Macy's Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los ingresos de Macy's disminuyan en un 4.1% al año, mientras que se espera que sus beneficios anuales crezcan en un 1.7% al año. Se prevé que el BPA crezca en un 2.4% anual. Se prevé que la rentabilidad financiera sea de 11.1% en 3 años.

Información clave

1.7%

Tasa de crecimiento de los beneficios

2.39%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Multiline Retail	16.4%
Tasa de crecimiento de los ingresos	-4.1%
Rentabilidad financiera futura	11.13%
Cobertura de analistas	Good
Última actualización	16 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización del análisis • May 10

M: Share Repurchases And Dividend Increases Will Support Higher Future P/E Multiple

Analysts have adjusted their price target on Macy's stock from $24.00 to $25.00, reflecting updated assumptions on the discount rate, revenue change, profit margin, and future P/E multiples. What's in the News Macy’s launched its latest On 34th designer collaboration with Emmy Award winning costume designer Molly Rogers, featuring 44 apparel and accessory pieces with prints, layered scarves, graphics, color blocking and other details.

Seeking Alpha • Apr 22

M: Ongoing Share Repurchases And Dividend Increases Will Support Higher Future P/E Multiple

Analysts have trimmed their price target on Macy's from $27.00 to $24.00, reflecting updated views that incorporate softer revenue assumptions, a slightly higher discount rate, modestly higher profit margins, and a revised future P/E of 12.15 from 13.09. What's in the News Macy's updated its share repurchase activity, buying 2,300,000 shares for US$50 million between November 2, 2025 and January 31, 2026, and reported total repurchases of 43,158,000 shares for US$876.2 million under the buyback program announced on February 22, 2022 (Key Developments).

Actualización del análisis • Mar 08

M: Higher Regular Dividend Will Support A Steady Future

Analysts have trimmed their price target on Macy's by $0.10 to $21.80, citing updated assumptions that reflect a slightly higher discount rate, a small change in expected revenue contraction, a marginally stronger profit margin outlook, and a modestly higher future P/E multiple. What's in the News Macy's board declared a regular quarterly dividend of $0.1915 per share on common stock, described as a 5% increase, payable on April 1, 2026 to shareholders of record as of March 13, 2026 (company announcement).

Actualización del análisis • Feb 21

M: Ongoing Share Repurchases Will Support Higher Future P/E Multiple

Analysts are keeping Macy's price target steady at $27.00. They point to only slight tweaks in their assumptions on discount rate, long term revenue trends, profit margins, and future P/E expectations rather than a change in their overall view of the stock.

Actualización del análisis • Feb 07

M: Buybacks And Updated Sales Outlook Will Support A Steady Future

Analysts have slightly raised their fair value estimate for Macy's, with the target moving from US$21.80 to US$21.90. This change reflects small adjustments to the discount rate, revenue growth expectations and projected profit margins, along with a slightly revised assumed future P/E multiple.

Actualización del análisis • Jan 24

M: Share Repurchases And Margin Outlook Will Support A Higher Future P/E

Analysts have raised their price target for Macy's from $22.92 to $27.00, citing slightly less steep revenue declines, a modestly higher profit margin outlook, a lower discount rate, and an increased assumed future P/E multiple in their models. What's in the News Macy's reported that from August 3, 2025 to December 3, 2025 it repurchased 2,783,000 shares for $50 million, bringing total repurchases under its February 22, 2022 authorization to 40,858,000 shares (14.36%) for $826.2 million (Key Developments).

Actualización del análisis • Jan 09

M: Buybacks And New Fulfillment Center Will Support A Steady Outlook

Analysts have raised their price target for Macy's by about US$0.20 per share, citing only slight tweaks to assumptions on the discount rate, long-run revenue contraction, profit margin, and future P/E as they refine their valuation work. What's in the News Macy's has updated investors on its share repurchase program, completing the buyback of 40,858,000 shares, or 14.36% of shares, for US$826.2m under the authorization announced on February 22, 2022.

Actualización del análisis • Dec 25

M: Ongoing Buybacks And Supply Chain Modernization Will Support A Stable Outlook

Narrative Update Analysts have nudged their price target on Macy's slightly higher to approximately 21.80 dollars, reflecting marginally improved long term revenue expectations and a modestly higher future earnings multiple, despite largely stable profit margin assumptions. What's in the News Macy's completed a major tranche of its ongoing share repurchase program, buying back 2,783,000 shares for 50 million dollars in the latest period and bringing total repurchases under the February 2022 authorization to 40,858,000 shares, or 14.36 percent of shares outstanding, for 826.2 million dollars (company filing).

Actualización del análisis • Dec 11

M: Improving Outlook And Store Investments Will Offset Ongoing Revenue Pressures

Analysts have raised their price target on Macy's by approximately 25 percent to around $21.70 per share, citing a slightly lower perceived risk profile, moderating revenue declines, and expectations for a higher future earnings multiple despite marginally softer profit margins. What's in the News Macy's tightened its fourth quarter 2025 outlook, guiding net sales to approximately $7.35 billion to $7.5 billion (corporate guidance).

Actualización del análisis • Nov 27

M: Modest Earnings Outlook And Shrinking Sales Will Weigh On Performance

Analysts have slightly increased their price target for Macy's, raising it from $16.59 to $17.32 per share. They cite modest improvements in the company’s discount rate and future earnings expectations as the reason for this adjustment.

Actualización del análisis • Nov 10

M: Rising Costs And Slowing Retail Demand Will Challenge Performance

Analysts have raised their price target for Macy's from $16.13 to $16.59 per share. They cite slight adjustments in discount rate and forward price-to-earnings forecasts, which reflect cautious optimism about the retailer's outlook.

Actualización del análisis • Oct 27

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

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.

Actualización del análisis • Sep 19

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.

Actualización del análisis • Sep 04

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.

Seeking Alpha • Apr 28

Macy's: An Undervalued Hidden Asset Play

Summary I give Macy's stock a buy rating. The company has strong cash flow and high-quality earnings. Macy's shares have an intrinsic value of $18.15, meaning the stock is currently undervalued by $7.02, almost 39% below its intrinsic value. The company has a price-to-book ratio of 0.68—much lower than that of its peers and the S&P 500—indicating an undervaluation of the company's assets. The company has a hidden real estate value of $20.74 per share, meaning that investors who purchase Macy's shares are getting in on the company's retail operations for free. Read the full article on Seeking Alpha

Seeking Alpha • Mar 12

Macy's: Attractive Even With Mixed Guidance

Summary Macy's shares have underperformed, losing 30% over the past year, but modernization efforts show promise, particularly in the first 50 updated stores. Despite declining revenue, Macy's beat earnings expectations due to gains on asset sales, though overall sales and margins have been pressured. The company plans to close 150 underperforming stores by next year, focusing on modernizing remaining locations and investing in Bloomingdale’s and Bluemercury. With a solid balance sheet and a 5.2% dividend yield, Macy's offers over 20% upside, making it a buy despite macroeconomic headwinds. Read the full article on Seeking Alpha

Seeking Alpha • Jan 13

Wall Street Lunch: ICR Conference Brings In Holiday Sales Results

Summary The ICR Conference has led to significant updates from major retailers, including Macy's, Shake Shack, Abercrombie & Fitch, iRobot, and Lululemon, impacting their stock performances. Crude oil prices surged due to new U.S. sanctions on Russian oil, potentially disrupting global supplies and affecting major buyers like China and India. Goldman Sachs launched the Capital Solutions Group to enhance its global banking and markets division, while Evercore upgraded Caterpillar based on positive dealer surveys. Read the full article on Seeking Alpha

Seeking Alpha • Dec 13

Macy's: Growth Is Likely To Inflect Moving Forward (Rating Upgrade)

Summary I upgrade Macy's from hold to buy due to signs of positive growth inflection and improved fundamentals. 3Q24 earnings showed mixed results, but management's 4Q24 guidance indicates the first positive same-store-sales growth in 10 quarters. The success of the "First 50" program and organic demand improvement without heavy promotions bolster confidence in M's FY25 outlook. Read the full article on Seeking Alpha

Seeking Alpha • Oct 07

Macy's Bold New Chapter Strategy Faces Too Many Uncertainties

Summary Macy's, Inc.'s CAGR is -17.70%, with a ten-period moving average CAGR of -5.37%, indicating a significant decline. Net sales have decreased in seven of the last ten years, with the latest report showing the second-weakest year since 2020. Despite declining metrics, Macy's management has introduced a restructuring plan titled "A Bold New Chapter" to revitalize the company. Macy's Bold New Chapter strategy faces too much competition, such as discount retailers and market disruptors, and this is the reason why I give Macy's shares a hold rating. Read the full article on Seeking Alpha

Seeking Alpha • Sep 24

Macy's, Inc.: Potential For Growth Inflection, But I Am Hold Rated

Summary I am neutral on Macy’s, Inc. due to near-term concerns and lack of visibility into when a positive growth inflection will occur. Macy’s strategic initiatives, including the First 50 go-forward locations, show promise, but widespread impact across all stores will take time. Near-term challenges include store closures, elevated inventory levels, and poor same-store sales comparable growth, which justify a cautious approach. Read the full article on Seeking Alpha

Nuevo análisis • Aug 30

Investing In Growth And Digital Efficiency Amidst Economic Challenges Shows Promise For Future Success

Macy's strategic focus on revamping its top stores and adapting to consumer demand shows potential for revenue growth and improved net margins.

Seeking Alpha • Aug 19

Macy's: Margins And Go-Forward Sales Growth Critical To Q2 Results

Summary Macy's, Inc. shares have been on a downward trend due to a failed M&A transaction and consumer concerns, but have recovered recently given a strong retail sales report. I expect Macy's to beat earnings estimates for the quarter, with my focus on sales growth from remaining stores and stable margins, as well as inventory disciplined. Macy's management is confident in the turnaround, a confidence I share, and with the potential for a material buyback in the future, I view Macy's stock as a buy. Read the full article on Seeking Alpha

Seeking Alpha • Jul 15

Macy's: Broken Market

Summary Macy's, Inc. terminated discussions with investment firms offering a lowball acquisition price. The investment firms made offers far below the true value of Macy's real estate assets, and the company questions the legitimacy of the deal financing. The stock has dipped due to the broken stock market, with Macy's only trading at 6x EPS targets, while the potential exists for a higher buyout offer. Read the full article on Seeking Alpha

Seeking Alpha • Jul 05

Macy's Remains On Sale After An Upsized Bid Pushes Shares Higher

Summary Macy's shares surged 12.6% on news of a higher buyout offer from investors at $24.80 per share, indicating commitment to acquiring the company. Despite recent revenue declines, Macy's turnaround plan shows signs of improvement, with plans to close underperforming stores and focus on growth in other brands. The buyout offer values Macy's at a discount relative to earnings and cash flows, presenting a risk to reward opportunity for investors depending on the success of the turnaround plan. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:M - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
Fecha	Ingresos	Beneficios	Flujo de caja libre	Flujo de caja operativo	Núm. de analistas medio
1/31/2029	18,550	646	N/A	N/A	1
1/31/2028	21,317	622	776	1,583	7
1/31/2027	21,592	594	716	1,521	8
1/31/2026	22,621	642	690	1,430	N/A
11/1/2025	22,712	477	797	1,555	N/A
8/2/2025	22,701	494	603	1,396	N/A
5/3/2025	22,799	558	255	1,085	N/A
2/1/2025	23,006	582	396	1,278	N/A
11/2/2024	23,374	112	224	1,117	N/A
8/3/2024	23,509	124	310	1,171	N/A
5/4/2024	23,693	-48	403	1,329	N/A
2/3/2024	23,866	45	312	1,305	N/A
10/28/2023	24,074	682	224	1,285	N/A
7/29/2023	24,503	749	306	1,583	N/A
4/29/2023	25,057	1,046	142	1,472	N/A
1/28/2023	25,449	1,146	320	1,615	N/A
10/29/2022	25,796	1,411	1,164	2,359	N/A
7/30/2022	25,982	1,543	1,101	2,050	N/A
4/30/2022	25,992	1,613	1,707	2,466	N/A
1/29/2022	25,399	1,430	2,115	2,712	N/A
10/30/2021	23,399	847	781	1,246	N/A
7/31/2021	21,931	516	1,214	1,621	N/A
5/1/2021	19,814	-260	902	1,307	N/A
1/30/2021	18,097	-3,944	183	649	N/A
10/31/2020	19,637	-3,764	949	1,680	N/A
8/1/2020	20,808	-3,671	306	1,251	N/A
5/2/2020	22,803	-3,153	429	1,482	N/A
2/1/2020	25,331	564	451	1,608	N/A
11/2/2019	25,449	964	N/A	1,478	N/A
8/3/2019	25,682	1,025	N/A	1,541	N/A
5/4/2019	25,717	1,105	N/A	1,375	N/A
2/2/2019	25,739	1,108	N/A	1,735	N/A
11/3/2018	25,945	1,715	N/A	2,006	N/A
8/4/2018	25,782	1,683	N/A	1,974	N/A
5/5/2018	25,828	1,627	N/A	2,061	N/A
2/3/2018	25,641	1,566	N/A	1,976	N/A
10/28/2017	25,255	694	N/A	1,892	N/A
7/29/2017	25,455	681	N/A	1,787	N/A
4/29/2017	25,518	581	N/A	2,030	N/A
1/28/2017	26,564	627	N/A	1,801	N/A
10/29/2016	26,132	688	N/A	2,014	N/A
7/30/2016	26,380	789	N/A	2,146	N/A
4/30/2016	26,618	995	N/A	1,939	N/A
1/30/2016	27,079	1,072	N/A	1,984	N/A
10/31/2015	27,574	1,321	N/A	2,146	N/A
8/1/2015	27,895	1,420	N/A	2,371	N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (1.7% por año) de M está por debajo de la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (1.7% al año) de M crezcan menos que el mercado US (16.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de M crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos de M disminuyan en los próximos 3 años (-4.1% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos de M disminuyan en los próximos 3 años (-4.1% al año).

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de M sea baja dentro de 3 años (11.1%).

Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

Datos	Última actualización (huso horario UTC)
Análisis de la empresa	2026/05/11 17:58
Precio de las acciones al final del día	2026/05/08 00:00
Beneficios	2026/01/31
Ingresos anuales	2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

Paquete	Datos	Marco temporal	Ejemplo Fuente EE.UU. ^*
Finanzas de la empresa	10 años	Cuenta de resultados Estado de tesorería Balance	Formulario SEC 10-K Formulario SEC 10-Q
Estimaciones del consenso de analistas	+3 años	Previsiones financieras Objetivos de precios de los analistas	Informes de análisis Blue Matrix
Precios de mercado	30 años	Precios de las acciones Dividendos, escisiones y acciones	Datos de mercado ICE Formulario S-1 de la SEC
Propiedad	10 años	Accionistas principales Información privilegiada	Formulario SEC 4 Formulario SEC 13D
Gestión	10 años	Equipo directivo Consejo de Administración	Formulario SEC 10-K Formulario SEC DEF 14A
Principales avances	10 años	Anuncios de empresas	Formulario SEC 8-K

^* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Macy's, Inc. está cubierta por 27 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

Analista	Institución
Christopher Graja	Argus Research Company
Wayne Hood	BMO Capital Markets Equity Research
Lorraine Corrine Hutchinson	BofA Global Research

Macy's Crecimiento futuro

Future controles de criterios 0/6

Información clave

Actualizaciones recientes sobre el crecimiento futuro

Price target decreased by 12% to US$19.30

Macy's, Inc. Provides Earnings Guidance for 2026

Macy's, Inc. Revises Earnings Guidance for the Year 2025

Price target increased by 12% to US$15.13

Macy's, Inc. Revises Earnings Guidance for the Year 2025

Macy's, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025

Recent updates

M: Share Repurchases And Dividend Increases Will Support Higher Future P/E Multiple

Macy's: Valuation Has Limited Upside With Technical And Macroeconomic Risks

M: Dividend Increase And Buybacks Will Support A Steady Outlook

M: Higher Dividend And Buybacks Will Support A Steady Future

Macy's' (NYSE:M) Profits Appear To Have Quality Issues

Macy's, Inc., Annual General Meeting, May 15, 2026

CEO & Chairman notifies of intention to sell stock

Executive VP notifies of intention to sell stock

M: Ongoing Share Repurchases And Dividend Increases Will Support Higher Future P/E Multiple

Price target decreased by 12% to US$19.30

Full year 2026 earnings: EPS exceeds analyst expectations

Macy's, Inc. Provides Earnings Guidance for 2026

M: Higher Regular Dividend Will Support A Steady Future

Third quarter dividend increased to US$0.19

Macy's, Inc. to Report Q4, 2026 Results on Mar 18, 2026

Now 21% undervalued after recent price drop

Macy's, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026

M: Ongoing Share Repurchases Will Support Higher Future P/E Multiple

M: Buybacks And Updated Sales Outlook Will Support A Steady Future

M: Share Repurchases And Margin Outlook Will Support A Higher Future P/E

Now 24% undervalued

M: Buybacks And New Fulfillment Center Will Support A Steady Outlook

M: Ongoing Buybacks And Supply Chain Modernization Will Support A Stable Outlook

Executive VP recently sold US$2.0m worth of stock

M: Improving Outlook And Store Investments Will Offset Ongoing Revenue Pressures

Executive VP notifies of intention to sell stock

Now 20% undervalued

Upcoming dividend of US$0.18 per share

Third quarter 2026 earnings: EPS and revenues exceed analyst expectations

Macy's, Inc. Revises Earnings Guidance for the Year 2025

M: Modest Earnings Outlook And Shrinking Sales Will Weigh On Performance

Investor sentiment improves as stock rises 16%

Macy's, Inc. to Report Q3, 2026 Results on Dec 03, 2025

M: Rising Costs And Slowing Retail Demand Will Challenge Performance

Second quarter dividend of US$0.18 announced

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

Macy's, Inc. Declares Regular Quarterly Dividend, Payable on January 2, 2026

Macy's, Inc., Marvel and the Nba Team Up to Launch an Exclusive Spider-Man-Inspired Collection

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

Executive VP notifies of intention to sell stock

Upcoming dividend of US$0.18 per share

Executive VP recently sold US$1.7m worth of stock

Investor sentiment improves as stock rises 28%

Executive VP notifies of intention to sell stock

Price target increased by 12% to US$15.13

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

Second quarter 2026 earnings: EPS and revenues exceed analyst expectations

Macy's, Inc. Revises Earnings Guidance for the Year 2025

First quarter dividend of US$0.18 announced

Macy's, Inc. to Report Q2, 2026 Results on Sep 03, 2025

Macy's Unveils First-Ever on 34th Collaboration

Upcoming dividend of US$0.18 per share

First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind

Macy's, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025

Fourth quarter dividend of US$0.18 announced

Macy’S, Inc. Declares Quarterly Dividend, Payable on July 1, 2025

Macy's, Inc. to Report Q1, 2026 Results on May 28, 2025

Price target decreased by 7.2% to US$13.58

Macy's: An Undervalued Hidden Asset Play

Executive VP exercised options and sold US$1.3m worth of stock

Macy's, Inc. Announces Chief Operating Officer Changes

Macy's, Inc. Announces CFO Changes

Macy’s Introduces Arch Studio

Macy's: Attractive Even With Mixed Guidance

Macy's, Inc. Provides Earnings Guidance for the Fiscal Year 2025

Macy's, Inc., Annual General Meeting, May 16, 2025

Macy's, Inc. to Report Q4, 2025 Results on Mar 06, 2025

Macy’s Inc. Names Barbie Cameron as Chief Stores Officer, Effective February 16, 2025

Wall Street Lunch: ICR Conference Brings In Holiday Sales Results