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AI brief of an SEC Form 8-K · Macy's (M)

Macy's raises 2026 outlook as second-quarter comparable sales rise 2.7%

Positive Impact 4 of 5 earnings Written later

Macy's reported second-quarter 2026 results for the 13 weeks ended August 1, 2026, with net sales up 1.1% to $4.9 billion and GAAP diluted EPS of $0.62, up from $0.31 a year earlier. The company raised its full-year 2026 guidance, including adjusted diluted EPS of $2.15 to $2.35, up from $2.00 to $2.20, and the quarter included a $0.23 per share net tariff refund benefit.

Key points

  • Net sales rose 1.1% to $4.9 billion; comparable sales rose 2.7%, and Bloomingdale's comparable sales rose 11.3%.
  • GAAP diluted EPS was $0.62 versus $0.31; adjusted diluted EPS was $0.63 versus $0.35, including a $0.23 net tariff refund benefit.
  • Full-year 2026 guidance now calls for net sales of $21.675 billion to $21.825 billion and comparable sales growth of 1.0% to 1.5%.
  • The board declared a quarterly dividend of 19.15 cents per share, payable October 1, 2026, to holders of record on September 15, 2026.

The filing

CompanyMacy's (M)
Form8-K, current report
Filed with the SECSep 10, 2026, 6:57 AM ET
Accession number0001628280-26-061217

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:59 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 10, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.