Macy's (M): FY27 Q1 earnings call, Jun 3, 2026
On its Jun 3, 2026 earnings call (FY27 Q1), Macy's said 10 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 10 settled yes · our count agreed on 12 of 12- 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 | 19 | 21 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 11 | 13 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Holiday | Yes | 3 | 3 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Fragrance | Yes | 3 | 3 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| Marketplace | Yes | 2 | 2 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 2 | 2 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| China | Yes | 2 | 2 | ✓ | 82%n=1+tx from settlement history blended with transcripts | – |
| Backstage | Yes | 1 | 1 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Automation | Yes | 1 | 1 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 2 | ✓ | 37%transcripts from the transcript model | – |
| Hospitality | No | 0 | 0 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 22%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.
43 matches for “Customer”; 5 quoted, at least 25 words apart.
…reflect the strength and viability of the Bold New Chapter strategy. Our customer-led focus is resonating and driving tangible results. Macy's, Inc. net sales, comparable…
…dedication to the Bold New Chapter strategy and consistent focus on our customer are integral to the progress we're making. Through strong cross-functional collaboration, we…
…data and insights from thousands of colleagues, Ask Macy's creates a connected customer journey. It serves as a starting point for discovery across channels and…
…up with increased conviction. With our strong and stable balance sheet, large addressable market, loyal customer base, and steadily improving results, we're gaining market interest.
…including big-ticket home, especially furniture and our plus-size business. Overall, our Macy's customers have noticed the positive changes across product, messaging, and experience. As we…
Where the listed words were said
…sales, compared to 39.2% last year. Excluding an approximately 30 basis point tariff impact, gross margin rate would have been even with last year. SG&A…
…and is driving efficiencies. We've been testing, refining, and implementing initiatives, including AI, and believe there are meaningful opportunities to better serve our customers and…
…quarter, our customer appreciated the assortments, marketing, and events that supported key holidays, including Valentine's Day, President's Day, and Easter. In the second quarter, we…
During the quarter, results were driven by makeup, dermatological skincare, and fragrances, including BYREDO and Parfums de Marly, as well as Dr. Diamond's Metacine and…
All references to comp sales throughout today's prepared remarks represent comparable Owned-plus-Licensed-plus-Marketplace sales, unless otherwise noted. All reported nameplate comp sales results…
…we returned $100 million to shareholders through $50 million of quarterly cash dividends and $50 million of share repurchases, leaving approximately $1.1 billion remaining on…
…update on our end-to-end initiatives. We continue to make meaningful progress modernizing our operations and improving effectiveness. Our China Grove distribution facility is ramping nicely.
…possible. While at the same time, we've got our off-price offering with Backstage at Macy's and the outlet store at Bloomingdale's. We feel like we've…
…Happy to. For fuel costs, we expect them to be a full-year headwind of about 10 basis points-20 basis points, and that's on a fuel…
Agents: this page as TSV at /api/v1/appearances/macys:2026-06-03:earnings_call · words: /api/v1/brief?appearance=macys:2026-06-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP