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Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
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Cómo gana dinero
- Women's accessories, shoes, cosmetics and fragrances42 %
FY2025, ended 2026-01-31, high confidence
- Women's apparel22 %
FY2025, ended 2026-01-31, high confidence
- Men's and children's merchandise21 %
FY2025, ended 2026-01-31, high confidence
- Home merchandise and other sales15 %
FY2025, ended 2026-01-31, high confidence
- Credit-card revenue3 %
Q2 FY2026, ended 2026-08-01, high confidence
- Macy's Media Network advertising1 %
Q2 FY2026, ended 2026-08-01, high confidence
Compite con
Qué vende5
Macy's
Department-store merchandise for men, women and children, including clothing, shoes, accessories, cosmetics and home furnishings.
Bloomingdale's
Premium and luxury clothing, accessories, beauty products and home merchandise sold in full-line and smaller stores, outlets and online.
Bluemercury
Luxury beauty products, especially skincare and fragrance, along with spa services.
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Macy's Backstage and Bloomingdale's The Outlet
Off-price stores selling discounted merchandise from the Macy's and Bloomingdale's brands.
Private-label brands
Macy's-owned clothing and home brands, including On 34th and Hotel Collection.
Quién se lo compra4
- Shoppers buying clothing, shoes, accessories, beauty products and home goods at Macy's stores and online.
- Shoppers seeking premium and luxury merchandise at Bloomingdale's stores and online.
- Beauty shoppers buying skincare, makeup and fragrance or spa services from Bluemercury.
- Brand partners that pay to advertise through Macy's Media Network.
En qué se apoya y qué podría romperlo
De qué depende el negocio
- 1Merchandise depends on a global network of suppliers; no individual supplier accounted for more than 4% of purchases in FY2025.
- 2Sales depend on customers choosing to spend on discretionary goods such as apparel, beauty products and home furnishings.
- 3Stores, websites, apps and distribution and fulfillment operations depend on functioning technology and logistics systems.
- 4Sales and working-capital needs vary with the holiday season, when a significant portion of annual sales and earnings typically occurs.
Qué podría salir mal
- 1Changes in customer tastes, economic conditions or discretionary spending, together with competition from department stores, off-price retailers, specialty stores and online sellers, could reduce demand.
- 2Choosing the wrong merchandise mix or mismanaging inventory could leave stores short of sought-after goods or with unsold stock, particularly around the holiday selling season.
- 3Disruptions to overseas sourcing, trade rules or tariffs, or quality problems in private-label goods, could raise costs or harm customer trust in Macy's brands.
Estados financieros completos →
Sobre Macy's, Inc.
Macy's, Inc. sells apparel, shoes, accessories, cosmetics, home furnishings and other goods in stores, on websites and through mobile apps. Macy's serves a broad range of shoppers, Bloomingdale's focuses on premium and luxury merchandise, and Bluemercury sells luxury beauty products and spa services. It serves nearly 40 million active consumers (FY2025, high confidence); digital sales account for about one-third of annual sales (FY2025, medium confidence). Comparable sales increased 2.7% (Q2 FY2026, ended 2026-08-01, high confidence).
- Sede
- New York, New York, USA
- Fundada en
- 1830 (predecessor department-store operations began; Macy's, Inc. incorporated in 1985; high confidence)
- Empleados
- 90,134 (as of 2026-01-31, high confidence)
- Cotiza en
- NYSE
- Cierre del ejercicio
- January 31
Construido a partir de los propios informes de Macy's, Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.
