- Q1 2024 Macy's Inc Earnings Call TranscriptMay 21, 2024€18.39 (+4.05%)Earnings
- Q4 2023 Macy's Inc Earnings Call TranscriptFeb 27, 2024€18.3 (+3.30%)Earnings
- Q3 2023 Macy's Inc Earnings Call TranscriptNov 16, 2023€12.87 (+11.53%)Earnings
- Q2 2023 Macy's Inc Earnings Call TranscriptAug 22, 2023€11.61 (-16.27%)Earnings
- Q1 2023 Macy's Inc Earnings Call TranscriptJun 01, 2023€12.77 (-2.45%)Earnings
- Macy's Inc at JPMorgan Retail Round-Up TranscriptMar 30, 2023
- Q4 2022 Macy's Inc Earnings Call TranscriptMar 02, 2023€19.49 (+2.90%)Earnings
- Macy's Inc at ICR Conference TranscriptJan 09, 2023
- Macy's Inc at Morgan Stanley Global Consumer and Retail Conference TranscriptDec 07, 2022
- Q3 2022 Macy's Inc Earnings Call TranscriptNov 17, 2022€21.45 (+14.64%)Earnings
- Macy's Inc at Goldman Sachs Retail Conference TranscriptSep 08, 2022
- Q2 2022 Macy's Inc Earnings Call TranscriptAug 23, 2022€19.23 (+2.68%)Earnings
- Macy's Inc at Jefferies Consumer Conference (Virtual) TranscriptJun 20, 2022
- Q1 2022 Macy's Inc Earnings Call TranscriptMay 26, 2022€21.19 (+18.49%)Earnings
- Macy's Inc at JPMorgan Retail Round-Up (Virtual) TranscriptApr 07, 2022
- Macy's Inc at UBS Global Consumer & Retail Conference (Virtual) TranscriptMar 09, 2022
- Q4 2021 Macy's Inc Earnings Call TranscriptFeb 22, 2022€21.49 (+1.61%)Earnings
- Macy's Inc at Morgan Stanley Global Consumer & Retail Conference (Virtual) TranscriptDec 02, 2021
- Q3 2021 Macy's Inc Earnings Call TranscriptNov 18, 2021€32.54 (+20.74%)Earnings
- Macy's Inc at Goldman Sachs Global Retailing Conference (Virtual) TranscriptSep 09, 2021
- Q2 2021 Macy's Inc Earnings Call TranscriptAug 19, 2021€18.44 (+17.53%)Earnings
- Macy's Inc at Jefferies Consumer Conference (Virtual) TranscriptJun 22, 2021
- Macy's Inc Annual Shareholders Meeting TranscriptMay 21, 2021
- Q1 2021 Macy's Inc Earnings Call TranscriptMay 18, 2021€15.25 (-1.87%)Earnings
- Macy's Inc at JPMorgan Virtual Retail Round-Up TranscriptApr 14, 2021
- Q4 2020 Macy's Inc Earnings and Polaris Strategy Update Call TranscriptFeb 23, 2021
- Macy's Inc at Morgan Stanley Global Consumer Conference (Virtual) TranscriptDec 01, 2020
- Q3 2020 Macy's Inc Earnings Call TranscriptNov 19, 2020€7.75 (+2.07%)Earnings
- Macy's Inc at Goldman Sachs Global Retail Conference (Virtual) TranscriptSep 09, 2020
- Q2 2020 Macy's Inc Earnings Call TranscriptSep 02, 2020€5.8 (-0.26%)Earnings
- Q1 2020 Macy's Inc Earnings Call TranscriptJul 01, 2020€5.77 (-2.50%)Earnings
- Macy's Inc at Cowen Virtual Department Store Summit TranscriptJun 09, 2020
- Macy's Inc Virtual Fireside Chat with JPMorgan TranscriptMay 21, 2020
- Macy's Inc Annual Shareholders Meeting TranscriptMay 15, 2020
- Macy's Inc Virtual Fireside Chat TranscriptApr 30, 2020
- Macy's Inc at Bank of America Merrill Lynch Consumer & Retail Technology Conference TranscriptMar 10, 2020
- Q4 2019 Macy's Inc Earnings Call TranscriptFeb 25, 2020€13.54 (-3.27%)Earnings
- Macy's Inc Investor Day TranscriptFeb 05, 2020
- Q3 2019 Macy's Inc Earnings Call TranscriptNov 21, 2019€13.31 (-1.33%)Earnings
- Macy's Inc at Goldman Sachs Global Retailing Conference TranscriptSep 05, 2019
- Q2 2019 Macy's Inc Earnings Call TranscriptAug 14, 2019€14.89 (-13.73%)Earnings
- Q1 2019 Macy's Inc Earnings Call TranscriptMay 15, 2019€19.07 (-0.83%)Earnings
- Macy's Inc at Bank of America Merrill Lynch Consumer & Retail Technology Conference TranscriptMar 12, 2019
- Q4 2018 Macy's Inc Earnings Call TranscriptFeb 26, 2019€21.4 (+0.85%)Earnings
Macy's Inc at ICR Conference Transcript
Hi, everybody. We're thrilled to have Macy's here. At Cowen, Macy's is one of our top department store ideas. We have a price target of $27 on 6x, 22% ETR. I'm Oliver Chen. Thanks for joining us. Cowen's retail, new platforms and luxury analysts. We're thrilled to be hosting Macy's CEO, Jeff Gennette, alongside Macy's CFO, Adrian Mitchell. Macy's operates the Macy's banner as well as Bloomingdale's and Bluemercury, a next-gen beauty retailer.
And last year, the company reported over $24 billion in sales across banners and operate 700 stores across the U.S. We're excited to share the stage with Jeff and Adrian. It's their first time at ICR and modernizing Macy's and a new platform, rethinking inventory management and artificial intelligence personalization. These are all great aspects of the story. So we'll kick it off with a few questions and I'll turn it to Jeff, who will have some prepared remarks now. Thanks, Jeff.
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