Nordstrom Balances Strong Holiday Sales And Competition, Analysts Highlight Margin Pressure
Nordstrom Balances Strong Holiday Sales And Competition, Analysts Highlight Margin Pressure
Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating on Nordstrom Inc (NYSE:JWN) with a price target of $24.00.
Telsey Advisory Group分析師達納·特爾西對諾德斯特龍公司(紐交所:JWN)維持市場表現評級,目標價爲24.00美元。
For the nine-week period ending January 4, 2025, the company reported a 4.9% year-over-year increase in total net sales, outperforming the previous consensus estimate of a 4.7% decline for the fourth quarter, per the analyst.
截至2025年1月4日的九週期間,該公司報告總淨銷售額同比增長4.9%,超出分析師之前對第四季度4.7%下降的共識預期。
Same-store sales at the group level rose by 5.8% year-over-year, surpassing the consensus estimate of a 3.5% decline for the quarter.
集團層面的同店銷售同比增長5.8%,超出季度3.5%下降的共識預期。
Following stronger-than-anticipated holiday results, the company revised its revenue guidance higher, but maintained its profitability projections for the year.
在假日銷售好於預期之後,該公司提高了營業收入指引,但維持了全年盈利預測。
The analyst says that Nordstrom reported stronger-than-expected holiday sales, with positive performance at both the Nordstrom and Rack banners, driven by effective promotional strategies and a compelling product selection.
分析師表示,諾德斯特龍報告假日銷售好於預期,諾德斯特龍和Rack品牌均表現良好,得益於有效的促銷策略和引人注目的產品選擇。
The company raised its fiscal 2024 revenue guidance, showcasing its resilience in a highly competitive retail landscape, asserted the analyst.
該公司提高了2024財年的營業收入指引,體現出在高度競爭的零售環境中的彈性,分析師表示。
However, the analyst added that the company reiterated its full-year EPS forecast, slightly lower than the previous year, reflecting potential gross margin pressure due to efforts to remain competitive.
然而,分析師補充說,該公司重申了全年每股收益預測,略低於去年,反映出由於保持競爭力的努力,毛利率可能承壓。
With earnings exceeding expectations in the second and third quarters, the company demonstrated improved momentum, said the analyst.
分析師表示,在第二和第三季度的盈利超出預期,該公司展示了改善的勢頭。
According to the analyst, the Nordstrom Rack division also presents growth potential, benefiting from a stronger off-price market that sets it apart from other department store chains.
根據分析師的說法,諾德斯特龍折扣店部門也展現出增長潛力,受益於更強大的折扣市場,使其與其他百貨業股連鎖店有所區別。
Goldman Sachs analyst Brooke Roach is optimistic about Nordstrom's sequential strength during the holiday period, as both banners showed improved comparable sales trends.
高盛分析師布魯克·羅奇對諾德斯特龍在假期期間的連續強勁表現持樂觀態度,因爲兩個品牌顯示出可比較銷售趨勢的改善。
However, the analyst expects investors to pay close attention to management's comments about their strategies to stay competitive in the promotional environment.
然而,分析師預計投資者會密切關注管理層關於在促銷環境中保持競爭力的策略的評論。
The analyst notes the anticipated January revenue slowdown in JWN's guidance is likely a conservative estimate. Still, factors such as winter weather, wildfires in California, and other variables could contribute to the expected slower growth as the quarter ends, per the analyst.
分析師指出,JWN的指導中預期的1月營業收入放緩可能是一個保守的估計。不過,冬季天氣、加州的野火和其他變量可能會導致四季度結束時預期的增長放緩,分析師表示。
The company is slated to release its fourth-quarter financial results on March 4, 2025.
公司預計將在2025年3月4日發佈其第四季度財務業績。
Price Action: JWN shares are trading higher by 0.55% at $24.14 at the last check Monday.
價格動態:週一最後一次檢查時,JWN股票上漲0.55%,成交價爲24.14美元。
Photo via Shutterstock.
圖片來自Shutterstock。
譯文內容由第三人軟體翻譯。
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