Macy's (M): FY25 Q2 earnings call, Sep 3, 2025
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
32 matches for “Tariff”; 5 quoted, at least 25 words apart.
…of $0.15 to $0.20, reflecting comparable sales growth, disciplined expense controls, and tariff mitigation actions. End-of-quarter inventories were down 0.8%, and we feel good about…
…and quarter to date. However, given the uncertainty regarding the impact of tariffs on demand, we believe it's prudent to continue to incorporate a more…
…initiatives that support our long-term growth aspirations. In addition, reflecting the incremental tariffs that have been announced since our last earnings call, full-year guidance now…
…inventories, and second, the flow through our product brought under the 145% tariffs primarily impacted the most recent quarter. Inventory was $4.3 billion, down 0.8%…
…As a result, our third quarter and full-year guidance assumes that current tariff rates remain in place and provides flexibility to respond to consumer demand…
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