Gap Management
Management criteria checks 3/4
Gap's CEO is Richard Dickson, appointed in Aug 2023, has a tenure of 2.75 years. total yearly compensation is $17.19M, comprised of 8.1% salary and 91.9% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth $15.90M. The average tenure of the management team and the board of directors is 2.8 years and 4.8 years respectively.
Key information
Richard Dickson
Chief executive officer
US$17.2m
Total compensation
| CEO salary percentage | 8.15% |
| CEO tenure | 2.8yrs |
| CEO ownership | 0.2% |
| Management average tenure | 2.8yrs |
| Board average tenure | 4.8yrs |
Recent management updates
Recent updates
GAP: Tariff And Margin Uncertainty Will Likely Temper Recent Earnings Momentum
Analysts have nudged the blended price target on Gap up by about $2 to reflect slightly higher projected revenue growth, a modestly stronger profit margin profile, and updates to longer term P/E assumptions following recent Q4 results and management meetings. Analyst Commentary Recent Street research around Gap highlights a mixed backdrop, with several firms adjusting price targets after the Q4 report and follow up meetings.
GAP: Brand Momentum And Athleta Turnaround Will Shape Future Earnings Power
The updated analyst price target for Gap edges higher by about $0.30, with analysts linking the change to slightly stronger revenue growth and margin assumptions, as well as recent price target moves across the Street. Analyst Commentary Recent research on Gap points to a cluster of price target increases and generally constructive views on the company, even where ratings remain Neutral.The Gap: Despite Holiday Sales Miss, 2026 Is Positioned For Success
Apr 06
GAP: Cultural Relevance And Athleta Turnaround Will Support Long Term Recovery
Narrative Update on Gap The analyst price target for Gap has been adjusted slightly, with a modest reset reflecting updated assumptions for revenue growth, profit margins, and future P/E after recent research in which analysts cited constructive commentary around Athleta, incremental price target moves in the $27 to $34 range, and more cautious modeling following the latest Q4 update. Analyst Commentary Recent research on Gap reflects a mix of optimism and caution, with several firms adjusting price targets in a relatively tight range and updating models following the latest Q4 report and investor meetings.GAP: Brand Relevance And Athleta Turnaround Will Drive Future Earnings Momentum
Analysts have nudged their blended price target for Gap higher by about $0.13 to $38.65. This reflects updated views around revenue growth, profit margins and more constructive commentary on core brands and Athleta.GAP: Cultural Relevance And Category Expansion Will Support Measured Long Term Recovery
Narrative Update The analyst price target for Gap edges higher as our fair value estimate moves from $30.42 to $30.71. This reflects analysts' focus on the company's efforts to refresh brand relevance, expand beauty and handbag offerings, and support growth at Athleta.GAP: Earnings Inflection And Brand Reinvigoration Will Support Measured Long Term Recovery
Narrative Update on Gap The analyst price target embedded in our model increases by about $1.24 per share, as analysts cite higher price targets across the Street and point to a positive earnings inflection, improving brand momentum, and continued progress in categories like beauty, handbags, and Athleta as key supports for the updated outlook. Analyst Commentary Recent Street research on Gap clusters around a more constructive view on the earnings outlook, with several firms revising price targets higher and one high profile upgrade to Buy that points to a potential earnings inflection.GAP: Fashiontainment And Brand Reinvigoration Will Drive Earnings Momentum
Analysts have lifted their price target for Gap, increasing the fair value estimate from about US$30.73 to US$38.52. This reflects higher assumed revenue growth and a richer future P/E multiple, supported by recent upgrades and target hikes that highlight improving earnings momentum and brand progress across Gap's portfolio.GAP: Recent Earnings Momentum Will Likely Prove Difficult To Sustain
The analyst fair value estimate for Gap has been raised from $19.00 to $22.60, as analysts point to a series of price target upgrades tied to recent earnings outperformance, improving growth assumptions, and higher expected profitability across key brands and newer categories such as beauty and handbags. Analyst Commentary Recent research on Gap highlights a clear split between enthusiastic upgrades and more restrained, valuation conscious views.GAP: Turnaround Execution And Brand Reinvigoration Will Support Measured Long Term Margin Recovery
Analysts have nudged their fair value estimate for Gap higher from US$28.65 to US$29.18, reflecting a series of recent price target increases and upgrades that highlight improving confidence in the company’s brand progress and earnings profile. Analyst Commentary Recent Street research on Gap shows a clear shift toward more constructive views, with several firms lifting ratings and price targets as they reassess the company’s earnings profile, brand health, and execution under current leadership.Investors Will Want Gap's (NYSE:GAP) Growth In ROCE To Persist
Jan 06
GAP: Turnaround Momentum And Q3 Execution Will Support Durable Margin Recovery
Analysts nudged their average price target on Gap modestly higher, with fair value estimates rising by about $1 to reflect stronger than expected Q3 momentum across brands, improving revenue growth expectations, and growing confidence in the company’s turnaround strategy despite only incremental changes to long term profitability assumptions. Analyst Commentary Street research following Gap's latest results points to a more constructive stance on the stock, with multiple firms lifting price targets into the mid to high 20 dollar range and several upgrades into positive rating territory.GAP: Disciplined Leadership And Brand Reinvigoration Will Support Durable Margin Recovery
We raise our fair value estimate for Gap by about $1.70 per share to roughly $27.70, reflecting analysts' higher price targets following a series of Q3 beats and growing confidence in the durability of the brand turnaround and revenue growth trajectory. Analyst Commentary Recent Street research reflects a generally constructive but still selective stance on Gap, with several firms raising price targets and a growing cohort moving to more positive ratings as execution improves.GAP: Disciplined Leadership And Category Expansion Will Support Steady Margin Gains
Gap's analyst price target has risen from approximately $24.87 to $26.03 per share, as analysts cite improved leadership, ongoing brand recovery efforts, and the company's margin expansion initiatives as supporting factors for the upward revision. Analyst Commentary Recent Street research highlights a mix of optimism and caution regarding Gap's turnaround and valuation outlook.GAP: Margin Improvements And New Category Expansion Will Drive Steady Value
Gap's analyst price target has increased modestly to approximately $24.87, up from $24.74, as analysts cite improving revenue growth projections and potential for stronger margins despite ongoing macroeconomic uncertainties. Analyst Commentary Recent Street research on Gap presents a mix of optimism surrounding the company’s ability to grow and improve margins, balanced by a note of caution regarding longer-term challenges and macroeconomic headwinds.Digital And Sustainable Trends Will Foster Long Term Value
Analysts have slightly raised their fair value estimate for Gap, increasing the price target from $24.38 to $24.74. This change is due to incremental improvements in profitability and margin potential following positive updates from recent research coverage.AI Investments And Supply Chain Optimization Will Drive Future Efficiency At Old Navy And Gap
Gap’s consensus price target has been reduced to $24.51 as analysts revise forecasts lower on persistent margin compression from tariff pressures, limited pricing power, and less favorable operating margin prospects, despite fair current valuation and some optimism for brand-driven upside. Analyst Commentary Bearish analysts are lowering price targets due to increased tariff pressures, which are compressing operating margins and diminishing profitability expectations through fiscal 2026.Gap (NYSE:GAP) Is Doing The Right Things To Multiply Its Share Price
Jul 21Here's Why Gap (NYSE:GAP) Can Manage Its Debt Responsibly
Jul 07Lacklustre Performance Is Driving The Gap, Inc.'s (NYSE:GAP) 25% Price Drop
Jun 23The Gap, Inc. (NYSE:GAP) Surges 30% Yet Its Low P/E Is No Reason For Excitement
May 09Gap Stock Looks Like A Formidable Bargain Following Retail Sector Pullback
Mar 16The Gap Dazzles, Stock To Keep Rallying
Mar 07The Gap Remains An Apparel Brand Icon, Which Could Benefit From Strong U.S. Consumer Spending
Feb 10The Gap: Sales Momentum And Profitability Signal Turnaround
Dec 27The Gap: Brand Momentum Can Carry Shares Higher (Upgrade)
Nov 22The Gap: Looking For A Turnaround Continuation In Q3 (Rating Upgrade)
Oct 28CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jan 31 2026 | US$17m | US$1m | US$816m |
| Nov 01 2025 | n/a | n/a | US$851m |
| Aug 02 2025 | n/a | n/a | US$889m |
| May 03 2025 | n/a | n/a | US$879m |
| Feb 01 2025 | US$19m | US$1m | US$844m |
| Nov 02 2024 | n/a | n/a | US$823m |
| Aug 03 2024 | n/a | n/a | US$767m |
| May 04 2024 | n/a | n/a | US$678m |
| Feb 03 2024 | US$15m | US$697k | US$502m |
| Oct 28 2023 | n/a | n/a | US$44m |
| Jul 29 2023 | n/a | n/a | US$108m |
| Apr 29 2023 | n/a | n/a | -US$58m |
| Jan 28 2023 | US$204k | n/a | -US$202m |
Compensation vs Market: Richard's total compensation ($USD17.19M) is above average for companies of similar size in the US market ($USD8.55M).
Compensation vs Earnings: Richard's compensation has been consistent with company performance over the past year.
CEO
Richard Dickson (57 yo)
2.8yrs
Tenure
US$17,185,636
Compensation
Mr. Richard Dickson is Chief Executive Officer and President of The Gap, Inc. from August 22, 2023 and as its Director since November 08, 2022. He had been the President and Chief Operating Officer of Matt...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 2.8yrs | US$17.19m | 0.18% $ 15.9m | |
| Executive VP & CFO | 6.2yrs | US$6.87m | 0.0025% $ 216.8k | |
| Executive VP and Chief Business & Strategy Officer | 2.3yrs | US$6.35m | 0.0060% $ 519.1k | |
| President & CEO of Gap Brand | 9yrs | US$8.22m | 0.036% $ 3.1m | |
| President & CEO - Old Navy | 3.8yrs | US$8.91m | 0.031% $ 2.7m | |
| Chief Technology Officer | 1.9yrs | no data | no data | |
| Head of Investor Relations | no data | no data | no data | |
| Executive VP | 10.3yrs | US$6.36m | 0.016% $ 1.4m | |
| Chief Communications Officer | 1.3yrs | no data | no data | |
| Executive VP & Chief People Officer | 2.3yrs | no data | 0.024% $ 2.0m | |
| Executive VP | 5yrs | no data | no data | |
| Executive VP & Creative Director | 2.3yrs | no data | no data |
2.8yrs
Average Tenure
54.5yo
Average Age
Experienced Management: GAP's management team is considered experienced (2.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 3.5yrs | US$17.19m | 0.18% $ 15.9m | |
| Independent Chairman | 24.3yrs | US$525.99k | 0.049% $ 4.2m | |
| Independent Director | 36.3yrs | US$335.15k | 15.34% $ 1.3b | |
| Independent Director | 4yrs | US$300.99k | 0.93% $ 80.7m | |
| Independent Director | 6.1yrs | US$365.99k | 0.0092% $ 795.4k | |
| Independent Director | 16.5yrs | US$296.87k | 16.67% $ 1.4b | |
| Independent Director | 4.5yrs | US$329.64k | 0.00027% $ 23.3k | |
| Independent Director | 8.3yrs | US$313.88k | 0.0095% $ 816.2k | |
| Independent Director | 5.2yrs | US$304.99k | 0.0085% $ 737.6k | |
| Independent Director | 3yrs | US$312.99k | 0% $ 0 | |
| Independent Director | 1yr | US$279.54k | no data | |
| Independent Director | less than a year | US$238.27k | no data |
4.8yrs
Average Tenure
58.5yo
Average Age
Experienced Board: GAP's board of directors are considered experienced (4.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/06 04:30 |
| End of Day Share Price | 2026/05/06 00:00 |
| Earnings | 2026/01/31 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Gap, Inc. is covered by 46 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Mark Altschwager | Baird |
| Jeff Black | Barclays |