Company Dossier · Consumer Discretionary
Macy's, Inc.
- Russell 1000
- MidCap 400
What Macy's, Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 1, 2026: $21.9 billion, down 0.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 1, 2026: $1.41 billion, up 45% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 1, 2026: $0.35 billion, down 19% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to January 31, 2026: $0.25 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to January 31, 2026: $0.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 10, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.75 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed March 27, 2026): 2 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $2.4 million on the open market.SEC Form 4
- 490 institutional managers reported a position at June 30, 2026 (+10 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 31 (39 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 7 — latest OSHA inspection, Sep 16, 2026 →
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Macy's, Inc. yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 16, 2026Risk event
- Aug 5, 2026Risk event
- Jun 16, 2026Risk event
- Jun 3, 2026Risk event
- May 27, 2026Risk event
- May 18, 20268-KDirector or officer changeItem 5.02
- May 18, 20268-KShareholder vote resultsItem 5.07
- Apr 17, 2026Risk event
- Mar 27, 202610-KAnnual report (10-K)2 risk factors added, 0 removed
- Mar 26, 20268-KDirector or officer changeItem 5.02
- Jan 29, 2026Risk event
- Dec 12, 20258-KDirector or officer changeItem 5.02
- Aug 25, 2025Risk event
- Aug 18, 2025Risk event
- Jul 29, 20258-KMaterial agreement signedItem 1.01
- May 20, 20258-KShareholder vote resultsItem 5.07
- Apr 29, 2025Risk event
- Apr 9, 20258-KMaterial agreement signedItem 1.01
- Apr 1, 20258-KDirector or officer changeItem 5.02
- Mar 21, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Jan 6, 20258-KDirector or officer changeItem 5.02
- Nov 26, 20248-KDirector or officer changeItem 5.02
- Oct 25, 20248-KDirector or officer changeItem 5.02
- Mar 22, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Murphy USA MUSA | $21.5B | $0.5B | Jun 30, 2026 |
| Dick's Sporting Goods DKS | $21.1B | $0.2B | Aug 1, 2026 |
| Aptiv APTV | $20.5B | $0.7B | Jun 30, 2026 |
| Lear Corporation LEA | $23.7B | $0.8B | Jul 4, 2026 |
| Dollar Tree DLTR | $20.1B | $2.0B | Aug 1, 2026 |
| Aramark ARMK | $19.9B | — | Jul 3, 2026 |
| Ross Stores ROST | $24.5B | $2.8B | Aug 1, 2026 |
| Carvana CVNA | $25.1B | $0.9B | Jun 30, 2026 |