Update shared on19 Sep 2025
Fair value Increased 6.90%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.
- The company raised full-year 2025 net sales guidance to $21.15 billion to $21.45 billion, up from the previous range of $21.0 billion to $21.4 billion.
- Macy's completed repurchasing 4,000,000 shares for $50 million during May to August 2025, completing 13.33% of shares under its ongoing buyback since February 2022.
- Macy's launched its first On 34th brand collaboration with costume designer Alix Friedberg, inspired by the series Palm Royale, introducing a retro-inspired women’s collection available in stores and online.
Valuation Changes
Summary of Valuation Changes for Macy's
- The Consensus Analyst Price Target has risen from $14.77 to $15.79.
- The Consensus Revenue Growth forecasts for Macy's has risen from -6.5% per annum to -6.1% per annum.
- The Discount Rate for Macy's has fallen from 12.32% to 11.62%.
Disclaimer
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