Zacks Investment Research·5d ago
Dillard's Omnichannel Investments and Strategic Efforts Aid GrowthDDS is enhancing its store network and integrated digital model to give customers greater shopping and fulfillment flexibility.
Dillard's presents a compelling value case anchored by a fortress balance sheet, with a debt-to-equity ratio of just 0.22 and $763.1M in cash, providing significant downside protection and capital return capacity. However, the investment thesis is constrained ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has stalled into negative territory at -0.4% YoY in 2026Q2, while gross margins exhibit significant quarterly volatility ranging from 33.9% to 44.6% over the past ten quarters, suggesting profitability is driven more by cost discipline and buybacks than top-line expansion.
Dillard's operates 272 stores, including 28 clearance centers across 30 states, positioning it as one of the nation's largest fashion retailers.
Founded in 1938, Dillard's has a long-standing presence in the retail industry, built from a modest hometown department store investment.
Dillard's combines a robust physical store network with an online store, enhancing its reach and customer accessibility.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 13, 2026 | $6.25+45.7% vs $4.29 | $1.5B+0.4% vs $1.5B |
Q2 2026 May 14, 2026 | $16.04+54.7% vs $10.37 | $1.6B+0.9% vs $1.6B |
Q1 2026 Feb 24, 2026 | $10.08+1.0% vs $9.98 | $2.0B-2.6% vs $2.0B |
Q4 2025 Nov 13, 2025 | $8.31+34.5% vs $6.18 | $1.5B+4.3% vs $1.4B |
DDS is enhancing its store network and integrated digital model to give customers greater shopping and fulfillment flexibility.
LITTLE ROCK, Ark., Sept. 18, 2026 (GLOBE NEWSWIRE) -- Dillard's, Inc. (NYSE: DDS) (the “Company” or “Dillard's”), a Texas corporation headquartered in Little Rock, Arkansas, today announced that it will voluntarily transfer the primary listings of its securities from the New York Stock Exchange (“NYSE”) to the Texas Stock Exchange (“TXSE”).
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
LITTLE ROCK, Ark., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Dillard's, Inc. (“Dillard's”) (NYSE: DDS) is pleased to introduce Kristen Nichols x Antonio Melani - an exclusive limited-edition style collaboration available today across all Dillard's locations nationwide and on dillards.com beginning at 11:00 a.m.
Benchmark DDS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Dillard's, Inc. (DDS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $645.66 | $10.08B | 17.72 | -0.41% | 8.69% | 31.92% | 4.81% | |
| $22.24 | $5.85B | 9.59 | -1.67% | 3.29% | 15.81% | — | |
| $17.05 | $1.91B | 7.19 | -4.28% | 1.75% | 6.68% | — | |
| $41.44 | $2.13B | 10.01 | 6.58% | 16.62% | 46.91% | — | |
| $85.46 | $4.69B | 23.41 | 7.26% | 7.16% | 12.11% | — | |
| $131.64 | $145.42B | 26.98 | 7.12% | 9.73% | 59.77% | — |
Dillard's, Inc. (DDS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Dillard's, Inc. (DDS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 13, 2026·SEC
Jun 4, 2026·SEC
Jun 1, 2026·SEC
Get notified when DDS posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Dillard's, Inc. (DDS) stock FAQ — growth, dividends, profitability & financials explained
Dillard's, Inc. (DDS) reported $6.60B in revenue for fiscal year 2025. This represents a 6% increase from $6.23B in 1996.
Dillard's, Inc. (DDS) saw revenue decline by 0.4% over the past year.
Yes, Dillard's, Inc. (DDS) is profitable, generating $682.2M in net income for fiscal year 2025 (8.7% net margin).
Yes, Dillard's, Inc. (DDS) pays a dividend with a yield of 4.81%. This makes it attractive for income-focused investors.
Dillard's, Inc. (DDS) has a return on equity (ROE) of 31.9%. This is excellent, indicating efficient use of shareholder capital.
Dillard's, Inc. (DDS) generated $631.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
