Macy's Inc. (M) EPS Q4 2025 (USD): Adj. EPS 1.67 (exp. 1.58), Revenue 7.6bln (exp. 7.50bln). FY adj. EPS view 1.90-2.10 (exp. 2.20), revenue view 21.4-21.65bln (exp. 21.1bln).

Macy's Q4 earnings report showed an adjusted EPS beat expectations, indicating solid performance amidst challenges.

Newsquawk StaffPublished 18 Mar 2026, 11:15 UTCOn the live feed at 10:55 UTC — 10 more headlines followed before this page went public

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11:00

US MBA Mortgage Market Index (Mar/13) 347.1

11:00

General Mills Inc. (GIS) Q3 2026 (USD): Adj. EPS 0.64 (exp. 0.73), Revenue 4.44bln (exp. 4.41bln)

10:55

Macy's Inc. (M) EPS Q4 2025 (USD): Adj. EPS 1.67 (exp. 1.58), Revenue 7.6bln (exp. 7.50bln). FY adj. EPS view 1.90-2.10 (exp. 2.20), revenue view 21.4-21.65bln (exp. 21.1bln).

10:31

EU publishes guidance on Russia energy imports; says member states should not require documentation for non-Russian gas cargoes beyond what is strictly required by the EU-Russian gas ban

10:30

Germany sells EUR 2.237bln vs exp. EUR 2.5bln 2.50% 2046 and 2.90% 2056 Bund

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Comp sales +1.8%
Go-forward comparable sales growth of 2.0%.

Guidance

It recognizes that there are macroeconomic and geopolitical factors that could influence discretionary spend. As such, the company is taking a prudent approach to guidance, giving flexibility within its business model to respond to changes in the competitive landscape and external environment. Guidance assumes the first half of the year will have a larger tariff impact than the second half, with the first quarter having the most meaningful impact.
Q1 26 EPS view -0.01 to +0.01 (exp. 0.17), revenue view 4.575-4.625bln (exp. 4.44bln)

Context

However, the FY guidance reflects a cautious stance, revising estimates downwards due to anticipated macroeconomic and geopolitical impacts on consumer spending, particularly in the first half of the year. This could provoke a reevaluation of retail sector health and affect investor sentiment toward discretionary stocks.

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