According to GuruFocus' list, these guru stocks have reached their five-year lows: Bed Bath & Beyond Inc. (BBBY, Financial), Nordstrom Inc. (JWN, Financial), Fossil Group Inc. (FOSL, Financial) and DeVry Education Group Inc. (DV, Financial).
Bed Bath & Beyond reaches $45.57
The price of Bed Bath & Beyond shares has declined to $45.57, which is only 9.5% above the five-year low of $41.26. It is now 48.9% off the five-year high of $80.82. Bed Bath & Beyond is owned by 17 gurus we are tracking. Among them, three added to their positions during the past quarter, and 13 reduced their positions. Bed Bath & Beyond has a market cap of $7.06 billion; its shares were traded with a P/E ratio of 8.82 and P/S ratio of 0.64. The forward dividend yield of Bed Bath & Beyond stocks is 1.10%. Bed Bath & Beyond had an annual average earnings growth of 13.60% over the past 10 years. GuruFocus rated Bed Bath & Beyond the business predictability rank of 4-star.
Bed Bath & Beyond's stock price has been decreasing since 2015 when the price hit a peak at $78.61 per share. However, the company’s revenue as well as its net income has been steadily increasing since 1992.
Bed Bath & Beyond’s business strategy revolves around enhancing its customer services and providing smooth experiences to its customers whether in store, online or through the phone. The company strives to become its customers’ No. 1 place to go for life, home and travel interests.
GuruFocus has found one severe warning sign for Bed Bath & Beyond:
- Declining gross margin.
Bed Bath & Beyond announced its 2015 fiscal year results, reporting net sales of $12.1 billion and net earnings of $841.5 million. This is compared to the company’s net sales of $11.9 billion and net earnings of $957.5 million in its 2014 fiscal year.
Recent trades
First Eagle Investment (Trades, Portfolio), Ruane Cunniff (Trades, Portfolio), John Rogers (Trades, Portfolio), HOTCHKIS & WILEY and Joel Greenblatt (Trades, Portfolio) all kept their positions in Bed Bath & Beyond unchanged. Meridian Funds (Trades, Portfolio), Mario Gabelli (Trades, Portfolio), Robert Olstein (Trades, Portfolio) and David Dreman (Trades, Portfolio) all reduced their positions to 435,000, 157,765, 103,000 and 1,819 shares.
CEO Steven H. Temares sold 223,678 shares of Bed Bath & Beyond stock on May 10 at the price of 45.81. President and CMO Arthur Stark, Senior VP - Stores Matthew Fiorilli, co-Chairman Warren Eisenberg and COO Eugene A. Castagna sold 1,026,211 shares of Bed Bath & Beyond stock combined in February and April.
Nordstrom reaches $40.04
The price of Nordstrom shares has declined to $40.04, which is only 9.6% above the five-year low of $36.19. It is now 56.5% off the five-year high of $83.16. Nordstrom is owned by 12 gurus we are tracking. Among them, four added to their positions during the past quarter, and eight reduced their positions. Nordstrom has a market cap of $6.94 billion; its shares were traded with a P/E ratio of 14.44 and P/S ratio of 0.52. The trailing 12-month dividend yield of Nordstrom stocks is 3.71%. The forward dividend yield of Nordstrom stocks is 3.71%. Nordstrom had an annual average earnings growth of 8.20% over the past 10 years. GuruFocus rated Nordstrom the business predictability rank of 4.5-star.
Nordstrom stock prices have started to decline since 2015. However, the company has shown consistent revenue and earnings growth.
Nordstrom continued to expand its business in spite of increasing competition from ecommerce, department stores, boutiques, etc. In 2015, Nordstrom successfully opened its first international flagship store in Vancouver, British Columbia, expanded Nordstromrack.com/HauteLook by almost 50% and returned $2.4 billion to shareholders. Also, Nordstrom continues to supply new brands of products targeting specific groups of consumers. This includes brands like Brandy Melville and Topshop for younger consumers. This year Nordstrom plans to expand upon its loyalty rewards program, which contributes to 40% of the company’s sales. Nordstrom expects 2016 to be a turning point of increased earnings growth improvement.
GuruFocus has found two severe warning signs for Nordstrom:
- Declining gross margin.
- Declining operating margin.
Nordstrom reported its 2016 first fiscal quarter results. The company recognized net sales of $3.2 billion, a 2.5% increase compared to last year’s first-quarter sales of $3.2 billion. Nordstrom also declared net earnings of $46 million. This is compared to last year’s earnings of $128 million.
Recent trades
Greenblatt and HOTCHKIS & WILEY kept their positions in Nordstrom unchanged. Greenblatt owns 5,121 shares and HOTCHKIS & WILEY owns 896,800 shares. Rogers reduced his position in Nordstrom and owns 1,117,279 shares.
Executive Vice President Geevy Sk. Thomas, Executive Vice President Michael G. Koppel, President Blake W. Nordstrom and Executive Vice President Peter E. Nordstrom sold 44,948 shares of Nordstrom stock in March and April.
Fossil Group reaches $29.06
The price of Fossil Group shares has declined to $29.06, which is only 9.1% above the five-year low of $26.42. It is now 81.0% off the five-year high of $139.20. Fossil Group is owned by 11 gurus we are tracking. Among them, four have added to their positions during the past quarter, and seven reduced their positions. Fossil Group has a market cap of $1.4 billion; its shares were traded with a P/E ratio of 7.51 and P/S ratio of 0.44. Fossil Group had an annual average earnings growth of 21.30% over the past 10 years. GuruFocus rated Fossil Group the business predictability rank of 4-star.
Fossil Group's stock price has dropped significantly since its peak in 2012. The company’s revenue and net income also declined starting in 2015. This is a result of limited sources of supply as well as increased competition in the market globally.
Fossil Group is an international design, marketing and distribution company of fashion accessories. The company distributes its products to multiple retail locations such as Amazon.com (AMZN, Financial) and Dillard’s (DDS, Financial) as well as its own FOSSIL retail stores. Fossil Group reports fierce competition from well-established manufacturers and importers, such as Guess? and Citizen, with greater financial, distribution, advertising and marketing resources. In addition, the company recognizes new competition from technology companies due to smart watches from Apple (AAPL, Financial) and Samsung (XKRX:005930, Financial) as well as the fitness companies like Fitbit (FIT, Financial).
GuruFocus has found two severe warning signs for Fossil:
- Declining operating margin.
- High short percentage of float.
Fossil Group reported net sales of $659.8 million and net earnings of $7.4 million in its first quarter. This is compared to the company’s net sales of $725.1 million and net earnings of $40.6 million reported in its 2015 first quarter report.
Recent trades
Ruane Cunniff (Trades, Portfolio) initiated its position in Fossil Group and bought 200,000 shares. Greenblatt increased his position and owns 587,224 shares. Olstein kept his position unchanged and owns 59,000 shares. Ron Baron (Trades, Portfolio) reduced his position in the company and owns 600,000 shares.
DeVry Education Group reaches $16.79
The price of DeVry Education Group shares has declined to $16.79, which is only 8.5% above the five-year low of $15.36. It is now 77.0% off the five-year high of $66.85. DeVry Education Group is owned by 14 gurus we are tracking. Among them, four added to their positions during the past quarter, and 10 reduced their positions. DeVry Education Group has a market cap of $1.05 billion; its shares were traded with a P/E ratio of 29.97 and P/S ratio of 0.57. The trailing 12-month dividend yield of DeVry Education Group stocks is 2.13%. The forward dividend yield of DeVry Education Group stocks is 2.18%. DeVry Education Group had an annual average earnings growth of 11.60% over the past 10 years.
DeVry Education Group stock prices, revenue and net income have declined since 2011. The company speculates that this decline is a result of a decreasing number of potential students due to heightened competition from both public and private education providers, increased accessibility to lower cost degrees, negative perceptions of the value of a college degree and reluctance to take on debt.
DeVry Education Group has continued to expand its presence globally with the completion of three acquisitions in Brazil. The expansion of education programs in existing locations contributed primarily to the company’s revenue growth during its 2015 fiscal year. DeVry Education Group also prioritizes to improve the education program it provides, reduces costs to promote accessibility to consumers and creates a distinct brand internationally.
GuruFocus has found three severe warning signs for DeVry Education Group:
- Declining revenue per share.
- Declining operating margin.
- Declining gross margin.
DeVry Education Group announced its 2016 third-quarter fiscal results. The company reported that revenues decreased 3.2% to $474.2 million. Reported net income was $51.9 million. This is compared to net income of $47.1 million during last year’s third quarter.
Recent trades
FPA Capital Fund (Trades, Portfolio), Rogers, Baron and Private Capital (Trades, Portfolio) all kept their positions in DeVry Education Group unchanged. Greenblatt reduced his position in the company and owns 262,701 shares.
SVP and CFO Timothy J. Wiggins sold 790 shares of DeVry stock on Feb. 25 at the price of $17.94. Senior Vice President, General Gregory S. Davis sold 753 shares of DeVry stock on Feb. 25 at the price of $18.1.
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