Macy's (M): FY25 Q2 earnings call, Sep 3, 2025

Wed, Sep 3Earnings callSpeaker-labelled transcriptMacy's

No Kalshi or Polymarket word markets were listed for Macy's Sep 3, 2025 earnings call (FY25 Q2). 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.

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

Tony Springcompanyprepared

…the year and quarter to date. However, given the uncertainty regarding the impact of tariffs on demand, we believe it's prudent to continue to incorporate…

Tony Springcompanyprepared

…call, full-year guidance now incorporates a 40 to 60 basis point tariff impact to gross margin. This compares to our prior expectation of 20 to…

Tom Edwardscompanyprepared

…non-GoForward stores that closed at the end of last year. Excluding the impact of these stores, sales grew 0.9%. Macy's Inc. achieved comparable sales growth…

Tom Edwardscompanyprepared

…of $1.9 billion declined $29 million from last year, reflecting the net impact of the benefit from our closed Macy's locations and ongoing cost containment…

Tom Edwardscompanyprepared

…year. Assuming current tariffs remain in place, we estimate a combined tariff impact to gross margin of roughly 40 to 60 basis points versus our…

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