Xaiv Tshuag: Nordstrom Zoo li pheej yig ua si ntawm High-End Retailing

Ntawv loj

Kab lus no yog ib qho excerpt los ntawm Barron's 10 nyiam cov khoom lag luam rau xyoo 2022. Txhawm rau pom tag nrho cov npe, nyem qhov no.

Nordstrom

zoo li pheej yig ua si ntawm high-end khw muag khoom. Txog ntawm $ 20, cov khoom lag luam lag luam kwv yees li 10 zaug kwv yees 2022 cov nyiaj tau los thiab tsuas yog 50% ntawm kev muag khoom, raws li nws cov nqi lag luam (tus nqi lag luam ntxiv rau cov nuj nqis), txo nqi rau ze li ntawm nws cov phooj ywg.

Evercore tus kws tshuaj ntsuam Omar Saad yog ntawm ob peb Phab ntsa Street bulls ntawm Nordstrom (ticker: JWN). Nws pom qhov kev pheej hmoo / khoom plig zoo. Nws ua haujlwm $ 2.20 hauv 2022 cov nyiaj tau los thiab hais tias cov khoom lag luam tuaj yeem tuav txog $ 20, txawm tias cov txiaj ntsig poob rau $ 1.50. Hauv qhov xwm txheej loj heev uas cov paj tau paj thiab muag tshaj qhov kev cia siab, Nordstrom tuaj yeem khwv tau $ 4 ib feem thiab cov khoom lag luam tuaj yeem nce siab ntawm $ 46 hauv lub Peb Hlis.

Lub tuam txhab tau txais 40% ntawm nws qhov kev muag khoom hauv online thiab tau ua kom pom tseeb nws lub cev hneev taw mus txog 100 lub khw muag khoom ua haujlwm puv ntoob, thaum siv cov khw muag khoom me me hauv nroog hauv nroog rau kev tuaj tos online, rov qab, thiab hloov pauv.

Muab nws tsev neeg tswj hwm, Nordstrom yog qhov tsim nyog los tawm tsam ib qho kev sim los ntawm cov neeg ua lag luam ua lag luam kom tig tawm nws txoj kev lag luam online raws cov kab ntawm dab tsi. 

Macy tus

 (M) thiab 

Kohl tus

 (KSS) tab tom ntsib.

Tseem, qhov kev pom zoo rau lub tuam txhab tsis yog cov lus nug, muab qhov kev lag luam digestible ntawm me ntsis ntau dua $ 3 nphom.

Tuam Txhab / Ticker	Cov Nqe Tsis Ntev Los no	YTD Hloov	2021 EPS NPE	2022 EPS NPE	2022E P / E	Faib Sib Koom	Kev Lag Luam Tus Nqi (bil)
Amazon.com / AMZN	$3,377.42	4%	$41.11	$51.37	65.7	tsis muaj leej twg	$1,713
AT&T / T	23.71	-18	3.38	3.17	7.5	8.8%	169
Berkshire Hathaway / BRKA	454,550.00	31	17,466.30	18,928.50	24.0	tsis muaj leej twg	673
General Motors / GM	58.39	40	6.73	6.93	8.4	tsis muaj leej twg	85
Hertz Global Holdings / HTZ	21.01	-22 *	4.02	2.55	8.2	tsis muaj leej twg	10
IBM/IB	125.93	5	10.05	11.04	11.4	5.2	113
Johnson & Johnson / JNJ	173.01	10	9.83	10.38	16.7	2.5	455
Nordstrom / JWN **	20.05	-36	1.27	1.99	10.1	tsis muaj leej twg	3
Royal Dutch Plhaub / RDS.B	42.82	27	4.86	6.19	6.9	3.9	166
Visa / V ***	214.37	-2	5.91A	7.04	30.5	0.7	467

*Txij thaum Lub Xya Hli 1. ** Kev kwv yees rau Lub Ib Hlis 2022 thiab Lub Ib Hlis Ntuj xyoo 2023 yuav xaus. ***Sept. nyiaj xyoo kawg. E = kwv yees. A = tiag.

Source: FactSet

Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]