Macy's 경영진
경영진 기준 점검 3/4
Macy's CEO는 Tony Spring, Feb2024 에 임명되었습니다 의 임기는 2.25 년입니다. 총 연간 보상은 $14.10M, 9.5% 급여 및 90.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.46M 가치에 해당하는 회사 주식의 0.18% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3 년과 3.9 년입니다.
핵심 정보
Tony Spring
최고경영자
US$14.1m
총 보수
| CEO 급여 비율 | 9.48% |
| CEO 재임 기간 | 2.3yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 3yrs |
| 이사회 평균 재임 기간 | 3.9yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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
Macy's: Valuation Has Limited Upside With Technical And Macroeconomic Risks
Summary Macy’s sees persistent macroeconomic headwinds, with Q4 2025 revenue down 1.1% YoY and limited growth drivers. M’s fundamentals remain robust—solid liquidity, manageable debt, and a resilient premium customer base mitigate downside risk. Valuation is cheap with a DDM-based target price of $25.08, but upside is limited and technicals remain bearish. I maintain a hold rating on M, as modest upside and ongoing risks do not justify a more bullish stance. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 20
M: Dividend Increase And Buybacks Will Support A Steady Outlook
Analysts have inched their price target for Macy's up to about $19.40 from roughly $19.30, reflecting small adjustments to fair value estimates, discount rate assumptions, profit margin expectations, and forward P/E inputs. What's in the News Macy's issued earnings guidance for 2026, projecting net sales in a range of US$21.4b to US$21.65b (Key Developments).내러티브 업데이트 • Apr 06
M: Higher Dividend And Buybacks Will Support A Steady Future
Analysts now place Macy's fair value at $19.30, reduced from $21.80. This reflects revised expectations for softer revenue growth with a 6.40% decline and a higher discount rate of 11.76%, even as the projected profit margin edges up to 3.52% and the assumed future P/E shifts to 9.94.분석 기사 • Apr 03
Macy's' (NYSE:M) Profits Appear To Have Quality Issues
Following the solid earnings report from Macy's, Inc. ( NYSE:M ), the market responded by bidding up the stock price...내러티브 업데이트 • Mar 23
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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
새 내러티브 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jan 31 2026 | US$14m | US$1m | US$642m |
| Nov 01 2025 | n/a | n/a | US$477m |
| Aug 02 2025 | n/a | n/a | US$494m |
| May 03 2025 | n/a | n/a | US$558m |
| Feb 01 2025 | US$16m | US$1m | US$582m |
| Nov 02 2024 | n/a | n/a | US$112m |
| Aug 03 2024 | n/a | n/a | US$124m |
| May 04 2024 | n/a | n/a | -US$48m |
| Feb 03 2024 | US$6m | US$975k | US$45m |
| Oct 28 2023 | n/a | n/a | US$682m |
| Jul 29 2023 | n/a | n/a | US$749m |
| Apr 29 2023 | n/a | n/a | US$1b |
| Jan 28 2023 | US$3m | US$850k | US$1b |
| Oct 29 2022 | n/a | n/a | US$1b |
| Jul 30 2022 | n/a | n/a | US$2b |
| Apr 30 2022 | n/a | n/a | US$2b |
| Jan 29 2022 | US$5m | US$850k | US$1b |
보상 대 시장: Tony 의 총 보수(USD14.10M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.40M)보다 높습니다.
보상과 수익: Tony 의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Tony Spring (60 yo)
2.3yrs
재임 기간
US$14,104,067
보수
Mr. Antony Spring also known as Tony, serves as Chairman of NRF Foundation. He serves as a Director at The Partnership for New York City, Inc. He serves as Chief Executive Officer at Macy's Inc. from Febru...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Chairman | 2.3yrs | US$14.10m | 0.18% $ 9.5m | |
| COO & CFO | less than a year | US$7.48m | 데이터 없음 | |
| Chief Legal Officer & Corporate Secretary | 2.3yrs | US$2.94m | 0.011% $ 560.6k | |
| Executive VP | 8.6yrs | US$3.96m | 0.041% $ 2.1m | |
| Chief Executive Officer of Bloomingdale | no data | US$4.76m | 0.0082% $ 420.8k | |
| Chief Information Officer | 1.8yrs | 데이터 없음 | 데이터 없음 | |
| Head of Investor Relations | 3.7yrs | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 2.4yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Regional Director of Chicago | 18yrs | 데이터 없음 | 데이터 없음 | |
| Chief Merchandising Officer | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Real Estate | 5.2yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Private Brands | 4.2yrs | 데이터 없음 | 데이터 없음 |
3.0yrs
평균 재임 기간
59yo
평균 나이
경험이 풍부한 관리: M의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Chairman | 3.2yrs | US$14.10m | 0.18% $ 9.5m | |
| Independent Director | 2.1yrs | US$271.35k | 데이터 없음 | |
| Independent Director | 2.1yrs | US$270.78k | 데이터 없음 | |
| Lead Independent Director | 14.2yrs | US$319.48k | 0.015% $ 788.7k | |
| Independent Director | 6.4yrs | US$270.02k | 데이터 없음 | |
| Independent Director | 18.3yrs | US$288.50k | 0.0041% $ 211.2k | |
| Independent Director | 4.1yrs | US$288.14k | 데이터 없음 | |
| Independent Director | 4.1yrs | US$296.89k | 데이터 없음 | |
| Independent Director | 3.1yrs | US$269.99k | 데이터 없음 | |
| Independent Director | 2.1yrs | US$270.84k | 0.012% $ 610.9k | |
| Independent Director | 4.6yrs | US$270.73k | 데이터 없음 | |
| Independent Director | 3.8yrs | US$270.48k | 데이터 없음 |
3.9yrs
평균 재임 기간
62yo
평균 나이
경험이 풍부한 이사회: M의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 12:59 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
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
Macy's, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Graja | Argus Research Company |
| Wayne Hood | BMO Capital Markets Equity Research |
| Lorraine Corrine Hutchinson | BofA Global Research |