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Macy’s, Inc. (M) Q2 2026 Earnings Call Transcript

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Macy’s, Inc. (M) Q2 2026 Earnings Call September 10, 2026 8:00 AM EDT

Company Participants

Caitlin Howe
Antony Spring – CEO & Chairman
Thomas Edwards – COO & CFO

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Conference Call Participants

Blake Anderson – Jefferies LLC, Research Division
Alexandra Straton – Morgan Stanley, Research Division
Matthew Boss – JPMorgan Chase & Co, Research Division
Brooke Roach – Goldman Sachs Group, Inc., Research Division
Oliver Chen – TD Cowen, Research Division
Michael Binetti – Evercore ISI Institutional Equities, Research Division
Dana Telsey – Telsey Advisory Group LLC
Paul Lejuez – Citigroup Inc., Research Division
Ryan Bulger – Gordon Haskett Research Advisors
Robert Drbul – BTIG, LLC, Research Division
Simeon Siegel – Guggenheim Securities, LLC, Research Division

Presentation

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Operator

Greetings, and welcome to the Macy’s, Inc. Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded.

It is now my pleasure to turn the floor over to Caitlin Howe, Vice President of Investor Relations. Thank you. Please go ahead.

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Caitlin Howe

Thank you, operator. Good morning, everyone, and thanks for joining us. With me on the call today are Tony Spring, our Chairman and CEO; and Tom Edwards, our COO and CFO. Along with our second quarter 2026 press release, a Form 8-K has been filed with the Securities and Exchange Commission, and a presentation has been posted on the Investors section of our website, macysinc.com, and is being displayed live during today’s webcast. Unless otherwise noted, the comparisons we provide will be versus 2025. All references to our prior expectations, outlook or guidance refer to information provided on our June 3, 2026 earnings call.

On today’s call, we will refer to certain non-GAAP financial measures. Reconciliations of these measures can be found in our earnings presentation and SEC filings available on the Investor Relations section of our website. All references to comp sales throughout today’s prepared

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