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.
3 matches for “Negative”; 2 quoted, at least 25 words apart.
…Tariffs and fuel costs combined are expected to have a roughly $0.03-$0.04 negative impact to EPS and a 20 basis points-40 basis point negative impact…
…Gross margin as a percent of net sales to be 38.4%-38.6%, reflecting a roughly 20 basis points-30 basis points negative impact from tariffs and fuel.
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…
…fashion authority position by complementing and expanding our category and brand matrix. During the quarter, we introduced Ask Macy's, our new AI-powered conversational shopping assistant.
…we are uniquely positioned to provide inspiration for our customers' everyday moments, holidays, events, and everything in between. Across both stores and digital, we are…
…Gunn. Looking at category performance, watches, petites, dresses, women's career, kids, handbags, fragrances, and shoes all outperformed. We did see some softer trends, including big-ticket…
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