Macy's Q2 Sales Beat Guidance
Macy's(NYSE:M) reported second quarter 2025 results on July 29, 2025, delivering 1.9% comparable sales growth and adjusted earnings per share (EPS) of $0.41, both above guidance. The quarter featured continued execution of the Bold New Chapter strategy, luxury segment outperformance, and disciplined expense and inventory management amid rising tariffs. The following highlights examine key drivers, risk mitigation, and operational execution shaping the long-term outlook.
Net sales reached $4.8 billion, down 2.5% year-over-year due to the closure of 64 stores, while GoForward businesses posted 2.2% comparable sales growth. The Reimagined 125 store cohort delivered a 1.4% comparable sales increase, and Bloomingdale's and Bluemercury continued their multi-quarter streaks of positive comparable sales.
The sustained positive momentum across both core and luxury banners demonstrates the effectiveness of the multi-nameplate portfolio model in capturing market share despite industry headwinds.
Source Fool.com
