Thread regarding Nordstrom layoffs

Last retailer standing

Add Saks to the great bonfire. Macy's is barely holding on, they are spread so thin. JCP, Neiman, Barneys, corpses all stinking up the place, disgusting.

But JWN was always very selective about where to put its FLS. There is no Nordstrom store at the Cascade Mall in the Skagit valley – but there is [was?] a Macy's. It will be interesting to see if the aggressive expansion of the Rack stores still works, or if we'll see a lot of these close as well.

The planning and strategy for the months ahead must be pretty intense. Loans have been sharked, precious capital has been sc-aped and pooled, and now it must be deployed with great care for just a chance at survival. The entire space of the business, the supply chain of fashion, distribution, stores, rent, staff, food, must be under intense scrutiny and possibly with fresh insights. If Nordstrom can survive this crisis, it may be the one quality BAM FLS retailer left in the USA.

Will you keep all 3 web-store distribution centers? Now more than ever? Is "808" the anchor of the rest now? Do you rebuild New Nordstrom around this core?

Will the [director?] behind the t— bathrooms and feminine products in the men's rooms in the corp center keep his/her/xir/zira job? Is this person essential? How about the lackeys who promoted woke gurls in tech and such nonsense? Are they adding real value daily?

I assume you're out of 864 by now – that space since gobbled up by a doomed effort by Oracle to build a cloud service no one wants. Did you bring that spectacularly vulgar and awful sign from the entranceway on 5th floor 864 HR, did you salvage that and bring it to 865? or was it mercifully recycled? Is it sitting in someone's garage?

Nothing is sacred! And Nordstrom has an odd opportunity here, if they can pull it off, to be the last serious retailer standing. The loyal customer base is still out there, probably can't wait to get out and shop and have a nice meal once the Chinese virus has passed.

Unless BAM as an idea is truly done. People watching over stacks of sweaters and rounders full of fresh merchandise. Buyers and planning, inventory and presentation, shelf space. I would miss this world, but it's up to the masses to decide. Amazon's retail dream is a 7-11 with hi-tech scanners and no staff; maybe the millennials agree and want this for themselves, too.

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| 1252 views | | 6 replies (last May 2, 2020) | Reply
Post ID: @OP+14JHsPN8

6 replies (most recent on top)

Working hard but not for Nordstrom. All Nordy’s are on vacation, right?

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Post ID: @2gbu+14JHsPN8

You're working hard for Nordstrom? I doubt that very much, unless you're alone picking orders in Cedar Rapids.

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Post ID: @2bxq+14JHsPN8

We see what’s written by analysts. What’s the writing on the wall? Keep it short and to the point dude. Are you retired? Some of us have work to do.

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Post ID: @1rje+14JHsPN8

So the new model must be "Bonzai tree Nordstrom".

What will be trimmed off? What will remain? What shape will it take?

Is store "808" the trunk of the tree now? Previously all segments of the company served to enhance and support the FLS.

Restaurants and bars in the stores ... to enhance the FLS experience, a fine day out shopping. Online store to better serve the FLS customers. BOPUS, mobile apps, text-to-buy stuff, all the same. Now hard decisions and refactorings will be forced.

What will it look like 5 or 10 years from now?

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Post ID: @enl+14JHsPN8

Look, Wedbush totally agrees with my analysis, even though they are afraid to cite me as a source:

https://seekingalpha.com/news/3567071-nordstrom-called-long-term-winner-in-embattled-sector

Nordstrom called long-term winner in embattled sector

Apr. 30, 2020 12:36 PM ET|About: Nordstrom, Inc. (JWN)|
By: Clark Schultz, SA News Editor

Wedbush sees Nordstrom (JWN -7.7%) as best-positioned in the department sector to weather through the COVID-19 pandemic.

"Indeed, the company entered 1Q20 with $850 million in cash, plus $800 million from revolving credit facility, and roughly $600 million proceeds from recently announced senior secured notes. The projected cash position is enough to cover non-purchasing obligations through FY2020," notes analyst Jen Redding.

Redding observes that the company also planned more than $500M savings through cuts in operating expenses, capital expenditures and working capital and suspended quarterly cash dividends/share buybacks.

"Notably, Nordstrom has an e-commerce penetration of ~33%, one of the highest among our covered retailers, giving the company a competitive edge monetizing online consumers relative to peers. Meanwhile, we see the off-price Rack business as an attractive channel to clear unsold store inventories in the future, particularly after the reopening of the economy, given people may have less money to spend on fashion and apparel due to furloughs."

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Post ID: @uyo+14JHsPN8

Too long post, write short

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Post ID: @vcn+14JHsPN8

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