Macy's Stock Surges 20.68% on Sept. 3 2025 as Q2 Earnings Revenue Beat Estimates Trading Volume Jumps to $780M (336.28% Rise) Ranking 115th in Market Activity with Full-Year Outlook Raised to $1.70–$2.05 EPS

Macy’s (M) surged 20.68% on Sept. 3, 2025, with a trading volume of $780 million—up 336.28% from the prior day—ranking it 115th in market activity. The retailer’s Q2 results exceeded expectations, with adjusted earnings of $0.41 per share versus $0.18 projected, and revenue of $4.81 billion against $4.76 billion estimated. CEO Tony Spring highlighted improved store performance, strategic pricing adjustments to offset tariff impacts, and a focus on high-performing categories like denim and women’s apparel. The company raised full-year guidance, projecting adjusted earnings of $1.70–$2.05 per share and revenue of $21.15–$21.45 billion.

Spring emphasized resilience in consumer spending and operational improvements, including inventory optimization and reduced product redundancy. Subsidiaries Bloomingdale’s and Bluemercury outperformed core Macy’s stores, with comparable sales growth of 3.6% and 1.2%, respectively. CFO Tom Edwards noted targeted price increases to address tariffs while maintaining competitiveness. The retailer also reported a $28 million rise in credit card revenue, signaling stronger customer engagement.

Despite a 2.5% decline in net sales year-over-year, Macy’s outperformed broader retail trends. The stock’s sharp rebound followed earlier guidance cuts due to Trump-era tariffs, reflecting renewed confidence in its turnaround strategy. Spring and Edwards expressed cautious optimism, citing tailwinds from product diversification and improved customer experiences. The company remains focused on navigating macroeconomic challenges through strategic pricing and inventory management.

Backtest results indicate the stock’s 20.68% gain aligns with its revised earnings outlook and operational metrics, with no additional data provided beyond the specified parameters.