Macys Stock Price, News & Analysis
Company Description
Macy’s, Inc. (NYSE: M) is a retail trade company in the department stores industry. According to company disclosures, Macy’s, Inc. is a trusted source for quality brands through its iconic nameplates – Macy’s, Bloomingdale’s and Bluemercury. The company is headquartered in New York City and its stock trades on the New York Stock Exchange under the symbol M.
Macy’s, Inc. describes its footprint as a combination of a comprehensive digital presence and a nationwide network of stores, which together are intended to deliver a seamless shopping experience. Across its nameplates, Macy’s, Inc. offers products in categories that include apparel, beauty, home, accessories and toys, as reflected in its public communications about merchandising events and promotions.
Business structure and nameplates
The Macy’s nameplate is described as the largest retail brand of Macy’s, Inc. It serves as a style source for generations of customers and operates with one of the nation’s large e-commerce platforms powered by macys.com and a mobile app, paired with a network of stores across the United States. Macy’s communications highlight that customers can shop in stores, online and via the app, and that the brand offers values in apparel, home, beauty, accessories and more. Macy’s also references off-price assortments at Macy’s Backstage and curated Macy’s small format stores as additional ways customers can shop.
Bloomingdale’s, a division of Macy’s, Inc., is described as America’s only nationwide, full-line, upscale department store. Company and Bloomingdale’s releases state that Bloomingdale’s operates 32 Bloomingdale’s stores, 22 Bloomingdale’s The Outlet stores and four Bloomie’s stores in U.S. states including California, Connecticut, Florida, Georgia, Hawaii, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia and Washington. Bloomingdale’s also has an international presence with locations in Dubai and Kuwait. Bloomingdale’s communications emphasize its role as an upscale department store and its use of revolving pop-up concepts such as The Carousel to showcase collaborations and curated assortments.
Bluemercury is identified by Macy’s, Inc. as one of its nameplates. Public results commentary notes that Bluemercury operates freestanding specialty beauty stores and reports comparable sales performance as part of Macy’s, Inc.’s segment disclosures. Bluemercury is positioned within the company as a beauty-focused business, distinct from the Macy’s and Bloomingdale’s department store formats.
Retail formats and customer experience
Across Macy’s and Bloomingdale’s, the company highlights both in-store and digital experiences. Macy’s communications reference a nationwide network of stores, an e-commerce platform and mobile app, as well as seasonal campaigns such as Black Friday events, Parade of Deals, and curated holiday gift guides. These communications describe promotions across categories like beauty, apparel, toys, home, jewelry and more, and emphasize convenience through multiple shopping channels.
Bloomingdale’s news releases describe immersive store experiences such as The Carousel pop-up shop, seasonal campaigns, and collaborations with brands and entertainment partners. Examples include Bloomingdale’s x “Wuthering Heights” and Bloomingdale’s x Burberry initiatives, which transform store spaces with themed installations, curated merchandise assortments and events. These activities illustrate how Bloomingdale’s integrates merchandising, visual presentation and experiential retail within its upscale department store positioning.
Supply chain and operations
Macy’s, Inc. has publicly described efforts to modernize its supply chain. In a release about its China Grove, North Carolina facility, the company states that it opened a new customer fulfillment and store replenishment center outfitted with automation solutions. Macy’s, Inc. characterizes this facility as its largest and most technologically advanced in its network, supporting all product categories and enabling faster, more efficient service for customers. The company links this investment to its "Bold New Chapter" strategy, specifically a pillar focused on simplifying and modernizing end-to-end operations.
The China Grove facility is described as an omnichannel site that initially supports customer fulfillment and store replenishment for the Macy’s nameplate, with plans to expand to additional nameplates. The company notes features such as state-of-the-art automation and an advanced warehouse management system, and states that this facility is designed to process more orders and replenish stores with greater speed and efficiency. Macy’s, Inc. also references prior automation deployments at other sites and indicates that automation has more than doubled productivity at those locations.
Financial reporting and capital structure
Macy’s, Inc. files regular reports with the U.S. Securities and Exchange Commission (SEC). Recent Form 8-K filings show that the company reports quarterly results, including net sales, comparable sales metrics, gross margin, selling, general and administrative expenses, and various non-GAAP measures such as EBITDA, adjusted EBITDA, core adjusted EBITDA, adjusted net income and adjusted diluted earnings per share. The company explains in its filings that these non-GAAP measures exclude items such as impairment, restructuring and other costs, loss on extinguishment of debt and gains on sale of real estate, and that reconciliations to GAAP measures are provided in its press releases.
In a Form 8-K dated July 29, 2025, Macy’s, Inc. disclosed that a wholly owned subsidiary, Macy’s Retail Holdings, LLC, issued senior notes due 2033 in a private offering. The filing states that the notes are senior unsecured obligations of the subsidiary and are unconditionally guaranteed on an unsecured basis by Macy’s, Inc. The company indicated that it intends to use proceeds from the notes, together with cash on hand, to fund a tender offer for certain outstanding senior notes and debentures, redeem other outstanding senior notes and debentures, and pay related fees and expenses. Additional 8-K filings describe the pricing of the notes and related tender offer and redemption plans.
Corporate actions and governance disclosures
Macy’s, Inc. uses Form 8-K filings to disclose material corporate events. For example, an 8-K dated December 8, 2025 reports that the company entered into a compensatory agreement with a former Chief Operating Officer and Chief Financial Officer, describing a cash payment and mutual releases of claims and obligations under a non-competition agreement. Other 8-Ks report quarterly financial results and corrections to previously furnished press releases, illustrating how the company updates investors on its financial condition and non-GAAP guidance ranges.
Marketing, events and brand positioning
Macy’s communications emphasize seasonal promotions and large-scale events. A release on Black Friday activity describes Black Friday Early Access, Parade of Deals, and doorbuster events, as well as extended store hours and online shopping options. Macy’s also highlights its Star Rewards loyalty program, under which members earn on purchases (with some exclusions) and receive perks and savings.
The Macy’s retail brand is also associated with large public celebrations. Company communications state that Macy’s provides millions of people with experiences such as Macy’s 4th of July Fireworks and the Macy’s Thanksgiving Day Parade. These events are presented as part of the brand’s role in helping customers celebrate special moments.
Bloomingdale’s brand communications focus on upscale positioning, collaborations and curated experiences. Releases describe partnerships with fashion and luxury brands, immersive window displays, café takeovers and philanthropic initiatives with organizations such as No Kid Hungry and the Child Mind Institute. These activities are presented as part of Bloomingdale’s approach to holiday campaigns and customer engagement.
Dividend policy and shareholder returns
Macy’s, Inc. has disclosed that its board of directors declares regular quarterly dividends on the company’s common stock. For example, a release dated October 24, 2025 states that the board declared a regular quarterly dividend per share, payable on a specified date to shareholders of record on a stated record date. In its third quarter 2025 results release, the company also notes returning cash to shareholders through dividends and share repurchases under an existing share repurchase authorization.
Industry classification
Based on the provided classification, Macy’s, Inc. operates in the Retail Trade sector and is categorized within the Department Stores (except Discount Department Stores) industry. Its activities across Macy’s, Bloomingdale’s and Bluemercury, as well as its focus on department store and specialty beauty formats, align with this classification.