Macy’s Turnaround Gets Real as Bloomingdale’s Defies Luxury Slump
Friday, September 11, 2026 · 8 min
Macy’s raised guidance after 2.7% comp growth, with Bloomingdale’s up 11.3% as luxury peers struggle. Reformation’s first public earnings and Uniqlo’s U.S. expansion add a broader theme: selective retail winners are still finding growth.
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Macy’s raised guidance after 2.7% comp growth, with Bloomingdale’s up 11.3% as luxury peers struggle. Reformation’s first public earnings and Uniqlo’s U.S. expansion add a broader theme: selective retail winners are still finding growth.
In this episode
- Macy's (M) Q2 2026 earnings - CNBC — CNBC
Macy's (M) Q2 2026 earnings # Macy's posts strong results, raises guidance as turnaround begins to take hold Published Thu, Sep 10 2026 6:56 AM EDT Updated 24 Min Ago Laya Neelakandan@in/layaneelakandan@Laya_neel Key Points - Macy's posted strong second fiscal quarter results on Thursday and raised its full-year guidance. - The retailer hiked its outlook for net sales and comparable sales. -…
- Why Bloomingdale’s is outperforming luxury rivals — Glossy
# Why Bloomingdale’s is outperforming luxury rivals Author: Zofia Zwieglinska Published: 2026-09-11T04:00:00+00:00 Source: glossy.co (glossy.co) Language: en ## Story Why Bloomingdale’s is outperforming luxury rivals # Luxury Briefing: How Bloomingdale’s is beating the luxury slump By Zofia Zwieglinska Sep 11, 2026 In this week’s Luxury Briefing, I speak to analysts and researchers…
- Reformation says active customers grew 23% in first public earnings report — Modern Retail
Reformation touted the strength of its loyal customer base during its first call as a publicly traded company, as executives sought to sell Wall Street analysts on the power of its direct-to-consumer flywheel. “We have now delivered 21 consecutive quarters of double-digit revenue growth,” Reformation CEO Hali Bornstein said during the earnings call. Net revenue during the second quarter grew 24%…
- Glossy Podcast: Inside Uniqlo’s US expansion strategy with head of marketing Nico Cessot — Glossy
This is an episode of the Glossy Fashion Podcast, which features candid conversations about how today’s trends are shaping the future of the fashion industry. More from the series → Subscribe: Apple Podcasts • Spotify Uniqlo has taken the U.S. by storm. The Japanese purveyor of affordable but high-quality basics has become a household name, particularly on the populous East and West Coasts of the…
- Investing in Highstock | Andreessen Horowitz — Andreessen Horowitz
Investing in Highstock | Andreessen Horowitz # Investing in Highstock Olivia Moore and Justine Moore Posted September 10, 2026 Every consumer brand shares a quiet, expensive problem: they make more product than they sell. This is built into the model – brands forecast optimistically to hedge against stockouts, and end up sitting on trillions of dollars of perfectly good inventory. Even the…