MAC The Macerich Company Loading... : Bullish and Bearish Analyst Opinions

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10:09
Aug 27
DeItaone Twitter news aggregator (Walter Bloomberg)
Piper Sandler, Baird, Citi, Deutsche Bank, BMO, Wells Fargo.
Piper Sandler, Baird, Citi, Deutsche Bank, BMO, Wells Fargo, and BofA issue multiple upgrades and downgrades with price target changes across a broad set of stocks.
MAC
15:36
Jul 05
aleabitoreddit Reddit DD Author / Independent Trader
Author consolidates bullish memory supply-chain updates and price hike projections but states.
Author consolidates bullish memory supply-chain updates and price hike projections but states he is already positioned and just watching, not initiating new positions.
MAC
LOW
21:03
Mar 07
Todd Kahn CEO & Brand President, Coach (Tapestry) Bloomberg Markets
"Malls are alive and thriving." The speaker notes that despite being digital natives, Gen Z wants to physically go into stores to touch products. Shopping center owners are seeing packed stores. If Gen Z is returning to physical retail for "experiences" and product verification, the "Retail Apocalypse" thesis is overstated for Class A malls. High-traffic tenants like Coach act as anchors, stabilizing occupancy and driving sales-per-square-foot for landlords. LONG Class A Mall REITs (Simon Property Group, Macerich) as a second-order play on the return of the young consumer to physical shopping centers. A broader economic recession would curb discretionary spending and foot traffic regardless of brand popularity.

About MAC Analyst Coverage

Buzzberg tracks MAC (The Macerich Company) across 3 sources. 1 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked. Latest voices: DeItaone, aleabitoreddit, Todd Kahn.