Macy's Reports Q2 2025 Results and Participates in Goldman Sachs Retailing Conference

Macy's, Inc. will report its Q2 2025 sales and earnings results on September 3, 2025. The company will host a call and webcast with financial analysts and investors at 8:00 a.m. ET. Additionally, Tony Spring and Tom Edwards will participate in a fireside chat at the Goldman Sachs 32nd Annual Global Retailing Conference on September 4, 2025.

Macy's, Inc. (NYSE:M) is set to release its second-quarter 2025 sales and earnings results on September 3, 2025. The company will host a call and webcast with financial analysts and investors at 8:00 a.m. ET. Additionally, Tony Spring and Tom Edwards will participate in a fireside chat at the Goldman Sachs 32nd Annual Global Retailing Conference on September 4, 2025. Investors will be closely watching for updates on the company's restructuring efforts and the impact of the recent store closures.

Macy's has been facing a challenging period, with its stock price declining for the fifth consecutive day on July 2, 2025, shedding 3.72 percent to close at $11.9 per share [1]. The decline is attributed to investor caution ahead of the earnings release and the company's ongoing restructuring initiative, which includes the closure of 150 stores over a three-year period. Of these, 66 stores are slated to close this year, which is expected to impact net sales in the second quarter compared to the same period last year.

In the first quarter of 2025, Macy's reported a 39 percent decline in net income to $38 million from $62 million in the same period last year. Total revenues decreased by 4.2 percent to $4.79 billion from $5 billion year-on-year [1]. These figures highlight the company's ongoing financial struggles, which have been exacerbated by the COVID-19 pandemic and the shift towards e-commerce.

Investors will also be looking for insights into the company's e-commerce strategy and its ability to adapt to changing consumer preferences. Macy's has been investing heavily in its digital capabilities, and any updates on this front could provide a clearer picture of the company's future prospects.

In contrast, Insulet Corporation (NASDAQ:INSU), a competitor in the healthcare sector, reported strong Q2 2025 results, with revenue reaching $649 million, a 31 percent year-over-year increase driven by the adoption of its Omnipod 5 insulin pump and U.S. market expansion [2]. The company's international business also achieved significant growth, with revenue increasing by 38.8 percent. These results highlight the potential for growth in the healthcare sector, particularly in the management of type 2 diabetes.

Goldman Sachs has maintained its price forecast for Title Transfer Facility (TTF) gas at 37 euros per megawatt hour (MWh) for the balance of 2025 and at 30 euros per MWh for 2026 [3]. The bank's research note suggests that the market remains skeptical about the potential for a lasting peace agreement with Ukraine, which could impact Russian gas and LNG supply.

In summary, Macy's, Inc. is set to release its Q2 2025 results on September 3, 2025, with investors closely watching for updates on the company's restructuring efforts and financial performance. The company's stock price has been declining, and investors will be looking for signs of improvement in its e-commerce strategy and overall financial health. In contrast, Insulet Corporation reported strong Q2 2025 results, highlighting the potential for growth in the healthcare sector.

References:
[1] https://finance.yahoo.com/news/macy-m-falls-5th-day-170707049.html
[2] https://www.ainvest.com/news/insulet-q2-2025-navigating-contradictions-growth-type-2-diabetes-expectations-global-strategy-2508/
[3] https://www.tradingview.com/news/reuters.com,2025:newsml_FWN3U3230:0-goldman-sachs-maintains-ttf-gas-price-forecast-for-2025-2026/