$M (Macy's, Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 92.0%)

Graded daily on value A+, growth B, profitability C+, momentum B+. Sector-relative, identical for every user.

Most active credible voices on $M

@italianinvesto (Gus - The Italian Investor) — 19 mentions · 6.6K followers
@bottleneckfindr (Bottleneck Investor) — 16 mentions · 3.1K followers
@ewhispers (Earnings Whispers) — 11 mentions · 572.9K followers

Recent headlines featuring $M

2026-09-10: Macy’s lifts 2026 outlook as Q2 sales rise 1.1% to $4.9 billion and EPS hits $0.63

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$MMacy's, Inc. · Department Stores · $6.5B

$24.84

-0.9%

Event thread

Key events, in time order

6 items

2026-10-248-K filing
8-K: Item 5.02
D1 -2.1% · +5d +3.1%
2026-09-05 → 09-15Earnings
Macy's Raises 2026 Guidance, Guides Q3 EPS Loss of 19-23 Cents
Raised full-year outlook after strong Q2, but Q3 loss guidance highlights near-term risk
D1 -2.6% · +5d -1.6%
6 waves of this story
- 2026-09-05 Street consensus near upper end of company guide; market awaits details.
- 2026-09-10 Ahead of earnings, market focuses on holiday outlook; stock under pressure
- 2026-09-10 Revenue and adj. EPS beat estimates, boosted by tariff refunds; company raises net sales and comp sales outlook
- 2026-09-11 Q2 beat and FY guidance raise offset by Q3 loss warning and tariff margin pressure
- 2026-09-15 Q2 comp sales +2.7%, adj. earnings +14%; FY EPS guide raised to $2.15-$2.35
- 2026-09-15 Raised full-year outlook after strong Q2, but Q3 loss guidance highlights near-term risk

4 earlier events

2026-09-108-K filing
8-K: Item 2.02, Item 9.01
D1 -4.7% · +5d +5.6%
2026-09-10Earnings
Earnings report
Macy's Inc. 第二季度可比销售额增长 2.7%，连续第五个季度实现正增长；按持续经营口径，可比销售额增长 2.8%。
D1 -4.7% · +5d +5.6%
2026-09-04 → 09-05EarningsBull
Macy's Expected to Extend Earnings Beat Streak with ESP +20.81%
Multiple sources confirm Macy's reports earnings in week of Sep 7, with positive ESP suggesting potential beat
D1 +2.6% · +5d -2.0%
2 waves of this story
- 2026-09-04 Multiple sources cite positive ESP and Zacks Rank as indicators for another earnings beat
- 2026-09-05 Multiple sources confirm Macy's reports earnings in week of Sep 7, with positive ESP suggesting potential beat
2026-08-15 → 09-03Capital
After Berkshire's 2.8% Stake, Macy's Down 16% in Month but Up 2.2% in Session
Stock performance contrasts with stake news; earnings approaching
D1 -0.8% · +5d -0.2%
3 waves of this story
- 2026-08-15 Buffett's firm boosts stake, signaling institutional confidence
- 2026-08-20 Berkshire's first Macy's investment in six decades, worth ~$174M
- 2026-09-03 Stock performance contrasts with stake news; earnings approaching

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

6 items

2026-10-248-K filing
8-K: Item 5.02
D1 -2.1% · +5d +3.1%
2026-09-05 → 09-15Earnings
Macy's Raises 2026 Guidance, Guides Q3 EPS Loss of 19-23 Cents
Raised full-year outlook after strong Q2, but Q3 loss guidance highlights near-term risk
D1 -2.6% · +5d -1.6%
6 waves of this story
- 2026-09-05 Street consensus near upper end of company guide; market awaits details.
- 2026-09-10 Ahead of earnings, market focuses on holiday outlook; stock under pressure
- 2026-09-10 Revenue and adj. EPS beat estimates, boosted by tariff refunds; company raises net sales and comp sales outlook
- 2026-09-11 Q2 beat and FY guidance raise offset by Q3 loss warning and tariff margin pressure
- 2026-09-15 Q2 comp sales +2.7%, adj. earnings +14%; FY EPS guide raised to $2.15-$2.35
- 2026-09-15 Raised full-year outlook after strong Q2, but Q3 loss guidance highlights near-term risk
2026-09-108-K filing
8-K: Item 2.02, Item 9.01
D1 -4.7% · +5d +5.6%
2026-09-10Earnings
Earnings report
Macy's Inc. 第二季度可比销售额增长 2.7%，连续第五个季度实现正增长；按持续经营口径，可比销售额增长 2.8%。
D1 -4.7% · +5d +5.6%
2026-09-04 → 09-05EarningsBull
Macy's Expected to Extend Earnings Beat Streak with ESP +20.81%
Multiple sources confirm Macy's reports earnings in week of Sep 7, with positive ESP suggesting potential beat
D1 +2.6% · +5d -2.0%
2 waves of this story
- 2026-09-04 Multiple sources cite positive ESP and Zacks Rank as indicators for another earnings beat
- 2026-09-05 Multiple sources confirm Macy's reports earnings in week of Sep 7, with positive ESP suggesting potential beat

1 earlier events

2026-08-15 → 09-03Capital
After Berkshire's 2.8% Stake, Macy's Down 16% in Month but Up 2.2% in Session
Stock performance contrasts with stake news; earnings approaching
D1 -0.8% · +5d -0.2%
3 waves of this story
- 2026-08-15 Buffett's firm boosts stake, signaling institutional confidence
- 2026-08-20 Berkshire's first Macy's investment in six decades, worth ~$174M
- 2026-09-03 Stock performance contrasts with stake news; earnings approaching

$M (Macy's, Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 92.0%)

Most active credible voices on $M

Recent headlines featuring $M

$M (Macy's, Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 92.0%)

Most active credible voices on $M

Recent headlines featuring $M

8-K: Item 5.02

Macy's Raises 2026 Guidance, Guides Q3 EPS Loss of 19-23 Cents

8-K: Item 2.02, Item 9.01

Earnings report

Macy's Expected to Extend Earnings Beat Streak with ESP +20.81%

After Berkshire's 2.8% Stake, Macy's Down 16% in Month but Up 2.2% in Session

Bull vs bear

Discussion

8-K: Item 5.02

Macy's Raises 2026 Guidance, Guides Q3 EPS Loss of 19-23 Cents

8-K: Item 2.02, Item 9.01

Earnings report

Macy's Expected to Extend Earnings Beat Streak with ESP +20.81%

After Berkshire's 2.8% Stake, Macy's Down 16% in Month but Up 2.2% in Session