Key TakeawaysNordstrom shares fell sharply in premarket trading Wednesday after the upscale retailer issued a disappointing fiscal 2024 outlook.Sales at the mall anchor’s namesake banner stores slipped 3% from last year's equivalent quarter but grew nearly 15% at its Nordstrom Rack off-price brand, indicating price-conscious customers were prioritizing value when shopping over the holiday period.The Nordstrom share price may find support between the 50- and 200-day moving averages from $17.52 to $19.09. Sha ...

财务数据和关键指标变化 - 第四季度净销售额为43亿美元,同比增长2% [36][37] - 第四季度毛利率为34.4%,同比增加125个基点,主要由于降低了折扣力度、采购和租赁成本下降以及销售额增长带来的规模效应 [38][39] - 第四季度EBIT利润率为5.7%,同比增加120个基点 [41] - 2023年全年EPS为0.96美元,同比增长29.7% [35] 各条业务线数据和关键指标变化 - Nordstrom旗舰店第四季度销售额下降3%,主要受到53周影响和加拿大业务退出的负面影响 [37] - Nordstrom Rack第四季度销售额增长15%,主要受益于53周影响 [37] - 数字销售额在第四季度占总销售额的38%,同比下降2% [38] 各个市场数据和关键指标变化 - 公司在大城市的旗舰店表现良好,如纽约门店销售增长强劲 [72] - 新开的Nordstrom Rack门店销售效率高于平均水平,新进入市场的门店也获得了良好的客户反响 [103][104] 公司战略和发展方向 - 2024年公司三大重点:1)推动Nordstrom旗舰店业务增长;2)优化运营;3)持续推动Nordstrom Rack业务发展 [23][26][28] - 在Nordstrom旗舰店方面,公司将通过数字化驱动增长,并推出Nordstrom Marketplace以扩大产品选择 [23][24][25] - 在Nordstrom Rack方面,公司计划2024年新开22家门店,并继续提升nordstromrack.com的盈利能力 [28][29][30] 管理层对经营环境和未来前景的评论 - 公司预计2024年总收入将下降2%至增长1%,EBIT利润率为3.5%-4% [45][47] - 管理层认为消费者将保持谨慎态度,但公司仍有信心实现业务的长期实力和持久性 [43][44] - 公司将从零售法转为成本法核算存货,这将对2024年业绩产生一定负面影响 [42][49] 问答环节重要的提问和回答 问题1 **Blake Anderson 提问** 2024年销售指引范围的具体预期,以及AUR和交易量的预期 [60] **Cathy Smith 回答** 公司将继续在增长的市场中增长,Nordstrom Rack和数字业务将是增长重点,Nordstrom旗舰店业务将保持相对平稳 [61][62][63] 公司预计AUR将有所下降,但难以准确预测 [66] 问题2 **Brooke Roach 提问** 数字业务的盈利能力情况,以及未来改善的机会 [78] **Cathy Smith和Erik Nordstrom回答** Nordstrom.com数字业务一直保持较高的盈利能力,Nordstrom Rack的数字业务在2023年实现盈利,未来将继续提升盈利水平 [79][80][81][82] 问题3 **Warren Chang 提问** 新开Nordstrom Rack门店的销售效率和客流情况 [103] **Erik Nordstrom回答** 新开Nordstrom Rack门店的销售效率高于平均水平,公司将继续努力提升新门店的客流和销售 [104][105][106]

财务表现 - Nordstrom（JWN）2024年1月季度营收为44.2亿美元，同比增长2.3%[1] - 每股收益为0.96美元，较去年同期的0.74美元有所增长[1] - 营收超出Zacks Consensus Estimate 0.38%，每股收益超出预期6.67%[2] 绩效指标 - 关键指标如可比店铺销售、店铺数量、信用卡收入等对公司绩效提供更好的洞察[3] - Nordstrom在最近季度的关键指标表现如下：可比店铺销售同比增长2.2%，店铺数量为359家[5] - Nordstrom Rack可比店铺销售同比增长14.6%，信用卡收入为1.27亿美元[7][8] 销售额 - 总净销售额为42.9亿美元，Nordstrom Rack总净销售额为14.3亿美元[9][10] 股票表现 - Nordstrom股票过去一个月回报率为+12.8%，目前为Zacks Rank 3（持有），预计短期内与整体市场表现一致[11]

Nordstrom (JWN) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.67%. A quarter ago, it was expected that this department store operator would post earnings of $0.13 per share when it actually produced earnings of $0.25, delivering a surprise of 92.31%.Over the last four quarters, th ...

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, ...

Nordstrom's holiday-quarter sales topped Wall Street's expectations on Tuesday, but the retailer gave a muted outlook for the year ahead. The Seattle-based company said it plans to open new Nordstrom Rack stores and drive higher online and in-store sales in the coming year. Yet it said full-year revenue, including retail sales and credit cards, will range from a 2% decline to a 1% gain compared with the previous year. That forecast includes a more than 1% hit from having one fewer week in the fiscal year.No ...

净销售额及销售增长 - 第四季度净销售额增长2.2%，GMV增长2.0%[1] - Nordstrom Rack第四季度净销售额增长14.6%[6] - 本季度净销售额为42.93亿美元，较去年同期增长2.2%[20] 数字销售情况 - 数字销售在第四季度下降1.7%，占总销售的比例分别为38%和36%[7] - 数字销售占总净销售额的比例为38%[27] 盈利能力 - 毛利率相比2022年同期增加125个基点，达到34.4%[9] - 净利润为1.34亿美元，较去年同期增长12.6%[20] - Adjusted ROIC为8.5%，较上一年的7.7%有所提升[30] 财务表现 - EBIT为2.15亿美元，较2022年同期的1.87亿美元增长，调整后的EBIT为2.47亿美元[10] - 调整后的EBIT为2.47亿美元，较去年同期增长32.1%[25] - 调整后的EBITDA为3.86亿美元，较去年同期增长20.2%[25] - 调整后的EPS为0.96美元，较去年同期增长29.7%[26] - 调整后的净营业利润为686百万美元，较上一年的598百万美元增长[30] 资金状况 - 公司现金流量充足，截至2024年2月3日，可用流动资金为14亿美元，现金为6.28亿美元[11] - Free Cash Flow为54百万美元，较上一年的459百万美元大幅下降[41] 业务展望 - 公司计划在2024年开设多家新Rack店铺，增长Nordstrom数字销售和推动两个横幅的可比店销售[15] - 公司提供了2024财年的财务展望，包括收入范围、可比销售范围、EBIT率、所得税率和EPS范围[15] 区域业绩 - 公司中国业绩表现出色，创下96.77亿美元的收入纪录[110] 负债情况 - 调整后的EBITDAR为1536百万美元，较上一年的未提供数据有所增长[36] - 调整后的债务至EBITDAR比率为2.9，较上一年的未提供数据有所下降[36]

Nordstrom公司业绩预测 - 预计Nordstrom公司第四季度盈利将增长21.6%[2] - 公司在过去四个季度中平均实现了87.8%的盈利惊喜[3] Nordstrom公司战略努力 - Nordstrom将从扩大Nordstrom Rack的影响力和增强数字能力等战略努力中受益[4]

Nordstrom 季度报告预测 - 华尔街分析师预计 Nordstrom (JWN) 将在即将发布的季度报告中宣布每股盈利为 $0.90，同比增长 21.6% [1] - 分析师们对 Nordstrom 的关键指标进行了估计，其中 '信用卡收入' 预计为 $121.88 百万美元，同比增长 +2.4% [6] - '总净销售额- Nordstrom Rack' 预计将达到 $1.30 十亿美元，同比增长 +4.7% [8] - Nordstrom 的 '总净销售额- Nordstrom' 预计将达到 $2.89 十亿美元，同比下降 -2% [9] - 分析师们认为 '总店铺数量 - 总数 (期末)' 应该为 361 家，与去年同期的 358 家相比有所增长 [10]

Nordstrom (JWN) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended January 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on March 5. On ...