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Feb 01

Nordstrom Q4 2024 Earnings Report

Nordstrom reported revenue growth across segments with strong EBIT margin expansion in Q4 2024.

Key Takeaways

Nordstrom, Inc. (NYSE: JWN) reported fourth-quarter net earnings of $165 million, or $0.97 per diluted share. Adjusted earnings per share (EPS) came in at $1.10. Total revenue reached $4.323 billion, with a comparable sales increase of 4.7%. Operating income stood at $242 million, while adjusted EBIT was $273 million. The company highlighted strong customer response and momentum across its business segments.

Total revenue of $4.323 billion, with a 4.7% comparable sales increase.

Adjusted EPS of $1.10, exceeding prior expectations.

Operating income of $242 million and adjusted EBIT of $273 million.

Nordstrom Rack sales increased 1.2%, while Nordstrom banner sales decreased 3.7%.

Total Revenue
$4.32B
Previous year: $4.29B
+0.7%
EPS
$1.1
Previous year: $0.96
+14.6%
Inventory Turnover Rate
11.4%
Total Retail Store Square Footage
26.63M
Gross Profit
$1.57B
Previous year: $1.51B
+3.6%
Cash and Equivalents
$1.04B
Previous year: $687M
+50.7%
Free Cash Flow
$747M
Total Assets
$8.97B
Previous year: $8.75B
+2.5%

Nordstrom

Nordstrom

Nordstrom Revenue by Segment

Forward Guidance

Nordstrom did not provide fiscal 2025 financial outlook due to a pending merger transaction.

Positive Outlook

  • Momentum in comparable sales across banners.
  • Strong gross margin improvement due to merchandise margin expansion.
  • Continued investment in digital sales, now representing 38% of total revenue.
  • Customer demand for core product categories remains strong.
  • Strength in holiday performance and inventory positioning.

Challenges Ahead

  • Lower total company net sales due to comparison with a 53-week fiscal 2023.
  • Higher SG&A expenses driven by labor costs and technology investments.
  • Privatization fees and accelerated depreciation charges impacted margins.
  • Ongoing restructuring and CFO transition could create short-term instability.
  • Pending privatization deal may impact investor visibility and stock performance.

Revenue & Expenses

Visualization of income flow from segment revenue to net income