Macy’s Inc. (M) stock rose 5.1% on Friday.

The retailer reported fourth-quarter 2025 sales of $7.64 billion. Net income reached $507 million, surpassing analyst estimates.

Macy’s issued an upwardly revised fiscal year 2026 net sales guidance between $21.40 billion and $21.65 billion. This outlook follows the implementation of the Bold New Chapter strategy.

Comparable sales grew across the Macy’s, Bloomingdale’s, and Bluemercury brands. Bloomingdale’s achieved a record-breaking holiday season.

The positive market reaction reflects investor confidence in the Reimagine store remodel program.