Macy's (M): FY26 Q4 earnings call, Mar 18, 2026
On its Mar 18, 2026 earnings call (FY26 Q4), Macy's said 9 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 9 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Tariff | Yes | 15 | 17 | ✓ | 92%transcripts from the transcript model | – |
| Fragrance | Yes | 5 | 6 | ✓ | 69%transcripts from the transcript model | – |
| AI / Artificial Intelligence | Yes | 5 | 7 | ✓ | 46%transcripts from the transcript model | – |
| Marketplace | Yes | 4 | 5 | ✓ | 93%transcripts from the transcript model | – |
| Dividend | Yes | 4 | 4 | ✓ | 82%transcripts from the transcript model | – |
| China | Yes | 3 | 3 | ✓ | 71%transcripts from the transcript model | – |
| Holiday | Yes | 2 | 2 | ✓ | 91%transcripts from the transcript model | – |
| Backstage | Yes | 1 | 1 | ✓ | 67%transcripts from the transcript model | – |
| Hospitality | Yes | 1 | 1 | ✓ | 43%transcripts from the transcript model | – |
| Automation | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
2 matches for “Holiday”; 2 quoted, at least 25 words apart.
…year. We leveraged the power of the parade into our retail offerings. Holiday destination categories, including fragrances, jewelry, and handbags, outperformed. Other highlights included women's…
…locations were positive. Bloomingdale's comparable sales rose 9.9%, benefiting from its best holiday result on record, and Bluemercury comparable sales increased 1.3%. Turning to revenue,…
Where the listed words were said
…Results were also above our initial guidance, despite the unanticipated impact of tariffs and lower-than-expected asset sale gains. I'm thankful to our colleagues. Their leadership,…
…While almost every category had positive comps in the quarter, standouts included fragrances, women's contemporary, designer apparel, and fine jewelry. Fourth quarter performance wrapped up…
…organizational excellence and operational efficiency. This continues to incorporate the use of AI, where we are building capabilities throughout the organization. The team has walked…
…comp sales throughout today's prepared remarks represent comparable Owned plus Licensed plus Marketplace Sales, or O+L+M, unless otherwise noted. Going forward, Macy's, Inc.'s comparable sales…
…our balance sheet leverage and liquidity. Third, return cash to shareholders through dividends and share repurchases. For the year, we returned $448 million to shareholders,…
…year-over-year spend primarily reflected the completion of several longer-term projects, including our China Grove distribution center, which opened last year. Looking ahead, we continue to…
…being a department store, promotional department store at Macy's. Remember, we have backstage, we have regular promotional events. We have a private brand portfolio that…
…Macy's, Inc. Having spent many years across the retail, consumer goods, and hospitality industries, this ecosystem is a unique strength. Now, before turning to guidance,…
Agents: this page as TSV at /api/v1/appearances/macys:2026-03-18:earnings_call · words: /api/v1/brief?appearance=macys:2026-03-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP