Core Insights - Dillard's is outperforming expectations and reaching all-time highs in stock price, with shares up 5.4% recently [1] - The company reported a 1.4% increase in revenue and a 1% rise in same-store sales compared to the previous year, despite a slight decline in margins and a 2.3% drop in net income [2] - Earnings per share (EPS) increased by 1.5% to $4.66, significantly beating analyst expectations by over 10% [2] - CEO William T. Dillard indicated stronger sales trends in July, suggesting positive momentum for the current quarter [3] - Dillard's unique strategy of owning real estate rather than leasing allows for competitive pricing and profitability [3] - The company's ownership structure, with over 50% of shares held by the Dillard family and employee stock fund, differentiates it from other department stores [5] - Despite recent gains, shares are trading at a modest 14.5 times earnings, indicating a reasonable valuation for a consistently profitable company [6]

Company Performance - Dillard's reported quarterly earnings of $4.66 per share, exceeding the Zacks Consensus Estimate of $3.79 per share, and showing an increase from $4.59 per share a year ago, resulting in an earnings surprise of +22.96% [1] - The company achieved revenues of $1.51 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.20% and up from $1.49 billion year-over-year [2] - Dillard's has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Stock Outlook - Dillard's shares have increased approximately 15.3% since the beginning of the year, outperforming the S&P 500's gain of 10% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $6.76 for the coming quarter and $30.47 for the current fiscal year [7] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating expectations for it to outperform the market in the near future [6] Industry Context - The Retail - Regional Department Stores industry, to which Dillard's belongs, is currently ranked in the top 15% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Viewpoint - Dillard's, Inc. reported a modest increase in sales for the second quarter of 2025, with net income slightly down compared to the previous year, indicating a mixed performance in a challenging retail environment [1][2]. Second Quarter Results - Net income for the 13 weeks ended August 2, 2025, was $72.8 million, or $4.66 per share, compared to $74.5 million, or $4.59 per share, for the same period in 2024 [2][18]. - Net sales for the quarter were $1.514 billion, up from $1.490 billion in the prior year [3][18]. - Total retail sales, excluding the construction business, increased by 1% to $1.447 billion compared to $1.426 billion in the previous year [4][18]. - Comparable store sales also increased by 1% during the same period [4][18]. Gross Margin - Consolidated gross margin for the second quarter was 36.6% of sales, down from 37.6% in the prior year [5][18]. - Retail gross margin was 38.1% of sales, compared to 39.1% in the previous year, with variations across product categories [6][18]. Inventory and Expenses - Inventory increased by 2% as of August 2, 2025, compared to the previous year [7][18]. - Selling, general, and administrative expenses for the quarter were $434.2 million, representing 28.7% of sales, slightly down from 29.1% in the prior year [8][18]. 26-Week Results - For the 26 weeks ended August 2, 2025, net income was $236.7 million, or $15.08 per share, down from $254.5 million, or $15.68 per share, in the same period in 2024 [11][18]. - Net sales for the 26 weeks were $3.043 billion, slightly up from $3.039 billion in the previous year [12][18]. - Total retail sales for the 26 weeks were flat at $2.915 billion compared to $2.919 billion in the prior year [12][18]. - Retail gross margin for the 26 weeks was 41.8% of sales, down from 42.7% in the previous year [13][18]. Share Repurchase - During the second quarter, the company repurchased $9.8 million worth of Class A Common Stock, and $107.8 million during the 26 weeks, with remaining authorization of $165.2 million under the May 2023 program [15][18]. Other Information - Dillard's operates 272 stores across 30 states, including 28 clearance centers, and has an online presence at dillards.com [17][18].

Core Viewpoint - Dillard's, Inc. announced a cash dividend of $0.25 per share, reflecting the company's ongoing commitment to returning value to shareholders [1] Group 1: Company Financials - The Board of Directors declared a cash dividend of $0.25 per share [1]

Core Viewpoint - Dillard's, Inc. is set to announce its financial results for the 13 and 26 weeks ended August 2, 2025, before the opening of the New York Stock Exchange [1] Company Information - The announcement will take place on August 14, 2025 [1] - Julie J. Guymon is the Director of Investor Relations for Dillard's, Inc. [1] - Contact information for investor relations includes a phone number and email address [1]

Core Insights - Dillard's, Inc. is expected to report a year-over-year revenue increase of 1.4% for the second quarter of fiscal 2025, with estimated revenues of $1.51 billion, while earnings per share are projected to decline by 17.4% to $3.79 [1][6] Group 1: Financial Performance - The consensus estimate for Dillard's second-quarter revenues indicates a rise from the previous year, while earnings are expected to show a significant decline [1] - In the last reported quarter, Dillard's achieved an earnings surprise of 14.2%, with an average earnings surprise of 12.7% over the trailing four quarters [2] - The company is predicted to experience a 26.2% year-over-year decline in operating profit, with a contraction of 180 basis points in the operating margin [6] Group 2: Growth Drivers - Dillard's strategic efforts, including inventory management, store and e-commerce expansion, and trendy merchandise, are expected to drive its second-quarter results [3][4] - The company is focusing on enhancing brand relationships, remodeling stores, and optimizing its activewear segment, which is anticipated to widen its customer base and boost overall sales [5][9] - Comparable-store sales are projected to rise by 1.3% year over year, while retail sales are expected to grow by 1.1% for the fiscal second quarter [5] Group 3: Market Position and Valuation - Dillard's is trading at a premium compared to industry and historical benchmarks, with a forward 12-month price-to-sales ratio of 1.15X, significantly higher than the industry average of 0.34X [8] - The company's stock has gained 23.6% over the past three months, outperforming the industry growth of 16.8% [10]

Core Viewpoint - Dillard's (DDS) has shown a downtrend recently, losing 6.1% over the past week, but a hammer chart pattern suggests a potential trend reversal due to increased buying interest [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, suggesting that selling pressure may be exhausting, which could lead to a trend reversal [2][5]. - The hammer pattern forms when there is a small candle body with a long lower wick, indicating that despite a new low, buying interest emerges to push the stock price up towards the opening price [4][5]. - This pattern is significant when it occurs at the bottom of a downtrend, signaling that bears may be losing control [5]. Fundamental Analysis - There has been a positive trend in earnings estimate revisions for DDS, which is a bullish indicator suggesting potential price appreciation [7]. - The consensus EPS estimate for DDS has increased by 2.1% over the last 30 days, indicating that analysts expect better earnings than previously predicted [8]. - DDS holds a Zacks Rank of 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks, which typically outperform the market [9][10].

Core Viewpoint - Dillard's (DDS) is positioned well to continue its trend of beating earnings estimates, making it a stock worth considering for investors [1]. Earnings Performance - Dillard's has a strong history of surpassing earnings estimates, averaging a 26.86% beat over the last two quarters [2]. - In the last reported quarter, Dillard's earned $10.39 per share, exceeding the Zacks Consensus Estimate of $9.1 per share by 14.18%. In the previous quarter, the company reported earnings of $13.48 per share against an expected $9.66, resulting in a surprise of 39.54% [3]. Earnings Estimates and Predictions - Estimates for Dillard's have been trending higher, supported by its history of earnings surprises. The stock has a positive Zacks Earnings ESP (Expected Surprise Prediction), indicating a strong likelihood of another earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - Dillard's currently has an Earnings ESP of +23.90%, reflecting recent bullish sentiment from analysts regarding the company's earnings prospects. This, combined with a Zacks Rank of 1 (Strong Buy), suggests a potential for another earnings beat [9].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1] Company Overview: Dillard's (DDS) - Dillard's currently holds a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Performance Metrics - Over the past week, Dillard's shares increased by 8.1%, while the Zacks Retail - Regional Department Stores industry rose by 8.78% [5] - In a longer timeframe, Dillard's shares have risen by 34.31% over the past quarter and 19.02% over the last year, outperforming the S&P 500, which increased by 14.59% and 18.48% respectively [6] Trading Volume - Dillard's has an average 20-day trading volume of 112,884 shares, which is a useful indicator of market interest and momentum [7] Earnings Outlook - In the past two months, one earnings estimate for Dillard's has increased, raising the consensus estimate from $29.84 to $30.47 [9] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [9] Conclusion - Considering the positive performance metrics and earnings outlook, Dillard's is positioned as a strong momentum pick with a Momentum Score of B and a Zacks Rank of 1 (Strong Buy) [10][11]

Core Insights - Dillard's and Pandora celebrate the opening of the 100th Pandora location within Dillard's stores, marking a significant milestone in their partnership [1][3] - The collaboration began in fall 2024 with Pandora being introduced in over 15 Dillard's stores, quickly expanding to 99 locations due to positive customer response [3][4] - Dillard's aims to provide customers with premium products, aligning with Pandora's high-quality jewelry offerings [4] Company Overview - Dillard's operates 272 locations across 30 states, including 28 clearance centers, and focuses on delivering style, quality, and value through a curated assortment of fashion apparel and home collections [8] - Pandora is the world's largest jewelry brand, selling in over 100 countries through 6,800 points of sale, including more than 2,700 concept stores [6][7] - Pandora employs 37,000 people globally and is committed to sustainability, aiming to halve greenhouse gas emissions across its value chain by 2030 [7]