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Is OUTFRONT’s ANA Partnership Reframing Its Competitive Position in Brand Relationships for OUT (OUT)?

Simply Wall St·01/19/2026 00:23:52
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  • OUTFRONT Media recently announced it has joined the Association of National Advertisers (ANA) as a 2026 Strategic Partner, becoming the first out-of-home media company to participate in this program and securing a presence across key ANA events including the ANA Masters of Marketing Conference.
  • This partnership elevates OUTFRONT’s access to senior brand marketers and gives it a platform to promote in-real-life media as a core element of modern marketing strategies.
  • We will now examine how OUTFRONT’s new ANA partnership, including Stacy Minero joining the ANA CMO Growth Council, may influence its investment narrative.

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OUTFRONT Media Investment Narrative Recap

To own OUTFRONT Media, you need to believe that out-of-home advertising can remain relevant as budgets tilt toward digital formats, and that its digital conversion and experiential push can offset structural pressure on static assets. The new ANA partnership broadens access to senior marketers, but its impact on the key near term catalyst, improved monetization of digital and in-real-life inventory, is incremental rather than transformative. It does not materially change the biggest risk, which is ongoing weakness in legacy static transit and billboard revenues.

The most relevant prior development is Stacy Minero’s appointment as Chief Marketing & Experience Officer in late 2025, with her now joining the ANA CMO Growth Council as part of this partnership. That combination gives OUTFRONT a more credible voice in front of large brand marketers at a time when the company is trying to reposition in-real-life media as a core part of modern marketing, a potential support for its efforts to offset structural declines in non digital transit and static formats.

Yet investors should also be aware that if advertiser budgets keep tilting toward online channels, OUTFRONT’s ability to keep its billboards and transit assets full and profitable...

Read the full narrative on OUTFRONT Media (it's free!)

OUTFRONT Media's narrative projects $2.0 billion revenue and $194.1 million earnings by 2028.

Uncover how OUTFRONT Media's forecasts yield a $24.20 fair value, a 4% downside to its current price.

Exploring Other Perspectives

OUT 1-Year Stock Price Chart
OUT 1-Year Stock Price Chart

Three members of the Simply Wall St Community currently estimate OUTFRONT’s fair value between US$24.20 and US$40.88, reflecting a wide range of independent views. Against that backdrop, the structural decline in static transit boards highlighted earlier may influence how you weigh OUTFRONT’s push into in real life and digital formats and why it can be helpful to compare several viewpoints before deciding what the business is worth.

Explore 3 other fair value estimates on OUTFRONT Media - why the stock might be worth just $24.20!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.