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The themes Macy's is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
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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How it makes money
- 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
Competes with
What it sells5
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.
Show 2 more
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.
Who buys it4
- 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.
What it stands on, and what could break it
What the business leans on
- 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.
What could go wrong
- 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.
About 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).
- Head office
- New York, New York, USA
- Founded
- 1830 (predecessor department-store operations began; Macy's, Inc. incorporated in 1985; high confidence)
- Employees
- 90,134 (as of 2026-01-31, high confidence)
- Listed on
- NYSE
- Financial year ends
- January 31
Built from Macy's, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
