WOLF(@WOLF_Financial):MACY'S $M JUST REPORTED Q2 EARNINGS - Revenue: $4.9B, beating est. of $4.83B 🟢 - Adj EPS: $0.63 (incl. $0.23 tariff refunds) - Adj EPS ex-Refund: $0.40 - GAAP EPS: $0.62 (+100% YoY) (incl. refunds) - Adj EBITDA: $457M (incl. tariff refunds) - Comparable Sales: +2.7% - Go-Forward Business Comps: +2.8% - Macy's Comps: +1.1% Raises FY26 Guidance: - Revenue: $21.7B-$21.8B, below est. of $21.91B 🔴 - Adj EBITDA Margin: 7.8%-8.0% (from 7.7%-7.9%) - Adj EPS: $2.15-$2.35, in line with est. of $2.25 🟡 - Comparable Sales Change: 1.0% to 1.5% (from 0.5% to 1.2%)

2026.09.10 10:57

MACY'S $M JUST REPORTED Q2 EARNINGS - Revenue: $4.9B, beating est. of $4.83B 🟢 - Adj EPS: $0.63 (incl. $0.23 tariff refunds) - Adj EPS ex-Refund: $0.40 - GAAP EPS: $0.62 (+100% YoY) (incl. refunds) - Adj EBITDA: $457M (incl. tariff refunds) - Comparable Sales: +2.7% - Go-Forward Business Comps: +2.8% - Macy's Comps: +1.1% Raises FY26 Guidance: - Revenue: $21.7B-$21.8B, below est. of $21.91B 🔴 - Adj EBITDA Margin: 7.8%-8.0% (from 7.7%-7.9%) - Adj EPS: $2.15-$2.35, in line with est. of $2.25 🟡 - Comparable Sales Change: 1.0% to 1.5% (from 0.5% to 1.2%)