Core Insights - Dillard's reported revenue of $1.47 billion for the quarter ended October 2025, marking a year-over-year increase of 2.9% and exceeding the Zacks Consensus Estimate by 3.1% [1] - The earnings per share (EPS) for the same period was $8.31, up from $7.73 a year ago, representing a surprise of 29.24% over the consensus estimate of $6.43 [1] Financial Performance Metrics - Comparable store sales increased by 3% year-over-year, significantly outperforming the three-analyst average estimate of 0.1% [4] - Service Charges Interest and Other Income reached $22.2 million, slightly above the estimated $21.97 million, but reflecting an 8.3% decline compared to the previous year [4] - Dillard's stock has returned +0.9% over the past month, underperforming the Zacks S&P 500 composite's +4.6% change, and currently holds a Zacks Rank 4 (Sell) [3]

Core Viewpoint - Dillard's Inc. (DDS.US) experienced a surge of over 20%, reaching a record high of $731.38, driven by strong third-quarter financial results [1] Financial Performance - The company's net sales for the third quarter amounted to $1.47 billion, reflecting a year-over-year increase of approximately 3%, surpassing analyst expectations of $1.44 billion [1] - Earnings per share (EPS) were reported at $8.31, compared to $7.73 in the same period last year, attributed to an increase in retail gross margin and improved sales mix [1] - Same-store sales grew by 3% year-over-year during the quarter [1]

Core Insights - Dillard's, Inc. reported stronger-than-expected third-quarter results, with earnings per share of $8.31, surpassing the analyst consensus estimate of $5.79 [1] - The company demonstrated solid retail momentum, with quarterly sales of $1.469 billion exceeding the expected $1.438 billion [2] - Dillard's outlined a disciplined spending outlook for the upcoming year, indicating a focus on maintaining financial health [1] Financial Performance - Total retail sales and comparable store sales each increased by 3% [2] - Retail gross margin improved to 45.3% of sales, up from 44.5% [2] - Operating expenses rose to $440.4 million, representing 30.0% of sales, compared to $418.9 million or 29.4% of sales previously [2] Sales Breakdown - Significant year-over-year sales growth was observed in ladies' accessories and lingerie, juniors' and children's apparel, and ladies' apparel [3] - Moderate growth was noted in shoes, while home and furniture, men's apparel and accessories, and cosmetics experienced slight gains [3] - Inventory increased by 2% year-over-year as of November 1 [3] Balance Sheet Metrics - Dillard's ended the quarter with cash and equivalents totaling $1.149 billion [4] - Merchandise inventories rose to $1.718 billion from $1.682 billion a year ago [4] - Long-term debt decreased to $225.7 million from $321.6 million [4] Future Outlook - The company projected depreciation and amortization at $180 million for the year ending January 31, 2026, slightly above the previous year's $178 million [5] - Rental expense is expected to be $20 million, down from $21 million in the prior year [5] - Capital expenditures are forecasted at $100 million, a decrease from the actual spending of $105 million last year [5] Stock Performance - Dillard's shares rose by 9.69% to $664.70 in premarket trading [6]

Core Points - U.S. stocks experienced a decline, with the Dow Jones index dropping over 100 points on Thursday [1] - Spectrum Brands Holdings Inc reported a quarterly adjusted EPS of $2.61, significantly exceeding the analyst consensus estimate of $0.86 [1] - The company's quarterly sales were $733.500 million, which fell short of the analyst consensus estimate of $741.111 million [1] Company Performance - Spectrum Brands Holdings shares surged 13.2% to $60.28 following the earnings report [2] - Ondas Holdings Inc saw a 24.4% increase in shares to $6.86 after reporting better-than-expected third-quarter results and raising FY25 sales guidance [4] - Firefly Aerospace Inc's shares rose 21.7% to $22.29 after exceeding quarterly financial expectations and raising FY25 sales guidance [4] - Cellebrite DI Ltd shares increased by 21.7% to $19.44 after reporting strong third-quarter results and raising FY25 sales guidance [4] - Sealed Air Corp shares gained 19.9% to $43.60 [4] - Dillard's Inc reported better-than-expected quarterly results, leading to an 18.3% rise in shares to $720.00 [4] - Digi International Inc shares jumped 17.5% to $42.30 following positive quarterly results [4] - Sally Beauty Holdings Inc shares rose 17.5% to $17.27 after reporting upbeat quarterly results [4] - Tetra Tech Inc gained 11.9% to $36.31 following strong quarterly earnings [4] - On Holding AG shares increased by 7.4% to $44.58 after reporting positive third-quarter earnings and issuing FY2025 sales guidance above expectations [4] - Nice Ltd shares rose 6.3% to $132.14 following strong quarterly sales [4]

Core Insights - Dillard's reported quarterly earnings of $8.31 per share, exceeding the Zacks Consensus Estimate of $6.43 per share, and up from $7.73 per share a year ago, representing an earnings surprise of +29.24% [1] - The company achieved revenues of $1.47 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 3.10% and showing an increase from $1.43 billion year-over-year [2] - Dillard's shares have increased by approximately 40.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.5% [3] Earnings Outlook - The future performance of Dillard's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [3][4] - The current consensus EPS estimate for the upcoming quarter is $9.42, with projected revenues of $1.98 billion, and for the current fiscal year, the EPS estimate is $30.92 on revenues of $6.46 billion [7] Industry Context - The Retail - Regional Department Stores industry, to which Dillard's belongs, is currently ranked in the top 12% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]

Core Viewpoint - Dillard's, Inc. reported positive sales growth and net income for the third quarter of 2025, indicating a strong performance heading into the holiday season [1][2][10]. Group 1: Third Quarter Results - Net income for the 13 weeks ended November 1, 2025, was $129.8 million, or $8.31 per share, compared to $124.6 million, or $7.73 per share, for the same period in 2024 [2][10]. - Net sales for the third quarter were $1.469 billion, up from $1.427 billion in the prior year [3][10]. - Total retail sales, excluding the construction business, increased 3% to $1.401 billion compared to $1.356 billion in the previous year [4][10]. - Comparable store sales also rose by 3% during the same period [4][10]. - Significant sales increases were noted in ladies' accessories, lingerie, juniors' and children's apparel, and ladies' apparel [5]. Group 2: Gross Margin and Expenses - Consolidated gross margin for the third quarter was 43.4% of sales, up from 42.6% in the prior year [6][10]. - Retail gross margin increased to 45.3% from 44.5% year-over-year, with moderate increases in ladies' accessories and lingerie, and shoes [7][10]. - Selling, general, and administrative expenses for the quarter were $440.4 million, representing 30.0% of sales, compared to $418.9 million, or 29.4% of sales, in the previous year [9][10]. Group 3: Year-to-Date Results - For the 39 weeks ended November 1, 2025, net income was $366.5 million, or $23.39 per share, down from $379.1 million, or $23.42 per share, in the prior year [11][16]. - Net sales for the 39 weeks were $4.511 billion, compared to $4.466 billion in the previous year [12][16]. - Total retail sales for the 39 weeks increased by 1% to $4.315 billion, with comparable store sales also rising by 1% [12][16]. - Consolidated gross margin for the 39 weeks was 41.3%, slightly down from 41.6% in the prior year [13][16]. - Operating expenses for the 39 weeks were $1.296 billion, or 28.7% of sales, compared to $1.279 billion, or 28.6% of sales, in the previous year [14][16]. Group 4: Share Repurchase and Store Information - During the 39 weeks ended November 1, 2025, the company repurchased $107.8 million worth of Class A Common Stock, totaling approximately 300,000 shares [15]. - Dillard's announced the closure of a store in Plano, Texas, expected to take place in January 2026, while operating a total of 272 stores across 30 states [16].

Core Insights - Dillard's, Inc. will announce its financial results for the 13 and 39 weeks ended November 1, 2025, before the opening of the New York Stock Exchange on November 13, 2025 [1] Company Information - The announcement will provide insights into the company's performance over the specified periods, which may include revenue, profit margins, and other key financial metrics [1] - Julie J. Guymon serves as the Director of Investor Relations for Dillard's, providing a contact point for investors seeking more information [1]

Core Viewpoint - Dillard's, Inc. is set to announce its financial results for the 13 and 39 weeks ended November 1, 2025, before the opening of the New York Stock Exchange on November 13, 2025 [1] Company Summary - The announcement will provide insights into Dillard's financial performance for the specified periods, which may include key metrics such as revenue, net income, and comparable store sales [1] - The results are anticipated to be closely monitored by investors and analysts for indications of the company's operational health and market position [1]

You can't blame declining foot traffic for pushing mall retailers to close stores. "After a relatively weak summer performance, malls rebounded sharply in October 2025, with foot traffic to indoor malls, open-air shopping centers, and outlet malls rising significantly both year over year (YoY) and month over month (MoM)," according to data from Placer.ai. That's likely a good sign for the holiday season. "All mall formats saw clear YoY visit gains in October 2025, potentially signaling renewed consumer ...

Shares of Dillard's Inc. ( DDS ) have delivered a total return of 718% since my previous piece, Why Dillard's Is My Top Retail Pick , was published on December 23, 2013. Comparably, the S&P 500 hasBlue Chip Portfolios is an investment publication company focused on delivering investing insights on single stocks, ETFs, and CEFs. Blue Chip Portfolios is also the publisher of the Blue Chip Portfolio's Newsletter on BeehiivAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN either th ...