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.
6 matches for “Impact”; 5 quoted, at least 25 words apart.
…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…
…last year. Excluding both the net tariff refund benefit and the incremental impact of ongoing tariffs and fuel, our underlying gross margin rate increased approximately…
…discuss our tariff and fuel outlook for the year. Second quarter tariff impacts were lower than anticipated. For the second half of 2026, we now…
…higher AUR. That is the confidence of our colleagues. That is the impact of our website on the better goods that we sell, that the…
…were the things that we were wrestling with as we faced the impact of tariffs? We started to pull back on marketing. We started to…
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…
…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…
…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…
…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…
…included in our outlook. We are also actively advancing our AI and automation capabilities in areas such as the customer journey, inventory management, and localization,…
…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