Macy's (M): FY25 Q1 earnings call, May 28, 2025
No Kalshi or Polymarket word markets were listed for Macy's May 28, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “China”; 4 quoted, at least 25 words apart.
…last fiscal year, roughly 20% of total Macy's, Inc. product originated in China. National brands, which represent the majority of our sales, sourced approximately 18%…
…the value proposition is just not where it needs to be. Beyond China, we're closely monitoring Southeast Asia and Europe. We've had limited sourcing exposure…
…today and that are currently in place, we've reduced our exposure to China as Tony referenced earlier in the call. We've renegotiated orders with vendors…
…addition, we do have some receipts that came through under the 145% China tariffs, and a meaningful portion of that will actually flow through the…
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