Macy's (M): FY25 Q3 earnings call, Dec 3, 2025

Wed, Dec 3Earnings callSpeaker-labelled transcriptMacy's

No Kalshi or Polymarket word markets were listed for Macy's Dec 3, 2025 earnings call (FY25 Q3). 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.

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

Thomas Edwardscompanyprepared

…roughly $160 million to sales in the year ago period. Excluding the impact of these planned closures, Macy's, Inc. sales grew 2.9%. This represents an…

Thomas Edwardscompanyprepared

…sales compared to 39.6% last year. Excluding a 50 basis point tariff impact, gross margin rate would have expanded approximately 30 basis points. The third…

Thomas Edwardscompanyprepared

…to $20 million compared to our prior expectation of $38 million. This impacts fourth quarter adjusted EPS by approximately $0.05 to $0.06 relative to our…

Thomas Edwardscompanyprepared

…raising tickets. We now estimate a 40 to 50 basis point tariff impact to gross margin which equates to roughly $0.25 to $0.35 of EPS.…

Thomas Edwardscompanyprepared

…mentioned change in asset sale expectations has a roughly $0.07 to $0.08 impact on annual EPS relative to our prior guidance. Our guidance does not…

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