Macy's returned to positive comparable sales in fiscal 2025, marking what the company called an inflection point after years of contraction. The earnings result reflects not just improved merchandising but a structural shift in how the company is using customer data, store formats and digital channels together.
Macy's, Inc. (M) Q4 2025 Earnings Call Transcript
Macy's latest results have some investors piling back into the stock.
M registers $7.64B in Q4 sales and posts positive comps across all nameplates, led by Bloomingdale's strong performance.
Macy's, Inc. (NYSE:M) reported better-than-expected results for the fourth quarter on Wednesday, sending its shares about 5% higher. The retailer posted adjusted earnings per share of $1.67, above the consensus $1.56.
Macy's (NYSE:M) stock is up 5% in Wednesday morning trading, with shares climbing toward $18 after the company posted a stronger-than-expected fourth quarter of FY2025.
Shares of Macy's surged on Wednesday after the department store chain reported stronger-than-expected fourth-quarter results, driven by improving comparable sales and resilient higher-income shoppers, even as its forward outlook reflected macroeconomic caution. The stock rose more than 7% in trading after the company posted adjusted earnings per share of $1.67 for the fiscal fourth quarter, beating analyst expectations of $1.57, according to FactSet.
Although the revenue and EPS for Macy's (M) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Macy's Inc (NYSE:M) stock is pushing past broad-market weakness today, last seen up 6.6% to trade at $17.79.
Macy's (M) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.53 per share. This compares to earnings of $1.8 per share a year ago.
Here are five key things investors need to know to start the trading day.
Macy's stock surges as for the third straight quarter comparable sales rose from a year ago while analyst were expecting a decline.