Every 8-K that Macys Inc (M) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow M and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full M filings page.
Macy's, Inc. (M) reported stronger second quarter 2026 results and raised full-year 2026 guidance. Net sales rose to $4.9 billion, up 1.1% year over year, while comparable sales increased 2.7%, with all three nameplates positive and Bloomingdale’s up 11.3%.
GAAP diluted EPS doubled to $0.62 from $0.31, and adjusted diluted EPS increased to $0.63, up 14% excluding a $0.23 net tariff refund benefit. Adjusted EBITDA improved to $457 million, or 9.0% of total revenue, versus 7.5% a year ago. Cash and equivalents were $1.3 billion with total debt of $2.4 billion and no material long-term maturities until 2030.
The company received $116 million of IEEPA tariff refunds and plans to let about $20 million flow through full-year EPS, investing the remainder in its Bold New Chapter strategy. For 2026, Macy’s now guides net sales to $21.675–$21.825 billion and adjusted diluted EPS to $2.15–$2.35, both raised from prior ranges, and continues dividends and share repurchases.
Macy’s, Inc. reported a strong first quarter of 2026, with net sales rising to $4.7 billion, up 1.8%, and comparable sales increasing 3.0%, its best first-quarter performance in four years. All three nameplates delivered growth, led by Bloomingdale’s with comparable sales up 10.2% and Bluemercury up 6.4%.
GAAP diluted EPS was $0.23 versus $0.13 a year earlier, while adjusted diluted EPS was $0.13, above prior guidance. Gross margin was 38.9%, flat year-over-year excluding tariffs, and adjusted EBITDA was $290 million, or 5.9% of total revenue.
The company ended the quarter with $1.3 billion in cash and $2.0 billion of available credit, against total debt of $2.4 billion. Macy’s returned $50 million through dividends and repurchased 2.6 million shares for $50 million. Based on the strong start, it raised full-year 2026 guidance for net sales, comparable sales, and adjusted EPS.
Macy’s, Inc. held its annual shareholder meeting virtually on May 15, 2026, where all management proposals were approved. Shareholders elected 10 directors to one-year terms expiring at the 2027 annual meeting. They ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending January 30, 2027.
Shareholders approved on an advisory basis the compensation of named executive officers and also approved the Amendment and Restatement of the Macy’s, Inc. 2024 Equity and Incentive Compensation Plan, which had been previously approved by the board and became effective upon shareholder approval.
Macy’s, Inc. announced that directors Richard Clark, Douglas W. Sesler and Tracey Zhen have told the Board they will not stand for re-election at the annual shareholders meeting scheduled for May 15, 2026. The company states their decisions are not due to any dispute or disagreement regarding operations, policies or practices.
With these departures, the Board has approved reducing its size from 13 to 10 members, effective as of the 2026 annual meeting. Macy’s explains that it regularly reviews board size and that this change is intended to align with its current strategic focus while keeping flexibility to adjust board composition in the future.
Macy’s, Inc. reported fourth-quarter 2025 net sales of $7.6 billion, with comparable sales up 1.8% and GAAP diluted EPS of $1.84. Bloomingdale’s led growth with comparable sales up 9.9%, while Macy’s “Reimagine 125” locations grew 0.9%.
For fiscal 2025, net sales were $21.8 billion and comparable sales rose 1.5%. GAAP net income reached $642 million and GAAP diluted EPS was $2.32. The company generated $1.4 billion in operating cash flow and $797 million in free cash flow, ending the year with $1.2 billion in cash.
Macy’s returned $448 million to shareholders through dividends and share repurchases and had $1.1 billion remaining under its $2.0 billion repurchase authorization. For 2026, it guides net sales of $21.4–$21.65 billion, comparable sales change of (0.5%) to 0.5% and adjusted diluted EPS of $1.90–$2.10.
Macy’s, Inc. announced that its Board of Directors has scheduled the company’s annual stockholders meeting for May 15, 2026. This is the meeting where shareholders can vote on key corporate matters and director elections as presented in the proxy materials.
The Board also set March 19, 2026 as the record date. Only stockholders of Macy’s who are recorded as owning shares at the close of business on that date will be entitled to receive notice of, and vote at, the May 15, 2026 annual meeting.
Macy’s, Inc. is updating its financial disclosure metrics to focus on its go-forward business, without changing any GAAP financial statements. New metrics emphasize comparable sales and dollar sales on an owned + licensed + marketplace (OLM) basis and add Macy’s, Inc. total revenue for the go-forward business.
The company is also revising non-GAAP definitions so Adjusted net income, Adjusted EBIT, Adjusted EBITDA and Adjusted EPS now exclude gains on sale of real estate and benefit plan income, in addition to prior exclusions. Recast data show Macy’s, Inc. go-forward comparable OLM sales changing from a 5.7% decline in fiscal 2023 to a 0.6% decline in 2024 and a 1.6% increase for Q3 2025 year-to-date. Go-forward total revenue change versus prior year improves from (5.7)% in fiscal 2023 to (3.2)% in 2024 and 1.5% growth for Q3 2025 year-to-date.
Macy’s, Inc. reported that it has entered into a compensatory agreement with Adrian V. Mitchell, its former Chief Operating Officer and Chief Financial Officer. Under this agreement, Macy’s will make a $2.7 million cash payment to finalize his separation compensation arrangement with the company and its subsidiaries.
The agreement also includes a mutual release of claims between Macy’s and Mr. Mitchell, and it releases him from his remaining obligations under his non-competition agreement with the company. This filing focuses on resolving the financial and contractual aspects of his prior executive employment rather than announcing new operational initiatives.
Macy’s, Inc. filed an amended report to correct a guidance figure previously shared with investors. The company had earlier furnished a press release with financial information for the 13- and 39-week periods ended November 1, 2025. This amendment replaces that release with a corrected version.
The correction updates Macy’s 2025 guidance for Core Adjusted EBITDA as a percent of total revenue to a range of 7.5% to 7.7%, instead of the earlier 7.5% to 7.8%. The updated press release, which also includes reconciliations for various non-GAAP measures such as adjusted EBITDA, core adjusted EBITDA, adjusted net income, and adjusted diluted EPS, is attached as an exhibit and incorporated by reference.
Macy’s, Inc. filed a current report announcing it has released a press release with its financial condition, results of operations and cash flows for the 13- and 39-week periods ended November 1, 2025. The release presents results under GAAP and also provides several non-GAAP metrics, including changes in comparable sales on an owned-plus-licensed and owned-plus-licensed-plus-marketplace basis, EBITDA, adjusted EBITDA, core adjusted EBITDA, adjusted net income and adjusted diluted earnings per share.
These adjusted measures exclude items such as impairment, restructuring and other costs, loss on extinguishment of debt and, for core adjusted EBITDA, gains on sale of real estate. Macy’s includes a reconciliation from each non-GAAP figure to the most directly comparable GAAP measure within the press release.
Macy’s, Inc. filed a current report describing the release of its financial results for the 13- and 26-week periods ended August 2, 2025. On September 3, 2025, the company issued a press release covering its financial condition, results of operations and cash flows for those periods.
The release, incorporated by reference as Exhibit 99.1, presents results under GAAP and also includes non-GAAP metrics such as comparable sales on an owned-plus-licensed-plus-marketplace basis, EBITDA, adjusted EBITDA, core adjusted EBITDA, adjusted net income and adjusted diluted earnings per share, with reconciliation tables to the nearest GAAP measures.