Macy's, Inc. Q3 2025 Earnings Recap

M Q3 2025 December 3, 2025

Macy's, Inc. reported stronger-than-expected performance in Q3 2025, driven by notable sales growth across all brand segments, reflecting successful execution of its Bold New Chapter strategy.

Earnings Per Share Beat

$0.09 vs $-0.13 est.

+168.8% surprise

Revenue Beat

4913000000 vs 4552452516 est.

+7.9% surprise

Market Reaction

1-Day -1.1%

5-Day +0.62%

30-Day -1.06%

Key Takeaways

Comparable sales grew 3.2%, with Go-Forward Macy's leading at 3.4% growth, marking a 13-quarter high for Macy's.
Adjusted EPS stood at $0.09, significantly surpassing guidance expectations of a loss between $0.15 and $0.20.
Bloomingdale's achieved its highest comp growth in 13 quarters, while Bluemercury continued to show consistent comparable sales growth.
Customer satisfaction reached a record high, evidenced by Macy's strongest Net Promoter Score for Q3 and positive feedback highlighting employee engagement.
Inventory levels aligned with expectations, positioning Macy's well for the upcoming holiday season with a diverse mix of new offerings.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit M on AllInvestView.