Not saying it is one or the other, just that nordstrom would be particularly motivated to shift blame because of what the alternative says about their broader business model. So maybe not taking them at their word.
That being said, i'll note that I'm SHOCKED how normalized shoplifting has become not just among 'the criminal element' but among my social set which is decidedly not your typical criminals. Stealing, especially from self checkouts, is increasingly openly discussed in my experience - and generally framed as 'its them paying me for doing their job of checking me out' or 'countering inflation/corporate greed'. Whether I agree with the morality of it or not and juts note that it is increasingly normalized. More broadly, I struggle with feeling sorry for corporations when the public lives under a never ending stream of abuse from corporate policies and control (c.f., everything being a subscription).