Retailer & Marketplace · vs · Retailer & Marketplace
Macy's vs Sam's Club
Structured technology and market comparison · 2026
Direct Feature Comparison
Macy's · vs · Sam's ClubUS department-store retailer with marketplace and retail media network.
Membership warehouse retailer with e-commerce, subscriptions and retail media.
Analyze all overlapping signals and tech stacks for Macy's and Sam's Club
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Comparison Analysis
What is the main difference between Macy's and Sam's Club?
When comparing Macy's and Sam's Club, both platforms operate within the Retail Media Technology, Display, Web & Mobile, and Retailer & Marketplace ecosystem. Macy's is positioned as US department-store retailer with marketplace and retail media network, whereas Sam's Club focuses on Membership warehouse retailer with e-commerce, subscriptions and retail media. Decision-makers evaluate both solutions when orchestrating their commercial monetization and technology stack.
What are the top alternatives to Macy's and Sam's Club?
When evaluating Macy's and Sam's Club, enterprise buyers also consider other platforms in Retail Media Technology, Display, Web & Mobile, and Retailer & Marketplace. You can discover the full competitive landscape and evaluate other alternatives by viewing their respective footprint profiles on Polaris7.
Market Signals
Recent Market Signals & Activity: Macy's vs Sam's Club
Documented market movements, strategic partnerships, product releases, and regulatory developments mapped across Polaris7.
Macy's
Recent Signals
- ·SEC APIfinancials
10-Q Financial Filing Analysis for Macy's (2026-09-10)
For the second quarter ended August 1, 2026, Macy's, Inc. reported total revenue of $5.06 billion, up 1.2% year-over-year from $5.00 billion in Q2 2025, driven by net sales growth to $4.87 billion and comparable sales growth of 2.7% across all nameplates. Gross margin rate improved 180 basis points to 41.5%, significantly aided by $95 million in gross tariff refunds received under the International Emergency Economic Powers Act (IEEPA). Operating income surged 63.8% to $244 million compared to $149 million in the prior-year period, while net income almost doubled to $169 million ($0.62 per diluted share). Operating cash flow for the first 26 weeks reached $586 million, boosted by a $328 million credit card interchange fee litigation settlement.
- Total revenue for Q2 2026 grew to $5,059 million with net sales of $4,866 million and comparable sales expanding 2.7% (Bloomingdale's up 11.3%, Bluemercury up 6.2%, Macy's up 1.1%).
- Net income increased 94.3% YoY to $169 million ($0.62 diluted EPS), benefiting from $95 million in IEEPA tariff refunds credited to cost of sales and an additional $3 million interest benefit.
- Operating cash flow for the first half of 2026 reached $586 million (up from $255 million in H1 2025), driven by $328 million received from credit card interchange fee litigation settlements.
- ·Retail DiveRetail Supply Chain Technology
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.
- ·Retail-NewsFinancials/Earnings
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.
Sam's Club
Recent Signals
- ·AdExchangerRetail Media
Sam's Club Launches Predictive Ad Targeting Suite
Sam's Club Connect, the membership-based retailer's advertising business, launched a suite of new predictive targeting and measurement products. The tools allow brands to create custom predictive modeling audiences for churn prevention, brand loyalty, and targeting shoppers likely to make high-end purchases. One product, Predictive Precision Targeting, was tested by Procter & Gamble for Cascade Platinum dish detergent, achieving a 94% accuracy rate in identifying households with a propensity to upgrade and a 71% increase in total spend. The suite also includes tools for conquesting campaigns and forecasting buyers for rare, high-end items like TVs, leveraging Sam's Club's longitudinal member purchase data and AI models.
- Sam's Club Connect launched a suite of new targeting and measurement products on September 16, 2026.
- The suite includes Predictive Precision Targeting, churn prevention, and high-end purchase prediction tools.
- A test of Predictive Precision Targeting with Procter & Gamble's Cascade Platinum achieved 94% accuracy in identifying upgrade-prone households.
Compare their exact ecosystem overlaps.
Explore all deep relationships in Polaris7. Discover exactly which mutual clients, integrated technologies, and overlapping partners Macy's and Sam's Club share across the market ecosystem.