MAC

Macerich Co

Price, suppliers and customers from SEC filings, institutional ownership and the next report.

NYSE · Real Estate Investment Trusts

22.41

0.00 · 0.00%after hours

at close −0.06 · −0.27%

as of 20:00 UTC

open

22.29

volume

3.2M

mkt cap

$6.3B

eps

-0.66

div yield

3.04%

day range

22.29 – 22.54

52-week

15.52 – 26.47

next reportNov 6 · in 51d · after close · estimatedThe earnings roomExpected move · positioning · linked exposure›

Supply chain

from SEC filings · 27 direct ties

100%

expand

Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.

Largest move on the map today: DKS −5.41%, in the consumer bundle.

Intraday

+0.55% since 9 AM

Prev close 22.41 · gapped below the open, then crossed back over prior close. High/low 22.54 at 11:00 am ET, 22.29 at 9:30 am ET.

Who supplies Macerich Co, and who buys from it

Macerich Co has 0 disclosed suppliers and 27 disclosed customers. Each one is named in an SEC filing, either Macerich Co’s own annual report or the counterparty’s, and carries the sentence that discloses it.

Who supplies Macerich Co?

none on file

No filing we have read names a supplier of Macerich Co. Suppliers appear here when Macerich Co names them in its own annual report, or when a company names Macerich Co as a customer in theirs.

Who buys from Macerich Co?

27 disclosed

1DKSDick's Sporting Goods, Inc.4.00% of MAC rev−5.41%
2—Victoria's Secret & Co.2.10% of MAC rev
3—Signet Jewelers Limited1.90% of MAC rev
4ANFAbercrombie & Fitch Co.1.80% of MAC rev−4.17%
5—The Gap, Inc.1.70% of MAC rev
6—Lvmh, Inc.1.60% of MAC rev
7—Primark US Corp1.60% of MAC rev
8AEOAE Outfitters Retail Co.1.50% of MAC rev−4.02%
9—H & M Hennes & Mauritz L.P.1.50% of MAC rev
10—Zara USA, Inc.1.50% of MAC rev
11MMacy's Inc.−1.74%
12—Bloomingdale's
13—Express
14BJBJ's Wholesale Club−0.29%
15DDSDillard's−1.37%
16HDHome Depot−1.65%
17KSSKohl's−4.60%
18LOWLowe's−1.63%
19TGTTarget−2.50%
20WMTWalmart−0.59%
21—Belk
22—Burlington
23—JCPenney
24—Neiman Marcus
25—Nordstrom
26—Scheels All Sports
27—Von Maur

Dependency

3 ties priced both ways

Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.

Partner	% of their revenue	% of MAC revenue	Skew
DKSDick's Sporting Goods, Inc.	0.18%	4.00%	22×
ANFAbercrombie & Fitch Co.	0.26%	1.80%	6.9×
AEOAE Outfitters Retail Co.	0.21%	1.50%	7.2×

Sources

sec edgar · verbatim disclosure

Show the filing sentences· 24

Each tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.

DKSDick's Sporting Goods, Inc.sells to
“Dick's Sporting Goods, Inc. Champs Sports, Dick's House of Sport, Dick's Sporting Goods, fly zone by Kids Foot Locker, Foot Locker, Going Going Gone!, House of Hoops by Foot Locker, Kids Foot Locker, Moosejaw 67 4.0 %”
MAC
4.00%of its revenue comes from Dick's Sporting Goods, Inc.disclosed
DKS
0.18%of its revenue comes from MACderived
$31M relationship22× more of MAC’s book than DKS’s
basisMAC fy2025 · closed 2025-12 $767MDKS fy2025 · closed 2026-01 $17.2Bfiled 2026-02-20
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
—Victoria's Secret & Co.sells to
“The following retailers (including their subsidiaries) represent the 10 largest tenants in the Centers based upon total rents in place as of December 31, 2024: Tenant Primary DBAs Number of Locations in the Portfolio % of Total Rents Victoria's Secret & Co. Pink, Victoria's Secret 40 2.1 %”
MAC
2.10%of its revenue comes from Victoria's Secret & Co.disclosed
Victoria's Secret & Co.
—annual revenue not on file, so the other side cannot be derived
$16M relationship
basisMAC fy2025 · closed 2025-12 $767Mfiled 2025-02-28
FILING10-K
—Signet Jewelers Limitedsells to
“Signet Jewelers Limited Banter by Piercing Pagoda, Blue Nile, Jared, Kay Jewelers, Kay Jewelers Outlet, Zales, Zales Outlet 82 1.9 %”
MAC
1.90%of its revenue comes from Signet Jewelers Limiteddisclosed
Signet Jewelers Limited
—annual revenue not on file, so the other side cannot be derived
$15M relationship
basisMAC fy2025 · closed 2025-12 $767Mfiled 2026-02-20
FILING10-K0000912242-26-000016
ANFAbercrombie & Fitch Co.sells to
“Abercrombie & Fitch Co. Abercrombie & Fitch, Abercrombie kids, Hollister Co. 46 1.8 %”
MAC
1.80%of its revenue comes from Abercrombie & Fitch Co.disclosed
ANF
0.26%of its revenue comes from MACderived
$14M relationship6.9× more of MAC’s book than ANF’s
basisMAC fy2025 · closed 2025-12 $767MANF fy2025 · closed 2026-01 $5.3Bfiled 2026-02-20
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
—The Gap, Inc.sells to
“The Gap, Inc. Athleta, Banana Republic, Banana Republic Factory Store, Gap, Gap Kids, Gap Factory Store, Old Navy, Old Navy Outlet 36 1.7 %”
MAC
1.70%of its revenue comes from The Gap, Inc.disclosed
The Gap, Inc.
—annual revenue not on file, so the other side cannot be derived
$13M relationship
basisMAC fy2025 · closed 2025-12 $767Mfiled 2026-02-20
FILING10-K0000912242-26-000016
—Lvmh, Inc.sells to
“LVMH, Inc. Bulgari, Dior, Louis Vuitton, Marc Jacobs, Sephora, Tiffany & Co. 28 1.6 %”
MAC
1.60%of its revenue comes from Lvmh, Inc.disclosed
Lvmh, Inc.
—annual revenue not on file, so the other side cannot be derived
$12M relationship
basisMAC fy2025 · closed 2025-12 $767Mfiled 2026-02-20
FILING10-K0000912242-26-000016filed 2026-02-20
—Primark US Corpsells to
“Primark US Corp Primark 7 1.6 %”
MAC
1.60%of its revenue comes from Primark US Corpdisclosed
Primark US Corp
—annual revenue not on file, so the other side cannot be derived
$12M relationship
basisMAC fy2025 · closed 2025-12 $767Mfiled 2026-02-20
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
AEOAE Outfitters Retail Co.sells to
“AE Outfitters Retail Co. Aerie, Offline by Aerie, American Eagle Outfitters 40 1.5 %”
MAC
1.50%of its revenue comes from AE Outfitters Retail Co.disclosed
AEO
0.21%of its revenue comes from MACderived
$12M relationship7.2× more of MAC’s book than AEO’s
basisMAC fy2025 · closed 2025-12 $767MAEO fy2025 · closed 2026-01 $5.5Bfiled 2026-02-20
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
—H & M Hennes & Mauritz L.P.sells to
“H & M Hennes & Mauritz L.P. H&M 21 1.5 %”
MAC
1.50%of its revenue comes from H & M Hennes & Mauritz L.P.disclosed
H & M Hennes & Mauritz L.P.
—annual revenue not on file, so the other side cannot be derived
$12M relationship
basisMAC fy2025 · closed 2025-12 $767Mfiled 2026-02-20
FILING10-K0000912242-26-000016filed 2026-02-20
—Zara USA, Inc.sells to
“Zara USA, Inc. Zara 7 1.5 %”
MAC
1.50%of its revenue comes from Zara USA, Inc.disclosed
Zara USA, Inc.
—annual revenue not on file, so the other side cannot be derived
$12M relationship
basisMAC fy2025 · closed 2025-12 $767Mfiled 2026-02-20
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
MMacy's Inc.sells to
“The following table identifies each Anchor, each parent company that owns multiple Anchors and the number of square feet owned or leased by each such Anchor or parent company in the Company's portfolio at December 31, 2024. Name Number of Anchor Stores GLA Owned by Anchor GLA Leased by Anchor Total Anchor GLA Macy's Inc. Macy's 31 4,132,000 1,718,000 5,850,000”
FILING10-K0000912242-25-000023filed 2025-02-28cik 0000912242
—Bloomingdale'ssells to
“The following table identifies each Anchor, each parent company that owns multiple Anchors and the number of square feet owned or leased by each such Anchor or parent company in the Company's portfolio at December 31, 2024. Name Number of Anchor Stores GLA Owned by Anchor GLA Leased by Anchor Total Anchor GLA Macy's Inc. Macy's 31 4,132,000 1,718,000 5,850,000 Bloomingdale's 1 — 253,000 253,000”
FILING10-K0000912242-25-000023filed 2025-02-28cik 0000912242
—Expresssells to
“While the pace of bankruptcies slowed in 2023 and 2022 compared to prior years, it remained steady in 2024 and we continue to experience bankruptcies of Anchors and other national and local retailers, including the bankruptcy of Express announced in April 2024, as well as store closures, among our tenants.”
FILING10-K0000912242-25-000023filed 2025-02-28cik 0000912242
BJBJ's Wholesale Clubsells to
“BJ's Wholesale Club 1 — 123,000 123,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
DDSDillard'ssells to
“Dillard's 10 2,011,000 — 2,011,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
HDHome Depotsells to
“Home Depot 2 102,000 141,000 243,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
KSSKohl'ssells to
“Kohl's 1 — 81,000 81,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
LOWLowe'ssells to
“Lowe's 1 — 114,000 114,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
TGTTargetsells to
“Target 3 180,000 217,000 397,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
WMTWalmartsells to
“Walmart 1 — 173,000 173,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
—Belksells to
“Belk 2 — 305,000 305,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
—Burlingtonsells to
“Burlington 3 68,000 140,000 208,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
—JCPenneysells to
“JCPenney 18 1,195,000 1,682,000 2,877,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242
—Neiman Marcussells to
“Neiman Marcus 1 — 100,000 100,000”
FILING10-K0000912242-26-000016filed 2026-02-20cik 0000912242

Track MAC

Watchlist prices, news filtered to it, and its next report on your desk.

Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.

Partner

% of their
revenue

% of MAC
revenue

Skew

DKSDick's Sporting Goods, Inc.

0.18%

4.00%

22×

ANFAbercrombie & Fitch Co.

0.26%

1.80%

6.9×

AEOAE Outfitters Retail Co.

0.21%

1.50%

7.2×

Supply chain

Intraday

Who supplies Macerich Co, and who buys from it

Who supplies Macerich Co?

Who buys from Macerich Co?

Dependency

What MAC’s disclosed ties are worth to each side

Sources for MAC relationships

Dependency

What MAC’s disclosed ties are worth to each side

Sources for MAC relationships

Intraday

Who supplies Macerich Co, and who buys from it

Who supplies Macerich Co?

Who buys from Macerich Co?

Supply chain