5 Retailers Popular Among Gurus

Kohl's and Nordstrom on the list

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Jul 09, 2020
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According to the GuruFocus All-in-One Screener as of July 9, the following retailers are popular among gurus.

Nordstrom

Nordstrom Inc. (JWN) has a market cap of $2.5 billion. Its revenue of $14.2 billion has increased 6.10% over the past 10 years.

The company is held by five gurus, including John Rogers (Trades, Portfolio) with 0.33% of outstanding shares, Pioneer Investments (Trades, Portfolio) with 0.15% and Mark Hillman (Trades, Portfolio) with 0.09%.

As of July 9, the stock was trading with a price-earnings ratio of 5.24. The share price of $16.08 was 63.74% below the 52-week high and 31.05% above the 52-week low. Over the past decade, the stock has lost 52.91%.

Kohl’s

Kohl’s Corp. (KSS) has a market cap of $3.5 billion. Its revenue of $18 billion has increased 1.3% over the past 10 years.

Among the nine gurus invested in the company, Jim Simons' (Trades, Portfolio) Renaissance Technologies is the largest shareholder with 1.82% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 1.67% and Joel Greenblatt (Trades, Portfolio)’s Gotham Asset Management with 0.20%.

As of July 9, the stock was trading with a price-earnings ratio of 45.35. The share price of $22.22 was 70.73% below the 52-week high and 104.04% above the 52-week low. Over the past decade, the stock has lost 53%.

L Brands

L Brands Inc. (LB) has a market cap of $4.3 billion. Its revenue has increased 4.10% over the past 10 years.

The company is held by nine gurus. The largest guru shareholder is Steve Mandel (Trades, Portfolio)’s Lone Pine Capital with 9.50% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 5.64% and Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 1.18%.

As of July 9, shares were trading with a price-sales ratio of 0.37. The share price of $15.67 was 44.08% below the 52-week high and 95.88% above the 52-week low. Over the past decade, the stock has lost 34.5%.

Lowe’s

Lowe’s Companies Inc. (LOW) has a market cap of $102 billion. Its revenue of $74 billion has increased 4.8% over the past 10 years.

A total of 25 gurus hold the stock. With 1.62% of outstanding shares, Bill Ackman (Trades, Portfolio)’s Pershing Square is the largest guru shareholder, followed by Barrow, Hanley, Mewhinney & Strauss with 0.89% and Andreas Halvorsen (Trades, Portfolio) with 0.72%.

On July 9, the stock traded with a price-earnings ratio of 22.93. The share price of $135.75 was 1.81% below the 52-week high and 126.25% above the 52-week low. Since July 2010, the stock has gained 566%.

MercadoLibre

MercadoLibre Inc. (MELI) has a market cap of $50.4 billion. Its revenue has increased 27.4% over the past 10 years.

Twelve gurus own the stock. The company’s largest guru shareholder is Al Gore (Trades, Portfolio) with 1.33% of outstanding shares, followed by Halvorsen with 0.78% and Frank Sands (Trades, Portfolio) with 0.76%.

On July 9, the share price of $1,015 was 1.99% below the 52-week high and 140.40% above the 52-week low. The stock was trading with a price-book ratio of 27.01. Over the past 10 years, the stock has gained 1624%.

Disclosure: I do not own any stocks mentioned.

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