. The company plans to roll out nationwide return service in November for a $7.99 fee. DoorDash has been expanding into various retail sectors to attract more customers.
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.
