Macy's, Inc. operates a portfolio of U.S. department store and beauty retail banners, including Macy's, Bloomingdale's and Bluemercury, across physical stores, digital channels and marketplace formats. The company sells apparel, accessories, cosmetics, home goods and other consumer merchandise, while also using private brands, off-price concepts and omni-channel fulfillment to differentiate its offer.
8,5 %
40,3 %
2,8 %
−1,7 %
1.49
0.50
| % | |
|---|---|
| Macy's nameplate retail | 55% Full-line Macy's stores, Macy's Backstage, Macy's small format and related digital sales. |
| Bloomingdale's luxury retail | 20% Bloomingdale's full-line stores, Bloomingdale's The Outlet, Bloomie's and marketplace sales. |
| Bluemercury beauty retail | 10% Prestige beauty, skincare and related services sold through Bluemercury stores and online. |
| Private brands and licensed merchandise | 10% Company-owned brands and licensed labels designed and sourced through Macy's Merchandising Group. |
| Other revenue and services | 5% Credit program services, marketplace commissions, restaurant sales and gift card breakage. |
Macy's serves broad middle-market department store shoppers who buy apparel, accessories, cosmetics and home...
Buy apparel, accessories, cosmetics and home goods from the Macy's banner for convenience, brand mix and promotions.
Buy higher-end fashion, accessories and beauty from Bloomingdale's stores and digital channels for exclusivity and brand curation.
Buy prestige beauty and skincare products, often valuing service, assortment depth and premium brands.
Buy discounted or opportunistic merchandise through Backstage and outlet formats to access lower prices.
Buy through digital marketplace and omni-channel fulfillment for broader assortment, convenience and speed.
Macy's is primarily a U.S. retailer, with 680 store locations across 43 states, the District of Columbia, Puerto Rico...
Macy's is executing a three-year 'A Bold New Chapter' strategy focused on improving the customer experience,...
The core banner needs better productivity, relevance and traffic to offset store rationalization and online competition.
Stores and digital channels are linked, so better search, fulfillment and in-stock performance support conversion and retention.
Bloomingdale's and Bluemercury provide a more differentiated, higher-end customer proposition and help balance the Macy's banner.
Retail is cyclical and capital intensive, so liquidity and credit metrics support resilience through changing demand.
Macy's faces execution risk in its store rationalization and omni-channel transformation, because traffic declines or...
The business relies on physical stores to generate sales, fulfillment and brand visibility, so lower traffic directly hurts revenue and fixed-cost leverage.
Store closures, reimagined locations and assortment changes may not produce the expected productivity gains or customer response.
The company depends on external vendors and sources most merchandise outside the U.S., creating disruption and insolvency risk.
Higher import duties or policy changes can raise product costs and reduce gross margin if not passed through to customers.
Brand perception affects customer loyalty, employee retention and access to capital, especially during restructuring and climate-related scrutiny.
: 28.4.2026