Macy’s Reports Strong Q3 2025 Financial Results

Macy’s ( (M) ) has released its Q3 earnings. Here is a breakdown of the information Macy’s presented to its investors.

Macy’s, Inc. is a prominent American retail company known for its iconic department stores, including Macy’s, Bloomingdale’s, and Bluemercury, offering a wide range of products from clothing to home goods, and operating both in physical locations and online.

In its third quarter of 2025, Macy’s, Inc. reported a robust financial performance, surpassing its own guidance for net sales and adjusted diluted earnings per share. The company highlighted its strongest comparable sales growth in 13 quarters, driven by strategic initiatives such as the Bold New Chapter and Reimagine 125, alongside a solid digital presence.

Key financial metrics included net sales of $4.7 billion, a 2.5% increase in comparable sales on an owned basis, and a 3.2% rise on an owned-plus-licensed-plus-marketplace basis. Bloomingdale’s stood out with an 8.8% increase in comparable sales, marking its fifth consecutive quarter of growth. Macy’s also returned $99 million to shareholders through dividends and share repurchases, reflecting its commitment to shareholder value.

Despite a slight decline in gross margin rate due to tariff impacts, Macy’s managed to decrease its selling, general, and administrative expenses, benefiting from store closures and cost containment efforts. The company ended the quarter with a strong balance sheet, maintaining significant liquidity and manageable debt levels.

Looking ahead, Macy’s management remains optimistic, raising its annual guidance for net sales and adjusted diluted EPS. The company is poised to continue its growth trajectory, leveraging its diverse brand offerings and strategic initiatives to adapt to evolving consumer demands and market conditions.