Nordstrom Today | --- | --- | |----------------------|-------| | | | | | | | JWN Nordstrom | | | $22.82 | | | +0.48 (+2.15%) | | | 52-Week Range $12.88 | | | ▼ | | | $24.03 | | | Dividend Yield 3.33% | | | P/E Ratio 12.47 | | | Price Target $19.85 | | | | | Add to Watchlist It's a tale of two retail department stores on the opposite ends of the financial spectrum. Nordstrom Inc. NYSE: JWN stock is trading up 21% year-to-date (YTD), while Macy's Inc. (NYSE: M) stock is trading down 22.6% YTD. These retail/wh ...

Telephone ATTRAF 日 11000 the F 1 I r NoDerog Nordstrom, Inc. (NYSE:JWN) is a major consumer discretionary fashion retailer in North America selling apparel & other accessories, beauty products, and home goods online and in stores. With a market cap of around $3.5 billion, it sits on the edge of being a small-cap and a mid-cap stock, but that doesn't mean Nordstrom is small. JWN employs around 54,000 people and has 370 stores with over 26.5 million gross store square footage. The stock has suffered from bein ...

KEY TAKEAWAYS Nordstrom shares jumped Wednesday, a day after posting better-than-estimated adjusted EPS of 96 cents on revenue of $3.89 billion. The department store operator reported a nearly 9% year-over-year sales gain at its Nordstrom Rack discount chain. Nordstrom also said its comparable store sales would be in a range of flat to 2% growth from fiscal 2023, compared with its previous projection of a 1% decline to 2% growth. Nordstrom (JWN) shares jumped Wednesday, a day after posting better-than-expec ...

Shares of Nordstrom Inc JWN climbed in early trading on Wednesday, after the company reported upbeat second-quarter earnings. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Telsey Advisory Group analyst Dana Telsey reiterated a Market Perform rating, while raising the price target from $23 to $24. Goldman Sachs analyst Brooke Roach maintained a Neutral rating, while lifting the price target from $19 to $21. JPMorgan analyst Matthew Boss reaffirmed an ...

Retail stocks across the sector are dealing with the fallout from their corporate reports this morning. In the winner circle today is Kohls Corp (NYSE:KSS) and Nordstrom Inc (NYSE:JWN), with both stocks seeing a surge in options activity following their encouraging reports. At last glace, Kohls stock is 2.6% higher to trade at $20.11, though it remains 29.4% lower in 2024. While the department store chain reported second-quarter earnings that beat expectations and raised its full-year guidance, revenue miss ...

Shares of Nordstrom, Inc. (JWN) gained 7.7% during the after-market trading session on Tuesday, following the company's second-quarter results, wherein both the top and bottom lines beat the respective Zacks Consensus Estimate and improved year over year. Anniversary Sale timing, which led to the shift of one week from the third quarter to the second quarter, had a positive impact on net sales. Following the results, management updated its fiscal 2024 outlook, raising the lower end of the guidance range for ...

财务数据和关键指标变化 - 公司第二季度净销售额为38亿美元,同比增长3.4% [33] - 公司第二季度EBIT利润率为6.4%,同比扩大115个基点 [37] - 公司第二季度每股收益为0.96美元,同比增长 [38] - 公司预计全年收入将下降1%至增长1%,同比53周期间下降约135个基点 [42] - 公司预计全年EBIT利润率将在3.6%至4%之间 [44] - 公司预计全年每股收益将在1.75美元至2.05美元之间 [44] 各条业务线数据和关键指标变化 - 公司Nordstrom旗舰店第二季度净销售额和同店销售额均增长0.9% [34] - 公司Nordstrom Rack第二季度净销售额增长8.8%,同店销售额增长4.1% [34] - 公司数字销售额第二季度增长6.2%,占总销售额的37% [35] 各个市场数据和关键指标变化 - 公司在纽约旗舰店的销售额是整个门店网络中最高的,也是增长最快的 [25] 公司战略和发展方向及行业竞争 - 公司正在推进三大关键优先事项:推动Nordstrom旗舰店增长、优化运营和发展Nordstrom Rack业务 [9][12][16] - 公司正在通过提供更好的商品组合和客户体验来推动Nordstrom旗舰店的增长 [9][10][11] - 公司正在优化供应链,提高库存周转效率,以降低成本并提高客户体验 [12][13][14] - 公司正在扩张Nordstrom Rack门店,并提升其数字业务,这是公司重要的增长引擎 [16][17] 管理层对经营环境和未来前景的评论 - 管理层表示,尽管第二季度业绩良好,但外部环境仍存在不确定性,因此对全年指引保持适当谨慎 [41] - 管理层认为,公司目前的战略和优先事项正在得到体现,为全年业绩充满信心 [18] 其他重要信息 - 公司董事会正在探索增加股东价值的潜在方式,包括评估Erik和Pete Nordstrom提出的将公司私有化的提议 [6] - 公司决定停止在太平洋西北地区建设一个租赁的全渠道中心,并计提了相关资产减值 [15] - 公司正在进行一项技术转型,以提高数据访问和分析能力,并加快使用生成式AI解决方案,这将导致第三季度和第四季度报告的SG&A费用增加约10个基点 [45] 问答环节重要的提问和回答 问题1 **Dana Telsey 提问** - 公司在Anniversary Sale期间的销售情况是否能反映消费者健康状况 [50] - 公司私有品牌在女装类别的表现如何 [50] - 公司信用卡业务的债务水平和未来规划 [50] **Peter Nordstrom 回答** - Anniversary Sale的销售情况与公司预期基本一致,为公司未来销售提供了一些积极信号 [51][52] - 公司私有品牌在各个品类都有不错的表现,尤其是在女装类别 [53] **Cathy Smith 回答** - 公司较高收入客户的消费有所改善,信用损失有所上升但在公司预期之内 [54] 问题2 **Oliver Chen 提问** - 公司当前的库存水平和结构如何,哪些部分可能存在超库存 [56] - 公司的"运营优化"举措具体包括哪些内容 [56] - 公司对Nordstrom Rack业务的未来发展前景如何评估 [56] **Peter Nordstrom 回答** - 公司库存水平略有超出,主要集中在Nordstrom Rack业务,但整体库存质量较好,不会对未来业绩造成拖累 [57][58] **Cathy Smith 回答** - 公司正在通过提高商品周转速度、加快退货处理、推广RFID技术等措施来优化运营 [59][60] **Erik Nordstrom 回答** - 公司对Nordstrom Rack业务的未来发展前景保持乐观,包括新店开设和数字业务增长 [61][62] 问题3 **Simeon Siegel 提问** - Anniversary Sale对公司二季度毛利率的影响有多大 [65] - 公司未来在技术转型方面还会有哪些成本支出 [65] **Cathy Smith 回答** - Anniversary Sale对毛利率的影响不大,公司二季度毛利率提升主要来自于强劲的正价销售和其他因素 [66][67] - 公司未来两个季度会有少量的额外折旧费用,但整体技术支出将控制在预算范围内 [68] **Peter Nordstrom 补充** - Anniversary Sale的销售情况与公司预期一致,不会对未来毛利率产生负面影响 [69][70]

业绩总结 - 第二季度净销售额为38亿美元，同比增长3%[5] - 调整后每股收益为0.96美元，较2023年第二季度的0.84美元有所上升[5] - 总体净销售额增长3%，同店销售增长2%[15] - Nordstrom品牌净销售额增长1%，同店销售增长1%[15] - Rack品牌净销售额增长9%，同店销售增长4%[15] - 第二季度毛利率为36.6%，较去年同期提高155个基点[16] - 调整后EBIT率为6.4%，较去年同期提高115个基点[16] 用户数据与市场展望 - 数字销售额同比增长6%[5] - 预计2024年收入同比增长（下降）在-1%至1%之间[17] 股息与财务策略 - 宣布每股季度股息为0.19美元[19]

文章核心观点 公司的数字销售持续稳步增长,呈现出持续上升的趋势 [1][2] 公司正在通过扩大数字客户旅程来推动Nordstrom品牌的增长 [3] Nordstrom Rack的数字业务是其在折扣零售领域的一大差异化优势 [5] 公司业务表现 公司二季度销售额增长3.4%,达到37.8亿美元,同店销售增长1.9% [4] Nordstrom Rack销售额增长8.8%,同店销售增长4.1%,并在二季度新开5家门店 [4] 公司年度最大活动Nordstrom周年庆销售表现良好,75%的高端会员参与其中 [11][12] 公司正在扩大纽约旗舰店,这是公司年内表现最佳的门店 [13] 数字业务发展 公司数字销售占总销售的37%,连续5个季度保持改善 [2] 公司推出了Marketplace平台,已增加超过15,000件商品和近100个新品牌 [3] Nordstrom Rack的数字业务表现强劲,得益于优化搜索、价格组合和库存管理 [5][6]

Tuesday, August 27th, 2024 Three out of the four major stock market indexes closed Tuesday's session flat as a pancake. Such is trading life in the last week of August, typically. The Dow set a new record closing high, a mere 18 points above where it closed yesterday, +0.05%. Both the Nasdaq and S&P 500 finished the day up +0.17%. Only the small-cap Russell 2000 came in -0.66% lower on the session. What's notably more exciting are the earnings reports after the bell. We're still a day away from what might b ...