Nordstrom, Inc.

Report azionario NYSE:JWN

Capitalizzazione di mercato: US$4.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Nordstrom Performance degli utili passati

Criteri Il passato verificati 5/6

Nordstrom ha registrato una crescita degli utili a un tasso medio annuo di 39.5%, mentre il settore Multiline Retail ha registrato utili in crescita a un tasso medio annuo di 14.8%. I ricavi sono stati in crescita a un tasso medio annuo di 3.6%. Il ritorno sul capitale proprio di Nordstrom è 25.8% e ha margini netti di 2%.

Informazioni chiave

39.48%

Tasso di crescita degli utili

37.52%

Tasso di crescita dell'EPS

Multiline Retail Crescita del settore12.60%
Tasso di crescita dei ricavi3.56%
Rendimento del capitale proprio25.79%
Margine netto1.96%
Ultimo aggiornamento sugli utili01 Feb 2025

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha Dec 23

Wall Street Lunch: Nordstrom To Go Private

Summary Nordstrom is ending its 53-year run as a publicly traded company. The Container Store has filed for Chapter 11. November durable goods orders fell more than expected, with a significant drop in aircraft orders and a decline in defense orders impacting the overall numbers. Goldman Sachs introduced a model for identifying high-conviction industry picks. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

Nordstrom: Rating Downgrade As Upside No Longer Attractive

Summary I am downgrading Nordstrom stock to a hold rating as the stock has surpassed my target price of $23.80, now trading at $24.60. JWN's 3Q24 earnings showed strong retail sales growth of 4.6% y/y, with EPS significantly beating forecasts, but management maintained their FY24 EPS outlook. Demand remains robust, with notable performance in both full-line and Rack segments, but inventory levels are a concern, potentially impacting future margins. Despite a positive fundamental outlook, the stock's current valuation limits upside potential, and risks to gross margin contraction in FY25 could dampen EPS growth. Read the full article on Seeking Alpha
Seeking Alpha Nov 19

Nordstrom: Sell Due To Limited Upside

Summary Nordstrom, Inc. received a $23 per share takeover bid from the Nordstrom family and Mexican retailer El Puerto de Liverpool. The proposed takeover price values JWN at a premium compared to peers like Macy's and Kohl's, and a significantly higher bid is unlikely. I expect the deal to close, but there is some risk it could fall apart, which is likely to result in significant downside for the stock. I do not view JWN as an attractive investment opportunity at current levels. Read the full article on Seeking Alpha
Seeking Alpha Sep 06

Nordstrom: Business Continues To Benefit From The Macro Backdrop

Summary I maintain a buy rating for Nordstrom (JWN) due to the favorable macro backdrop and positive margin outlook, despite the unlikely buyout acceptance. JWN's 2Q24 earnings showed 3.4% y/y growth, with adj EPS of $0.96 beating consensus, and a 160bps gross margin expansion to 36.6%. The buyout offer at $23 per share serves as a valuation floor. Read the full article on Seeking Alpha
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Nuova narrazione Sep 03

Exploring Private Takeover And Digital Expansion Fuels Shareholder Value Surge

Emphasis on enhancing shareholder value through considerations of taking the company private and strategic restructuring hints at potential stock value increase.
Seeking Alpha Aug 30

Nordstrom: Was Q2 2024 Profitability Improvement A Signal Or Just Noise?

Summary Nordstrom, Inc.'s Q2 2024 earnings report showed a surprising profitability boost, with EPS beating expectations and gross profit margin reaching its highest since Q1 2022. The company's growth is driven by its Nordstrom Rack segment, which saw an 8.8% YoY sales increase, but this may pressure overall margins. Despite positive earnings, macroeconomic headwinds and a significant YoY inventory build raise concerns about future performance and profitability. Given these factors, I recommend a SELL rating for Nordstrom stock until more data confirms sustained operational improvements and profitability. Read the full article on Seeking Alpha
Articolo di analisi Aug 28

Nordstrom (NYSE:JWN) Will Pay A Dividend Of $0.19

Nordstrom, Inc. ( NYSE:JWN ) will pay a dividend of $0.19 on the 18th of September. Based on this payment, the dividend...
Articolo di analisi Jul 31

Little Excitement Around Nordstrom, Inc.'s (NYSE:JWN) Revenues

Nordstrom, Inc.'s ( NYSE:JWN ) price-to-sales (or "P/S") ratio of 0.2x might make it look like a buy right now compared...
Articolo di analisi Jun 26

The Returns On Capital At Nordstrom (NYSE:JWN) Don't Inspire Confidence

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
Seeking Alpha Jun 07

Nordstrom: Negative Macro Outlook Is Good For Business

Summary Nordstrom, Inc. is expected to benefit from the current macro environment of weak consumer spending due to inflation and high interest rates. The company's discount store business, Nordstrom Rack, reported strong growth and outperformed other off-price retailers in the US. While Nordstrom reported a disappointing EPS miss, the gross margin contraction is believed to be temporary and not reflective of the underlying business. Read the full article on Seeking Alpha
Articolo di analisi May 26

Nordstrom (NYSE:JWN) Has Affirmed Its Dividend Of $0.19

Nordstrom, Inc. ( NYSE:JWN ) will pay a dividend of $0.19 on the 19th of June. The dividend yield will be 3.5% based on...
Articolo di analisi Apr 15

With Nordstrom, Inc. (NYSE:JWN) It Looks Like You'll Get What You Pay For

Nordstrom, Inc.'s ( NYSE:JWN ) price-to-earnings (or "P/E") ratio of 23.2x might make it look like a sell right now...
Seeking Alpha Apr 09

Nordstrom: Downgrading To Hold As I Am Less Confident In The Business Outlook

Summary Hold rating recommended for Nordstrom due to uncertain earnings growth outlook and pressure on margins from the Rack business. Recent earnings beat expectations, but underlying business operations are not moving in the right direction. A potential deal with the Nordstrom family presents upside potential. Read the full article on Seeking Alpha
Articolo di analisi Mar 13

There May Be Reason For Hope In Nordstrom's (NYSE:JWN) Disappointing Earnings

The most recent earnings report from Nordstrom, Inc. ( NYSE:JWN ) was disappointing for shareholders. While the...
Seeking Alpha Mar 07

Nordstrom Q4 Earnings: Neutral Outlook Despite Positive Momentum In Rack

Summary Department store operator, Nordstrom, is trading lower following the release of its Q4 results. While results topped expectations, forward guidance was more muted. Momentum continued at Nordstrom’s off-price brand, Rack. The continued growth in Rack also figures prominently into the company’s medium to long-term outlook. In addition to Rack, Nordstrom is leaning on its digital channel to support its storefronts. While these initiatives serve as positive catalysts, I maintain a neutral view on shares due to the uncertainty of future success in these initiatives. Read the full article on Seeking Alpha
Articolo di analisi Mar 03

Nordstrom's (NYSE:JWN) Dividend Will Be $0.19

Nordstrom, Inc.'s ( NYSE:JWN ) investors are due to receive a payment of $0.19 per share on 27th of March. Based on...
Articolo di analisi Mar 01

Nordstrom (NYSE:JWN) Could Be At Risk Of Shrinking As A Company

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Articolo di analisi Feb 15

Is Nordstrom (NYSE:JWN) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Dec 27

Nordstrom: Meeting FY24 Guidance Should Drive Valuation Upwards

Summary Nordstrom Inc. is recommended as a buy, as I expect that it will meet its FY24 guidance and see a rerating of its valuation. Recent results show steady growth improvements, with EBIT beating consensus estimates. Improved inventory positioning, operational enhancements, and strong EPS growth are expected to drive the company's growth and valuation. Read the full article on Seeking Alpha
Articolo di analisi Dec 23

Market Participants Recognise Nordstrom, Inc.'s (NYSE:JWN) Earnings Pushing Shares 30% Higher

The Nordstrom, Inc. ( NYSE:JWN ) share price has done very well over the last month, posting an excellent gain of 30...
Articolo di analisi Nov 23

Nordstrom (NYSE:JWN) Has Announced A Dividend Of $0.19

Nordstrom, Inc. ( NYSE:JWN ) will pay a dividend of $0.19 on the 13th of December. Based on this payment, the dividend...
Seeking Alpha Nov 22

Nordstrom: Q3 Results Point To Ongoing Inventory Concerns

Summary Nordstrom shares have lost about 30% of their value in the past year due to excess inventory and stagnant consumer demand. The company's earnings beat expectations, but inventories are still higher than pre-COVID levels, indicating potential overstocking. JWN's main brand underperformed compared to its off-label brand, raising concerns about its relevance to its target customers. Read the full article on Seeking Alpha
Articolo di analisi Nov 12

Nordstrom (NYSE:JWN) Will Be Looking To Turn Around Its Returns

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Articolo di analisi Oct 25

Here's Why Nordstrom (NYSE:JWN) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Oct 16

Nordstrom: Weight Loss Drugs Could Drive EPS Much Higher

Summary Nordstrom shares have performed poorly in 2023, but the company could see a surge in earnings driven by increased use of weight loss drugs. Dramatic weight loss could lead to a surge in apparel spend among those taking the drugs, benefiting Nordstrom. Nordstrom has significant operating leverage, so a modest increase in sales could drive a significant increase in earnings. Management recently acknowledged that current earnings guidance/expectations could be conservative. A share price re-rating could be accelerated by short covering as bears become cognizant of upside risk. Nordstrom has a nearly 20% short interest. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

Nordstrom: Sales Trends Expected To Improve Through FY24

Summary I recommend a buy rating for JWN based on the expectation of improving sales trends and positive margin trends. Despite challenges during the COVID-19 pandemic, JWN has rebounded to pre-pandemic revenue levels of approximately $15 billion. The company's margin improvements and management's focus on cost management support my confidence in JWN's ability to grow, contrary to the consensus view. Read the full article on Seeking Alpha
Seeking Alpha Sep 02

Nordstrom's Turnaround Is Around The Corner

Summary Nordstrom has consistently achieved strong profitability in the last two quarters, despite concerns about an impending recession. The company has undergone significant structural changes in its business model, focusing on profitable growth and premium brand offerings. Nordstrom's recent earnings reports show progress in its business recovery, with improved EPS and a strategic transformation of its Rack business. Read the full article on Seeking Alpha
Articolo di analisi Aug 26

Nordstrom's (NYSE:JWN) Dividend Will Be $0.19

Nordstrom, Inc. ( NYSE:JWN ) will pay a dividend of $0.19 on the 13th of September. Based on this payment, the dividend...
Articolo di analisi Aug 07

Returns On Capital At Nordstrom (NYSE:JWN) Paint A Concerning Picture

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Articolo di analisi Jul 23

Is Nordstrom (NYSE:JWN) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Jul 20

Nordstrom: Headwinds And Risks Ahead

Summary The closure of Nordstrom Canada will decrease sales by $400 million. The company expects revenue to decline between 4% and 6% in fiscal 2023. Wall Street analysts have a target price on the stock of $19.44, suggesting a downside risk of 6%. Read the full article on Seeking Alpha
Articolo di analisi Jul 02

Are Nordstrom, Inc. (NYSE:JWN) Investors Paying Above The Intrinsic Value?

Key Insights Nordstrom's estimated fair value is US$17.01 based on 2 Stage Free Cash Flow to Equity Current share price...

Ripartizione dei ricavi e delle spese

Come Nordstrom guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:JWN Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
01 Feb 2515,0162945,0740
02 Nov 2415,1122624,9720
03 Aug 2414,9692844,9240
04 May 2414,8473004,8730
03 Feb 2414,6931344,8250
28 Oct 2314,5921194,8080
29 Jul 2314,818324,8070
29 Apr 2315,142204,9140
28 Jan 2315,5302454,9660
29 Oct 2215,6973265,1230
30 Jul 2215,7884105,1770
30 Apr 2215,3493645,0430
29 Jan 2214,7891784,9530
30 Oct 2113,948114,7140
31 Jul 2113,40004,4630
01 May 2111,605-3354,3650
30 Jan 2110,715-6904,0990
31 Oct 2011,607-5313,9560
01 Aug 2012,190-4574,2440
02 May 2014,200-624,4140
01 Feb 2015,5244964,8080
02 Nov 1915,4705525,0070
03 Aug 1915,5464924,8920
04 May 1915,7425144,8790
02 Feb 1915,8605644,8680
03 Nov 1816,0794674,8720
04 Aug 1815,9595134,8420
05 May 1815,6854614,7340
03 Feb 1815,4784374,6620
28 Oct 1715,0924874,4150
29 Jul 1715,0053644,2980
29 Apr 1714,8623714,2040
28 Jan 1714,7573544,3150
29 Oct 1614,6343334,1000
30 Jul 1614,4214244,0610
30 Apr 1614,4715184,0390
30 Jan 1614,4376003,9570
31 Oct 1514,2876753,9120
01 Aug 1514,0997363,8360
02 May 1513,7907083,7170
31 Jan 1513,5067203,5880
01 Nov 1413,1747333,5510
02 Aug 1412,9187283,4690

Guadagni di qualità: JWN ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di JWN (2%) JWN sono più alti rispetto allo scorso anno (0.9%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di JWN sono cresciuti in modo significativo del 39.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di JWN nell'ultimo anno ( 119.9% ) supera la media quinquennale ( 39.5% all'anno).

Guadagni vs Settore: La crescita degli utili JWN nell'ultimo anno ( 119.9% ) ha superato la percentuale del settore Multiline Retail 1.9%.


Rendimento del capitale proprio

ROE elevato: Sebbene il Return on Equity ( 25.79% ) di JWN sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/05/20 15:40
Prezzo dell'azione a fine giornata2025/05/20 00:00
Utili2025/02/01
Utili annuali2025/02/01

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Nordstrom, Inc. è coperta da 20 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Mark AltschwagerBaird
Barbara WyckoffCLSA