Macy's (M): FY27 Q2 earnings call, Sep 10, 2026
On its Sep 10, 2026 earnings call (FY27 Q2), Macy's said 9 of the 19 words Kalshi and Polymarket listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
19 words · 9 settled yes · our count agreed on 19 of 19- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| Customer 15+ times | Yes | 54 | 54 | ✓ | 85%transcripts from the transcript model | – |
| AI | Yes | 10 | 13 | ✓ | 81%transcripts from the transcript model | – |
| Positive 3+ times | Yes | 7 | 7 | ✓ | 87%transcripts from the transcript model | – |
| Impact | Yes | 6 | 6 | ✓ | 95%transcripts from the transcript model | – |
| Headwind | Yes | 3 | 4 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – |
| Automation | Yes | 2 | 2 | ✓ | 61%n=2+tx from settlement history blended with transcripts | – |
| Private Brand | Yes | 1 | 1 | ✓ | 88%transcripts from the transcript model | – |
| Dividend | Yes | 1 | 1 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| China | Yes | 1 | 1 | ✓ | 82%n=2+tx from settlement history blended with transcripts | – |
| Negative 3+ times | No | 1 | 1 | ✓ | 31%transcripts from the transcript model | – |
| Fiscal 20+ times | No | 1 | 1 | ✓ | 9%transcripts from the transcript model | – |
| Asset Sale | No | 0 | 0 | ✓ | 78%transcripts from the transcript model | – |
| Backstage | No | 0 | 0 | ✓ | 71%n=2+tx from settlement history blended with transcripts | – |
| Amazon | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
| Real Estate | No | 0 | 0 | ✓ | 46%transcripts from the transcript model | – |
| Hospitality | No | 0 | 0 | ✓ | 41%n=2+tx from settlement history blended with transcripts | – |
| MLB | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Tax | No | 0 | 0 | ✓ | 35%transcripts from the transcript model | – |
| Lawsuit | No | 0 | 0 | ✓ | 17%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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
13 matches for “AI”; 5 quoted, at least 25 words apart.
…continue to enhance our digital offerings and connections across channels. Our new AI-powered conversational shopping assistant, Ask Macy's, was introduced last quarter on digital platforms…
In addition, we launched Bloomingdale's own AI-powered conversational shopping assistant for digital, which enhances how customers engage with the brand and discover products. This rollout…
…year and included in our outlook. We are also actively advancing our AI and automation capabilities in areas such as the customer journey, inventory management,…
…in the right place at the right time. We are adding an AI forecast overlay capability to replenishment, moving from pilot to broader execution to…
…customer and providing better service and better transparency, as well as some AI initiatives that are helping us to forecast better and put the right…
Where the listed words were said
…improvements we are making in our business that are resonating with our customers. Combined with consistent execution of our A Bold New Chapter initiatives, we…
Thanks, Dana, for the questions. I'll give you a small piece on AI and let Tom finish, then talk more about the brand additions. We…
…all exceeded our guidance. Macy's nameplate delivered its fifth consecutive quarter of positive comps, led by the Reimagine 200. Bloomingdale's achieved double-digit comparable sales growth…
…last year. Net sales grew 1.9%, adjusting for a roughly $35 million impact from the 14 store closures at the end of last year. Comparable…
…We now forecast full year combined tariff and fuel gross margin net headwind of 5 basis points-15 basis points, compared to prior guidance of 20…
…and improve the efficiency of managing our inventories. We can expand our private brands, continue with our store and online initiatives to build margin as…
…we returned $201 million to shareholders through $101 million of quarterly cash dividends and $100 million of share repurchases, including $50 million during the second…
…transparency around order status, and reduce costs. In addition, the ramp-up at China Grove continues to progress, and over time, we believe the automation improvements…
Agents: this page as TSV at /api/v1/appearances/macys:2026-09-10:earnings_call · words: /api/v1/brief?appearance=macys:2026-09-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP