MACY'S $M JUST REPORTED Q2 EARNINGS
- Revenue: $4.9B, beating est. of $4.83B ๐ข
- 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 ๐ด
- 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 ๐ก
- Comparable Sales Change: 1.0% to 1.5% (from 0.5% to 1.2%)
๋ ๋ณด๊ธฐ
