Macy's (M): FY25 Q1 earnings call, May 28, 2025

Wed, May 28Earnings callSpeaker-labelled transcriptMacy's

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

9 matches for “Impact”; 5 quoted, at least 25 words apart.

Tony Springcompanyprepared

…assumption that current tariffs remain in place, we estimate a combined tariff impact to Macy's, Inc. annual gross margin of roughly 20 to 40 basis…

Tony Springcompanyprepared

…the tariff-related costs. But we're cognizant that the environment is fluid. The impact on demand is less clear. Quarter to date, Macy's, Inc. comps are…

Tony Springcompanyprepared

…sales volume is still ahead of us. Given uncertainty regarding the tariff impact on consumer health and demand, we believe it's prudent to incorporate a…

Adrian Mitchellcompanyqa

…equation for the customer is still very relevant. So some of the impact on our gross margin this year is gonna be around the tariffs.…

Adrian Mitchellcompanyqa

…customer experience that Tony just described. We haven't shared the gross margin impact for Q2, but here's what we're doing in terms of our actions.…

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