From Financial Modeling Prep: 2025-05-28 16:08:00

Macy’s adjusted its 2025 EPS guidance to $1.60-$2.00 due to tariff pressures and inventory clearance discounts. Despite beating Q1 estimates, CEO Tony Spring warned of slow price increases affecting margins, prompting selective price hikes and early markdowns.

New US tariffs are increasing supply-chain costs for Macy’s. Competitors like off-price and big-box stores are taking market share, forcing Macy’s to balance promotions with price increases.

Macy’s shares rose 1% despite the EPS cut, trading at a lower multiple than the retail sector average. This suggests investors see some progress in Macy’s turnaround efforts already priced in. The company’s strategic approach to managing costs and consumer trends will be closely watched by investors.



Read more at Financial Modeling Prep:: Macy’s Navigates Tariff Headwinds, Lowers Profit F…