Macy’s reset: Bloomingdale’s momentum, beauty bets and the new department store model

On this week’s episode of the Glossy Podcast, international reporter Zofia Zwieglinska is joined by senior beauty reporter Emily Jensen to unpack Macy’s latest earnings and what they signal for the future of department stores amid the Saks bankruptcy. Macy’s reported $7.6 billion in fourth-quarter revenue and $21.8 billion for full-year 2025 on March 18, both coming in ahead of expectations.