Macy's lifts full-year EPS guidance to $2.15–$2.35

Macy's raised full-year EPS guidance to $2.15–$2.35, citing higher gross margins, and said it is reinvesting tariff refunds into marketing and its Reimagine pilots, including AI. The company said its “A Bold New Chapter” plan lifted store Net Promoter Scores by 10 points.