Investors interested in Retail - Apparel and Shoes stocks are likely familiar with Nordstrom (JWN) and Deckers (DECK) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and estimate rev ...

文章核心观点 - 公司正在采取一系列战略举措,包括提升Nordstrom品牌增长、优化运营、推动Rack品牌发展,以及加强数字化转型等 [1][2][3][4][5] - 公司的长期目标是利用数字化平台更好地服务客户、获取市场份额并实现盈利增长,前景看好 [1] - 公司正在努力提升客户体验,包括加快配送速度、优化供应链、提高库存生产率等 [3][4] - 公司的数字化渠道表现强劲,nordstrom.com和Rack的在线业务均有良好增长 [5] 关键要点总结 品牌和业务发展 - Rack品牌正在提高生产效率、降低运输成本、缩短交货时间,并计划增加更多高端品牌和丰富商品组合 [2] - Nordstrom的活力、女装、美妆和儿童品类表现良好,其中活力品类连续6个季度保持强劲增长 [3] - 公司正在努力提升客户体验,如在周年庆期间加快配送速度,并通过供应链优化提高运营效率 [3][4] 数字化转型 - 公司的数字业务保持良好增长,nordstrom.com的销售增长得益于商品组合的改善、搜索和发现功能的提升以及热销商品的高库存率 [5] - Rack的数字渠道是其与其他平价零售商的差异化优势,公司正在扩大数字商品供给并提高库存水平 [5] - 公司的自有品牌在周年庆期间实现中个位数增长,其中Nordstrom和Zella品牌表现最佳 [5] 未来发展 - 公司股价在过去6个月内上涨28.4%,优于同行业 [6] - 公司董事会收到了Nordstrom家族成员及墨西哥零售商El Puerto de Liverpool提出的以38亿美元将公司私有化的收购提议,尚未确定是否接受 [6] - 公司被评为Zacks Rank 1(强烈买入),是一个不错的投资选择 [6]

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead ...

Aziz Shamuratov Investment overview I wrote about Nordstrom, Inc. (NYSE:JWN) previously (early June) with a buy rating as I expected the business to benefit from the current macro backdrop, where consumers are looking for more value purchases given the lower spending power. I give JWN a buy rating as the macro backdrop continues to be favorable and that the margin outlook looks positive over the near term. While I don’t think the board will accept the buyout offer, it should serve as a floor to valuatio ...

财务表现 - 公司第二季度总收入为38.94亿美元，同比增长3.2%[25] - 毛利率为38.3%，同比下降0.5个百分点[25] - 销售、一般及管理费用占总收入的比例为33.5%，同比上升0.8个百分点[25] - 税前利润为1.64亿美元，同比下降1.2%[25] - 每股摊薄收益为0.72美元，同比下降14.3%[25] 数字业务 - 数字销售占总收入的比例为28.1%[25] - 公司在2024年第二季度和2023年第二季度的数字销售额占总净销售额的35%和36%[62] 现金流和资产负债 - 公司现金及现金等价物余额为6.79亿美元，较上年同期下降23.3%[30] - 公司存货余额为21.44亿美元，较上年同期增长8.4%[30] - 公司长期债务余额为26.15亿美元，较上年同期基本持平[30] - 公司在2024年第二季度和2023年第二季度的经营活动产生的现金流量净额分别为5.28亿美元和4.65亿美元[35] - 公司在2024年第二季度和2023年第二季度的资本支出分别为2.04亿美元和2.25亿美元[35] - 公司在2024年第二季度和2023年第二季度的长期债务本金偿还分别为2.5亿美元和0[35] - 公司在2024年第二季度和2023年第二季度支付的现金股利分别为0.62亿美元和0.61亿美元[35] - 公司在2024年第二季度和2023年第二季度的现金及现金等价物余额分别为6.79亿美元和8.85亿美元[35] 业务表现 - 公司第二季度净收益为122百万美元，占净销售额的3.2%，每股摊薄收益为0.72美元，息税前利润为190百万美元，占净销售额的5.0%[92] - 公司调整后息税前利润为244百万美元，占净销售额的6.4%，调整后每股收益为0.96美元，主要剔除了与供应链资产减值相关的费用[92] - 公司总销售额同比增长3.4%，可比销售额增长1.9%，其中活跃品类、女装、美妆和儿童服装表现最佳[92] - 公司周年庆销售活动表现良好，75%的忠诚会员参与了此次活动[93] - Nordstrom Rack第二季度销售额同比增长8.8%,可比销售额增长4.1%,公司继续通过开设新门店扩大Rack业务的覆盖面和便利性[96] 战略举措 - 公司致力于实现盈利增长的同时改善客户体验，在第二季度取得了关键优先事项方面的进展[93] - 公司致力于推动Nordstrom品牌的数字化驱动型增长，并通过门店支持来满足客户随时随地的购物需求[94] - 公司持续优化供应链运营,为客户提供更好的购物体验,包括在Anniversary Sale期间保持商品充足[95] - 公司专注于满足客户最关心的品牌,推动销售收入增长和毛利率扩张[96] - 公司相信持续执行关键战略举措将有助于应对短期不确定的外部环境,并增强为客户服务、实现盈利增长和提升股东价值的能力[96] 其他 - 公司在第二季度关闭了加拿大业务[25] - 公司的利率风险和外汇风险自上一年度年报以来未发生重大变化[162] - 公司的披露控制和程序被评估为有效[165] - 公司的内部财务报告控制在最近一个季度内未发生重大变化[166]

Nordstrom, Inc. (JWN) has been making progress on its customer-based strategy. It is focused on driving Nordstrom banner growth, optimizing operations and building momentum at the Rack banner. In the latest development, its special committee of the board of directors said that it had received a proposal from Erik and Pete Nordstrom, members of the Nordstrom family, along with El Puerto de Liverpool (Liverpool), to buy the entire outstanding shares of the company, except shares held by them. This $3.8-billio ...

Key TakeawaysChief Executive Officer (CEO) Erik Nordstrom and President Peter Nordstrom have teamed with Mexican retailer El Puerto de Liverpool in an attempt to take their namesake company private.The group offered $23 per share, a slight premium to Tuesday's closing stock price, in a deal valued at almost $3.8 billion.The Nordstrom family owns a 33.4% stake in the company, while Liverpool owns about 10%. Nordstrom (JWN) Chief Executive Officer (CEO) Erik Nordstrom and other members of the company’s foundi ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The Nordstrom family offered $3.8 billion to take the company private — a steep discount from a bid it made six years earlier as department stores continue to get slammed by dwindling mall traffic.Brothers Erik and Pete Nordstrom – chief executive and president, respectively – are joining with Mexican department store chain El Puerto de Liverpool to offer $23 a share in cash to acquire all of the outstanding shares of the company.The fresh takeout bid, revealed in a securities filing on Wednesday, values th ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of analysis on key valuati ...