Macy's vs New Balance

Macy's Rolls Out AI Inventory Replenishment Tool

Macy's Inc. is expanding an artificial intelligence forecast overlay to its inventory replenishment operations, moving from pilot to broader implementation, according to its September 10 earnings call. The initiative aims to improve in-stock levels and drive inventory efficiencies by ensuring the right product is in the right place at the right time. COO and CFO Tom Edwards highlighted that supply chain efficiencies are expected in the second half of 2026, benefiting gross margin. This rollout is part of Macy's 'Bold New Chapter' transformation plan launched in 2024, expected to generate $235 million in savings by 2026. The company enters the fall season in a good inventory position, with inventory up 2.5% in Q2, aligned with sales growth. Other retailers like Target, Lowe's, and Kohl's are also optimizing inventory management with AI and other technologies.

• Macy's is rolling out an AI forecast overlay for inventory replenishment, moving from pilot to broader implementation.
• The AI capability aims to improve in-stock levels and inventory efficiencies.
• COO and CFO Tom Edwards announced the rollout during a September 10 earnings call.

Macy's Raises Annual Guidance After Strong Q2

Macy's reported better-than-expected second-quarter results for 2026, raising its full-year guidance. The company saw a 1.1% increase in total sales to $4.9 billion, with comparable sales up 2.7%. All nameplates showed growth, with Bloomingdale's leading at 11.3%, Bluemercury at 6.2%, and Macy's brand at 1.1%. The 'Reimagine 200' stores within the Macy's brand outperformed, with comparable sales up 1.9%. Net income rose to $169 million from $87 million, with adjusted EPS of $0.63, including a $0.23 tariff refund effect. The company plans to reinvest most tariff refunds into the business and remains cautious about the second half due to macroeconomic and geopolitical uncertainties.

• Macy's Q2 2026 sales rose 1.1% to $4.9 billion; comparable sales up 2.7%.
• Bloomingdale's comparable sales surged 11.3%; Bluemercury up 6.2%; Macy's brand up 1.1%.
• Net income doubled to $169 million; adjusted EPS $0.63 including $0.23 tariff refund impact.

Bloomingdale's Achieves Record Sales Volume, Gains Market Share

Bloomingdale's, the upscale department store under Macy's Inc., reported a record second-quarter sales volume and double-digit comparable sales growth, driven by its own initiatives and difficulties at rivals Saks Fifth Avenue and Neiman Marcus, now under Exemplar Luxury Group. The company has been revitalizing its assortment with new brands and expanding distribution of premium products. It also launched an AI-powered conversational e-commerce shopping assistant and held more in-store events. Analysts attribute the success to both the disruption at competitors and the company's own effort to enhance the customer experience, indicating a significant step change in performance.

• Bloomingdale's posted double-digit comparable sales growth in Q2 2026.
• Bloomingdale's achieved its best Q2 sales volume in history.
• Sales of owned plus licensed goods reached $922 million.

New Balance Awarded Contract to Provide the U.S. Military with American-Made Athletic Footwear

New Balance has been awarded a contract to provide the U.S. military with American-made athletic footwear, announced on 18 Sep 2026.

New Balance sues Decathlon over Kiprun logo

New Balance has filed a trademark infringement lawsuit against Decathlon in the United States, alleging that the logo on the Kiprun running shoes too closely resembles its distinctive 'N' emblem. The case, filed in Massachusetts federal court, targets Decathlon America and argues that consumers may confuse the Kiprun symbol with the New Balance brand. New Balance claims the 'N' has been used since the 1970s and is seeking an injunction against the use of the disputed logo as well as financial damages. The amount of damages has not been specified. The lawsuit, case number 1:26-cv-14235, follows previous trademark disputes involving New Balance's 'N' logo, including cases against Michael Kors and Nautica, and a 2017 ruling in China awarding $1.5 million.

• New Balance filed a trademark infringement lawsuit against Decathlon in the U.S. over the Kiprun shoe logo.
• The lawsuit is filed at the U.S. District Court for the District of Massachusetts under case number 1:26-cv-14235.
• New Balance alleges the Kiprun logo, a mirrored 'K', is too similar to its 'N' symbol used since the 1970s.

New Balance Welcomes Ayo Edebiri to its Family of Ambassadors

New Balance announced that Ayo Edebiri has joined its family of ambassadors. The announcement was made on September 9, 2026.