Macy's (M) Change in Inventory (2009 - 2026)
Macy's' (M) quarterly Change in Inventory came in at -$1.9 billion in Q1 2026, down 5.25% year-on-year from -$2.0 billion in Q1 2025, and down 196.32% quarter-over-quarter from $2.0 billion in Q4 2025.
Macy's (M) Change in Inventory (2009 - 2026) Analysis & Trends
Macy's has disclosed Change in Inventory across 18 years of filings, most recently posting -$1.9 billion for Q1 2026.
- Change in Inventory for Q1 2026 came in at -$1.9 billion, down 5.25% year-over-year; the trailing twelve-month figure through Jan 2026 was -$51.0 million (down 200.0% YoY), and the FY2026 annual result was -$51.0 million, down 200.0% from the prior year.
- Change in Inventory came in at -$1.9 billion for Q1 2026 at Macy's, down from $2.0 billion in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $2.0 billion in Q4 2025 to a low of -$2.1 billion in Q1 2023.
- The 5-year median for Change in Inventory is -$312.0 million (2024), against an average of -$104.4 million.
- Across the five-year window, Change in Inventory sank 608.82% in 2022 and surged 34.73% in 2024, its largest moves.
- Macy's' Change in Inventory stood at $1.8 billion in 2022, then advanced by 5.75% to $1.9 billion in 2023, then retreated by 0.84% to $1.9 billion in 2024, then rose by 4.04% to $2.0 billion in 2025, then slumped by 196.32% to -$1.9 billion in 2026.
- The last three Change in Inventory figures came in at -$1.9 billion (Q1 2026), $2.0 billion (Q4 2025), and -$321.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Dillard'S | 8.67 Bn | 7.26 Bn | 718.25 Mn | 305.44 Mn |
| 2 | Macy's | 6.49 Bn | 5.25 Bn | 3.55 Bn | -1.88 Bn |
| 3 | Kohls | 1.93 Bn | 1.26 Bn | 1.85 Bn | -1.15 Bn |
| 4 | Dillard'S | - | - | 718.25 Mn | 305.44 Mn |
| 5 | Polibeli | - | - | - | - |
| 6 | Loan Artificial Intelligence | - | - | - | - |
| 7 | Loan Artificial Intelligence | - | - | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Oct 28, 2023 | 1.90 Bn |
| Oct 28, 2023 | 1.90 Bn |