Macy's, Inc. exceeded net sales and Adjusted diluted EPS guidance for Q3 2025.
Strongest comparable sales growth in 13 quarters and second consecutive quarter of growth for Macy's.
Bloomingdale's achieved fifth consecutive quarter of comparable sales growth.
Financial Performance
Net sales of $4.7 billion, exceeding guidance; Comparable sales up 2.5% on owned basis and 3.2% on O+L+M basis.
Earnings
GAAP EPS of $0.04; Adjusted EPS $0.09, driven by better net sales, gross margin, and SG&A expenses.
Business Segments
Reimagine 125 locations and Bloomingdale's reported strong comparable sales growth.
Shareholder Returns
Approximately $99 million returned to shareholders through dividends and share repurchases.
- Macy's stronger performance driven by Bold New Chapter strategy and customer resonance.
- Positive sales trends indicate successful implementation of strategic changes and customer engagement.
- Company well-positioned for holiday season with new merchandise and omni-channel experience.
Macy's Q3 2025 results demonstrate the effectiveness of strategic changes in driving sales growth and customer satisfaction.