Macy’s Earnings: M Stock Jumps on Q4 Beat, But Tariffs to Hit 2026 Sales

FomoAnxiety · 2026-03-18T13:58:45+00:00

Macy's reported Q4 2025 earnings with a 7% EPS decline, yet beat expectations, leading to a 6% stock increase. Despite overall sales dips, comparable sales grew by 1.8%, suggesting resilience amid economic challenges.

FomoAnxiety

2026-03-18 13:58:45

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U.S. omnichannel retailer Macy’s M -0.99% ▼ released its fourth-quarter 2025 earnings results on Wednesday, guiding for lower sales in fiscal 2026 due to the impact of tariffs as well as macroeconomic and geopolitical factors. However, M stock climbed about 6% during early trading hours as the retailer’s earnings beat excited investors.

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During the three-month period ending on January 31, Macy’s saw its adjusted earnings per share (EPS) fall by about 7% year-over-year to $1.67, with net sales also declining by about 2% to $7.6 billion. However, both metrics surpassed the Wall Street consensus of an adjusted EPS of $1.56 and net sales of $7.51 billion.

Macy’s comparable sales — sales made at stores that have been open for at least a year during the period — climbed by 1.8% from the same period last year.

Meanwhile, while the retailer’s full-year adjusted EPS and net sales also declined by 12% and 2.2% year-over-year to $2.32 and $21.8 billion, respectively, comparable sales returned to positive territory, up 1.5%.

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