Callaway Golf 경영진
경영진 기준 점검 2/4
Callaway Golf CEO는 Chip Brewer, Mar2012 에 임명되었습니다 의 임기는 14.17 년입니다. 총 연간 보상은 $13.97M, 7.9% 급여 및 92.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $30.82M 가치에 해당하는 회사 주식의 1.15% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 10.2 년과 10.8 년입니다.
핵심 정보
Chip Brewer
최고경영자
US$14.0m
총 보수
| CEO 급여 비율 | 7.87% |
| CEO 재임 기간 | 14.2yrs |
| CEO 지분 보유율 | 1.1% |
| 경영진 평균 재임 기간 | 10.2yrs |
| 이사회 평균 재임 기간 | 10.8yrs |
최근 경영진 업데이트
Recent updates
분석 기사 • May 11
Results: Callaway Golf Company Beat Earnings Expectations And Analysts Now Have New Forecasts
A week ago, Callaway Golf Company ( NYSE:CALY ) came out with a strong set of quarterly numbers that could potentially...
내러티브 업데이트 • May 01
CALY: Healthy Golf Spending And Higher Future P/E Could Drive Rerating
Analysts have recently adjusted their models on Callaway Golf and, with a series of revised price targets around $15, are linking the change in target to more modest revenue and margin assumptions, balanced against a higher future P/E multiple. Analyst Commentary Recent Street research on Callaway Golf centers on price targets converging around US$15, with analysts refining their models after the latest quarterly update.
내러티브 업데이트 • Apr 16
CALY: Healthier Golf Spending And New Models Will Support Future Share Recovery
Analysts have collectively nudged their average price target for Callaway Golf higher by $4, citing healthier golf spending trends, a steadier profit outlook, and recent model updates that focus on stabilizing market share and reinforcing revenue and earnings trajectories. Analyst Commentary Recent research on Callaway Golf points to a mixed but constructive tone, with several firms adjusting models and price targets as they reassess golf demand, market share trends, and the company’s earnings profile.내러티브 업데이트 • Apr 02
CALY: Healthy Golf Demand And Entertainment Venues Will Support Future Share Recovery
Analysts have nudged their Callaway Golf fair value estimate higher to $16.75 from $16.35. They point to updated models that reflect healthier revenue growth expectations, a slightly lower discount rate and a higher assumed future P/E multiple, alongside a series of recent price target increases and rating upgrades on the stock.내러티브 업데이트 • Mar 19
CALY: Healthy Golf Spending And Integrated Platform Will Drive Future Rerating
Analysts have recently lifted Callaway Golf's average price target toward $15, reflecting updated models that incorporate healthier golf spending, a lower discount rate, more moderate revenue and margin assumptions, and a higher future P/E of about 25.5x. Analyst Commentary Recent Street research around Callaway Golf clusters around the US$15 price target, with several bullish analysts raising their estimates and some introducing higher upside scenarios for Topgolf Callaway as a combined platform.내러티브 업데이트 • Mar 05
CALY: Healthy Golf Demand And Entertainment Venues Will Drive Share Recovery
The analyst price target for Callaway Golf has shifted modestly higher. Our fair value estimate has moved from $16.05 to $16.35 as analysts point to a steady golf consumer, ongoing sector interest, and the need for the company to address market share pressure while working to get revenue and earnings growth back on track.내러티브 업데이트 • Feb 18
CALY: Topgolf Entertainment Integration Will Shape Deleveraging And Core Golf Focus Narrative
The analyst fair value estimate for Callaway Golf has been revised from $12.50 to $16.05, reflecting updated Street price targets in the range of $15 to $17.50, as well as analyst expectations for improved revenue growth, stronger profit margins, and a more conventional forward P/E multiple. Analyst Commentary Recent Street research around Callaway Golf and Topgolf Callaway highlights a mix of optimism on execution and growth potential, alongside some caution on valuation and near term earnings risk.내러티브 업데이트 • Feb 04
CALY: Pure Play Focus And Topgolf Stake Sale Will Drive Rerating
The analyst price target for Callaway Golf has been lifted from US$10.50 to US$19.00, with analysts pointing to recent upgrades, higher targets across the Street, and support for the Topgolf transaction and pure-play golf focus as key reasons for the reassessment. Analyst Commentary Recent research highlights a clear shift in tone around Callaway Golf and the Topgolf transaction, with several bullish analysts pointing to a cleaner focus on core golf equipment and clearer value for the Topgolf stake as key supports for higher price targets.Seeking Alpha • Jan 15
Topgolf Callaway Brands Stunning Rise Necessitates A Recalibration
Summary Topgolf Callaway Brands surged 79.4% in a year, driven by a $1.1 billion Topgolf stake sale and balance sheet transformation. MODG used $800 million in cash proceeds to eliminate net debt, now holding a $200 million net cash position and launching a $200 million buyback. MODG trades at a 0.92x EV/revenue multiple, a steep discount to Acushnet, supporting continued upside despite recent gains. I maintain a "Strong Buy" on MODG but have sold covered calls to lock in gains and manage risk after historic appreciation. Read the full article on Seeking Alpha분석 기사 • Jan 15
Revenues Not Telling The Story For Topgolf Callaway Brands Corp. (NYSE:MODG) After Shares Rise 27%
Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
내러티브 업데이트 • Jan 07
MODG: Planned Topgolf Stake Sale Will Likely Expose Downside Risk
Analysts have lifted their fair value estimate for Topgolf Callaway Brands from about $7.00 to roughly $10.00 per share, citing recent price target increases to as high as $17.50, supportive views on the planned $1.1b Topgolf stake sale, and a focus on the core golf equipment business. Analyst Commentary Recent research has centered on the planned sale of a 60% stake in the Topgolf and Toptracer businesses at an implied valuation of about $1.1b and what that means for Topgolf Callaway Brands' equity story.내러티브 업데이트 • Dec 24
MODG: Topgolf Stake Sale Will Shape Deleveraging And Core Golf Focus Narrative
Analysts have nudged their blended price target on Topgolf Callaway Brands modestly higher to the low teens per share, supported by views that the planned $1.1B Topgolf stake sale, the resulting $770M in net proceeds, and the strategic refocus on core golf equipment enhance balance sheet flexibility and preserve upside participation in future growth. Analyst Commentary Recent Street commentary on Topgolf Callaway highlights a generally constructive stance on the announced Topgolf stake sale, with debate centering on valuation, capital allocation, and the durability of growth in the core golf franchise.내러티브 업데이트 • Dec 09
MODG: Topgolf Stake Sale Will Define Future Focus On Core Franchise
Analysts have raised their fair value estimate for Topgolf Callaway Brands from approximately $11.72 to $12.50, citing the recently announced $1.1B Topgolf stake sale, associated balance sheet de-risking, and the company’s refocus on its core golf equipment franchise as key drivers supporting higher price targets across recent research. Analyst Commentary Bullish analysts view the announced Topgolf stake sale as a pivotal step that simplifies the business model, sharpens focus on the higher margin, core equipment franchise, and removes an overhang related to capital intensity and valuation uncertainty around the entertainment assets.분석 기사 • Nov 27
Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Climb 27% But Its Business Is Yet to Catch Up
The Topgolf Callaway Brands Corp. ( NYSE:MODG ) share price has done very well over the last month, posting an...내러티브 업데이트 • Nov 25
MODG: Business Simplification And Asset Sale Will Define Forward Outlook
Analysts have raised their price target for Topgolf Callaway Brands from approximately $11.06 to $11.72 per share. They cite transaction-driven business simplification and improved strategic clarity as key factors behind the modest increase.내러티브 업데이트 • Nov 11
MODG: Continued Equipment Demand And Asset Monetization Will Shape Future Performance
Analysts have raised their price target for Topgolf Callaway Brands to $14 from $13, citing continued healthy demand in the core equipment business and positive developments at Topgolf SVS as key reasons for their updated outlook. Analyst Commentary Recent research from Wall Street highlights a mix of optimism and caution surrounding Topgolf Callaway Brands, with updated ratings and price targets reflecting both company execution and broader consumer trends.내러티브 업데이트 • Aug 08
Expanded Value Offerings And New Venues Will Drive Active Leisure
The significant upward revision in analyst price target for Topgolf Callaway Brands is primarily driven by improved consensus revenue growth forecasts and a higher future P/E multiple, resulting in a fair value increase from $9.00 to $10.14. What's in the News Topgolf Callaway Brands lowered its FY2025 consolidated net revenue guidance to $3.80–$3.92 billion, down from prior guidance of $4.00–$4.185 billion.분석 기사 • Jul 26
Topgolf Callaway Brands Corp. (NYSE:MODG) Held Back By Insufficient Growth Even After Shares Climb 26%
Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...분석 기사 • May 13
Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Leap 26% Yet They're Still Not Telling The Full Story
Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have had a really impressive month, gaining 26% after a shaky period...분석 기사 • May 08
Is Topgolf Callaway Brands (NYSE:MODG) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Apr 01
Why Topgolf Callaway Brands Corp. (NYSE:MODG) Could Be Worth Watching
Topgolf Callaway Brands Corp. ( NYSE:MODG ), is not the largest company out there, but it saw a double-digit share...Seeking Alpha • Mar 06
Topgolf Callaway: Why Investors Should Take A Swing
Summary Topgolf and Callaway will separate into two independent companies, potentially unlocking value. Callaway will focus on golf equipment, while Topgolf will operate as a debt-free entertainment brand. The stock has plunged 84% since its peak, largely due to the challenges of merging golf equipment manufacturing with entertainment. However, at $6 per share it is undervalued. Callaway is positioned for stable growth with its premium golf gear and Toptracer technology, while Topgolf presents a higher-risk, high-reward opportunity through international expansion and innovation. The split provides clarity for both businesses, making Callaway a safer bet and Topgolf a speculative growth play. At current levels, the stock is a strong buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 22
Topgolf Callaway: Q4 Preview, A Costly Mistake With No Clear Turnaround - 'Sell'
Summary The merger of Topgolf and Callaway was a strategic mistake, leading to high debt and damaging Callaway's premium brand image. Topgolf's revenue growth has slowed due to economic normalization, with declining consumer spending and rising interest rates. The combined company faces significant financial challenges, and even the intended spin-off carries substantial uncertainties. I initiate a "SELL" rating for Topgolf Callaway, estimating the fair value at $2 per share. Read the full article on Seeking Alpha분석 기사 • Feb 16
Market Cool On Topgolf Callaway Brands Corp.'s (NYSE:MODG) Revenues
When close to half the companies operating in the Leisure industry in the United States have price-to-sales ratios (or...Seeking Alpha • Dec 29
Topgolf Callaway Brands: A Bogey At These Prices Looks Improbable
Summary Topgolf Callaway Brands' shares have plummeted 47% in 2024 and 79.3% from their peak, but the decline seems extreme given the company's fundamentals. Management plans to split Topgolf and Callaway Golf Company, aiming to unlock value despite recent financial struggles and increased debt. Topgolf's growth strategy involves expanding venues, while Callaway Golf Company will inherit the debt, potentially offering investors Topgolf at a low valuation. Despite market skepticism, I maintain a strong buy rating, believing the separation will reveal undervalued assets and present a compelling investment opportunity. Read the full article on Seeking Alpha분석 기사 • Dec 07
Topgolf Callaway Brands (NYSE:MODG) Use Of Debt Could Be Considered Risky
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Nov 24
Topgolf Callaway Brands: No Signs Of Recovery In Sight
Summary I maintain a sell rating on Topgolf Callaway Brands due to poor revenue performance, weak consumer spending, and ineffective growth initiatives. MODG's 3Q24 earnings showed a 2.7% y/y revenue decline, with EBIT margin compressing by 400 bps and net income plummeting to $4.3 million. Topgolf's SVS declined for the fourth consecutive quarter, with both consumer and corporate segments showing significant drops. MODG's leverage ratio increased to 4.1x, raising concerns about its balance sheet. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 12
Critical Review And Digital Investments Poised To Propel Future Growth And Market Leadership
Strategic review and investments in digital capabilities at Topgolf aim to enhance shareholder value and increase revenue through higher venue traffic.Seeking Alpha • Aug 16
Topgolf Callaway: Concerning Traffic Decline At Topgolf
Summary Topgolf Callaway's Q2 report showed mixed financial performance with fine surface-level financial results across segments. Underneath, Topgolf's traffic is deteriorating rapidly, also leading to a 2024 guidance shift and a strategic alternative review process. The weakness seems to show structurally weak demand. Topgolf Callaway's stock remains unattractive even at the lower stock level as the financial performance looks to deteriorate from lower traffic. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$50m |
| Dec 31 2025 | US$14m | US$1m | US$39m |
| Sep 30 2025 | n/a | n/a | US$97m |
| Jun 30 2025 | n/a | n/a | US$109m |
| Mar 31 2025 | n/a | n/a | US$150m |
| Dec 31 2024 | US$9m | US$1m | US$93m |
| Sep 30 2024 | n/a | n/a | -US$12m |
| Jun 30 2024 | n/a | n/a | US$21m |
| Mar 31 2024 | n/a | n/a | US$77m |
| Dec 31 2023 | US$11m | US$1m | US$100m |
| Sep 30 2023 | n/a | n/a | US$99m |
| Jun 30 2023 | n/a | n/a | US$108m |
| Mar 31 2023 | n/a | n/a | US$96m |
| Dec 31 2022 | US$11m | US$1m | US$158m |
| Sep 30 2022 | n/a | n/a | US$204m |
| Jun 30 2022 | n/a | n/a | US$150m |
| Mar 31 2022 | n/a | n/a | US$136m |
| Dec 31 2021 | US$27m | US$1m | US$322m |
| Sep 30 2021 | n/a | n/a | US$308m |
| Jun 30 2021 | n/a | n/a | US$376m |
| Mar 31 2021 | n/a | n/a | US$117m |
| Dec 31 2020 | US$5m | US$761k | -US$127m |
| Sep 30 2020 | n/a | n/a | -US$116m |
| Jun 30 2020 | n/a | n/a | -US$137m |
| Mar 31 2020 | n/a | n/a | US$60m |
| Dec 31 2019 | US$6m | US$895k | US$79m |
보상 대 시장: Chip의 총 보수(USD13.97M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.11M)보다 높습니다.
보상과 수익: Chip의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.
CEO
Chip Brewer (61 yo)
14.2yrs
재임 기간
US$13,970,138
보수
Mr. Oliver G. Brewer, III, also known as Chip, serves as Member of Advisory Board at KB Partners, LLC since joining the firm in May 2021. He has been the President and Chief Executive Officer at Topgolf Ca...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 14.2yrs | US$13.97m | 1.15% $ 30.8m | |
| Executive VP | 13.9yrs | US$4.23m | 0.18% $ 4.7m | |
| Executive VP & Chief People Officer | 5.2yrs | US$2.95m | 0.069% $ 1.9m | |
| Executive VP & Chief Supply Chain Officer | 3.2yrs | US$2.87m | 0.19% $ 5.2m | |
| Executive VP & President of Callaway Golf Sales | 7.3yrs | US$2.79m | 0.062% $ 1.7m | |
| Senior VP & Chief Accounting Officer | 13yrs | 데이터 없음 | 0.047% $ 1.3m | |
| Vice President of Investor Relations & Corporate Communications | no data | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Research | no data | 데이터 없음 | 0.093% $ 2.5m | |
| General Counsel | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief People Officer | less than a year | 데이터 없음 | 0.0020% $ 54.6k | |
| President of Asia | 14.8yrs | US$972.13k | 데이터 없음 | |
| Chief Development Officer of Topgolf Entertainment Group | no data | 데이터 없음 | 데이터 없음 |
10.2yrs
평균 재임 기간
61yo
평균 나이
경험이 풍부한 관리: CALY의 경영진은 노련하고 경험이 풍부합니다(평균 재임 10.2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 14.2yrs | US$13.97m | 1.15% $ 30.8m | |
| Independent Director | 4.2yrs | US$218.88k | 0.030% $ 795.5k | |
| Independent Chairman | 17.2yrs | US$268.88k | 0.057% $ 1.5m | |
| Independent Director | 22.1yrs | US$218.88k | 0.049% $ 1.3m | |
| Independent Director | 8yrs | US$233.88k | 0.075% $ 2.0m | |
| Independent Director | 16.3yrs | US$228.88k | 0.60% $ 16.2m | |
| Independent Vice Chairman of the Board | 5.2yrs | US$218.88k | 0.034% $ 913.8k | |
| Independent Director | 10.8yrs | US$231.38k | 0.038% $ 1.0m | |
| Independent Director | 4.4yrs | US$218.88k | 0.013% $ 342.6k |
10.8yrs
평균 재임 기간
65yo
평균 나이
경험이 풍부한 이사회: CALY의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.8 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 12:39 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Callaway Golf Company는 26명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Craig Kennison | Baird |
| Derek Leckow | Barrington Research Associates, Inc. |
| Alexander Maroccia | Berenberg |