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]

Group 1 - Mall foot traffic rebounded sharply in October 2025, with significant year-over-year (YoY) and month-over-month (MoM) increases, indicating potential consumer enthusiasm for the holiday season [1][2] - All mall formats experienced YoY visit gains in October 2025, with indoor malls leading the growth, while open-air shopping centers and outlet malls returned to positive territory after four months of declines [2] - Despite increased foot traffic, it does not guarantee higher sales, as evidenced by the store closures of major retailers like Macy's and JCPenney [3] Group 2 - Dillard's reported a sales increase for the first time in a while, with a focus on controlling inventory, which ended up 2% compared to 6% at the end of the first quarter [6] - Several retailers are closing stores in 2025, including Forever 21, which is shutting down all 350 U.S. stores, and Claire's, which is closing 291 stores as part of restructuring [7] - Macy's plans to close 66 underperforming stores in 2025 as part of a larger strategy to reduce its footprint, with a total of approximately 150 stores set to close by 2026 [7]

Core Insights - Dillard's Inc. (DDS) has achieved a total return of 718% since December 23, 2013, outperforming the S&P 500 index significantly [1] Group 1: Company Performance - The total return of Dillard's Inc. is highlighted as a key performance metric, indicating strong growth and investment potential [1]

Core Insights - Dillard's, Inc. (DDS) is anticipated to report year-over-year declines in both revenue and earnings for the third quarter of fiscal 2025, with revenues expected at $1.42 billion, reflecting a 0.2% decrease, and earnings per share (EPS) projected at $6.43, indicating a 16.8% decline from the previous year [1][10]. Financial Performance - The Zacks Consensus Estimate indicates a 0.2% decline in revenues year-over-year, while the EPS estimate suggests a 16.8% decrease compared to the same quarter last year [1][10]. - In the last reported quarter, Dillard's achieved an earnings surprise of 23%, with an average earnings surprise of 24% over the trailing four quarters [2]. Growth Drivers - Dillard's is focusing on growth opportunities in both brick-and-mortar and e-commerce sectors, supported by strong consumer demand and effective inventory management [3][4]. - The company is enhancing brand relationships, remodeling stores, and optimizing its activewear segment, which is expected to contribute to a 0.6% rise in comparable-store sales and a 0.2% increase in overall retail sales for the fiscal third quarter [5][10]. Cost and Margin Pressures - The company is facing challenges from a tough retail environment and cautious consumer buying behavior, which may negatively impact margins and overall profitability [6]. - Selling, General and Administrative (SG&A) expenses are projected to increase by 3.9% year-over-year, with the SG&A expense rate expected to rise by 100 basis points to 29.9% [7]. Valuation and Market Performance - Dillard's is trading at a premium compared to industry averages, with a forward 12-month price-to-sales ratio of 1.46X, higher than the Retail - Regional Department Stores industry's average of 0.49X [11]. - Over the past three months, Dillard's shares have increased by 29.7%, while the industry has seen a growth of 41.3% [12].

Group 1: Market Sentiment - Wall Street's bearish price targets for certain stocks indicate serious concerns within the industry, which is unusual given the tendency to prioritize corporate relationships over transparency [1] - The article highlights three stocks with warranted bearish outlooks and suggests alternatives with better fundamentals [1] Group 2: Dillard's (DDS) - Dillard's has a consensus price target of $381.67, implying a -36.5% return from its current trading price of $600.94 per share, which reflects a forward P/E ratio of 21.9x [2][4] - Concerns about Dillard's include weak demand indicated by the absence of new stores, lagging same-store sales, and a projected sales decline of 1% over the next 12 months [10] Group 3: CSX (CSX) - CSX has a consensus price target of $39.29, suggesting an 11.7% implied return, while its current stock price is $35.18, reflecting a forward P/E ratio of 19x [5][7] - The article suggests that CSX does not meet investment criteria, although specific reasons are not detailed in the provided text [6] Group 4: Dell (DELL) - Dell's consensus price target is $164.09, indicating a 9.5% implied return [8] - Concerns regarding Dell include underwhelming unit sales, a decrease in earnings per share relative to revenue, and a significant reduction in free cash flow margin by 18.9 percentage points over the last five years [11]