Nordstrom, Inc.

NYSE:JWN 株式レポート

時価総額: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 マネジメント

マネジメント 基準チェック /34

Nordstromの CEO はErik Nordstromで、 Jan2019年に任命され、 の在任期間は 6.33年です。 の年間総報酬は$ 4.54Mで、 17%給与と83%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の2.09%を直接所有しており、その価値は$ 85.98M 。経営陣と取締役会の平均在任期間はそれぞれ2.6年と5.2年です。

主要情報

Erik Nordstrom

最高経営責任者

US$4.5m

報酬総額

CEO給与比率17.03%
CEO在任期間6.3yrs
CEOの所有権2.1%
経営陣の平均在職期間2.6yrs
取締役会の平均在任期間5.2yrs

経営陣の近況

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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新しいナラティブ 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...

CEO報酬分析

Nordstrom の収益と比較して、Erik Nordstrom の報酬はどのように変化したか?
日付総報酬給与会社業績
Feb 01 2025n/an/a

US$294m

Nov 02 2024n/an/a

US$262m

Aug 03 2024n/an/a

US$284m

May 04 2024n/an/a

US$300m

Feb 03 2024US$5mUS$773k

US$134m

Oct 28 2023n/an/a

US$119m

Jul 29 2023n/an/a

US$32m

Apr 29 2023n/an/a

US$20m

Jan 28 2023US$3mUS$759k

US$245m

Oct 29 2022n/an/a

US$326m

Jul 30 2022n/an/a

US$410m

Apr 30 2022n/an/a

US$364m

Jan 29 2022US$6mUS$759k

US$178m

Oct 30 2021n/an/a

US$11m

Jul 31 2021n/an/a

US$0

May 01 2021n/an/a

-US$335m

Jan 30 2021US$6mUS$367k

-US$690m

Oct 31 2020n/an/a

-US$531m

Aug 01 2020n/an/a

-US$457m

May 02 2020n/an/a

-US$62m

Feb 01 2020US$7mUS$756k

US$496m

Nov 02 2019n/an/a

US$552m

Aug 03 2019n/an/a

US$492m

May 04 2019n/an/a

US$514m

Feb 02 2019US$4mUS$756k

US$564m

報酬と市場: Erikの 総報酬 ($USD 4.54M ) は、 US市場 ($USD 7.05M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Erikの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Erik Nordstrom (60 yo)

6.3yrs
在職期間
US$4,540,362
報酬

Mr. Erik B. Nordstrom serves as Chief Executive Officer of Nordstrom Inc. since January 10, 2019. He was Co-President of Mr. Nordstrom serves as a Member of Executive Team of Nordstrom Inc., and has been i...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Erik Nordstrom
CEO & Director6.3yrsUS$4.54m2.09%
$ 86.0m
Peter Nordstrom
Presidentno dataUS$4.56m1.7%
$ 70.2m
Jason Morris
Chief Technology & Information Officer2yrsUS$6.48m0.036%
$ 1.5m
Kenneth Worzel
Chief Customer Officer3.1yrsUS$4.23m0.17%
$ 7.1m
Alexis DePree
Executive VP & COO1yrUS$2.50m0.066%
$ 2.7m
Randolph Kanai
VP, Controller & Interim Chief Accounting Officerless than a yearデータなし0.033%
$ 1.4m
James Duies
Head of Investor Relationsno dataデータなしデータなし
Anne Steines
Chief Legal Officer5.8yrsデータなし0.035%
$ 1.5m
Deniz Anders
Senior VP & Chief Marketing Officer2.8yrsデータなしデータなし
Lisa Price
Chief Human Resources Officer2.3yrsデータなし0.028%
$ 1.2m
James Nordstrom
Chief Merchandising Officer11yrsデータなし0.47%
$ 19.3m
Gemma Lionello
President of Nordstrom Rack1.7yrsデータなし0.033%
$ 1.4m
2.6yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: JWNの経営陣は 経験豊富 であると考えられます ( 2.6年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Erik Nordstrom
CEO & Director19.3yrsUS$4.54m2.09%
$ 86.0m
Peter Nordstrom
President19yrsUS$4.56m1.7%
$ 70.2m
James Donald
Independent Director5.2yrsUS$273.02k0.021%
$ 857.5k
Bradley Tilden
Independent Chairman9.3yrsUS$441.35k0.062%
$ 2.5m
Eric Sprunk
Independent Director2.1yrsUS$252.16k0.0092%
$ 377.0k
Glenda McNeal
Independent Director6.3yrsUS$292.43k0.024%
$ 983.2k
Mark Tritton
Independent Director5.2yrsUS$239.64k0.021%
$ 857.5k
Kirsten Green
Independent Director6.3yrsUS$252.64k0.024%
$ 983.2k
Amie O'Toole
Independent Director3.2yrsUS$275.83k0.013%
$ 526.2k
Guy Persaud
Independent Director1.7yrsUS$117.49k0.0073%
$ 300.0k
Atticus Tysen
Independent Director2.3yrsUS$297.44k0.010%
$ 424.8k
5.2yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: JWNの 取締役会経験豊富 であると考えられます ( 5.2年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2025/05/20 08:26
終値2025/05/20 00:00
収益2025/02/01
年間収益2025/02/01

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Nordstrom, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
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