Macy's (M) Change in Inventory (2009 - 2026)

Macy's (M) posted Change in Inventory of -$1.9 billion for Q1 2026, down 196.32% sequentially from $2.0 billion in Q4 2025, and down 5.25% YoY from -$2.0 billion in Q1 2025.

Macy's (M) Change in Inventory (2009 - 2026) Analysis & Trends

Macy's has reported Change in Inventory for 18 years, with the latest figure at -$1.9 billion in Q1 2026.

  • Quarterly Change in Inventory fell 5.25% year-over-year to -$1.9 billion in Q1 2026, while the trailing twelve-month figure through Jan 2026 was -$51.0 million (down 200.0% YoY) and the FY2026 annual result came in at -$51.0 million, down 200.0% from the prior year.
  • Change in Inventory retreated to -$1.9 billion in Q1 2026 per M's latest filing, from $2.0 billion in the prior quarter.
  • Over five years, Change in Inventory peaked at $2.0 billion in Q4 2025 and troughed at -$2.1 billion in Q1 2023.
  • A 5-year average of -$104.4 million and a median of -$312.0 million in 2024 frame the typical range for Change in Inventory.
  • The sharpest annual moves came in 2022 and 2024: Change in Inventory sank 608.82% in 2022, then jumped 34.73% in 2024.
  • Over 5 years, Change in Inventory stood at $1.8 billion in 2022, then grew by 5.75% to $1.9 billion in 2023, then slipped by 0.84% to $1.9 billion in 2024, then advanced by 4.04% to $2.0 billion in 2025, then slumped by 196.32% to -$1.9 billion in 2026.
  • According to Business Quant data, Change in Inventory over the past three periods registered -$1.9 billion, $2.0 billion, and -$321.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Dillard'S 8.76 Bn 7.34 Bn 718.25 Mn 305.44 Mn
2 Macy's 6.16 Bn 4.86 Bn 2.03 Bn 421.00 Mn
3 Polibeli 3.96 Bn 3.96 Bn - -
4 Kohls 2.18 Bn 1.75 Bn 1.37 Bn 151.00 Mn

Historic Data

Download Data
DateValue
May 2, 2026 421.00 Mn
May 2, 2026 421.00 Mn
Jan 31, 2026 -1.88 Bn
Jan 31, 2026 -1.88 Bn
Nov 1, 2025 1.96 Bn
Nov 1, 2025 1.96 Bn
Aug 2, 2025 -321.00 Mn
Aug 2, 2025 -321.00 Mn
May 3, 2025 198.00 Mn
May 3, 2025 198.00 Mn
Feb 1, 2025 -1.79 Bn
Feb 1, 2025 -1.79 Bn
Nov 2, 2024 1.88 Bn
Nov 2, 2024 1.88 Bn
Aug 3, 2024 -312.00 Mn
Aug 3, 2024 -312.00 Mn
May 4, 2024 273.00 Mn
May 4, 2024 273.00 Mn
Feb 3, 2024 -1.66 Bn
Feb 3, 2024 -1.66 Bn