2025-06-10-花旗集团-美国零售业-综合商品和硬线商品_周二两张图表_谁真正在推动股东价值_11页_188kb

The Citi Research report, "Two Charts – for – Tuesday," analyzes share price performance during the tenures of current CEOs and CFOs in the US Retailing sector, comparing them to the S&P 500 index to identify shareholder value drivers.

For CEOs, Laura Alber (Williams-Sonoma, WSM) had the highest alpha per year, followed by Ron Vachris (Costco, COST), Hal Lawton (Tractor Supply, TSCO), Robert Eddy (BJ's, BJ), and Phillip Daniele (AutoZone, AZO). In terms of absolute returns, Williams-Sonoma (WSM), Home Depot (RH), Tractor Supply (TSCO), Lowe's (LOW), and Floor & Décor (FND) recorded the best performance.

For CFOs, David Reeder (Chewy, CHWY) and Jamere Jackson (AutoZone, AZO) led in alpha per tenure, alongside Jeff Howie (WSM), Laura Felice (BJ's, BJ), and Jeremy Fletcher (O'Reilly Automotive, ORLY). The highest absolute returns were seen at TSCO, AZO, CHWY, BJ, and ORLY.

This evaluation excludes executives with tenure under one year and highlights key performers in US Retailing companies for driving shareholder returns.