Loading...

New Partnerships And Fulfillment Upgrades Will Drive Improved Margins And Retail Performance

Published
30 Aug 24
Updated
27 Oct 25
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
29.9%
7D
4.5%

Author's Valuation

US$16.1326.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 27 Oct 25

Fair value Increased 2.11%

Analysts have nudged Macy's fair value estimate upward from $15.79 to $16.13 per share. This change reflects subtle improvements in expected profit margins and a modest reduction in the discount rate used in their models.

Shared on 19 Sep 25

Fair value Increased 6.90%

Omni-channel Investments And Store Modernization Will Secure Long-Term Retail Success

Upward revisions to Macy’s analyst price target reflect a combination of less negative revenue growth forecasts and a lower discount rate, resulting in an increased fair value estimate from $14.77 to $15.79. What's in the News Macy's provided third quarter 2025 net sales guidance of $4.5 billion to $4.6 billion.

Shared on 04 Sep 25

Omni-channel Investments And Store Modernization Will Secure Long-Term Retail Success

With both revenue growth forecasts and future P/E stable, analyst sentiment on Macy’s has remained unchanged, leaving the consensus price target steady at $14.77. What's in the News Macy's raised full-year 2025 net sales guidance to $21.15–$21.45 billion from previous $21.0–$21.4 billion.

Shared on 07 May 25

Fair value Increased 7.28%

Omni-channel Investments And Store Modernization Will Secure Long-Term Retail Success

Shared on 30 Apr 25

Fair value Decreased 1.15%

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 4.59%

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.61%

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.39%

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 3.03%

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget has decreased profit margin from 4.5% to 4.0%.

Shared on 19 Mar 25

Fair value Increased 13%

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 4.23%

Supply Chain Improvements And Private Brands Expansion Will Elevate Shopping Experience

AnalystConsensusTarget made no meaningful changes to valuation assumptions.